Member Info for AIMing_high

Foxy: i would assume it's the expectations that Arden set out....since they're basically a mouthpiece for the company. those are the ones that DrM is referring to i suspect

i suspect he/she/they only got on that particular bus this week...so not exactly going to be missed

and it would coincide with the bid dropping....so yes, most likely a whopping sell

maybe a 2 day trade on the likely price rise into the results?

Gibbo: and May 16 was early in teh presidential race.....up to mid summer point Trump was definitely a tail risk rather than a front runner...it was "clear" that Clinton would be president back then.

Mike: i'd be amazed if we get much on Saudi...that's been a very slow burner and they've not been keen to tell us much about it.
I think our hope is in updates on DRC, Liberia, SL and Tema.

Conformation of ratification and reaffirming market expectations for the full year (i.e. profit) would make me happy.

Oh guys. Come on. We’d done a great job of ignoring the sore loser all day. Don’t him the attention he craves.

Woody: I agree with your first statement. Not so much your second.

This has properly serious potential. But I’m not expecting much on Friday. Slow burner. Too much history to be forgiven means that we need numbers, not words

foxy: pleased to hear you laughing. I’ve worried in the past that you weren’t capable of joy. Now that you’re on the mend we can have some optimism from you. Yay.

Foxy: my grumpy of love cherub or eternal sunshine - i'm not convinced that the share changed due to a new agreement.

anyway, Tema is going, the port is expanding and hopefully post coivd and stage 4 (i think, i lose track) there will be more growth, and as previously stated, the operational gearing is great.

the company should be in a great place going into next year...they just need get the cash flowing in and not print any more ******* shares!

yrabs: i'd normally say that management should definitely tell us when ratification happens, if for no other reason that to give the SP a chance at a bump. but, for reasons I'm still not entirely sure of, PF never told us when Tema was sorted. so i wouldn't be shocked if ratification happened and we never got told.

either way, he really should clear it up on Friday

yrabs: i get your skepticism (given the history)...but what do you expect re the Liberia MSC? Back in the original RNS they announced that it would commence in September. you want a weekly RNS stating that they are still on track?

the way companies work is that if things are still as per previous guidance then there is no need to tell you.

DrM: yes, i think the DRC is truly game changing, the market is yet to be convinced. i'm hoping that's partly because of the lack of announcement over ratification (i'm not concerned), but it could well just be mistrust of the company after years of under performance.
I just wonder if another MSC could kick start the SP before DRC money starts to really flow in 2022.....but then again, there will be (reasonable) concern that they'll start printing shares like mad again.

I do think that once this moves it really will fly....until then i can take the opportunities to add at these levels.

I’m totally discounting Certific (and Iran for that matter)….our real rewards will come from actual MSCs.
I still have hopes for KSA and that Burkina Faso MOU becoming something….but both are probably 2022 business.

I’d like to finish my pension top up pre the 13th I think….feeling bullish.

Dodge: don't get me wrong, I'm as annoyed as anyone (bar aiming2021) about the raises...they're costing me a fortune in averaging down.

I honestly believe that DRC is exactly the sort of contract that you're talking about...and for the record i think that Tema will be a really decent contract over time.

if they raise again i'll be absolutely livid.....they really need some other form of funding for future contracts....they now have 4 MSCs and they really need that predictable revenue to be used for debt funding.

this is a hugely operationally geared company and they're perilously close to tipping over in to massive bottom line growth...i hope!

Dodge: "Why cant the clients own the capex..?" - because that's not our business model. our model is that it doesn't cost the client anything....that's why we win business whilst being a tiny player. It's a great model...if you have a decent share price or lines of credit and can raise the capital cheaply....we've failed so far with that part of the model.

I'm not sure i see it rising into the results, the market now wants something concrete.

I'm sure he's gutted by the share price movement, i know i am. but then i honestly believe that the latest raise was a bad idea. Granted there was no discount, but if there was institutional demand then they should have had to buy in the market and thus pushing up the price a bit.

my hope is that they can get the SP moving a little by giving us some more details and the progress of the 2 recent MSCs. Because i feel the market seriously undervalued them, there is scope for serious movement without actually having to win other contracts.......but as is often the case, the SP may well not move on results day.

Volume has been dead for a while now…needs news. But I think next news is positive so I’ll top up at these levels.

You did Aiming. You bought just before the 4p rise (in the 6s) and sold in the low 4s. That’s a loss.

Pension makes sense to me…can sit there for years with no worries. I think this will take time for the market to forgive the last decade.

I’m confident it will be double figures before I need my pension in 30 years. And before you get even more sarcastic, I’d be shocked if it’s not strongly into double digits within 12 months.

But if I change my mind and sell out then I’ll stop posting.

Plus I’m waiting for one of my pensions to transfer to a SIPP so I can add here…so I’m happy with the current decline…this is a medium to long term play. Im not disciplined enough to be a trader.