Member Info for D220

Yes, Deltic Energy! I wonder if Mr Swindells is a fan of the vintage Class 55 diesel locomtives of the same name?

Coincidentally. I had just emailed M Foster yesterday to ask what was going on. After refering me todays news (which I see as a GOOD thing as it removes financing uncertainty which I think was holding the SP back) he indicated that CV19 is so far having minimal effect on what they are doing as this is currently "tech-y" stuff rather than operational and can be done working from home. (my interpretation).
So all good IMO and I am happy to wait for value to develop here.

Gone into hibernation here? Very few trades, no posts, no activity.
Woud be nice to get a company update on what effect Covid 19 is having on operations/plans. Would like to know the cash position too.....

I assume that 1.1m trade ws a Bed and ISA given it was about the same amount of shares with a close spread and was £20k?

A couple going through at 13.05 at 1.70/1.73

In the current market I would snap your hand off for 10p but agreed, in a few months when the market recovers I would need 16p + for my 4.5m :-)

It is all just a question of who the first mover is, IMO. You could say that no one will take action until there is some sort of stability in the world financial outlook, post Covid 19. But just maybe someone farsighted (brave?) will use this current instability to pounce on the opportunity that HZM presents? Whether Teck or others. Going to be an interesting few months I suspect.

Looks like another Tax Year related trade this morning (1.2m), probably a transfer into and ISA now we are in 20/21. Likely will be more of those over next few days.

Fair point and guess you are right as they seem to have pulled the article> Probably written by a journo in isolation with old sources!

Owlo- it is not "old news" - the article was published today.

https://www.telegraph.co.uk/news/2020/04/04/trump-tropics-turning-brazil-global-outlier-coronavirus/
Probably minimal impact on HZM given our current situation but not a conducive backdrop for investment.

Really upbeat interview, thanks for posting. Interesting that JP has come up against a regulatory limit for share purchases so presumably won't be buying anymore? I struggle to understand why the market still doesn't seem to "get" what VO have here. I will continue to add JAN as, with their VO holding, I reckon it is one of the best investments over a 1 - 2 year horizon.

I assume that was some sort of rollover/ or tax buy & sell?

So the fact that oil has just bounced up 20% doesnt seem to have any impact here. It will make a big difference to Shell if it sticks around this level rather than low $20s...

Cash and other receivables as at 31/12/19 was $1.8m

nm

The price to sell is being given as 1.45p

HL won't give a price for 150k sharesfor a dummy sell without going to NT

Agreement soon?
https://www.telegraph.co.uk/business/2020/03/27/russia-signals-interest-ending-bruising-oil-spat/

So, someone bought nearly 1m shares yesterday. Are they bottom fishing or have they had a hint that something is brewing? Either way, this is SO bombed out at these levels that they surely will do well over the next few months?