The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Great to see Odey, slamming the Anglo steal. Hope you guys come out of this ok, now the big hitters are standing with you. With a bit of luck the Australian chancer Fraser will also packs his bags & go back home. The chutzpah of the man is unbelievable.
With Brent uplifting nicely, a little delay will have turned into a nice hedge.
Arcm Hunter posted some time back a list on the shorts dates/prices . I recall they were well below today’s sp. I wonder what will be the catalyst for them to close.
Agreed laidback, short of ARCM sabotaging Catcher, their nuts are in a vice.
Diver, until recently PMO & Enq, we’re both under the cosh, with the likes of dspp, etc questioning their v existence. It was horrible at the time & to be honest For my sanity I switched off from the lse boards. I have more faith in HUR than either of those companies & hopefully before too long the fundamentals of what we have here will outshine the doommongers. Keep the faith.
Previous production targets have been massively overachieved, A case of under promise & over deliver. I wonder if the current 20k bopd target will be exceeded?
Bladesman your 110 prediction by Friday is looking good, hopefully just the start of a rerating, not before time.
I’m anticipating blowout results for 2019 with bopd target of 110k bopd for 2020. Positive update on zama & Tolmount will also give the sp a kickup. This will give a great base for the RI at which point you’d think ARCM would hope to buy into any sp weakness, which in itself will support the sp. Looking good.
If you trust Dr T, then nothing fundamental has changed. If you prefer to believe opinions made on boards like lemon then everything has changed. I know who I believe... & it’s not lemon.
Story of my life, but usually works out good...
Sorry chaps kiss of death, just bought another chunk at Lidl prices. No doubt it will now drop.
I think it’s no understatement that HUR management are scratching their heads by what’s happened to the SP, given that nothing of fundamental importance has changed. IMO pi’s are currently inclined to believe in the lemon messiahs rather than what Dr T is saying. The truth will out & hopefully then dspp etc will depart the scene.... somehow I doubt he’ll accept defeat given than he has now morphed from FB expert into a convertible bonds consultant. There was I thinking snake oil salesmen were consigned to spaghetti westerns, more fool me.
The fca, no authority or respect, reflected in the clerical error comment.
Dspp & his compadres will be shown as charlatans. Ok there have been issues, but whoever said HUR would be plain sailing. HUR are operating in the real world & nothing, I’ll repeat that nothing has fundamentally changed. I never expected to be able to buy at 15p, but I’m quietly confident this company is more or less on track.
Not that is was the intention, but now ARCM are nicely underpinning the sp. Thanks guys.
DBNO are least your now not haunting the PMO board, I seem to recall you were calling prem lower when it was in the high 60’s, now over a quid. Need I say more.., a little advice don’t become the village idiot on this board as well.
Hunter, regardless of whether ARCM come out in profit overall, they are where they are now & the big short imo will be very expensive to get out of. They are probably hoping for a white rabbit or some unforeseen event to to come to their rescue. However, with the bp purchase/Zama/Tolmount PMO are looking more diversified & with the additional & growing bopd nicely placed for the future. What a shame for ARMC.
Definition of ARCM’s PMO position, “ between a rock & a hard place”.