Member Info for borisrus

I feel it's likely to drift back to 300p next week. there's been a good run on nothing but sentiment and there is likely to be some profit taking. a good time to top slice and buy on the dips. imo

ocado plan to take on Amazon and Wallmark with a meager 34 million in cash is bonkers. The current market cap is 2.1 billion, which is based on purely hot air. it's very risky buying at these prices until there is something concrete in place for the way forward. IMO

The sp has got ahead of itself. the market cap is baseless as they have less than 34 million in cash.

http://www.dailymail.co.uk/news/article-3519801/The-lingerie-model-casting-shadow-Ocado-s-dating-100m-boss-wife-s-warpath-City-s-getting-worried.html

Mace are not a logistics company. Its for strategic advise on how they could roll out. Its more cash burn on their 34 million cash but they have no choice. The US grocery market is the most competitive in the world. Amazon and Walmart could undercut them until the debt drawdown runs out and pick up the pieces. A takeover is their only hope IMO.

It seems Amazon's deal with Morrison's is a threat to Ocado http://uk.mobile.reuters.com/article/idUKKCN0WH0NT?irpc=932 The sp is only at these dizzy heights because the market is expecting an imminent expansion into the US. However, Ocado has only just signed up Mace to write a strategic report on how they COULD expand into the US. If the Morrison's deal falters and no US deal it seenow this year, we could see the share price retreat below a 100. Ocado has punched above its weight but there is huge risk here. IMO

Tim sold over 600k already. I wonder is this will increase with his looming divorce.

Tim may want to sell but a buyer will be difficult as the market cap is a whopping 1.7b. This has to be the most over valued share on the planet.

I feel this is a sell for me. I can see this drifting back to the low 200's.

Looks good. They have cash and are producing at $15 cost. The LNG project looks great.

'no producion costs mentioned.....' Err no - try reading the RNS properly before posting: Direct operating cash cost - $527 US$/t and All-in operating cash cost 670 US$/t Bearing in mine Rutile sales remain over $800 SRX are in good shape.

Seems cheap to me.

1998 Shell drilled well 14/10-1 on what is now license the west PL032, this was a dry hole.

I do my research. http://www.rockhopperexploration.co.uk/rockhopper/investors/presentations.html See feb 2015 Oil barrel presentation slide 12. Chatham is SL western gas cap appraisal. Your ramping is misleading investors..

PL001 is outside the oil window.

you pump and dump at 15+ is crazy. You could just as well apply that RKH quote to BOR is any other small cap. Buying BOR would make much more sense as they have 300+ mmb of condensate.

Although the market cap is very low. I have reviewed all presentations available for the FI explores. I really don’t see anything of interest here. Shell came and went on this block. ARG need a miracle. Better off in Fogl, RKH, PMO and Bor.

Hi Corb. It is me. Ive been sticking clear of equities but starting to dable. I have a small holding here and try to avoid mining&metals share these days.I I would buy more SRX and HER at some point in the future. On Ebola there are reports that increase in incidence has slowed down and may no longer be increasing. Im lookingto go BIG into FI oilies next year!!! I think the markets may blip more so timing is the key. GLA

Just bought. The fall seems way over done. Not many profitable miners on the. AIM. Lots of upside here.

A takeover by Greenstone is the most likely outcome imho.