Member Info for earningacrust

ahh city financial, i get ya, they hold 22.22m shares so you are out by a factor of 10... and they could be more or less out as well ,.if.its them...would make sense

who/what is cf?

perhaps the sale of Lochinvar ?

Cornish is your calc correct ?

thanks slurm, LSE not paid their bills again ...

Hi all i don't have access to my L2 today but on here it shows no trades after 11:02, is that correct ?

irony a wonderful thing..it pays to analyse after all its our money and I have a serious amount invested for me so i like to pay attention, i don't post often but i like to air my thoughts. As you state cornish you are also paying attention to the actual trading action by the looks of it

JP and AB loading up before the plane starts to taxi across the runway !

Just expressing my thoughts and its good to discuss though point taken some do repeat themselves Taking it to basics if the income and profits double then surely most of the indicators relating to financials should more or less follow the same rate. The mcap normally follows the same direction albeit at a different rate of inc/dec and basically once LCCM starts we would have a higher revenue & net income, hence my post earlier. Watching the trading it could not have escaped anyones view that as soon as an increase in demand comes in then there is on most days a similar opposite force selling (funnily enough on most days the sells do not occur until the buys have started ) which is putting the block on any rise, that is no coincidence but imho more to do with market makers controlling the situation to their advantage until they feel it is time to allow the rise to follow through. imo they cannot let the share price rise too fast as they need to ensure they are holding substantial enough stock to cover otherwise they will be buying higher to sell to the market making a loss, they have a great opportunity to make "loads a money" with this share as the plans are there for all to see and they can plan for it. This is all part of the formal build up process ie it is not a surprise and everyone is getting into position. If it was a surprise event that triggered a buying frenzy then things are different again. So to a large degree at the moment it is not the investors that are dictating the direction but the MMs , for example if we went up 10% on each of three days you would probably see more investors come in, the company has not changed in anyway but the mcap has and so has its perceived strength and investability. Most of the commodities prices we are in are heading up both now and forecasted for the future (short and medium terms) economic events are unlikely to affect these key commodities so much as they are forecasted to be in short supply and in some cases suppy deficit

" be a reason"

of a start date or actually starts then we will keep hovering, i think potential buyers need to know it will work, saying it will start "early" in H1 are just words until it happens and perhaps fear of a need funds, delays etc will be in the forefront of people's minds , i don't share those concerns , at the moment , but it could a reason

makes you wonder if they really know what they are saying , multiple gaffs in comments previosuly and now what looks like a world leading deposit being promoted by our nomad like a comment is passing .

Goodmorning Cornish, i think you and i discussed this before , i actually i see this an opportunity for SML , NAEwill either be forced to raise or SML will slowly but surely acquire a larger proportion , remembering that there are close links and even a share based offer would probably suit all around the table , for all we know SML may look to buy some shares on the market in NAE , after all they are publicly quoted

there not their , sorry Prop ! typo :)

another possibility that AB may resign from one of the boards if he feels that their is a conflict of interests

especially with Gary Feitz leaving/resigning ..its possible .and JP loves the deal making...and the AB connection..

wouldnt be surprised if we bought out nae tbh , thats where the value is to be had 100% ownership

i would say that 1.1m was actually a buy made around 2.30pm i dont pay attention to some of the times, its starting to hot up here BATTERIFICATION !

the timings of the volume increases are interesting , between 12-1pm its started picking up in the last few days , coukd it be USA?,

@Cornish, i would appreciate a super summary of what you see and hear please m8, though from the date of the presentation i am making an assumption that news will be out before this to make the presentation even tastier !