Member Info for cjgoldsmith

By any stretch a very good H1. Paraguay drilling H2 and with lower costs. I'll be interested in slide on potential production growth on their presentation.

Starting my purchases today. Followed the company for years and see they have delivered a profitable mine with few hiccups en route. My view is we are late in the cycle so I feel gold will do well over next few years. The weakness of pound will likely make this a take out target. I suspect a dividend and buy backs will start when majority debt paid off. Lack of director buys is a worry but perhaps there is other news coming..

Its 15% of my portfolio. Double next oil and gas SDX/Europa/PMG and x4 SAVP OPHIR. Patient people will be rewarded in time

Rather nice to see the rise.

Good spot. This is the plan for the gas that the interview would have eluded to. Seems a reasonable transaction. I don't think it's a game changer but a step to monitise. I'd like to hear more detail about it.

Great to hear things went well. I was fascinated by the production growth slides. I would argue that the recent peso weakness may give us some acquisition targets locally. There are lots of good quality companies that are trading well below valuation.

I prefer impatience leading to despair on a BB in a company whose fundamentals are sound. It's usually a good sign for me

Huge trades just come through

Sub 25p an absolute steal. PI capitulation. I'm in and will add. Apart from 7e delay there has been no bad news.

Thanks Red. Your analysis is spot on. The EUR/USD hasn't helped and the palm oil price. A Q3 pleasant surprise would be nice.

Jk from LM last month "no plans". Hope they might change their mind.

The reason for Energy Fuels rise has a lot to do vanadium and Russell 3000 listing. If quotas inforced then they can ramp up production quicker as they aren't solely ISR. They are still cheap IMO. I own EFR BKY Denison Nexgen and small junior but see UEC as compelling

Hearing more about the ownership of cashew business makes me worried about corporate governance if true. I would like to see BOD buying shares. Either they can't due to restrictions relating to insider knowledge or they won't cause they feel it will go lower. A buyback won't happen (previously stated to me). No denying the large sell today. Earlier days I'd argue share price moving on little volume. The drop in share price is astonishing and people must be selling at a significant loss which makes me wonder if I'm unaware of bigger problems. All we need now is a Primary Bid placing to finish of a miserable 6 months.

Hi all. Yes dB was right. Just absorb that retail sellers have wiped 20 million from market cap in less than 1 year. It's worth lingering on that last sentence. Yes there are headwinds, poor harvest and price. Much outside our control. So were we so overvalued before, maybe, was future growth "priced in", possibly. Have we stood still in terms of business, I'd say not (Norpalm excepted). What I am fascinated by is why buyers have dried up. I suspect that institutional investors and board would like to see sp rising as investors capitulate. There is no plan on buybacks but at this price I think it now is a no brainer (I'm usually against this). DKL was my single biggest position hence I'm miffed how I get this so wrong

Something not right here. The share price is being walked down with very small trades. Sure figures were disappointing but look at share price since q1. The poor figures were indicated long ago. I'd like to see some director buys. I know Lincoln reads this board. Diversification is a bonus. I've written off their year and like most I have a 10p average. Hopefully some price appreciation and weakening of the dollar against the Euro might help. The question is whether to average down...

It's the government selling it's stake in fossil fuel companies over the next few years and won't take up any positions in said companies. Shouldn't stop other companies investing in oil and gas exploration and production. It's just that the government won't profit. Sentiment however is negative but the long-term energy dependency of Ireland is still favouring gas along with renewables so the declining Corrib gas field still represents tremendous upside for us. Need to have a long term perspective

Hi Bays. I've never left! Stepped into AIM a number of years ago and this was one of my first purchases. I've grown to be patient. Im waying up my options. Do I add a bit more to bring my average down or wait for the share price to rise to my price target. I've enjoyed reading all the posts daily but post occasionally. Ive posted my current views on other shares on PPC forum

I think positives outweigh the negative hence I have stayed as a share holder. Rex Harbor selling, continued delays (OBA) lack of clarity, "social issues", GA cost, executive renumeration, drop in reserves have been responsible 4 year drop. Lack of recent recovery sp with rising oil is due to issues with Plat wells of which we are still largely in dark. This entry point I would suggest is good one as if successful wells drilled we will be back mid to high 20s. Mind you I would say this with my average 24 but have not added for >2 years as I largely have lost faith with continued opaqueness. Mariposa result was massive so I think our H2 drills will cause significant sp gain.

Or SDX. Although a loyal PPC share holder (it's my largest) I feel that income growth in SDX will outpace pretty much any other oil and gas company. Interesting TXP story as was a previous TRIN holder...I'll take a closer look. Full disclosure am SDX holder at 23p average and haven't sold a share. Best potential is ZEN if they can get stuff out of ground and the wildcat EOG for Atlantic Ireland license next to Corrib. Mid tier bet would be SAVP (don't own) and AMER (unfortunately do own with 24p FFS). Let's see how things play out. DYOR and call me Malcy

He also claims timing isn't his thing. That's rather important. His CAZA pumping made him look stupid as PIs like myself were screwed. He is doing the same with ROSE petroleum now another basket case. Full disclosure my PANR position is small but my average 90p which has taught me a lesson in not trying to catch a falling knife. I'll be patient. Luckily I made more on stock going up than I've lost on small purchase as price crashed.