Member Info for belgrano

Certainly someone knows a lot more than us with the gentle but steady upward pressure on share price.

Large delayed trade from Friday just popped up. 1M shares.

Hi Elrico,

Really great to hear from you, and thankyou for a balanced positive post. I certainly respect the work which you put in.

Another positive for holding is that Tyndall now have a large holding we would have full transparency if they wanted to say offload a wedge as they would have to release a holdings RNS, after any percentage change. Probably me being rightly suspicious as in the past and with other companies I've seen plenty of fund managers offload a portion if it generated a decent return just to keep their portfolio balanced. Can be an issue with any additional funds raise via stock, as companies tend to ask the larger current holders first, and some large holders do have internal regulation whereas they never become over exposed in any individual holdings, so if asked to take more often will but not for a very long period, either selling later to other big players which may or may not be as "safe hands", or gently easing onto the market. We've all seen stocks where this "overhang", as its referred too can delay any further price rises until sale fully completed.

What time period do you see before the first bit of game changing news is confirmed. Know patience is a virtue but it certainty tests even the most resolute of investors here.

More abuse I see, Some peeps only see the worst whereas it also means nice, beautiful and fair. Its also fair discussion on potential share price action in the foreseeable. Its also a surname used in the states.

Today we will see if they start to sell any of their new 7M shares bought at 6.5p. Good to see the confidence of investors believing they will hold onto the stock. As stated previously I'm of the opposite opinion that many fund managers cant resist an easy profit without over spooking the market.

Hi Roger,

Appreciate your posts and views, lets keep it all crossed this time. Got a decent amount of skin in the game on this one as I believe the rewards will be good for everyone once sorted out once and for all. Iraq needs foreign investment, and they want it to be balanced, not just all under Iranian, Russian and Chinese axis.

I strongly suspect that this is just another false dawn, with Barzani saying "initial agreement made on the oil issue", which in effect says nothing concrete and no different from words spoken a year ago. These fine words probably did originate from Baghdad ministers as they do find themselves in a tighter spot with Uncle Sam and Turkey, and attempts to blame the IOC's are just lies. It just gets them off their backs, when they have in effect done nothing concrete to actually resolve the issue like tweaking the oil and gas law to allow higher crude payments than currently exist.

I expect the IOC's or their reps haven't even been approached.

Love it to have truth behind it, but see too many false dawns like this so lets treat with a huge pinch of salt until we see actual achieved facts and results. 95% chance here that its just BS.

Still nothing achieved despite some willing from some parties for a resolution still has to be ratified by Iranian sympathisers in Baghdad who will do Iran's wishes.

"In principle there is agreement through which we hope to solve this problem".

Well those key words were echoed over a year ago as well as yesterday. Iraq knows its got to tweak its rules to enable higher payments to the IOC's, instead of blaming them for the delays because they refuse to work in effect at a financial loss.

So regardless, of outcome, have the rules been even tweaked to allow flexibility on payments...nope not a jot, its no accident, just play lip service and do nothing.

Its clear deliberate disguised policy which they cannot publicly admit to having, as its clear persecution of a minority population on grounds of belief and race. Once you see that everything is crystal.

Waste of time even meeting with them.

Or in the least offer a public retraction of what you have written. I actually think TW often calls it right and does this for a living and has a lot of respect from his subscribers and from myself. Please prove what you have stated or oppologise with the defaming post on TW.

Just because we don't like what someone writes, its wrong to personally attack them on a public forum.

Believe you have overstepped the line this time.

The 7.5M shares purchased at 6.59p, come into play on the 8th April, not today. However looks like they have no safety net or lock in period.

As the current share price right now is over 30% higher, does anyone care to speculate whats about to happen on Monday.

Real solid risk of a full 30% drop coming up. I posted about a week or so ago, suggesting taking something off the table, even if just a little bit. Well worth taking a hard look at this stock right now, and judge the likeliness of a rise from here verses a fall.

Also another question which is currently unanswered but I believe we do have the answer here is "why is there a regional shortage when companies like GKP are producing so much heavy crude". We know they are producing to local markets????

See extract below from just a few days ago.

Last year’s massive budget passed in part because of a prior deal between Baghdad and Kurdish capital Erbil that gave Iraq’s federal government the power to monitor and audit the KRG’s oil and gas income.

However, even since the deal was agreed, the KRG has often circumvented the federal government and sold natural resources directly to foreign partners, leading to tension between it and Baghdad.

and the link below to give full context and flavour, as it appears things are most certainly happening right now.

https://www.aljazeera.com/news/2024/3/28/iraqs-overreliance-on-oil-threatens-economic-political-strife

In addition to increased pricing for heavier local crudes, the first sentence is also encouraging "Given the shortages of heavier crudes in regional markets", which clearly states demand is higher than can be sourced. Also means there is clear opportunity to produce higher rates if able.

Or 24M per year which equates to a full 10% of current market cap. Think we've been in the doldrums too long now.

Gkp sales were good on the last report, if regional prices being paid are mirrored which I expect they are its a decent uplift to GKP income of about 20%, so not small beer.

Re pompey, see note 28th march about taking something off the table. just happens every time on any jam tomorrow stock.

Great products but sales struggling.

Hi Pompey,

I am still looking for concrete evidence from the company. I love the products, but so far sales to 500 or so retendered customers , 100 plus of which stayed from the "trial" is terrible. Perhaps we should start a new 20,000 customer trial as well, to really get sales moving.

forget how tasty the "jam", is, just see the hard numbers and couple it with the amount of times we have seen prices shoot up then retreat stunningly. Why I believe taking some profit on any gains a shrewd move. it then gives you options later on.

Really glad to see some investors up, but its only a very small percentage.

Unless Croda is using its huge war chest for another acquisition. they have snaffled a few good companies over the past few years.

Well done researcher, great to see this rise. nothing wrong with taking a little off the table when up.

Looks like you are correct ships cook, them shorters wont be happy. Oh how my heart bleeds for them.

Word that got blocked was to do with race, not that long ago they were using chemical weapons, seems the hate is still there in some quarters, now they try to starve them out by withholding wages and services. Believe such actions are still indictable by international court.