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..on here. Is this the calm before the storm.

Yes no mention of Paraguay. All the clues point to further north on the continent. I suspect PPC wouldn't have gone to ENVOI if something was on the cards. Perhaps someone should let JP know...

Nice to dream about.

Don't worry. Even with the extra shares it's well undervalued. Step by step was PL last comment to me. Strong ii support. Good margins Paraguay potential. Strengthening BoD. I expect doubling in sp by end Sumner and long-term it will be built on a firm basis. May has been torrid for most oilies

Sorely tempted at these prices. Any views as why it's dropping off so far?

Cash burn and concerns over LTH PoO. Also unloved stock. Am down 20% but will exit if sp hits 90s which might happen with anticipated crude stock draw downs

Great opportunity to buy more. IMO drop on small volume although we might see delayed sales. We're about to become a dividend payer and LM feeling was this should lead to less sellers long-term. Remember that they've got skin in the game as well. Don't worry about short term volatility. We'll be at 20p by end of summer and confident of a tripling if sp within 3 years. Big thanks to FK Phil etc i do read posts most days and find this forum arguably the best of all my investments. ATB C

Nice conversation with Paul A this morning, he's clearly a busy guy but still made time to ring me after racking up a ton of air miles. A true professional and whilst he would never give specific details (I would never ask) he provided a lot of reassurance to me as an investor and his optimism with the uranium market particularly in 2018 as uranium contracts run out and ongoing supply disruption. Nice to hear a CEO that likes to keep tabs of us small PIs and Im sure he reads this BB as well - so a big thumbs up.

IMHO

Our Strategy MM Asset Management seeks to exploit market inefficiencies to acheive high risk adjusted returns Primary focus is on merger arbitrage, private placements, capital structure arbitrage and other event driven special situations The Fund targets situations that are not properly understood by market participants and which offer high risk adjusted returns MM Asset Management gains informational advantages through extensive in -house research and direct communication with senior management and other company insiders The Fund managers use market neutral hedging strategies to ensure little exposure to market movements, resulting in absolute returns that are independent of the direction of the market The investments team employs a strict risk management policy. The portfolio is constantly monitored to ensure concentration, deal downside and leverage do not exceed the Fund’s parameters

Don't worry. DKL are a good company. I sat on >30% loss on multiple occasions SOU FOG PANR HUR and made between 3-x5 on all. While I don't see 5 bagger I do see at least a doubling by year end. If one of the big boys come from SE Asia expect a tripling. Patience will reward. I see DKL as a relatively low risk AIM stock. The BOD hold a significant equity stake. LM last message to me that he believed steady rise in sp (before announcing RNS) was due as the sellers will clear. This is at least a long term play.

Welcome back Baz. BB hasn't quite been the same. PPC having a bit if a resurgence. My conservative sp is 12p. Firm up income and then Paraguay. Like you say have faith in PL. Also im quietly optimistic about legal action. The increased position in Louisiana good deal. A quick congrats to the main man as he says "step by step".

Dear all. Haven't posted for a few days. I assume that majority of the delayed trades are buys or is it a case of in the context of slowly falling sp they are registering buys but are sells. Although SAND sp has fallen until recently MARL is trading at a discount. I thought with companies accumulating would cause upwards pressure. Or is it a case of hovering up seller's cashing in.... thoughts?

Spent sometime running over in my head. It's spinning! I have held. Whilst I have some sympathy for the view from Brent Cook regarding who'd want 30% indeed I remember speaking Steve Toderuk from Sprott about this a couple of years ago there is no doubt this is one of the worlds most significant gold deposits. Perhaps they've a counter offer as many inc me have suggested but that offer doesn't Inc either GP or ER Sandstorm come in with low ball offer helped by delaying results. Que bidding war sp rises. The timing of all of this is what stinks was there a deadline for warrants. My own views on SAND sp drop is almost mirrored by what happened with Nevsun and Reservoir another world class deposit (am a current share holder). Will post tonight more thoughts and will listen to Rick's interview (see earlier post)

https://youtu.be/x6DXCgfSUTQ Bodes well

Hate delays in reporting. Why can't we in this day and age compel immediate reporting. There are being hoovered up. Remember they still aren't trading at the offer price. Hints from Sprott etc it's going to be a very interesting few weeks. I'm speculating that there is another offer in the background .. this is pure speculation. This is a world class asset a big player maybe wanting in.

Exactly. I was surprised to hear back from contact when I emailed them today. 1 line response... "Game may not be over". However would caution that it's Sprott interest to drum up some speculation.

Can only be a counter offer.

Explains a lot. Hold on folks.

Understanding people selling to invest in other companies but do people really think SAND sp will plummet. I don't and if I was an existing holder than I'd be buying MARL now. Watch for the rebound this afternoon