Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Management needs to be out doing a little PR o inform market and shareholders of the way forward. I assume that gets done first thing next year when volume comes back to market.
Had 22 mil usd in cash and expected to last till 2024. Sales should now kick in and being the owner of a FDA approved product that is best in class in detecting long covid along with all other lung diseases and infections should do well.
Bracco are likely to take this out as fast as they can. They did not buy 18% to just ride the share price higher.
Management and Bracco are having heavy talks right now most likely. Both aligned for the way ahead.
By 2024 this can sit in the Bracco pool of products at a significant premium to here.
It is how high and long management will be able to delay and the offer to shareholders .
Our price for this product now is cents on the dollar.
cheers and the same to you.
Lets just see continued progress with the rollout of products. This could be the flush out. Tough hill for all stocks to climb in 23 but the value is present.
We have the Little Winnifrith disciple spouting his usual crap. Oh I forget the little troll is supposedly a shareholder.
He owns the other 400k like HIs mate Charlie.
Are you going to refute the claims this time that Dan Levi made against your boy Winni, who you went on boards promoting?
You talk a lot of b0llocks, yet you seem to have none little man.
They may have a day off for Xmas that is about it.
The guys will be on it if there is anything to be delivered.
They are all there to work.
They can demonstrate the technology on their own field and promote it across the Caribbean oil field space.
I remember Paul suggesting the Venezuelans approached them but they did not go there for obvious reasons.
Trinidad could be a very viable business that underpins the share nicely. Also they relationship with Massey comes back into view.
Paul and Lonny are building optionality back into the business.
Morocco is all encompassing, but, this really could be a very nice adjunct to Morocco.
Ireland if anything comes off great. However as the next winter comes on and Irish people are back to the back of the queue more and more pressure will build on Dublin. There may just be some results there. Who knows maybe Dublin's resistance has a higher porosity than first thought.
If we get credible plans on T and T we have the company cap underpinned. Also puts us on great footing to rollout across the Caribbean. If Ireland goes in our favour book the hall and get the champers ready.
The bid ask spread is being manipulated like crazy. The company need to address matters otherwise this could get worse.
The duck is not sitting it is getting roasted. They need to be proactive.
Probably have institutions repositioning. If it was a director we would get an RNS. Now is that the time of year they do that.
Right now liquidity is poor so we are going to feel the effects. Good cash and good prospects for future. When this stabilises may have a small nibble. But have to take into account Tech hated. What counter attacks this is this is in the best fields for returns.
Hopefully today is the capitulation. The shorters are controlling this from the negative speculation that Simon Thompson highlighted in the IC.
We want this to be a bear trap. It has broken through a multi year low. Value is being created.
Next year offers great opportunity. The guys need to deliver they have the goods.
same old crap same old charlotte. This geezer is one boring little troll. There are some good ones charlotte and that little tit Tom are useless at it.
Who said BBs do not provide comprehensive education...
Pond life doesn't die it slithers around on the bottom...
Keep ramping HARL and VLS....My little Winnifrith ramping troll...
Someone who has established no credibility in the crap you hype is gonna get taken seriously. I suggest you get a new alias my troll friend this handle is finished.
He was also pumping HARL and VLS to the heavens.... most likely Winnifrith his cult leader suggested these.
What are the margins of the Companies involved? What are the volumes? Jurisdictional safety. Capacity to increase volumes. Potential of pipeline reopening or new ones forged.
These elements have to be considered and more for comparison. Check the presentation also remember we dont pay Corporation tax for 10 years. With 10 cfgpd we make around $5 million net at 50cfgpd you are looking at $20 mil. That is what they are looking at monetarily.
Does not take into account further discoveries on the other drills and market background delivery wise improving further. Management have to deliver, but they do know Morocco market. We shall see.
Great research Sea thanks for the heads up.
The market is pretty skittish so for now we trade at a discount to NAV. Last time it was quoted at £4.71 though price is reducing a touch today. Market is scared and needs liquidity. LT this is a super strong hold.
You are an owner like Red Rum is running in next years national...
In O and G every penny is at risk. We know that. Trying to manipulate the percentages for your troll play is really
unpalatable.
Laimster the concerned owner - in reality little troll move is as old as the hills.
Then misrepping presentations to spread your little fear play. It really is quite odious.
Aimster
It's complete crap that it will be 3-4 years before money kicks in. The reason CNG is there is to start kicking cash into the company immediately and give it the ability to further develop the assets while retaining the largest equity available for shareholders.
You talk about not ramping. You are there sewing your little FUD play. You are not as overt as Nigel who no one listens to.
It is a more sophisticated play but troll like manoeuvres they are...
Correct CNG will not be able to put as much gas through as the pipeline. But PG furnished the facts and figures we can attain from it in previous presentation. You carefully omitting them means you do not check the presentation or choose to dismiss it for your FUD play.
Very noble tribute there to Withnail and I and Richard Griffiths who identified the true nobility of this vegetable.
I loved Blackadder but I think Elton got it wrong with his admiration for the parsnip.
This is the strength of these BB's a community can come together to philosophise on all the Socratic truths of Life.