The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Tom you are not a shareholder you are a troll trying to scare people out. Whenever the detritus of society like you attend this board it generally is at the start of another share rise.
You did this pathetic bullocks before and you will do it again because you are a pathetic little troll. We all see your snail trail son.
I think if a group of investors contacted their PR to see when some form of communications would be landing that would maybe help. We would see the PR teams response and can gauge our views from that.
Right now seismic survey s are taking place from what we are led to believe. As for the tests that should be done shortly.
I think finance will be dealt with after the test as the stock on a successful one will rerate accordingly. Finance off of that would be done at a far higher share price if it is a placing. Also JV can be done on better terms.
An hour before close I think this will be back over 10p on the sell. I think it is in a holding pattern for next week.
The fact is that next month is an inflection point for the company. Committed shareholders want to be in for that.
The rise has been almost parabolic.
The fundamentals point to a profit of £7 million this year as DC has stated. Right now our cap is £16 million so there is significant scope for a very strong re-rate with some good news on horizon.
Interest rate wobbles in States are something that may effect market psychology. But this price is very good. Miton bought in and will temper DC from anything rash. He wants that stock price up. More events on horizon and Kpop new fields.
Nothing is certain but here the odds are in your favour.
Long term huge opp in this market just have an amount that you can sleep at night with.
Right now we could have a bumpy time.
This is a long term secular play where you can make multiples on your money.
It's wide to trigger some stops and cos we have a long weekend.
Hopefully we get some positive news next week. Looks as though we have some steady hands. Getting ST traders out is no bad thing. They can with positive news buy back in later.
If you can buy US stocks look at North Shore just being taken over by Sprott. Also the big plays CCJ, DNN, UUUU and UEC.
Also Uranium Royalty Corp. URNM which is North Shore and URA give exposure across the miners. As you know this is a five to ten year cycle you are way ahead of the game. Money obviously been coming in but the big boys have not got going yet.
It won't be long before we see heavy speculation move into the Futures contracts phase for the Winter season. That should have a heavy effect on the price if supply remains tight. Tony Greer was talking about this on Real Vision. Potential to see further gains in price.
Sure helps encourage investment in new fields as we will all be pivoting away from Russia.
Nigel taking your advice people would be in the crap in VLS and HARL.
Two stocks you were pumping like a madman.
By the way you gonna refute the allegations Dan Levi made about Winnifrith and his gang. You were pumping them on this board. Is Levi a liar?
I don't think PG will sell too fast. He has too much invested in every sense of the word to do a sell for an under valued amount. Specially when you read the RNS's he is looking to add green elements to the company.
What he did say was that if he got one hell of an offer he would put it to us. None of us are in the quick sale camp on this board... other than a few flippers. Look how sticky this stock is. Same guys and gals monitor the play with a few friendly shorters straight after a minute placement.
All the guys talk among themselves they are all sniffing out what each other is doing. Many to partner up and take some equity.
PG has said everything is for sale but the price has to be right. As the largest shareholder I'm sure he has a strong figure in mind for the developed assets. In a relatively short point in time two to three years these assets get realised across the portfolio.
Both CEO's are looking at multiples higher. Morocco is looking like red hot acreage now. We are in the midst of the next commodity super cycle. You get multiples in a two to five year period that can stagger the imagination.
Certainly seems to have perked up today. Hopefully bodes well for the rest of my Uranium plays.
It was done on the day of a placing. That tells you all. This was most likely an orchestrated play by a troll group.
This guy has not posted at any point before and then suddenly he is all over the place.
We are likely to move around a bit as people move their portfolio round. Annoying when you see other stuff take off.
Lets see how things progress over the next three months. Beginning to look like a decent recovery play.
The world and its brother knows this will be done as part of a JV. Free you are beginning to outdo yourself....
Keep spreading the FUD it allows those that want to buy cheap shares. I love the concerned shareholder play, though.
The head of URNM is saying that he is not selling it as the shareholders would not like it. Watch Uranium Insider on youtube.
Interesting stuff on there. We are so early in the journey here. It has kicked off nicely. We may get some turbulence as we are in tax season and portfolio movement season. But mid to long we are looking at multiples higher.
If the Russia bill sponsored by both sides of the house goes through then the moves are profound. Medium term as long as we have no crash we are flying higher. Sprott took out in seven months what was taken out the market in fifteen years Uranium wise.
There is still way too much poundage for the market to be stopped by Government. Uranium is the cheapest energy play by baseload by a mile. Not even close the competitors.
What happens in eighteen months as they keep issuing stock and buying product. YCA benefits big style. Russia Ukraine solved and Uranium still moves higher. Maybe even better as GDP gets chugging along more electricity demand.
The trust element you have to share with all companies, We all know some have occurred. Howwever, the independently verified survey would suggest that the oil is in the ground.
There is no doubt in O and G you can lose everything. There is no getting round that fact. Chariot who are celebrating today at the next door acreage have hit a duster or two .
They took the drill out the ground because the pressures were too high on our ground. May just indicate something.
As for primary drill he said H1 that is still likely even with Covid delays and supply side constraints. If you do not like it as a free man stay away. There is risk you have to weigh what you wish to take...
Don't like it vote with your wallet. Take care free.
Agree with what you say Sef for the most part.
There have been some missteps. However, the quality of the assets and the size of the company in relation to them are the key. This will be drilled. There will be huge upside. The degree relates to Paul's execution.
However at this moment even with a placings for say ten million dollars we still would not be diluted to screw all like other companies. The share count has remained very tight for a company this size.
Have to strongly disagree with you on Martin Johnson he would have been one hell of an improvement on Rob Bloody Andrew.
One would think the discount gets rebalanced by funds that move in to this etf as the sector gains in importance. As retail move in and liquidity increases they can commit larger funds to it. At some point we will have less arbitrage gaps.
The theory makes some sense as Uranium interest in the States is flying thanks to Sprott. That should help us fine.
We may get a hit from a peace deal. However the energy landscape has forever been changed from this war. We are getting off Russian gas fast as is Europe.
I would buy more but am pretty full. However the discount is so bloody huge I probably will have another bite.
There may be fear that we are waiting on some Kazataprom supply. That is the only reason I can see for us being down.
The arbitrage is crazy here. We have the Russian sanctions bill going through the house that relates to Uranium supply.
If that goes through this will literally fly overnight. If it doesn't Uranium is still just on the runway. All they are talking about is building more power stations and getting the SMR's through from Rolls.
There is generally no such thing as a one way bet. But, this is looking pretty close.