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Oh and just remember, selling on AIM at the moment is pretty much funding OTC. If you're willing to provide shares to be delivered to OTC at a discount that is your choice....I'd prefer a level playing field. Simple to manage that process really, Limit selling in AIM for a couple of days and let OTC balance demand / supply drive the OTC price...ASX probably funded a majority of the capital raise so once thats clear they will visit driving stability, higher price on speculation
My opinion is the over hang will be cleared soon, given timing and scale its run close to the drill progress but it'll change quickly as most of us know. Biden has been forced to scrap (for now) his environmental push in favour of homeland energy security. Using Canada oil sand capacity is good for time being but its a relatively high extraction cost when Alaska is far more efficient in the longer run and provides more ability to grow the economy if/when oil prices recede a bit. They'll be at 2000 stand BOP installation early next week so any investors looking to take on the speculation exposure doesn't have much time to position. GLA
12.55 - agree, factors in favour and against compared to a year ago and everyone will think about the weightings of those in their opinion. the spud and drill are maybe more sentiment...but a result that locates and aligns to the estimate targets would result in a more material rerate representatively reflecting POO at these levels, the geoeconomics and political environment including OPECs reluctance to materially alter supply at the current time
There's a surprise, dropping the price a couple of hours before the states come in. Shows as a negative because the mid on Friday was uncross at the offer....and to sum it all up, the current offer is below the Aus closing bid on 18m total rated today.... AIM is is once again embarrassing itself
Like what they did from Friday close to today.... 2.35 - 2.50 bid/offer but uncross (she price) at 2.50 therefore only showing 0.5 (2.00%) uplift this morning. When in reality everyones mark is much higher at close was marked at the bid 2.35. Lets hope the US show us the way forward again.
16.16 - You've got a point...apart from the obvious I've say 90% of all 88E RNS's cause a drop...if it wasn't for the regulations I'd say they'd be better off not bothering just flcik us a note with some pictures when they open the full field extraction facilities!