Member Info for Ayecuramba

23:23 - well I wouldnt say I am an LNG expert but certainly once Central Block transfer completes the company will have more leverage with repricing it's LNG with the government bodies, on the existing contract the strength of the case for the incoming government is high as their share grows as totally Trinidad companies like Touchstone aren't going to siphon the money elsewhere, the more they get in the coffers the more they will drill and the more the government will receive, so win win for renegotiation, may not be to full market rate for TXP but should be able to move the needle substantially towards it, likely this will be over the next 6 months tho, as they goverment like has no bandwidth right now with incoming elections in April '25 :-)

Anyone got any view on yesterday’s positive move, big investor getting in at bottom or just small guys pulling the trigger? I’ll take it whatever the reason or is it leaked news, hmmm… :-)

20:15 woof 🐶

12:03 - I think 75p by the end of FY25 and £1.35 by the end of FY26, what do you think denby?

07:37 - it was but I believe it has not effected the last payment which was due, I take it while they have announced what the fund raise was for I have not seen the announcement they have paid it, likely in the coming month once the have agreed the final balance

13:12 - well that is a good question, everyones idea of 'good' flow test results will be different of course the company has given quite a wide range of rates and not define rate by each zone, so let us say good is at worst we will see 200BOPD and at best we will say 2,000BOPD flow rates scaling up with the lower to higher zones, if that happens in my view we are looking at 30-50% rise in SP before June '25. The SP reality tho is that you can never tell how the market will react but I do expect a if we do as I have say we will get significant re-rating of our target SP by the main analysts.... :-)

12:29 - time will tell, interestingly there was a reference to 88E in the recent PANR AGM where they were clear that there is significant potential in their adjacent plots and they were unworried that they too would benefit from their massive potential discovery even if to a lesser extent, so all is not lot in that relation :-)

11:02 - have not seen any negative share price targets from analysts, which 2 analysts are you talking about?

10:42 - obviously no one knows what the first zone will be delivering, the team were very positive about upsides to expectations however it is true that whatever level of production it is just because of the geology it is likely to be the weakest result from all the zones :-)

10:13 - the Executive Chairman and CEO were both super bullish on the results...

08:31 - agreed, however hard a place the company is in Ashley seems to be making some progress, time will tell if the planets align for him

18:05 - I was there marmaris, the tone of the meeting was very positive and as others have noted there was great chemistry between David and Max, which is very positive for their working relationship, well obviously everyone has different things about the stock that are important to them, the IHT is an Inheritance Tax question related to to AIM shares specifically, not of interest to most investors of course…

Looking good for our $4K per Tonne cost price of production, just in case you are not an X fan (who is);

Goldman Sachs #lithium forecasts

Lithium carbonate – China:

2025: US$11,000 per tonne

2026: US$13,250 per tonne

2027: US$15,646 per tonne

2028: US$17,077 per tonne

Long-term: US$15,965 per tonne

Interest for the next 3 years, they think we will increase in price per tonne at least thru 2028;

https://x.com/mastermines_hq/status/1899698777679954183?s=42

Market Cap under $10M, just absolutely screaming buy, if you believe what is going to happen with the company over the coming 12 months, the patient will win here... :-) GLTA

Yes but they have made the trough a lot smaller to keep the show on the road a bit longer, who know maybe Burgundy will come up with the cheddar, not long to wait now til the end of Q1 :-)

12:23 - Most importantly he said, every way we can to get pipeline built in Alaska, says US Secretary of Energy, well that 100% clear, lets go :-)

Reiterates 53p target price for existing assets and reserves and notes that on completion of Central Block purchase by Touchstone, they will need to uprate the whole value model, transaction noted to complet in FY25Q2, as PB has said, expecting completion end Apr. '25...

Well the companies view is they still believe they are focused on investor value appreciation, nothing much new apart from confirming resource levels and future projects, if anyone sees anything obvious I have missed :-)

Just saw this new CTL Preso from Gorden Stein, CleanTech CFO, seem to be getting the story out there;

https://www.youtube.com/watch?v=6nMQPYpuJjY&t=3s