Member Info for davwal

Yes, I suppose it’s possible the phrase ‘or we’ll see you in court’ might have received an airing in certain discussions between certain parties.

Just spent time (seems like hours) alongside my wife on her mission to peruse all the beauty counters in various Cambridge stores. Where present, Revolution looked good - tidy and well stocked (compared to some) and professional. Doesn’t look to be a company on the verge of collapse..!

Usual Aim tactics, but better than having the placing at 1.50 in my view. And we now know we’re off to the races once the permit lands.

Not the worst placing which sets the company up to get on with the development programme, and trades are mainly buys, so odd that it still drops. It seems the rule of thumb is the sp drops in any placing to the figure paid, regardless of size of deal or the reason for it. Right now things looks very promising, albeit taking the mountain permit being forthcoming - imminently as Patterson says again.

So much for all the management's fine words during the clean up.

Just picked up on the director’s purchase. Nice to see that confidence at the price.

Do the directors have much/any skin in the game? It would certainly be good to see some acquisitions by them around now.
Personally, I bought in at 119 on the way down thinking 150 was a reasonable expectation within about three months, given the general economic outlook seems a little less gloomy. The sp did seem overheated before the drop with a PE ratio at c45. Anyway, hopefully the bottom has come and gone.

Not good if experts from seven majors/super majors have looked at 3B/4B (as GH was saying before Christmas) and none want to sign up. KH has previously said they couldn’t do it without a farm in, so to now be saying they might do that suggests the level of interest from third parties is currently low.

Once again Keith Hill says stuff that is strangely different from what ECO has said previously, e.g. about the farm in of 3B/4B. According to GH when speaking before Christmas, they had selected a preferred company from the seven interested parties and that negotiations were almost done. Now? - apparently not so.

If TW’s comments brings BMV to the attention of investors who then make their decisions based on their own considerations, then it’s no bad thing. There’s nowt wrong with a bit of publicity and BMV doe’s genuinely seem a reasonable investment with significant potential.

Well it’s encouraging to see the market response. Get the permit and proceedings can commence and it should rerate further.

If the permit is 'imminent' he could have waited to announce the lot together.

Yes, very thin gruel for the investor.

I topped up with a few at 5.7, so feel quite pleased about that - at least for today..!

Skullduggery and manipulation, for whatever end.

Two interviews are on StockBox, November and very recent.

I’d have liked to hear there were formal scheduled targets for the development of Batangas by the new operator, rather than him saying we’ll ‘chase them up if slow’. And if the Koreans are so supportive where’s the blinking permit. Gold being produced by year end sounded good though. We obviously need real action now, but fingers crossed for obtaining the permit shortly.

Google StockBox Bluebird for an interview with Colin Patterson.

Looking to enter, but thought the reference to the Asian customer destocking sounded a bit vague. A one-off event to reduce current holdings or a total run down and no further orders?

Nice video. A tidy site, decent plant and overall it doesn’t look like they think they’ll be off any time soon.