Member Info for cf456

£403k worth.

Somebody's keen.

"I interviewed Andrew Austin of Rockrose Energy the other day because they've come back from their suspension and they've been sitting obviously very pretty because we talked about them last time when they had been suspended and when they came back at the 18, 19 quid level.

They haven't moved off that level yet. But having spoken to Andrew at length last week, I'm totally confident that there's a huge amount of upside here."

https://total-market-solutions.com/2019/09/10/malcy-talks-oil-gas-xiv - from 22:00

10000 bought at 79p earlier by the looks of it.

A sign of higher prices ahead with any luck.

Yes, BRD seems to be faring very much better than others and acknowledges that this may be due to the high quality of the diamonds it mines. Whilst others struggle, BRD is achieving steady to increasing average prices.

If it can do this well in a challenging market, then just imagine the potential when the market starts to improve.

"The quality of our stones remains high, again reflected in the average price per carat that the Kareevlei diamonds attract. Over 90% of our stones are of gem quality which sets the Kareevlei production apart from most diamond producers. The Kareevlei mine remains in the top 10 by average value per carat diamond mines in the world.

In a weakening market, our average prices have remained steady or indeed increased slightly. Further analysis remains to be done, although benchmarking prices from month to month is difficult because of the number of factors involved (quality, colour, shape), but it is the Board's belief that the strong pricing that the Kareevlei output achieves reflects the quality of the stones combined with the increase in the average coarseness. "

https://www.investegate.co.uk/bluerock-diamondsplc--brd-/rns/interim-results/201909020840038571K/

https://cube.investments/rockrose-energy-the-interview-youve-all-been-waiting-for

"Just been at @CoreFinanceTV to interview @rockrose_energy Executive Chairman Andrew Austin. Will view and publish ASAP, I think it is one of the best, quite how it wasn’t an hour long I don’t know!"

https://twitter.com/mgrahamwood/status/1169552907223654403

"I’m pleased to say that my interview with Andrew Austin of @RockRose is taking place tomorrow morning on @CoreFinanceTV"

https://twitter.com/mgrahamwood/status/1169193348680364034

Comments in this month's edition of Master Investor magazine that he has added to his stake in CNR and is now the largest shareholder.

He also reckons on gold going to $2000 this year. That would certainly help direct further buying interest here.

https://masterinvestor.co.uk/magazine

https://tinyurl.com/yyy5837c

https://www.***************************/reabold-resources-qa-romania-project-update-lonrbd/412791811

"The stock market is a wonderfully efficient mechanism for transferring wealth from the impatient to the patient." - Warren Buffett

https://twitter.com/hobionetrader/status/1168432319042072576

https://twitter.com/hobionetrader/status/1168480140122382338

"Great results out from @_BlueRock which show considerable improvements at its Kareevlei Mine since the introduction of new management team in April 2019"

https://twitter.com/StBridesP/status/1168434801214402562

"the Board remain confident that the near-term monthly production target of 40,000 tonnes is achievable and continues to expect that the Company will be operating profitably during the second half of 2019."

"Revenue of USD 1,768,275 over double that of H1 2018 (USD 821,812)"

"4,936 carats produced, over double that of H1 2018 (2,438 carats)"

Interim results out. Some highlights:

"The Board anticipates that the results for the second half of 2019 will be a significant improvement on the first half of the year and expect that the Company will be profitable in the second half."

"The increase in the carat sales for H1 2019 are largely a reflection of the significantly increased production volumes enhanced further by the increase in the average price per carat to US$405, up almost 20% on the same period in 2018."

"Kareevlei continues to deliver excellent quality diamonds, particularly in the plus US$1,000 per carat range."

"The average grade has continued to increase, as has the average coarseness of our stones."

"The quality of our stones remains high, again reflected in the average price per carat that the Kareevlei diamonds attract. Over 90% of our stones are of gem quality which sets the Kareevlei production apart from most diamond producers. The Kareevlei mine remains in the top 10 by average value per carat diamond mines in the world."

"We expect to review our guidance at the end of Q3 2019 once we have further evidence of how well the new crusher is working, although early indications are positive."

https://investegate.co.uk/bluerock-diamondsplc--brd-/rns/interim-results/201909020840038571K/

V positive.

"The presence of a 45 metre oil column in the Kirkham Abbey Formation is very exciting news for Reabold and could represent major additional upside to the West Newton discovery.
...
Further success within the Cadeby has the potential to add substantial further oil resource upside confirming West Newton as potentially the largest onshore oil discovery in the UK since Wytch Farm."

"Turner Pope Investments (TPI): The presence of a 45-metre #oil column in the Kirkham Abbey Formation is very exciting news for @ReaboldPLC
and could represent major additional upside to the #WestNewton discovery #RBD"

https://twitter.com/Share_Talk/status/1167476621479153664

"Interview with Andrew is imminent, will give date when it’s 48 hours away so I don’t jinx it!"

https://twitter.com/mgrahamwood/status/1167445953990840321

Malcy today - "huge scope for a significant upward rerating", "target price of 3750p"

---

"Now all is needed is to decide on the replacements from the subs bench as it were. I said last time that RockRose Energy would have been included had it not been suspended so now I can rectify that. At 1730p it seems odd having been taken off the market at 805p but that was prior to the Marathon deal that they have just completed. The deal doubles or more production and resources and in a stroke takes it into a bigger league where I am sure more deals will be possible. At this price the shares are totally covered by cash and that leaves huge scope for a significant upward rerating, I have a target price of 3750p."

https://www.malcysblog.com/2019/08/bucket-list-6-month-update

Strong recent move up:

https://invst.ly/byhu6