Member Info for dissipline

We are so early in the cycle it is ridiculous. Fifty percent of all that is spoken about is Uranium as wind and solar are seen as less energy consistent. Thje French got it right on Nuclear and that is painful to say.

Can't look at this as a two year play. Tuck these shares away and watch where we are in five years. Sprott didn't go in big because they just love the colour yellow. All roads are nuclear with SMR's the order of the day.

You can tell you have the aliases set up when they are less than a year old. They are there to confirm the previous message.
Get it on both ramp and de-ramp crew.

What will be will be. Very very early days here.

This at this point is volatile if you want to invest position accordingly.

They will move up and down the nm chip design cycle . This is architecture that will be most likely licensed technology which they and their partners will get royalties on.

True and thought provoking post Briggsy. He did get some lift off for the company. Just when you have him you need to use him all the way. He's not our midfield general (kal), he's our striker.

They have to feed him more balls to put it in the back of the net for us.

He gave you a reasoned and considered argument for where it is and where it could go. If you want fantasy try another ramp board.

Patently this needs sponsorship revs fast. If they get traction then they start re-rating positively. No news means no money. Who do you think funds Guild from that point on. Let me give you a clue it ain't Beckham.

The one thing now is the price is crazy low, considering the cash they have.

They got to get way more pout of Beckham than they are getting. This is the most overpriced sponsorship ever. We should be getting way more bang for the buck from him. He should be securing deals for us through his role.

For £4 mil a year he should be bringing in at least £10m to make it a justifiable deal. Platform numbers have been good. But we should see way more use and benefit from him.

There I can agree with you.

At this point the board need to start putting some money down to show the price is ridiculously low. Kal strategically has played this damn poor.

We had the bloody shirt promotion. Maybe more accurate to remove the r. Investors think its sponsorship then we get a shirt... been dead quiet on sponsorship.

We are told October we would be flying out the gates with new momentum. Same old, same old. We are paying £4 million for Beckham a year. Could someone explain what that effer is doing for the money.

IR and promotion were supposed to be getting a revamp. We mess around for a year on this fintech deal. There should have been another in the back pocket if we were so hot. This should have happened days after the fallout.

My guess is they will say new year for re-brand. Investors have been a5se ripped on this one. Still George Soros joins us on this little adventure. Interesting to hear the call they get from Kal.

The only thing that can save us is another TTP top-up.

You are bang on about farming down pre-drill. Waiting has ensured we can get a much better slice of this pie.

Got hit on that before. PG has been careful to maintain percentage.

We will hear shortly the funding. Then the trolls will try to scare the holders out. I will be looking for another top up there as they try to sew panic. Got an amount for a top up either way. Its beginning to look very real the opportunities here.

Lonny didn't come on board to play with the paper clips.

Got too agree with that one. You can put in a monetisation rate that is beneficial for all based on eyeballs and sales.
May be worth dropping that to IR.

Overall the execution here from what we have seen so far has been excellent. Migrating their rev through to GDM while doing the big deals and tournaments for Amazon and Coca Cola. Great management.

Cheers GRH and MEM.

The FUD brigade are concentrating now on the funding element. Funnily enough same as Paul. Though funding is important the assets to cost ratio is skewed so heavily in shareholders favour with a successful drill that it becomes secondary.

We lose some percentage anyway, which has always been geared into the project. But the percentage we have of a landmark project for a company our size is staggering.

He swallowed the first RNS in accordance with ONHYM's wishes (they have geopolitical concerns that they are working around). You play fair in Morocco they support you all the way. I believe a lot of further opportunities open up as they see you are a true partner.

The drill on success is life changing for holders with 40k in shares and above. GRH may go for a fourth flatcoat in celebration. Personally, I was thinking he must go ala wolfpack in keeping with our company name.

As for MEM's Ireland idea I think Paul is flexible. Not sure we could get a price as high for the asset as it is. The companies are still worried about this Government though they are coming round. Paul's plans with Mag Mell look very creative. In the past he was going your way there MEM.

PG sees so much gas there and has invested so long time wise he wants this one bad. It looks more and more in grasp. GRH hit it with the data centres problem. This now appears enticing again for PG, will be real interesting to watch.

PG has his eyes on the prize and Morocco opens a myriad of opportunities.

If Paul executes on Guercif then the company is transformed in around a year. We will have massive uplift immediately share wise. But the scale of the company changes. All the other ventures will be easily fundable off the credit that Guercif creates.

On top of that any further prime acreage in Morocco will be within PG's wheelhouse as he has played by the rules perfectly.
He has worked hand in glove with ONHYM and the relationship will be strengthened and deepened as assets are realised and hit the state treasury.

On top of that PG says he was also looking to expand green ventures in the future. PG has his eye on some other prizes but that will be done all in good time.

The Moroccans will move heaven and earth for us if Guercif has the gas the surveys suggest. It could have a hell of a lot more. You don't put in the RNS that you are looking at 6 drills if we are talking little numbers.

The market appears slow. REVB floated at what Shroders considered a high price. However, Minto is building excellent growth into the system. Long term this should do exceedingly well.

From all here our thoughts and prayers are with you. All the best at this time for you and the family and of course Alfie. xxx

My pleasure Bob.

Hope you are well. Lovely to hear from you here.

Nigel hates the company but now suggests he has money invested here and needs to hear more before investing further.
If you dislike the company don't have a bean invested and move on to one you do like.

Everyone here knows they need to sort out the funds.

That will be done through JV, offtake, or placing or a combination. There is plenty here to ensure that shareholders are well rewarded and are set up nicely for further ventures down the line.

Nigel you linger like a crusty fart.

We only have to forward sell a minute amount of our gas according to our survey results to fund these opening drills. The rest can stay with shareholders as profits become self funding further prospects. Mou 1 , 4 and 5 is a 60km 2 gas zone.

Read the results plenty to field further expansion.

From todays RNS they are looking at six potential digs already. In 7200 km 2 acreage that is the tip of the iceberg. That was a very nice RNS.

Sands in an area where the local spot gas price is well above market rate as well. All builds more margin and value into the offering. strong pressures and good porosity make a highly valuable asset.

After looking at Wacky's finding ( great research wack) if there's gas there we don't have to worry too much about monetising the asset. When they spend $630 million on a road from quiet little Guercif to an lng terminal they may be working on some plans for us.

You can start to see why PG was so deadly quiet about our tests in the RNS. When the Moroccans are spending that type of money for infrastructure near our assets you sure would n't want to play this one poorly. PG's visage adhered to "tight hole" status.

PG did also mention the words "Guercif can be larger than the Rharb basin". Looks like we are going deep in Morocco... very deep. As long as we follow the rules assets will come to us.

The other problem is that if the position is going against you, you have to add to it to maintain margin to keep it open. You are adding to a losing position.

You have to be really careful. Never knows what he's doing. The reason IG expanded to shareholders was the churn in CFD accounts. Same with CMC.

With 20-25% rev growth and above Boo holders should do just fine the next couple of years. Arguing that Primark is any competition for BOO is laughable.