Member Info for ALGU

Price moving up now. News is due

Becoming a test of patience this one. But news could arrive any time this month.

Christmas period means bonuses are no doubt being paid out to WOSG's intended clientele - the SP has had a superb run but it feels like there could be more to come.

Two days in a row. Something going on here?

Looks like a very positive update. A lot of alignment with Ithaca, something to read into there perhaps.

The one positive from the RNS was the reminder of the $150m value of BLVN's share. So if (and it's a big if) we ever see FID, this should rerate.
The worry is whether the partners now have BLVN over a barrel with the intention of them going bust and buying out their share for significantly less. But then again, even a 50% reduction would still see this at many multiples.
Unbelievable how long this has all taken, especially with a huge strengthening in gas and oil prices. That special divi is looking more and more like a terrible decision, but time will tell. As they say in hollywood, this is in development hell at the moment. But maybe it will all come off, stranger things have happened. It would be nice to get a bit more commentary from the BLVN board rather than these fairly opaque delay announcements every 6 months.

The company's new INED has a pretty decent CV looking at linkedin - Merrill, Citi etc. And Ovoca has already added to her page

SP motoring now. This got into high 20s intra-day last year, may even have been low 30s. Hoping for a similar SP in advance of news

Wonder what will happen to the SP in the final 2 months of the year as we await the Minzdrav decision. Currently the market cap is £10m, which is basically the amount of cash the company has on hand - and values the company's Orenetide asset as zero..

manage a cool $1.6trillion of assets. A massive endorsement here.

Although MATD is not producing yet it seems strange it hasn't risen at all with oil. You'd have thought there should be more correlation. I find it's times like this when MATD is hovering in the 2s doing nothing that it becomes a buying opportunity - requires a bit of patience because it tends to tread water for a while before it lifts off

I like the reference in the funding partners section to the ‘ potential regional collaboration opportunities that exist’, suggests they are talking to folk nearby who are interested.

When it moves, JOG moves fast. Let's see what happens today.

Extraordinary to think the SP is almost as low as it was during the depths of Covid. EL in the bag and cash in the bank, and the SP seems to be oblivious. Surely hope that a correction is due in 2022.

Also Ganfeng, in respect of their current 29% shareholding in BCN.
Very roughly that will translate to c.10% of ZNWD - i.e. 29% of BCN's 35% holding in ZNWD.

To me it feels better not having gangfeng holding onto 35% of the shares in ZNWD and instead these being distributed to shareholders of BCN.
Ganfeng's chunky holding of 29% in Bacanora precipitated them coming in with a lowball offer. We want to avoid that here

It was about this time last year the SP started to rise into the high teens. Let's see what happens in anticipation of the approval decision later this year

Still here - bought at 290 and sold a third of my holding on the way up. Planning to sit it out now. Where next with this do you reckon DT? 2000p?

I wonder what the point of a deadline is if it gets extended every time. Does anyone know which of the listing / takeover rules are being used to justify the continued extensions?

Seems the drop earlier this week was an overreaction compounded by poor market sentiment. Continued US growth is the key here