Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Escargot - well it's not often we get a pecorous post
Nice
Hmmm, gracoius of the 'bot to let this go at ~11.54 and ~14.32. (Steady on Metal Mickey/ Michaela ). Maybe a portent for an upturn before Friday now the news has been priced and selling somewhat overcooked imo.
Yes, this will likely be 'kept' at minus 2.6-3% all day by the 'bots.
Despite Bach Ho think it has always been speculative or would be more prevalent.
If they can try to win the info battle instead of shooting themselves in the foot that would help.
The fact Kerogen would need to inform the board yet there isn't really any effort to offset with positive comms (that I've seen) is naive but goes to my concerns around BoD comms strategy.
If you sit underneath a cow, you'll get a pat on the head....
80p per share would be fair value, but AIM is all about price manipulation.
One way or another, every time it looks as though the price will make a new high, something happens.
First, it's the Warwick Deep mishap, interpreted as a failure when it is nothing of the kind; then, just after a rally, it's the transfer of a chunk of shares, somehow interpreted as a major shareholder dumping shares.
If the next drill result is only 90 percent as good as expected, you can expect another price slump.
Hi Pete. About 2 metres from my summer house is a field , the field is full of cows , big black and white cows and therefore full of cow pats. On one particular cow pat is a dirty old bluebottle . I had a chat with it and do you know what ? It knew more about Hurricane Energy than thedriver .....no **** , it really did .
80p per share would benefit fair value, but AIM is all about price manipulation.
One way or another, every time it looks as though the price will make a new high, something happens.
First, it's the Warwick Deep mishap, interpreted as a failure when it is nothing of the kind; then, just after a rally, it's the transfer of a chunk of shares, somehow interpreted as a major shareholder dumping shares.
If the next drill result is only 90 percent as good as expected, you can expect another price slump.
Good to hear that wellwell. A balanced poster worth reading... now the what’s Drivel said today...
It's that dejà vu time.
Last time the public share offering was cancelled as they were available cheaper in the market.
Now all those clamouring for their share in the over-subscribed Kerogen placing can fill their boots below that placing price.
And all those reassuring voices yesterday can join in to.
Who would have thought that?
Goes to show that everyone wants a piece of this pie and they will 'scrutinise' the drilling/ The Doc etc to get those shares down into the early 40's minimum, especially before the Lincoln result. That way, if it's non-commercial, the sp shouldn't tank too much further- if it does dry powder will soon mop up the stock before the last drill.
I wouldn't be surprised if a major wants this on a plate and that there are coordinated efforts to generally trash the company and their leaders/ drilling techniques.
Strange, I was over on the ASOS board and there are no friendly advisors saying 'this could get messy'. I do enjoy a good conspiracy lol
I see that IJWT. It's a supportive view in a snapshot of time and relies entirely on continued good EPS performance.
I think the market is scrutinising DrT in a way he's not been scrutinised before as confidence in his supposed 'superior knowledge' in FB has been rocked (pardon the pun) by the Warwick Deep failure and the question is, could misinterpretation also creep over to the understanding of geology at Lancaster EPS? It's a speculative buy for that reason in my opinion and agree more info in the next off-take RNS would go a long way to re-establish confidence.
I noted Malcy had nothing to say re Kerogen sale....unless I missed it.
I agree, but don't hold your breath. At CMD they said something about updating the market in January on the EPS. Past form suggests that little info will be released prior to that.
Wellwell
Interesting update from Artemis around their NAV including their holding in HUR and ECO on the ECO board.
FWIW- Kerogen sale is a bolt from the blue. At face value it is sensible positioning of their fund but further selling would be a concern. The tanker uplift should provide ongoing confirmation of flow rates and improved performance - maybe inv relations will have the good sense to RNS this properly to highlight any positives over base case expectations.
wellwell
No wonder there are touchy Spivs going around the boards under the guise of friendly advisors trying to persuade folks to sell (but not reduce strangely enough). GL
The upgrade was yesterday and was a 'speculative buy' recommendation.
Hurricane Energy (LON:HUR) had its price objective increased by equities research analysts at Royal Bank of Canada from GBX 70 ($0.91) to GBX 80 ($1.05) in a research note issued to investors on Thursday. . .