Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Yep... only sensible way to pick stocks and horses :)
NCCL... twisting my melons but I think JDA will come but won't mega bag as much as folks think... at least not straight off the bat.
INFA... Mathew and Graham leaving spoke volumes imo. I don't think all is what it seems and would be surprised at any continued interest if it weren't for the original lowball placing and warrants.
HASH is a good name tho ... main thing :)
Defo a link with MCC... I noticed that when they wrapped up, MCC holders got HASH shares. I had (still have) MCC warrants at 80p (LOL) but they will be of no use even if HASH goes mad as I emailed them and they said speak to MCC, duh. Would be intresting to know the story of why Corvus went so giddy buying up MCC shares to make it 10 bag and kick Zorbas out to then buy into Sentience and then (at the point I lost touch) appear to drop the AIM listing they fought for and become HASH on NEX ... obviously big money games being played out. Got me a one and only 10 bag from 3.5 on MCC as a result so not complaining... curious though.
But yes... interesting RNS yesterday.
SXX and ORM going well from buys yesterday... better darts than SRB which I sold on a loss as more gong on than just the old CF shares being moved on... thankfully wasn't a big buy.
SIA clawing back the divi drop... be nice to get back to 70+ in coming days.
interesting MT... I do keep having a look at HASH... related to the old MCC no ? Lost touch after the 10 bag but never understood what happened and why they went to so much trouble to take over MCC from Zorbas and then do nothing with the listing.
aye... been watching for a while with an eye on the divi and whether it has finally bottomed. Missed the dip into the mid 60s but thought I'd have a go... not like there's a global meltdown on the cards or anything :)
Hopefully won't dip the 8% of the divi tomorrow ... or will bounce back if it does.
Took a few IQAI and SXX too ... not doing very well at moving into a higher cash % :)
fair decision MT ... it's not nearly the % PF holding that I once had but that said, I thought it was a good RNS this morning based on the fact that we have never heard from either GE or CMEC before and here we have both mentioning looking forward to the Ncondezi project with confidence etc.
balman... I'm always watching RBD but for some reason never held any. Looks good value at the moment but my research is limited tbh.
GOLD ... anyone interested in a nibble, SRB looks interesting. I took a first few on Friday on the 15% drop on nothing ... dropped from 45 in march to 30 on Friday despite some good newsflow. I heard some chat over a pint that it may well be Garraway selling the cheap shares they got from City Financial when they went into admin (as with others they will have got them very cheap) ... which makes sense and a big late print on Friday tallies with that. Could be another CF gift... will do very well if gold does perks up. Note there are no RNS updates showing on LSE since last June so find them here ... https://www.investegate.co.uk/Index.aspx?searchtype=3&words=srb
cracking new research article out on TXP.... some great detail in there...
"To varying degrees, each single well could transform Touchstone from a little known small ‘also ran’ operator into something much larger. Any two success combination would be off the chart really. This also comes for a small capital outlay on each well and with access to nearby infrastructure, a rapid monetization and cashflow route is available. This is a very rare combination of positive factors in our view. For investors owning the shares at this price, there ought to be relatively low downside medium term risk. The currently producing assets cover more than the current valuation in our view whilst the upside success case could be a multiple of the current share price. "
https://seekingalpha.com/article/4256785-touchstone-exploration-onshore-trinidad-oil-producer-imminent-3-well-drilling-program
Hi MT,
NCCl proper twisting my melons now... not following the script at all.
RLD sounds like a right gem :)) ... I know Cam has been mentioning it for a while since 18p or so... and I think he took some at 14 but won't have hung around. So with his nose on it I'm sure it may well have big bagger potential at some point. Not one for me tho.
Took some FRES ... just to be boring :)
TXP consolidating nicely ... Brent at 75 and 2x 95% COS drills in June and AUG. Still no herd activity :)