Member Info for dai2belts

Is the new gas power plants parent company American, and hoping to import American LNG ..

Could the approval be Trumps influence ?

Watched a Vid, Trump and his bit coin fed reserves...

Seems the idea could be....to lower the price of the dollar to increase U.S exports, by get other countries to sell dollars.. But he doesn't want another currency to strengthen or even replace the green back.. So he wants those shedded dollars to flow into BTC... An asset that has no backing ??

Ryan did'nt care about that...

Maybe Trump funds all these extreme greens so helping cause huge demand price spikes for diminishing EU supplies, and the U.S sells into them at record prices...

Sold at $2300, did they hedge that price,? as market was from Sept to 2025 about $2600, now $3000

Lol,, I was once tipped Thor Energy, that was probably on my list once....

Wow, its has a PE ratio

MC £166.08m,

664.33m shares in issue

PE 18

· Net debt of US$2.7 million as at June 30, 2024. :)

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FY 2024 gold poured of 85,057 ounces ("oz") thats $255.2m at £3k/oz

o 24,662 oz poured during the fourth quarter 2024, is that increasing ?

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FY 2025 Outlook

· FY 2025 production guidance range set at 85,000 to 95,000 oz of gold

· FY 2025 All-in Sustaining Cost ("AISC") guidance range set at $800 to $1,000 / oz

Mmmmmmm, why no price achieved per Oz, and hedging ??

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PE 18

25p share

EPS=25/18=1.38p

EPS=Net income/share

NI=1.38x664,330,000=£92.268m

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H2 Results

· Q2 2024 net profit of US$27.5 million (Q2 2023: US$14.4 million)

-H1 2024 of US$39.9 million (H1 2023: US$17.4 million).

· The Company paid a further US$7.9 million towards its senior debt facility, leaving a balance of US$6.5 million which is scheduled to be fully repaid by the end of the calendar year.

· Net debt of US$2.7 million as at June 30, 2024.

Strong buying for EOG

19-Mar-25 08:10:52 0.628 1,113,702 Unknown* 0.55 0.70 6,994 O ( 1st trade of day, possibly a buy)

19-Mar-25 09:37:00 0.70 1,443,220 Unknown* 0.55 0.70 10.10k O

So many, that I struggle to remember any.. Watchlist grows and I can't remember why I added them :(

I was talking to a friend who bought Rolls Royce average £1, made £20k after being down for months, only if he held to £8..

Have you looked at Rockier, Portfolio started a thread here..

Sign off, I bet the Chinese have been selling that oil, ;)

I see Trump invited Conor Mcgregor to the White House, odd that both have the same sort of assault accusations against them. If true it doesn't send a good message..

PUBLIC INVESTMENT CORPORATION SOC LIMITED, suggested as loading up for offer ??

https://invst.ly/19lpcv

Take overs

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the_shareminator

Posts: 12,872

Price: 42.65

No Opinion

Tembo Capital disposal18 Mar 2025 17:33

Interesting timing, shareholder Tembo Capital plan to sell their entire 58.8m holding to institutional investors by means of an accelerated bookbuild.

I'm speculating here but we know South African heavy weight Public Investment Corporation have been buying up Pan African shares over the past year with their position having risen to more than 250 million shares (12.4%). If their intention is to take Pan African private then I expect they will be interested to take around 2.5% of shares off the market. Tempo may well have been acting under instruction or the pretext of this scenario as there have been recent examples of companies taking up positions in the months prior to a bid.

Pan African shares have caught a bid in the past fortnight jumping almost 20% and it does make me wonder if there are institutions like Tempo that have been or still are positioning themselves for a takeover announcement. Last year Centamin and Shanta Gold were essentially forced by institutional investors to accept offers that have since proven to be far below fair value.

I hope I'm wrong as the company is perfectly poised for major gains with gold futures setting another all time high today of $3,047.40

Rise will continue

Looks like whoever bought at 39p is confident the use will continue , but being 2.5% holding may never know who

This share has been on a constant climb, with 5x 20% opportunities in 1 year

https://invst.ly/19lo04

Sold to new owner(unknown) 39p,

was 42.35p when announced, 40.45p today, down 5%

sold the entirety of its position in Pan African, comprising 58,772,314 ordinary shares in the Company (the "Placing Shares") at a price of 39 pence per share (the "Placing"). The Placing Shares represent approximately 2.5 per cent of the Company's issued share capital(1).

No on. GEO. BB..

LNG. Mmmmm maybe the opposers will now support indigenous gas with its lower carbon foot print to supply the new plant...

4th September 2024, Allenby 2.6p

https://x.com/UKInvestorMAG/status/1831287783345811523

8th September, Sunday Roast

https://x.com/RoastPR/status/1832733110993076585

Chart with some events

https://invst.ly/19lfar