Member Info for cjgoldsmith

Steady as she goes. Give the team an email and you'll be rung. I spoke to Guy last week and was reasonably reassured. It's a slow accumulator for me as a v LTH. most investors like big high risk drills but COS is low in most and they keep diluting share holders. I take issue with Malcys blog about IR as there are few companies that return calls to share holders.

Or I could be wrong...and loose a packet (30% of my investments in uranium so it's high risk). Also please bare in mind the c$ and £. is rubbish and hi to you my might find it hard to buy stocks on some platforms. DYOR GLA

Well IMO for change in u3o8 the first mover will CCO it's the biggest and institutes and more passive investor will go their first. The biggest risers will be those that can massively ramp production quickly at > 40$pp eg EFR UEC Western Uranium and own a mill (crucial) or immently (2-3years)) go production eg BKY Govi Ex. NEXGEN will do well ( it's best deposit of any kind in the world) Fission I like but needs massive upfront costs due to damns etc but Chinese own 20%. Junior explorers highest risk buy could do amazing my suggestion is stick to Athebasca basin (tips Canalaska and Skyharbour). Finally shout for Dennison as is well diversified with more strings to its now than just Wheeler River as they have stakes in Skyharbour and GoviEx and steak in a mill.

IMO this market could turn very quickly. I don't subscribe to the steady rise. Speaking to Paul A many contract start to unwind next year. He views the cycle turning late 2018 but many commentators think 2019. What happens in KAZAKHSTAN is the game changer with Swiss arm sales and planned IPO next year. So how to position for the uptick..

I own Nexgen EFR BKY Dennison and Cameco. Have previously owned Canalaska Fission UEC and UR energy. IMO 3 strategies 1 own them all (ala Rick Rule in the last cycle explosion he made a packet on EFR and Paladin but he bought all of the listed stocks). 2 own producers/ soon to be producers in the lowest quartile production 3 tiered stocks eg v small caps explorer (micro) eg Uravan, e, conventional explorers Skyharbour, Canalaska (prospect generator) etc, big explorers Nexgen or Fission), producers mid tier EFR, URE, UEC or Cameco as big gun... strategic by adding one from each.

Vox today

Hopefully I will be speaking to Guy earlier next week.

Arrow deposit is special! Great result. Its probably finest deposit of any resource in the world. Cameco couldn't afford it. My view is best own a few stocks and if you can use a different broker eg TD gives good coverage on TSXV only company I struggle is Western Uranium although it can be done.

Hope you have a response. I think I spoke to his ?brother Guy a few months back.

Good luck. Who did you email? I've yet to have response.

Still think it's a buy. Once the uranium bull market gets underway it tends to move first (see previous rallies) still think junior will do better as % or even midtier see EFR DMN rise just a bit latter.

Hi. I didn't ask for elaboration (never keen to pry for obvious reasons) but I expect it's the former rather than the latter as my query was about results etc. Either way I'd be interested to hear Lincoln take on the recent RNS. I was pretty bullish despite mechanical trouble and so is the company.

Next Tuesday apparently. I'll be tuning in.

Hi Navy. Have to say I had the same thoughts on this RNS. Must be a good reason. Was Malcys blog a clue.... eyes are on S America. I've posted my wild speculations (and hopes AMER ECHO etc) over the years and no doubt I'm probably a country mile of the mark. I've been in PPC for couple of years and have been discplined to achieve an average of 7.4p and may add a bit more. Ive never sold a share. I was reasonably happy with US deal. The company is on a much surer footing.....PL had a spark in his eyes when interviewed by MGW. Let's see what develops. Obviously many posters here have been in a lot longer than me and with higher averages and will quote Jam tomorrow but PPC has had a poor run of luck and I feel solid foundation s are being built. All the best to you and all LTH

Why do I add: 1 long-term view that this is not end of oil and gas industry 2 proven management team have done it before and own 20% 3. Decent institutional support. 4. Booked reserves 5. Profitable. 6 willingness to cut G and A 7. Picking up assets cheaply 8 limited options and low share circulation 9 local success see a HUR and fingers crossed JOG verbier prospective acreage. 10 position in FPM. My average 50p. First bought at£1. I continue to add slowly. Please DYOR and speak to company Guy is very approachable.

Xel was a shambles. I guess it depends on your perspective. My own view is that PoO will trade in a range for a while. Don't discount world events that could change everything, middle East conflict, Venezuela collapse, dollar collapse, lending tightening in US making shale uneconomical for many plays. UK bseload power needed and gas a bridge to renewable. Don't think we're going the route of on shore wield basin despite UKOG getting permission to drill onshore in UK is a nightmare.

Nearly fell off my chair 10k bopd was mentioned. More subtle was reference to ARG exploration. Seems to have some meetings with Malcy mentioned and wonder if such acquisitions are further along. I know I've mentioned ECHO before. I just wonder how we're step up to 10k bopd but my knowledge of others operations limited.

Super confident display. Well done PL. Time to deliver. 12 P end of summer and 30 P end of 2018 are my SP prediction. Shameless ramp over.

http://www.malcysblog.com/2017/06/tiptv-ceo-interview-peter-levine-ceo-chairman-president-energy/

AGM details will be out by 30th June I've been told At present BOD v busy (one assumes with Norpalm). Market doesn't like uncertainty etc. concerns about dilution. Think acquisition is a good thing so holding strong and may add with further weakness.