Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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LB. All respect evaporated. Thought you'd have the guts not to hide behind someone elses6 post.
Shame on you
ha ha ha! knob!
for balance LB...youre a knob , tiburn has the handle!
did you write that post yourself LB?
LB
Potential news that could be issued, in RNS, presentations and interviews, probably many more:
- FD Dakota drill result
- latest production updated every 2 weeks
- MF bullet supply context and deal with Tallgrass background, trucking context update
- latest financial position - what this can buy
- deep dive on hedging, what it means to COPL for butane - $800k saving per month, oil futures
- Updated presentation with revised MF modelling results
- deep dive on well head kit upgrade, what this does, in detail, jhow many wells , results from each well - 700bopd from last well upgrade alone
- Cole creek well recompletions programme
- BFU and CC drill plans for 2022
- Adjacent Majors drilling and discovery activity we know is continuing
- Benchmark deep dive on PRB producing Frontier and Dakota field production
- FD drill campaign - 12 permits applied for - confidential well and field development status
- SWP reservoir re simulation results
- Dakota seismic interpretation
- Latest CNOOC status
- Nigeria context
HFB also had a very good list of potential news that could be issued, interest drummed up and maintained you could review
The fact that he would attempt that is bullish for the sp in itself, because it suggests that he anticipates a significant rise.
Now there's wishful thinking, but a further rise would indeed be a consolation.
You are right LB
The cementing was last week.
If it has failed, we should already have been informed. Ergo it must have succeeded because we haven't had the rns that failure would require. whereas completion would require a later rns.
I'm not that convinced by my logic but that's what I'm hoping. I don't think he could delay informing us if the operation was unsuccessful?
10toes as well by any chance?
I have never anything detrimental about anyone on ADVN, my name there was 11toes 12toes now ALLAN/QUARTERMAINcaused and still does cause trouble
If you give me the name of this person Jamie, I will apologise to them
Thanks LB
Good evening everyone,
i am sorry Tiburn but i think i am probably leaning towards option 1 ,
and i hope that at some point in the coming months we will get the opportunity to discuss this and other points over a good few drinks along with others as well.
Iam not 100% sure it is by grand design but i do think circumstances have presented AM with a golden opportunity to advance the company and possibly at a bargain basement price .
Thank you to shouston ( not sexting lol ) for finding a current article that practically mirrors the point i was trying to make this morning.
Now to a more serious point .
LB you should not be trying to influence the minds of people on the cementing of the dakota well issue.
I spent many years at a a lower support level to exploration platforms in the north sea.
These occurences are common place , overuns, abandonements , sidetracks ,redrills.
So i tell you folks in case people are worried.
Do you really think our senior lenders will get there knickers in a twist over potentially one failed well.
Not a chance , there could billions of $ of oil under our acreage, they will not be worried in the least .
We are not an explorer in this case.
We are a producer on a possibly steeply climbing production curve,
our lenders know this and while they may at some point wish to curb possible AM exuberance in his rush to become a successfull mid cap oiler,
they will never kill the goose that is laying the golden egg over a few failed drills.
The markets may play silly buggers until the future is fully confirmed but our lenders i assume took all of these things into account before they gave AM the money to purchase Atomic in the first place.
i am not sure when the dice will turn in our favour ,
could be tomorrow could be six months time ,
but i am pretty confident that it will.
So i will try to increase my holding when ever spare cash is available and be grateful that all the great research on here by others has only confirmed what i have felt for some considerable time.
This company has so much going for it , one day the real value will be realised and i and the others who keep the faith will be rewarded.
GLA.
Yes. I agree he is playing chess on a massive board. And he thinks long and hard between moves
I don’t know Art panamabob, but looking at the history he is a shrewd man, and it seems he works hard to get a good deal whatever it takes, he certainly looks at the bigger picture not the day to day which suggests, and he’s stated, he’s after something big
Tiburn
Your guesses are as valid as any.
I would simply add that those if us who have been involved in Business are so aware of the power of good PR. It beggars belief that AM is so unlettered in this regard that he can afford to delegate such a crucial element to (Flat Rate} Kathy .Even some RNSs are plagued by errors.
I know it sounds unlikely but I wouldn't rule out a combination of laziness and deliberate scheming as part of his long range plan for COPL
I thnk JPMorgan has been studying 'The Science'. I'm no expert but there are some easily understandable scientists whose opinions are encouraging.
https://www.bbc.co.uk/sounds/play/m0011zd8
This is worth listening to from 1:12:40
There is a tendency to believe that 'governments must know more than it is saying about this new variant'.
Maybe. But I think that often that isn't the case, and they may know much, much less than their actions suggest.
Let’s hope positive news on Nigeria tomorrow.
Won’t hold my breath though
Panama
The only reasons I can see to not advance on communications excellence may be:
1 - To keep the MC low for CUDA deal benchmarking - Im not sure I believe this theory myself, but it could be the case, as how else to value them except benchmark COPL WI and pro rata? Sure the receiver wants the best offer, but how would they know what is a fair one, what the market perceives?
2 - Store up good news for when it will have the best impact as to many negatives/unknowns until debt can be proven to be manageable, feed what you can to maintain some LTH support, but a risky business.
3 - COPL are just utterly oblivious of communications importance - not allocated to anyone in COPL specifically accountable, left to their 2 PR consultants = they are not the most proactive as have multiple clients, get paid a flat rate, so why bother showing excellence? AM is an oil man and will deliver the oil and do the interviews, may think he has delegated this low priority task management (in his eyes) effectively, but no one is telling him he may listen to that it desperately needs overhaul - retail opinion is ignored in the main and in the main rightly so - therefore a total impasse.
4 - A combination of above
5 - There is some masterplan, but I find it difficult to believe that may include a website of such a magnificent flawed nature - if you were going out of your way ....
Hot news front page -"2020 Annual General Meeting to be held Dec. 10, 2020"
I ask you.
Arthur - please bring in support, then reap the benefits.
Ok.But it's easy to get the days in each month mixed up.
To?ottow is as good as any
Panamabob I was joking about November the 31st. But I still hope it happens then.....
Oil set to rise to $150
https://markets.businessinsider.com/news/commodities/oil-price-outlook-brent-crude-150-barrel-opec-jpmorgan-2021-11
Trouble with those with short term outlook is they fear their own shadow.
We are a company entering our fourth quarter, with real revenue. We are ramping up the MF after upgrades, to enable us to flood safely at Max pressures.
We are drilling in an area of the planet that is rich in O&G. Neighbouring areas under control of major companies.
I know the, "patience" mantra is wearing as thin as the lips on LBs face. But wait we must...
Forget that for now.
Canada up 5.58 p cent now
Oh yeh, lovely guy.
You should have read what he wrote about a decent bloke on advfn Ed, abused him completely.
Cracking sort this one.
Same mould as you and your pal iron.
Pond life.
Has anyone ever told you what you are Jamie nothing but a bully
Bowler, has anyone ever told you that you are a too bob toss pot? probably.