The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
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the excitement is building!!!
I presume that excitement is real @MLQ. It is for me! :-))) If this comes off, there will be some looking back at these posts wishing they had took the time to understand what looks like is happening. Just a shame we appeared to "cry wolf" last time round! Though it was an easy mistake to make in hindsight...
Trying not to get to excited. Could we fall at the last hurdle :(
I know, I know @mr.james. The way I see it is if we spectacularly fail then, depending on where EMH is at the time our share price might half (AIM!). But if we succeed, it's got 5-10x bags written all over it :-)). Additionally, if we announce we have been unable to finalise with the banks it's not all over, as then it goes to the courts to decide what to do with the banks whilst the $10m net of ore is shipped - the outcome of which might be even better for us! ;-) Just more waiting is the downside and the possibility of it not being better, potentially disastrously so...
Great risk to reward ratios IMHO!
Ob.
If sheer enthusiasm could get us over the line then I think observer842 you would do it, however, there is a lot more involved unfortunately. I to am betting that this works out, if it does then it is a game changer for me, so lets hope the bod are putting as much effort into this project as you.
ATB
mr james/ this is Brazil corrupt top notch
@ mlq/ plaster boarding today
how many tons
@md: How did the sparky-ing go,,, Board in ?
mlq/ board l did on friday, boarded the ceiling and wall to day , l have a large garage os l am doing for the wifes mom&dad for when they come and stay, they to old to get up the stairs now a days, on a good note our horse won a race by 21 lengths
mlq/ l need to buy another computer this one does what it likes now a days , l all ready have 3 computers that l use but l like this one for lse,
@md: spend the wifes horse money on the new 'puter and tell her the sp fell through the floor.... ;0)
schedule’s updated... david’s definitely next... but the dono who it’s for yet... lol...
Interesting @tomcat! Either it's meant to be a secret; What I have is provisional; Or they simply don't know. I'm beginning to edge towards the first, but any are possible. Which also means I'm also edging towards staying quiet and encouraging everyone else to wipe their minds of anything they may or may not have heard. You ain't heard nothin' from me. ;-)
http://www.docasdesantana.com.br/index.php/operacional/programacao-de-navios
Interesting that they've got the dredging until the 1st, and that is also when OS leave. How is that possible? Maybe we are missing something...?
just in case... i would think...
Easy mate. I am we are currently dredging the haven and when the bigger ships come through we move aside to let them pass.
I am guessing if David is for picking up iron ore and needs more depth then when he comes in empty he will be fine, they dredge while he is being loaded then it’s deep enough for him to leave
Thanks @mr.james, I did wonder that, but looking at all other dredging events for this port there is never any overlap. Perhaps this time is different. Or they've got the dredging dates wrong...
i’ve not seen a dredger yet... do they do it from land...
That makes a lot of sense ...
They can be doing both I have long reach excavators on the quayside and long reach excavators on pontoons with a barge
I would say Santana would have there own bottom discharge dredging ship though
this time... is definitely different... i can’t be sure there’s never been a planned overlap before though...
@tomcat (or @MLQ). Do you happen to know if U have ever sailed to Zhangzhou?
If I wanted the maiden voyage to go smoothly I'd pull out all the stops! It'll be a big deal for the local community and in the local press if this is it.
Regardless of whether we own the 20% or not at the time!
not this time... they’ve shipped to tianjin... huanghua... jiangyin... with one en-route... is zhangzhou a miss type / translation error for huanhua...