Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I thought she was using them to store German fruit cake
Thanks AFFC.
Quite a slick site, but just a rehash of what we all (should) know.
TMS????
The most charitable explanation is cognitive dissonance.
I'm more inclined to think there are other reasons
AS bots.
…will Lonny and Moyra have studied and characterised during the the drill, and been able to predict how they will flow?
In the corporate world ...
If I had an interest , and expertise in O&G, I might want to keep an involvement in it.
How would I do it ?
1. Investing in majors, judiciously, safe but not very interesting.
2. Set up run a junior, interesting, but all the hassle of dealing with regulators and PIs, unless its private lc.
3. Take meaningful stake in well researched juniors. Fine, but keep below declarable interest, or else 2 above applies
Might treat myself to one of these
https://www.privatewhitevc.com/products/the-twin-track-2?variant=40674014494781
Speculation : PRD shares will hit 2p - Haemoglobin N
Speculation : Guercif will be a success - Oz K
All on the BB
… and bombarded PIs with presentations, chats, jollies, conference calls - all to keep,the hype going.
They would tick the more comms box here though.
“Allow” not to be conflated with “Agree”.
It is a two way street, as you say.
Can you imagine how much that would cost?
The sport various posters would have with the fund raising needed?
The dilutions.
Oh and then, “It’s only seismic. Got to drill to prove it up”
🥱
Nigel, do you recall Sound Energy’s huge, massively expensive and hence dilutive seismic programme carried out by Schlumberger (gold standard)?
How did that work out?
Big oil.
Mooting BP and Shell merger.
More interesting, BP might increase its exposure/focus on oil and gas.
Hmmmm ……
As usual Keith nails it.
My thoughts.
OJ has this system - based on the assumption that many small cap oil and gas explorers are "lifestyle" companies, which have a predictable lifecycle of hype, raises, disappointment, etc. Our friend Mr Parsons is the perfect example, who had the brass neck to set up rinse and repeat operations in this mould, even as he was setting up a "trading plan" for his own shares during a company making (or breaking) drill.
Fair enough, but what this completely misses is that some small co's are successful. To spot the ones that might be, requires a wealth of experience, information and the ability to analyse it, provided in spades here by some of our posters, and the material released by the company. There's still risk, but the upside is higher than OJ's one size fits all trading system.
By the way I am inclined to think we have a shill, parrot or fanboi here, as the output is unbelievably banal.
I was about to post a message defending Keith’s prerogative to stop casting pearls before swine.
I’m glad I didn’t, and he hasn’t.
Thanks Keith. What you are saying aligns very much with other discussions I have been having, but which I would not wish to publicise further.
Got to agree Rob.
Opinions are one thing, but the key thing is reading all the reference material and research and THEN deciding if those opinions are valid. Even then there isn’t 100% certainty.
As an inside IF (?) I was a multimillionaire, and IF I thought the scope here was was significant I would probably want to stay below TR1 level.
😉
Ibiza,
I certainly don’t suggest a negative price!
A price ratchet usually increases the price.
I negative ratchet would reduce the price per unit for higher volumes, but ensure we got premium price for the initial volumes.
We know that the more gas we have the less per unit we might get. Testing might prove up such larger volume
Might negotiations work out better for us if they are based on a higher price for a more modest initial quantity. There could be a “negative price ratchet “ for increased quantities.
👍