Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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PDT. You really took that comment to heart. What you, I, or for that matter Vladimir think regarding the Climate conversation is largely irrelevant. Policy makers and the market will ultimately determine our path. Investing in a company whose main revenue stream is in fossil fuels should tell you that I am no crusty, but we do need to be conscious of sentiment which is I believe is currently strongly behind CO2 reduction. Good luck.
JAMESY1980. I will let Putin respond to your "Climate Denier" accusation:
Putin speech on "Russia Insight"channel: https://www.youtube.com/watch?v=45gV_0owJ20
The more I look at this one the more I get that warm feeling
Coming months I will up my punt money
Not aimed at you JAMESY, quite sure you didn't invent the slur but no such thing as climate change denial thats a stupid term made up by global warming alarmists who have over the years seen one warming prediction fail after another.
PDT - you have been busy. Some of your posts border on climate change denial which I wouldn’t prescribe to, but from an Igas position it seems like they are prepared for almost any turn in energy policy/sentiment. Hydrocarbons aren’t going anywhere soon, but Igas are well placed if/when the transition impacts. Clearly any possibility of fracking returning to the table would prove the most exciting short term SP prospect, but it feels like a supplementary long shot which shouldn’t be necessary to send the SP northwards. The core production business is performing well enough to deserve a higher MCap on its own and now three exciting diversification prospects building momentum in the background. Good luck.
Interesting link in the comments of that last video...
Causes of the Ice Age and Nova, the Greatest Secret of the United States - Diehold Foundation
https://youtu.be/bMr-5HHnAmU?t=3245
Little Ice Age 2024 - Little Discussed Effects Part 1 - Sea Level Change
https://www.youtube.com/watch?v=MKrA8u6a_Gw
- He suggests that a 2m drop may be on the cards...
https://www.thedrive.com/the-war-zone/42612/satellite-images-show-massive-armada-of-idle-cargo-ships-waiting-to-dock-in-long-beach
https://electroverse.net/feet-of-snow-hit-the-rocky-mountains-coldest-early-oct-day-strikes-seattle-as-historic-cold-keeps-coal-prices-high/
https://electroverse.net/snow-shuts-down-gillette-cold-winter-for-canada-scientific-misconduct-demonizing-carbon/
https://electroverse.net/beijing-suffers-lowest-oct-temp-in-half-a-century-as-rare-spring-blizzards-batter-argentina/
JAMESY1980 - “It’s bizarre when just a mile under northern and central England lies a gas resource so immense that if we extracted just 10 per cent, we could meet the UK’s gas demand for 50 years.”. I think Igas should look into alternate tech to fracking in order to release the gas. By 2024 we could be in a deep freeze and many of those protestors may regret their actions... https://www.youtube.com/watch?v=VblusvRZ7wA
https://inews.co.uk/news/energy-crisis-uk-gas-shortage-run-out-winter-cold-warning-1248108?ITO=newsnow
Government will spend in a crisis
Last two trades in normal time - both sales of 666 shares each… an obvious sign of who is controlling this SP?
Jamesy I agree with your assessment, so much potential. I think we are just in a period where for whatever reason there is greater selling pressure. I can pretty much buy whatever I want but it's certainly not as easy to sell at the moment. Time to make use if the skewed pressure at odds to real value and then Profit when normality returns. Good luck all .
Welcome Stew. I agree SP should be higher. I’m verging on becoming a ramper for IGas but I don’t understand what I’m missing or why there isn’t more interest. I get a forward EV/ebitda of around 5 with a barrel load of further potential upside - deep geothermal, hydrogen, gas and oil prices, fracking sentiment. I keep adding, now over £20k which is significant for me. Hoping for some positive news soon.
https://drillordrop.com/2021/10/11/igas-will-not-appeal-against-planning-refusal-for-springs-road-shale-gas-site/comment-page-1/?unapproved=279872&moderation-hash=6d765a78693429589fa8c9e51b2e093f#comment-279872
Interesting article. I suspect this will result in further asset write downs if not already recognised, but there is a sense of confidence and moral responsibility in IGas’s position. I’d be more concerned if they were desperately clinging to hope.
Added bargain here
Surely this should be much higher