Member Info for cjgoldsmith

Genuinely pleased for JOG shareholders today. 90% to daily 500% gain. You never know but might hit £10 per share. However expect volatility and derisking so PMG may benefit. There again it may not though volume is up and I suspect selling pressure to dry up over recent lift esp runnup to results as there is usually a lift when the market reacts to a profit (and then forget a few months down the line). Anyway it would have to rise to 52p to break even for me.

Funny thing is that the company weren't going to mention that in original RNS! Glad they did.

Core finance with M GW. As per Twitter. 2 big buys.

Enjoyed reading this. I hope you are right. I was hoping to hear about the Nordpalm acquisition but I guess it takes time. Solid progress being made.

Reasonably good interview but a bit powder puff. There is no doubt that Malcy is a fan and has spent time with the team. There were no difficult questions here. If I hear the term "social issues" again with no explanation I will explode. I would have liked to see some contrition. We languish with our sp and while I nice to see him purchase shares he earns a decent wage. The lack of share price appreciation today is that the jury's out still as to whether they would deliver on their promises. Let's hope so.

I've never done this or shorted. The thought of getting caught out is too big a risk where you can loose a lot. I suspect today's muted rise was due to those people looking for 8p exit who we're looking to leave, or derisk or hope for a retrace and re entry. This share done the latter before too often. I still view recent work over RNS will help the sp. so stay tuned. Also, upside of exploration, Inc Paraguay and I also IMO a resolution of legal case an imment position in the Bucket list (all IMO). 12p minimum short term.

Rich. Totally understand your post. Sentiment is still poor due to past disappointments and PoO lower for longer. My belief is that this is only the start. Malcy interview was full of clues. I've held for 3 years and PPC represents my biggest commitment. I've flipped into profit today. News like this can come out of the blue. I'm holding for the long term.

Absorbing the details and surprised we aren't in double figures. Well done PL and team.

Read across from PVR this could be very good

Undoubtedly I'm more underwater than him. He needs to sprinkle some magic

He's invested in AMER? Id be surprised as he has stated he never invests in Bucket list stocks. Either way sentiment still poor for this share. Hope the upbeat attitude in interview by PL will be more than just talk. I'm purely speculating but I feel there's some decent news about to come around. I was amazed he mentioned 10000bopd...

Once uranium moved it does better than anything else. Check out Paladin or EFR share price rally on historical charts in last cycle.

Agree. I doubt he'll be doing the rounds if things are not going to work out. He's going to be evasive as he can't say anything until an official RNS.

Yes agree the sp graph is horrific. My first purchase was at a £1 so I'm not a very LTH but have averaged down a few times. All your suggestions are good and I passed on the same sentiments when I first spoke to company back in Jan.

I'm not TC nor an insider. However I do ring the company and speak to the team. Rather than whine speak to the company directly I've spoken to Guy (assume Ryan's brother) every few months. They're already said they are looking for further acquisitions in Netherlands and N Sea but aren't limited to these jurisdictions. If you don't like the strategy or what you hear then sell. Appreciate none of us are happy but having a go at me won't help you.

If you're unhappy speak to the company directly. This reassured me a lot but it will be a long process. As for comparisons to excite.. you've lost me. We have no debt. Profitable. decent assets. If you want company to spend half its capital on a drill and trade the volatility for a low CoS but you get diluted to hell. If you want to trade a rising PoO then look for liquid stocks. Patience is key here. I will average down next month. There are other activities I know the company is looking at. There are lots of other assets but it takes time and they will need to cash generative and by and large these are premium.

You're brave to short CCO! Especially if you feel as I do that uranium will rise. It's the stock the hedge funds will go to first as things hot up. IMO it will move first if past is prologue. That being said I would then move profit to one of EFR or Govi Ex. I am biased as I own CCO and it's showing a profit (small holder third of BKY). .... and yes I still love Nexgen...

Your right about the IPO of course there's no guarantee of float.... However if they decide to pull inventory off market as contract unwind. Let's say 20% reduction in delivery thespot price would double or triple. Now they sell 3/4 of U but at twice the price. It would take several years for other uranium producers to switch on supply and 10-15 for new projects. Grab the market, pull inventory off, boost the price, list the company and hey presto reap the rewards. The interesting thing will be post IPO will they constrict supply further or allow a more modest spot to curtail NAmer companies.. interested times. ATB

My own view is that Kaza will start to take uranium off the market to boost prices. A bit like OPEC with oil. Just not yet. There is 1.4 billion lbs Uranium worldwide (its been like that 1985 and was more when uranium prices 130dol/lb) so the world is not flooded with uranium. The reason why we are have such low prices is due to excess secondary supply due to Japanese dumping, enrichment underfeeding and US DOE sales. Kaza has replaced producers as it is low cost. They have a IPO next year so its within their interest to see higher prices ala Saudi Aramco so they will pull inventory. They barely make any money at 20 dollars. I would argue leveraging to US stocks or near producers will see even greater gains (see Govi Ex sp post annoucement of 10% Kaza cut). That being said my biggest holding is BKY but a I think a broad range of stocks in uranium will also yield benefits. I would also purchase Kaza shares myslef as it has the worlds 2nd largest reserves of uranium (1st us Australia).

We'll be trading at cash before long. We have 27 million in cash and are profitable. As the stock is illiquid we arent going to be attracting PoO bulls ala PMO or TLW. Also our gas sales are in Euros so I hope we'll make a reasonable profit. I'll be adding before Nov as the sp gets a bit of a bounce as the results come in if it doesn't before then.