Member Info for buzzthomas

Great work pauldrayton. Tom been at Cairn since 2010.

Nm

Interesting comment from Tower resources director saying their 31 day drill could be a hindrance as African rig operators don't like signing short contracts as it prevents them from longer yearly ones. He1 and Noble are only 2 drill programme now ? Make of it as you will.

Broker forecast on Plus500 website for the next 3 years are all stagnant and less than last year by approx $200m revenue. Am I reading this correct?

I would think it wise for RKH to suggest to ICSID it opens an escrow account with an american bank to put any money seized from Italian assets. The ICSID hearing is schedued for Q1 2024 and we wouldn't need to spend any monies before that so why ask for anything other and risk looking untrustworthy to the committee.

Listing on the NYSE and de-listing on the LSE should send a clear message to the government especially after ARM snubbed the LSE.

Longtermthinker, the figures you mention are not taking into account the carry they agreed with RKH.

No sure Simply Wall St is correct?

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Looking at our data, we can see that the largest shareholder is HBOS Investment Fund Managers Limited with 7.9% of shares outstanding. Aedos Advisers (London) LLP is the second largest shareholder owning 6.5% of common stock, and Barclays Bank PLC, Wealth and Investment Management Division holds about 6.1% of the company stock. Furthermore, CEO Samuel Moody is the owner of 0.7% of the company's shares.

FlobaLobweed, if you were talking about what I wrote, just simply ask the question at the upcoming company meets investor call. You will then have your own insight.

Someone ask how many batteries have actually been shipped at the next investor meet company meeting. I'm almost certain GP won't tell you the answer. And the reason I don't think he will give you an answer is because I don't think you are going to like it.

Pauldrayton, I think he was talking about JHI projects until 2026. I make no comment on Garbled however. lol

Surely the way to play this is to speculate on Noble and not HE1? Noble so much cheaper and drill twice after HE1 ?

TerryM1, yes I had to tick the (KID) box. My question refers to the yearly adviser costs. From what I remember they were yearly managment fees and were approx 4% on an investment of £10k.

Can someone please explain why when I tried to buy some SUPR with Halifax I had to read and sign some legal stuff and after was presented with various costs. ie Halifax dealing, Stamp Duty, then some annual payments to reit advisers. I understand the first two costs but the other costs !?

I have to say listening to the interview I am totally uninspired compared to what I was led to believe 5 or 6 years back. Eye contact lenses? Dental braces? I mean really? Where has all the talk of consumer products dissapeared? Ver , very dissapointed.

Defo awaiting an imminent decision. From RKH's last update RNS:

Following Italy's request to seek annulment of the Award, an ad hoc Committee was constituted to hear relevant arguments and make a ruling on Italy's application for a continuation of the provisional Stay of Enforcement pending the determination of Italy's request to annul the Award. A hearing on whether the ad hoc Committee will continue or lift the provisional Stay of Enforcement was held on 6 March 2023, with a decision expected in the next few weeks. The decision on whether to continue or lift the provisional Stay of Enforcement is unrelated to the merits of Italy's annulment request.

paul, Ilika did a deal with Semefab in 2018 and then changed direction to bring production in house. Why!?
https://www.lse.co.uk/rns/IKA/manufacturing-partnership-rneddi7igptqvxj.html

Ilika changed their minds again recently to out source to Cirtec. I think its not cost effective to produce in house. Whether Cirtec actually make money in the near term is yet to be seen.

Nothing has really changed. Sold a few batteries. If Ilika had anything substantial they would have been bought out by now. Simple. Directors sell and Insittions keep off loading. What gives? DYOR AIMO

https://www.ft.com/content/7640e7bc-6006-47d9-bf66-ae3033338618

Shouldn't Italy be using EU money to help sort out their energy problems rather than football !?

https://vimeo.com/812137726
Navitas Sealion presentation starts 19 min in.