Member Info for ceejay101

When are the results due?

Silverfoil - my condolences to you and your family

Silver foil - did you take any action this morning

I will keep it brief as I know this is the rkh board.

Poly is a gold miner ex FTSE 100. Impacted by Russia/Ukraine but not sanctioned. Down 90% at one point on sentiment. Was 50% Divi when I bought in. Better risk return for me especially long term.

The reward for me in relation to rkh is OM award. I bought most recently in aug/sept and rkh has treaded water since.

I've said before with rkh. Would love to see it draw first oil. I'm not a long term holder but was first in when sealion discovery was made so have an affinity for rkh and realise it is a slow burn.

No one wants to be caught with their pants down. However. I reckon 50% upside for navitas deal Vs 30% downside due to a delay. In the meantime my money has gone into polymetal over the past week so don't mind if rkh goes up 50% by the end of the week.

I kept my money tied up too long in Rkh for OM

I hate the term no brainer.

If it were in the case of OO then we would certainly be trading a lot higher. I'm sure we will reach finncaps target one day. The next question then relates to opportunity cost and what that timeline looks like.

I normally splash about £200 on the grand nat. I've decide to place it on poly instead. My view is 5:1 odds

Will wait to see if there is a delay rns next week and then possibly buy back in. Bought in for OM but given past discussion can't see that till may.

Astra/ huma deal. Is Dim now behind the curve?

I'm beginning to sell down. As each day passes I think there is less likelihood of a deal with navitas before the 31st. In fact I think if no deal by then the price will drop to 7p. I expect an rns confirming talks are complicated and still ongoing. I came here for the OM payday and think that is now kicked into the grass.

Fyi - I held when sealion was discovered and held xcite, bowleven and the sort. Would love to see sealion come to fruition.

Without wanting to count chickens before....

I wonder if the IOC will use a weighted oil price over X months if an award is determined.

Why don't we forgo the DIM spinoff and start taking orders/cash. Miss the sweet spot and other competitors will get there first. There are lots purporting to do data analytics with health information.

The scientist who identified the first life-saving Covid drug will launch a project tomorrow to transform treatments for heart disease, dementia and arthritis.

Sir Martin Landray was the architect of the world-leading Recovery trial which identified the cheap steroid dexamethasone as an effective treatment.

His new not-for-profit organisation, Protas, will run low-cost, stripped-back clinical trials for the most common but often neglected diseases, which would also include depression and chronic respiratory disease.

Eighty-five per cent of debilitating illness in the world is caused by the ten most common diseases.

Landray said drug trials had become overly complicated and “hideously” expensive, and were failing to deliver effective, affordable drugs for patients

Is this competition or are we part of this?

I've just been reading about the share price drop in sensyne health. Any bright bods know if sensyne would fit in with the OO portfolio?

Disclaimer- I own OO shares but not sensyne.

OM outcome could be like winning the euromillions.

is something happening?

-- sorry, all the spacings got removed

Heads of Terms with Navitas Petroleum to farm-in to the Sea Lion project

In the event that either Navitas elects to withdraw or Premier elects to remove Navitas, Premier will have the option to step into the Navitas arrangements, or, in the very unlikely event, implement a wind down of the project which could ultimately result in relinquishment of the acreage. In either event, Rockhopper is liable for its share of project wind down costs with no funding support from Premier and/or Navitas and if Premier does opt to wind down the project then Rockhopper has the right to acquire Premier’s interest and become 100% working interest licence holder and Operator of licences PL032, PL004a, b and c, subject to all necessary regulatory approvals

Sounds like it doesnt revert to RKH but we get first refusal

Heads of Terms with Navitas Petroleum to farm-in to the Sea Lion projectIn the event that either Navitas elects to withdraw or Premier elects to remove Navitas, Premier will have the option to step into the Navitas arrangements, or, in the very unlikely event, implement a wind down of the project which could ultimately result in relinquishment of the acreage. In either event, Rockhopper is liable for its share of project wind down costs with no funding support from Premier and/or Navitas and if Premier does opt to wind down the project then Rockhopper has the right to acquire Premier’s interest and become 100% working interest licence holder and Operator of licences PL032, PL004a, b and c, subject to all necessary regulatory approvalsSounds like it doesnt revert to RKH but we get first refusal

at that rate the italian government may as well put a cheeky offer in for RKH and close down the arbitration.

I'm unclear why everyone is linking the two together.

If the arbitration is ruled on the basis of climate change then it moves the purpose of future arbitration into insignificance. Besides, any award would be deemed by climate protestors and a large part of the media as contravening the climate change agenda. They would probably see any amount awarded (apart from possibly costs) as too much in favour of oil companies.

The award will likely be looked unfavourably by European governments who will threaten to leave the agreement but will still be tied in for a duration, just like italy.

My view is that this is not about PR or the size of the award. Its about the arbitration panel stringing out the free lunches as long as possible. That said, i've been wrong before... like when i held on to RKH shares for a bit too long.