Member Info for cynic

RDS (COPPER) - i read a very interesting article in one of the sensible papers within the last week. This opined (horrid americanism!) so let's try concluded that copper could be due for a heavy correction. The basis was that many manufacturers were switching to substitutes and that though China, which seemingly now accounts for about 30% of world consumption, continues to boom, overall consumption was actually likely to fall this year. If this prognosis is correct or seen as potentially so, then the price implications for the likes of KAZ are obvious, especially as the sp on such stocks is still very close to the high.

FAO - typically well written and well informed article on oilbarrel, pretty much understandable even for the layman. Q for all? ..... what happens if the required funding is not forthcoming? ...... will fao's hard work go to waste? ...... i would have thought not and someone will pick up the pieces albeit at a firesale price. One way or another, a very interesting gamble for those who have now made AND BANKED some profits elsewhere, and imo worth as big or small a purchase as your pain barrier will permit should all go belly-up.

BLR - tommy - you just posted about blr on eme ..... you may care to read the various posts etc before diving in

AFD - wish i did or better still had known a few days ago as i dumped them from boredom albeit at a small profit ..... certainly nothing on stock exchange announcements nor afx, so possibly a belated reaction to the announcement of a couple of weeks ago or an expected update to same

CHP - never be afraid of upsetting me; almost impossible! ..... any way, i upset enough peeps so a a good spanking is often well deserved (goody goody!). I am happy to stand corrected, though i am not sure that an E&P contract is much different from a licence insofar as surely it is just a permission to explore and extract if they get lucky? ...... Of course it is the latter that wouldreally get the sp humming, though i think i understand (good diplomats response) that the areas now question have strong pedigree.

CHP - It is a licence rather than a contract which is awaited, which is not quite the same thing ...... Every single indication is that this should be forthcoming, though it is somewhat discomforting that it is clearly taking longer to materialise than was anticipated. If for whatever reason the licencve is not granted, then my guess would be an immedaite drop to say 12p, with no chance of getting out beforehand, and then perhaps slipping away tro 8p ...... But all that is total guesswork gleaned from a quick look at the sp shown above. If (as and when) the licence is granted, i would not expect to see a huge and immediate rise in the sp, but i think it would open up all sorts of other potential for this company. Overall, as is well recorded, i think this has the potential to be a very good medium/long-term investment in a surprsingly stable area of operation ....... For all that, my holding stands at about 30/32% of my norm, having increased it steadily from an initial minimal stake.

BDH - not my share and also i am no accountant, but to me the results look ok but no more than that ...... while t/o may have increased by 17%, pbt is only up 4%

CHP - it was just me being silly for a change! ...... as i mentioned before on this bb, the sp indicator is far from gospel in all respects.

CHP - for sure unknowns are trades which may be either buys or sells! ...... stupid boy!

MPH - too long without any good news re replacements for YSL or Boateng ....... in fact, no news at all since early December ..... so i'm out of here but do not feel strongly enough to go short at this juncture.

GGA - no need to thank m8, though appreciated ..... that is why (i think) this bb is good ..... most peeps are in here to help others as well as themselves

PXC - while most have been concentrating on oil and resources stocks, interest on this board for PXC has waned ..... Maybe its's time to wake up again as, after the non-event of BT supposedly launching a bid, recent days have seen both volumes and price increase ..... +/-0.25p does not look much, but this is a low priced share and such is it's capitalisation, it takes a lot to move it ....... I think I may be buying even more, but have yet to decide for sure.

CHP - quite an intelligent comment from me for a change! ..... friday 08:36 if anyone wants to look

what load of gibberish of mine did you take to heart? ..... so much of it!

sg and bigted are absolutely right in their responses to you ..... all of here - well nearly all! - try to heklp each other with ideas and suggestions .... sometimes the call is correct and othervtimes it is wrong ..... some of us change horses mid-stream (I do for one!), but certainly having a general whinge or gloat is totally unconctructive, and only marginally less tiresome than those who tout a share to double of triple or more in no time, without a shred of logic.

bigted and others - confess that i now have holdings in all sorts of "scallywag" companies ..... cop, chp, mrp and even vml as well as vog and eme which now have a distinct air of respectability ..... i have reasonable confidence that both chp and mrp will come up with the goodies, and perhaps even cop ..... however am getting bored with vml and may shortly dump them ..... ult i shall also continue to hold having banked a reasonable profit on 50%

ELP - just because i no longer hold a position in these shares, does not make my view any less valid (if it ever was) ..... no one asked you to follow my advice, and clearly you choose not to ..... it happens that i follow a good number of shares, and being an (over)opinionated chap will quite often give my opinion, which is sometimes correct .... but then surely that is what this BB is all about?

ELP - i won't rattle on with my views on the company structure and the appatrent greed of the directors .... however, if memeory serves me right, Jaguar is the 3rd dry well on the trot and this was meant to be their jewel ..... i got out at 25.5 with a modest loss ...... IMO anyone holding now, would do well to bite the bullet and start rebuilding from the ashes.

BLR - i thought the oilbarrel article typically well-balanced and sensible ..... it correctly points out that heavy oil is, as i posted earlier "about as sexy as Torquay Utd", but that their exploration sites are in the right place ..... on balance, i think this is would expect the sp to fall back a bit in the meantime

CHP - i hereby license jules to spell licence however he chooses ..... so long as he remembers from his uni days that license is actually different from (not different to!) licence ..... and that licentious can apply as equally to grammar as to libido