Member Info for dissipline

We would have lost control of the license. He previously got screwed on Tendarra with a farm in.
They extract more than their fair share for the cash they bring in.

As for shareholders they get nailed through the floor a lot of the time by farm-inees.
The further along the curve the better before we start showing some leg.

We all know the risk, every cent we invest. As for the reward that is what makes it real interesting on
successful execution. I like the company I am with as shareholders here. Cheers guys.

The JV at this point was always going to cost us equity wise way way more than a controlled placing.
Super happy the knee did not buckle. Lots on here were saying lets do a placing.
Further on across the curve as they are saying is the way to play it, if necessary.

On a successful drill the opportunities that PG and Lonny will realise will be phenomenal.

As we all accepted, there is risk which has to be weighed against reward. The odds seem acceptable.
Others attack the management , I will bet on our guys against others. Do really like PANR guys. Though,
that is a very different play. PG understands this is his life's work coming to fruition. He is going to do,
whatever, it takes to deliver for himself and shareholders.

Thanks Olado for going and giving us the info. great stuff.

Why buy shares when you can reward yourself with them and get shareholders to pay for them?

Would I be wrong in seeing a placing in the not too distant future. Technology great. The board anything but....

It gets released together as it is a drilling programme. The longer you wait for results generally the better.
You do not want to hear early.

The two together gets you maximum effect. It also makes the rest of the field vastly more commercial on positive results as we can self fund drills and testing in specific seismic areas.

You can watch him on Youtube - very informative.

Nigel was ramping Winnifrith and his acolytes to the heavens. When serious allegations were made against them he refused to deny them. Meanwhile he was ramping HARL like crazy on this board. How is that doing Nige?

Is Dan Levi a liar as you have been asked before over the Winnifrith allegations? If you are going to ramp him you must refute these allegations?

They really have screwed the pooch and the shareholder here.

They should have gone for placing money way earlier than here. That is if this is the reason for the fall.
Management are sitting in their hole. Time to engage with shareholders and be honest.

Got to say that this question has provoked some really interesting and informative answers.

Not wanting to be a total sycophant but after Keith and Billy and all the rest it allows me to just go through my investing thesis and where I am.

Appreciated Charlotte's response as well. When it is not a FUD play which is worthless bilge you can re-examine possibilities.

The fact is, hydrocarbons are a binary play you have to be very careful and look at all outcomes. Testing has revealed some of the jigsaw. There is still some way to go. No doubt this feels like the business end.

With regard timescales missed, we do have to bear in mind, Covid was a real obstacle.

I would hope we get an investor presentation. With Ireland I expect nothing. They are in their foxhole and we cannot ferret anything out at the moment. Would love to be proved wrong. Trinidad again another back water. ..
Maybe in a year....

However I would hope we hear more about the green hydrogen interest in Romania. That could actually
be very interesting.

Its a rubbish story. Everyone in town knew her cousin Dirty was far more exciting....

Then again everyone Knew dear old Dirty....

You were ramping Winnifrith and his acolytes. Then refused to refute detailed allegations by Dan Levi over there activities with regard certain stocks.
For our benefit Is Levi a liar? Is Winnifrith a hundred percent trustworthy after looking at these allegations?

Meanwhile you were ramping HARL like crazy. Still want to do that?

We are going into contracting season. If the utilities can't get the pounds on the open market then they will have to contract way higher. Knock on effect spot price rises.

So far so good. Look at the volumes hitting the Etfs and producers yesterday. The Japanese news really pushed things along. There is a finite number of pounds and a lot more interest in taking them.

We got ourselves a nice little co-ordinated troll team.

Last time this occurred they got their shares cheap and then it made a significant rise. What matters and only matters now is the test. It is all technical now.

Biden got passed the Inflations Act means money goes into nuclear around $4billion for starters. They are beginning to ramp up investment. We are moving up. Dennison are selling Uranium $10 dollars above spot price in long term contracts.

Cameco have said they won't be looking at contracting on long term contracts below$75 and the price should be at $90.
Spot is around $50. Market looks much more encouraging and Cameco is making profits.

Tom 58 You are one of the most useless little trolls I have seen.

The pose that you are an investor. You are a joke nothing more nothing less.

What will be, will be. But a little FUD troll like you is a particularly slime like creature.

KD and shear got it right. Thought it may do a rally like Warpaint.

Adam could be joining quite a few company Company CEO's on the naughty step. Right now you have to sit laser tight within your risk parameters. This is gonna be a vey long trek...

Mintq is going to have to do a lot of work...

If it breaks £3.80 and the 100ma it could move up sharply. The utilities are going to be coming back into market to sort out their future contracts in next couple of months. Sprott has changed this market fundamentally. Russia Ukraine will mean this market will not go back to same old for years.

Looks very much like Nuclears new phase is at hand. YCA long term should do very well. Sprott is also taking a fund to UK it has been said. That takes more pounds out.

Defo moving. If it takes out £3.20 intermediate resistance broke and some real room to travel.

Uranium price should hit $60-$70 as the utilities start forward buying and compete with Sprott. As Kopernik stated supplies are tight and we are trading at significant discount around ten to fifteen percent recently.

We may get hit by recession but the demand is ramping and we are the best baseload energy in a carbon light world.
We should be fine.

We'll probably bounce around here for a while till we get closer to September and drilling. May go around 9.5p .

I think reduces the idea of a placing as PG would not want to be criticised for that. Also we have the funds for the drilling we intend. Personally JV or placing I have zero care either way.

From the looks of the reports that are improving with each RNS the only material aspect is the gas and maybe the oil, and that is looking particularly exciting. If they find gas in the second zone Xmas will be like no other. The first zone sees us more than fine.

The second with gas and what it means for the rest of the acreage and the geology well then we are into dreamland.