Member Info for Baxi44

Teddybear777 - to publicly challenge PH would, IMO, only start a war of words that would give the narrative more mileage and offer a golden opportunity to the unscrupulous and malevolent to pile in and give the share good kicking.
Glaring factual errors in the Broker Note, that have been highlighted here and elsewhere.
Best to let it all blow over (as it will, IMO, without gifting it the oxygen of debate).

I fully agree with Ice. FWIW, my opinion is that Charlotte and Pro are engaged in cynically attempting to manipulate the SP to support their trading strategies.
I support genuine debate but, sadly, these individuals' trolling discourages valuable contributions from worthwhile posters.

From FelixH on Discord (with permission):
"Spoke to a guy who is among the original GBPO investors. He said that Farallon is at par at 27p (Remember: Farallon's mandate as a credit fund does not allow it to hold equity, which stems from the debt to equity swap)."

Last serious buying opportunity? We'll soon know!

Rabito,
You are perfectly right to correct the misleading assertion that eSeis "are owed 2.7 million dollars in fees are ended up accepting a royalty fee" (which has ditinctly negative connotations). There is a world of difference between accepting a royalty to settle a debt, and voluntarily requesting to be paid in shares/royalty, in place of fees (which was, in fact, the case and has significant positive connotations). I am happy to confirm that the point was confirmed by Bob Rosenthal during January’s Presentation.
Thank you for clarifying.

As a LTH, here's my two penneth, for what it's worth.
A majority of shares would appear to be held in safe hands, who fully realise the value of the asset and are invested for the long haul. So we just need PIs to hold their nerve and not be spooked by posts generated by individuals / organisations with questionable private agendas.
We have a world class asset here. All the fundamentals are in place for a once in a lifetime multi bagger - and IMO for potentially staggering returns for PIs who hold fast and keep the faith. GLA

GG: I hope your current health concerns are not symptomatic of a more serious condition and that you quickly recover. I also hope that, 'ere long we can share a virtual (healthy!) glass of something sparkling and refreshing, as we bask in the profuse riches generated by our shared epic Pantheon journey.

GG
Very, very sad news about Bob Catto's passing. I was hoping he would pull through but, alas, it wasn't to be! A great fellow. RIP Bob

@cringsing
Excellent and well argued advice from @GG (my thanks too George!). He really is to be commended for his generosity of time and knowledge.
Another very detailed, highly informed and well argued comment was posted by Scot126, on another BB, on 05/3/2020 at 13:55. It is well worth studying in depth.
You and I (and many like us) are extremely fortunate to be able to benefit from the knowledge and experience they freely share (with no ulterior motive) with us.

Moneymaker
Just nicked out of IRON into PANR for a short term punt (I'm heavily into PANR for the long haul as my lifieline after AMER). You may want to have a quick shufty at the stock: I think there is a good short term opportunity - but the long term seems stunning. However - need I say it (you're a skilled investor after all!) - PLEASE DYOR!!!

Hmmm. I smell an Amerisur Apache and Stagecoch replay building...

The word is that the re-listing will take place mid-next week (but please don't shoot the meesenger if there is some slippage!).

Jazbo
I hope the board of PANR have some integrity, unlike the AMER board, and don't look on PIs like Apaches used to look on stagecoaches.

HI Jazbo
From your post, would I be right in judging you are an ex Amerisur LTH, by any chance?

I am in IRON for a small short term punt. My reason for taking this position is an unshakeable belief in GC's greed and total disdain for PIs and their financial wellbeing (I write as a former long-term holder of Amerisur - another GC company - which was recently sold for 50% of its value, providing GC and his cronies with a small fortune in options whilst, at the same time, royally shafting the PIs).
Observing that GC is into IRON for significantly more than the current share price, I have hopped on for the ride, confident that he will do whatever is necessary to line his own pockets, regardless of the outcome for private shareholders.
Caveat emptor!

I offloaded a substantial (for me) holding in Amer, just before Christmas.
As a LTH from the Chaco days, it would be an understatement to say I was dismayed by the dismal performance of , and ultimate betrayal by, the BoD.
Although not normally a vindictive bloke, I REALLY hope that this action stuffs GC and JW in the most comprehensive way - I'm thinking where the cat got the thermometer!
HNY to all fellow sufferers and my grateful thanks to those fine minds and wise heads that have informed and enlightened me over the years. I wish you all well.

Your comment reinforces the proposition that neither Clarke nor Wardle should EVER be trusted with the stewardship of a listed company again.
In the unlikely event that there is a City blacklist, they should feature prominently, and permanently on it.

Mathurin,
I concur with your sentiments; but I think you are seriously economical with your adjectives describing Clark. I would add fundamentally untrustworthy, self serving and ultimately proven to be totally unsuited to future corporate office.
All the best for the future to fellow Amerisur victims.

I have been a holder since the Chaco days and have a significant (for me) holding in Amersur.
I cannot subscribe to the view that the Bod have acted in the best interests of the shareholders - quite the contrary!
Forgive my naivity (there are far wiser and more experienced heads on this board than mine), but I also cannot believe that, having apparently either consistently misled shareholders, for a number of years, as to the value of the company's assets/prospects, they can blithely now claim that the valuation of 19.21p per share is fair - and disappear into the sunset, uncensured and scot-free, with their pockets bulging from the generous options they awarded themselves.
Consequently, my view is that this deal is highly suspect.
Posters on another board have recommended PIs to report their concerns to the FCA, which I have followed (text available if required - feel free to message me) or even funding a class action against the board (highly unlikely).
My questions, therefore, are this:
1. Are the FCA totally uninterested in policing the AIM - have they no interest in protecting small investors, or do they really function as a robust regulator?
2. If enough concerns are raised by disgruntled PIs, would the FCA investigate and, if necessary, potentailly unpick the deal (as has been suggested elsewhere)?
3. Or are we just content to be meekly accept our fate and shuffle off like lambs to the slaughter?
In closing, my sincere thanks to the wise heads that have freely shared their knowledge and experience.

Gambling Addict. Thank you for following this up with the FCA.
Their response really makes you question whether they serve any useful purpose in protecting the interests of investors