Member Info for flipper56

I will go for 90p. At least that's what l am hoping. Seems a no brainer to me.

Tried to sign up with investor centre and it won't send me a verification code. I am in Vietnam until after 8th December so guess l won't be able to vote my 1 billion shares. Once these things were easy through my Halifax account.

I would rather a rule that sees current investors given the same rights as new placees. Surely a current investor knows the company and risks well enough. Just to be diluted to nothing is an embarrassing fact of the AIM market.

This is not a GLR specific point. Just the AIM market.

Let's remember, no one in the UK outside this bulletin board reads the Navitas Q3 reports. It will not be headline news in the Sun !. The serious action starts on FID.

LTT. Navitas themselves have previously quoted a long term target of 200k barrels a day. A third partner would make sense as Navitas don't appear to like hanging around.

As a non climate expert, can someone tell me the periods when the climate hasn't changed ?

And will Mad Ed's policies be any more effective in reducing global warming compared to sacrificing young virgins to the gods ?.

Thanks Mogger for keeping as sane with relevant information. Best wishes Alma.

No. He just read the report. The information is in there. I can't remember the page.

Thanks.

It would be nice if Navitas announced FID on Sunday. But would it be a fair guess that the banks require the extra $200 million bond raise first given the lower oil price outlook ?

Hopefully Colin has learnt his lesson at XTR. The Chinese shafted him with Manica.

Https://www.reuters.com/markets/commodities/zambia-restructure-15-bln-glencore-debt-with-new-mopani-investor-2024-02-02/

So Glencore. Maybe we are also dealing with them at BZT.

HZ - The numbers are on page 82 and 83 of the recent technical report.

There is no way I would want a quick sell out. If we take Colin at his words, then there are plenty of other near surface deposits to be mined. Namibia is a good location and it is one of the few projects under the Birdie stable that I would vote to keep. If the processing plant is successfully upgraded then we have a bargain.

I am sure your post will get deleted. But l do want Colin to get the best possible deal. Equally, l don't want any more dilution. There are enough assets, sell one and make progress on the others.

How about the announcement being made in the afternoon for the benefit of F.I holders ?. I just hope it isn't Monday. I will be on a 12 hour flight to Shanghai.

Https://www.cnbc.com/video/2025/11/04/saudi-aramco-ceo-global-demand-fundamentals-remain-strong-for-oil-gas-coal.html

Worth a listen

Oil down, Navitas up. Interesting.

Https://www.reuters.com/business/energy/opec-set-agree-another-modest-oil-output-increase-sources-say-2025-11-02/

Smurf, the loan is backed by the processing plant. Its an off take agreement. There is no reason to think more share will be issued from reading the RNS. Hopefully something similar will be done with AFP now.

Lets hope and well done Colin. Great to see BZT. Only a matter of time for AFP to follow.

Hasn't it been speculated that Ithaca participated in the placing ?

Also speculated that the office is being moved from London to Aberdeen.

And TG has previously brought in Delek to do the heavy lifting at his previous company ?

Just playing devils advocate.