Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
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Silver sponsor
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The bronze sponsor (above)-
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Drilling / Workovers
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Solution mining research institute (infa is a member) are hosting their technical conference in Belfast in September. Field trips planned! Any guessing where? https://www.solutionmining.org/fall-2018-conferene
A few flipped warrants today imo. SP holding really well. Can see good movement up towards 1p over next week or so
I'm a gentile by the way but I do like Jewish humour and their approach to life. Jews are, let's say, fatalistic. Well, that's how I see them anyway. All good people
Shlameel - it's Yiddish for idiot, of which I am one. A 24 carat gold idiot :)
Another gem ..one of many from Schlemiel ( how on earth do you pronounce that ? ) -apologies ...I should have included you in my last post !
https://www.europeangashub.com/wp-content/uploads/2018/08/IAE_Natural_Gas_Energy_Security.pdf
The IAE is a lobbying group amongst other things and this report from July 2018 gives a great insight into the issues of Ireland (island)'s gas supply and storage with a couple of references to Larne (Islandmagee)
......have been LTH's for a long time through bad times, really gloomy times and now onwards to great times hopefully.
Yet another superb information gem per Spud.I do not know where he gets them from but hardly a day goes by without him or JB popping up with some beauty.Interest in this share for the last few weeks has been consistently high..always best to get in early in the morning session..any attempt to buy after say 8.05 is doomed as the records show !! Today and last Friday are just Warrant blips !
http://www.lse.co.uk/regulatory-news-article.asp?ArticleCode=2v10sa63&ArticleHeadline=Holdings_in_Company L&G were diluted to 5.1% after the 0.3p placing. Lack of TR1 after the 0.24p placing in April suggests to me they must have added to maintain over 5%
Been out of service most of the day. Good volume, plenty of GLA
Sorry, it's there (JW)...I missed it.
L & G probably an omission...its still showing on company website.
It's not up to date. It still includes John Bradshaw's 3.08% which is long gone.
If MS seems up to date, where are JW's shareholdings?
Surely we will get some great feedback very soon from the BoD meeting, Germany DEEP trip and general update and vision from JW. I suppose it will all come in an RNS update shortly.....maybe a few hints on twitter till then.... should give the sp another kick up....hope we don't have to wait till 6th Sept for all the info. Speaking of which, the Q & A session on the 6th should also give us loads of info and feedback.
Hope DEEP on schedule.
GLA
Last Updated: 12/08/2018 Infa Website
L & G 8.5%
Keeping SHs informed; https://twitter.com/johnwoo64494325/status/1033958348192919552?s=21
https://www.malcysblog.com/2018/08/oil-price-premier-eco-atlantic-falcon-infrastrata-and-finally/
A partial farm-out to, say a pension fund, with long term requirements for income offset against liabilities would lead to the company keeping some of the project leaving it able to develop other similar challenges in the space. This would avoid dilution at PLC level which pension fund investors would find preferable."
From the recent malcy blog
https://www.legalandgeneralgroup.com/direct-investment/
From L&G website
"Because we need to match our long-term pensions liabilities with better yielding returns, we’ve committed ourselves to a £15 billion programme of direct investments in housing, infrastructure and SME financing."
L&G are already a long term holder in infa
They've just committed £200mill to the "gas to the west" expansion project with Mutual energy
Mutual energy used to be equity holders in IMSL
http://gmo-ni.com/assets/documents/GMO-Launch-Event.ppsx.pdf
Is this JW on page 9 at the GMO (NI) official launch?
an aside :-
John Wood
@JohnWoo64494325
No bank holiday for the team, Germany bound for a progress meeting with our Sub surface FEED partner DEEP KBB. #INFA
11:04 PM - 26 Aug 2018
Sure ..be assured that Tuesday will start with gusto especially after all the positivity this week !!!
The majority of placees (who hold the warrants) will not be researched imo. They have made a great return and onto the next one ! I do know of several placees who have added considerably, after researching, and won't be selling at this level fwiw. Every warrant absorbed into the market is great for infa, the cash from warrants should carry us through to construction
Surely if warrant holders believe there's more good news to come then it would seem rather silly to exercise their warrants now and sell their stock into the market at the current price?
Who are the warrant holders and how do these holders perceive future news-flow?
Thanks chaps and for the great research
Placees could very well be selling shares open market to purchase warrants and realizing a gain ? Either way they have been sold imo so I don't see the actual issue of shares having an impact. Steady volume will reduce any overhang, can't see the price dropping too much because below a certain price the warrant conversions will stop