Member Info for belgrano

I welcome everyone's views about our stock, especially if they have found some even small but missed fact or viewpoint.

We have seen many investors add to debate often with a point of view many of us had overlooked. Lets keep focused on our company and sharing research. and reigning in the digs at other posters.

Good action on this stock, It cannot be existing pi's because they've known its potential for ages and like me its already become a bagger today, and a very firm hold. (take note Oleric).

We know of a couple of "potential " sellers which normally would keep the lid on things and signs of big players offloading but the buying pressure and position taking is just too strong.

Clearly my reasoning is why?, yes we all know a major launch less than a month away so would expect to see some purchases but no where near this much.

Can only think that although SA is party to strict NDA, the many Croda clients who have got and reviewed our product, might have been told not to publish their reactions to the lysate prior to launch but being industry experts might well know if substantive orders are being placed with Croda, or even if our product appears from their experience to becoming an overwhelming success. Nothing to stop them using that knowledge, telling friends and purchasing decent positions here.

Interesting to consider if above is correct those peeps buying now have a lot more information about our product than the long term shareholders. Also they are expecting some serious returns from the current price so envisage the price going a lot higher yet.

Yes they know who took it for sure, not talking about a few gallons here and there. It was sold on the international exchange, and the crude exported.

Bet what was left in the tanks was stolen for sure.

We are still seeing steady stream of real chunky sells unlikely to be a PI. If they were not about the price would be miles higher already as its been going on for a while now.

One question to ask yourself, Why have Croda built a production line and are gearing up for a major new product launch costing them millions of pounds. They are industry experts and know a winning product when they see one.

Always going to be risks from the unknown, and we are not experts, however they most certainly are, and they are backing the Lysate.

As for the share price, when income breaks into blue sky profitability by the end of this year I don't believe Mr. Markets reaction is going to be a bad one.

If really worried I'll happily cover 50% of any losses, on return of 50% of any future gains, but you would be making a very bad deal into the bargain.

I'd never knock anyone taking a profit, However theres a time to take a profit and it is not now on the cusp of a major product launch.

I've done top slicing before and its normally when your initial investment has doubled in value where you sell half, recouping all funds and in essence have a free play.

However with a few aim stocks sometimes they hit gold with a game changing product and dont just return 33% on your original investment but 700%. Thats what I'd rather have right now, less than a month from a major launch.

Ask yourself why its already gone so quiet??, and so many large buyers are trying to get stock?

The state owned bank has been doing the states bidding from those in power. Certainly not pleasant reading.

Bit of a stock squeeze starting I believe. Lots of investors want in here but many held off hoping for a better entry point. Think that realisation is going fast, and we might see a bit of a scramble as stock gets short.

I actually believe that in the true interests of OPTI investors (many of whom he encouraged to invest here ), he should not sell any stock at all for a good few months while this launch gets underway.

If its half the success we think it might be he would then be able to offload large trances to institutional funds rather than depress the price by floating on the open market like hes been doing for years.

Stunningly poor performance from a less than achieving CEO. Also hearing he was telling plenty of investors back in Nov, that deals done just the finer points to go over.

Clearly talks BS, and his track history points at similar behaviour.

Avoid like the plague.

Good post roger, sry if I coma across as cynical, its more exasperation tbh. I'd love to see full co-operation with the Kurds and witness the "rebirth" of Iraq, as its a crying shame that they have so much potential, but the corruption is so deep rooted that hope as I might I am doubtful of success. I was an investor here before we struck the first well, and was rather naïve then about the political hurdles our company would face, not just finding oil but getting it to international markets.

However love him or hate him Trump is president. We have never seen the like before the way he will force other countries to try and do what he wants or face sanctions/tariffs. So for us GKP investors Mr Trump is a godsend, because hes really putting a squeeze on the Iraqi politicians in a way they have never seen before. The gloves have most certainly come off.

We have already seen countries relent their stances around the world when threatened by Trump. Mexico, Panama canal, and the highly contentious Ukraine. Now the screw is being turned on Iraqi politicians, they cant hide and USA knows exactly what they are doing with their sanctions busting attempts with Iran. They are caught between a rock and a hard place and they know it...they normally try and play for time with endless biscuit munching sessions, but the wheels have already come off there with USA reps at the meetings and can see through the façade of deliberate inaction.

Might be enough pressure to force agreement, but no longer can Iraq sit on the fence.

I believe its now blatantly clear that the Iraqi oil ministers and indeed many of those in government would rather do the wishes of Iran than look after their own people and work with Kurdistan.

Everything else is lies and smoke and mirrors.

They would rather import and burn Iranian gas to generate electricity paying them handsomely for the privilege, while at the same time participating in totally irresponsible gas flaring of their own and Kurdish gas supplies.

They then claim to be broke looking for foreign aid handouts.

They aid and turn a blind eye to Iranian backed militias who recently killed oil workers with a drone strike, and when eventually some suspects were pointed out they were then let off by the judiciary, which is also family tied and in Iranian control.

They caused the export pipeline to close, they don't want it restarted at all, and for now the plausible excuse of failing to agree suitable payment tariffs will fit just fine, its better than "it's illegal or unconstitutional , " claptrap which they've been peddling when the crude was flowing to Turkey.

Full ask being paid at 18p.. Unless they can tempt someone to release some stock its got to rise again.

However the real preventative force behind agreement is the Iranian puppet masters, who yank the the strings of the Iraqi oil ministry and continue the farcical merry dance that have been going on for many years. Indeed it was the puppet masters that originally pushed Iraqi oil ministry into starting court cases against the KRG which closed the pipeline.

The current 2000 tankers of crude being trucked per day is going mainly to Iran who use it to circumnavigate sanctions, they find it very highly profitable and they are the ones making the real money so certainly don't want to see the pipeline flowing again as their trucked imports will reduce.

Uncle Sam knows this and is the reason behind the insistence of pipeline crude resumption.

The prices are just smoke and mirrors with Baghdad only offering rates which they know are totally unacceptable to the IOC's. So the charade continues, and all know the real reasons.

Just 2 points remain, backpay from crude exported and price going forwards.

First is easy, the money train from sales must be straightforward to follow and all parties know exactly who has double crossed the IOC's. ...Should name and shame.

Next payment for production going forward. .forget the blatant lies coming from Baghdad, they reward a few oil companies in the south with much more than $16 per barrel. Especially the ones that have bribed the Iraqi oil ministry.

Just pay as per contract and move on.

However they will kick and scream claiming constitution, illegality, and any other delaying excuse they can think of. They haven't had a backhander so don't want to co-operate. However they don't want sanctions either, and Trump has clearly demonstrated that he wont blink at imposing them if they continue to refuse to co-operate or continue to play silly buggers.

Uncle Sam wants the crude price down, Saudi wants it up and cant make ends meet with its exotic expansion plans which keep getting progressively watered down.

Certainly the pressure is on, and we havnt seen the like of which for three years.

Hearing things are looking up with this stock, just had a little top up

Hi Happy,

It depends on what you require the finance for, if you are a serious institutional might well sell some here at a good return in order to cover losses elsewhere to enable you to either get a pat on the back with bonus for this financial year or report bad figs. might only be part of the holding sold hence the lack of reported holdings RNS.

If you were selling stock here in order to say stock up with goods for your own company right now as you dont have the liquid readies for it, thats another potential reason.

Its nothing to do with potentially of share price at a future date. Don't read into whats not there.

We are in news vacuum currently, however not that long to wait till the full Croda launch. Its not going to be soft.

Do have a horrible feeling that those bent oil ministers in Bagdad, are still just playing games in only offering unacceptable rates nothing like contracts knowing that they cant possibly be accepted by the IOC's. This leaves them the option to blame the IOC's for lack of export flow by their engineered deceitful practices.

They have a proven practice of lying and double standards at every step, and is why most of the western world is pulling out of investing with them.

Very true Tillerman, even putting stock into an isa, if you have lots off shares best putting the ones you think will multibag in first, or any other legal tax shelters.