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It looks like they are bringing the price down even more for you. Doggy you are one lucky MOFO. I wish it were my pension.

POG dropping below crucial levels.

Ha ha - as I wrote that they went down and GGP went up!

OMI up 10% yesterday and another 15% so far today, on no news. So sector might be coming out of the doldrums. Like GGP its been battered down over the last year. Not a cross ramp BTW!!! They ain't got no iceberg yet.

Price at the 200ema and also testing down trend, dating back to Oct'21. Break thru this and we will be off to the races.

US March CPI 8.5% y/y vs 8.4% expected.
Might pull gold up a little.

Great list Spades and I imagine that Shaun will be popping in to see some of these holders while over here. There is no way he has travelled half way round the world without some great meetings lined up and if people are willing to see him they are obviously interested in GGP and its projects. Buys will come as a consequence of these meetings and soon.

Price of oil now up 6% on the day. This has to rise, our prospective clients are rolling in cash.

I've added too. This has to be one of the most exciting sectors for the coming year or so. Oil companies completely flush (BP profits - US$12million!!) and a need to move away from Russian dependency which will keep oil prices elevated (It is up 3% today). My only reservation about Petrofac is its name - it needs a rebrand - or at least to spin off a green subsidiary - in times where sustainability is on everyones lips and it is an increased focus for the company.

Does anyone know what else is on Cds agenda while in the UK. Is he meeting any banks, ii's? What is he seeking to accomplish? I can't imagine meeting PIs at a town hall was all he was coming for. Thanks for everyone's news from there btw.

...on a little clip this last hour. Up $14 to $1935.

I was very reassured by this too. I think this is the power of having a good team as SD states. It means you (Newcrest) can't pull the wool over our eyes. I imagine this shift from 10% to 20% spread in negotiation for the 5% means enough leeway for Newcrest to 'engineer' a 10% discount and so be an easier sell to their share holders. That MRE2 is the Greatland line in the sand.

The other thing I took while he was talking about other tenements was that Newcrest would still be a preferred partner. It means business relationship must still be ok. That is a real bonus for Hav.

Anstalls? Or Anusol? He interviewer really made a mess of that.

A bit 'more' I should have said!

Kenya is ten years in the making. Didn't they first discover oil in 2012? Crazy. I guess this is why there is a deadline from the Kenyan govt. It might be a case of close this deal or you lose the license. In with a bit at 46p.

200 day ema is at 122p. Would be good to break thru this. Then 130p is limit of down trend started back in Oct.
Phew.

31% increase in contracts won. That is amazing. £3.8billion. For a mCap of £380m. The Sp has to rise.

Adieu - Thanks. Much appreciated.

Adieu What are you implying by him skipping round the Kenya edgily. What's you're take? I haven't seen the Q&A.

BP and Shell have had bumper years in this POO environment. Big profits, share buy backs. No profit here so SP will reflect that unfortunately. I'm in until Kenya news drops so intrigued to see what you read in Rahul's reaction. Positive or negative.

Thanks Hey_A
POO 100$ for a whole year is significant.
I've been wanting to get back in TLW for a while and last week committed to cutting losses on another investment to raise the cash. I have watched production here decline over the last few years but the promise of Kenya has pulled me back in.