Member Info for flundra

Good time to be emphasising the economic benefits.

How about an eu funded scheme to re-skill and re-deploy German and Polish coal miners to sunny Spain. Leave all that dirty coal in the ground and mine something that reduces CO2/methane emissions too. Virtuous circle.

Link

https://www.wise-uranium.org/upes.html#SALAMANCA1

Territorial Commission dismisses city's appeal against authorization for Retortillo uranium mine project: The Territorial Commission for the Environment and Urban Planning of Salamanca has dismissed the appeal filed by the Mayor of Villavieja de Yeltes against the agreement adopted in July 2017, which authorizes exceptional use on rustic land for the Retortillo mining project.
The City Council of Villavieja de Yeltes now will resort to the judicial route against the agreement. (Salamanca RTV al día - Las Arribes al día Apr. 24, 2020)

https://masterinvestor.co.uk/evil-diaries/evil-knievil-watch-out-for-watchstone/?utm_source=Daily+Bulletin&utm_campaign=899209d797-Daily_Bulletin_2020428&utm_medium=email&utm_term=0_25eff0bb7f-899209d797-37354589&mc_cid=899209d797&mc_eid=340be254f4

All relative, but quite promising? Quite a lot of it's about uranium at least, a good sign.
Interesting Freudian slip with the word perquisite, but I'm sure no-one involved's corrupt lol.
The CSN technical team is presumably scientists acting as scientists ie non-political. Otherwise hopefully every other meeting/debate is public or else the sensible people will wear a wire and leak. This whole process needs transparency after the revised CSN board make up, and the previous coalition's breathtakingly dumb anonymous comments to Reuters. Still a reasonable punt this share - U/nuclear could come back into vogue because of climate change, and plan B is a friendly regime perhaps not too far away anyway. Hope all healthy.

I'm not sure ORM do due diligence.

You must be almost fluent in Spanish now P1D?

The Ecologistas do seem to have a strange Rasputin-like grip on the current Spanish left. There’s no firm anti-nuclear stance on the modern left of UK politics for example. Sensible country the UK generally, although Brexit’s made politics a bit nutty.

I see Edison have upped their valuation: "We have increased our valuation to £462m or 559p per basic share, from £345m or 440p per basic share."

Hopefully this will really fly now. A substantial collaboration with AZN is gold dust, and SLN are talking to other big pharmas too. Amazing.

BKY seem to be playing this long game coolly at the moment. Being “collaborative”, and having “constructive dialogue” with government and the CSN so we’re told ha ha.
Let’s hope they’ve an iron fist in the velvet glove. They’ve got top lawyers advising (Herbert Smith Freehills in Spain), whose brief is presumably to scrutinise all aspects of the CSN report and permitting process as things unfold, and take action where appropriate. Interestingly, BKY dropped the law suit against the conflicted anti-nuclear protest leader’s appointment to the CSN board. That might have been just because there was no chance of success of course, but might it have been connected with assurances given as to compliance and transparency in process following that appointment and the Reuters piece? And will there be a claim (quashing or compo) arising from the CSN report and/or any refusal to permit following the report, for example if there’s no lawful reason to refuse, ie a kind of judicial review of any irregularities in process?
Still worth a punt this share imo.
Hope all posters here are well and avoiding this pesky virus. Particularly terrible situation in Spain.

Interesting timing (just before the budget) for this government-funded research...eg Hitachi and Rolls Royce want the RAB model to build those small modular reactors.

https://www.bbc.co.uk/news/science-environment-51804212

"But the authors offer some optimism too. They calculate that the UK can cut emissions fast enough to be climate neutral by 2050 – but only if ministers act much more quickly.
They say the government urgently needs to invest in three key technologies: carbon capture and storage with bioenergy crops; hydrogen for a wide variety of uses; and advanced nuclear power."

I wonder if the budget will include RAB funding provision for nuclear. Horizon reckon Wylfa could produce power at £55 pmwh (cf £92.50 for Hinkley), and be online by 2028. Two more reactors there, and the price drops to £44 pmwh, and it would meet all of Wales' power needs, carbon free, and low risk. A neat solution, resolving a lot of issues?

I can't enlighten, but assume there's no closed period atm, and no deal under discussion. I also don't know what the prospects of forcing distribution to shareholders of the €6m are. Some posters here were suggesting an EGM, but even if that's successfully convened, is there a realistic chance of getting the necessary simple, 3/4 (or whatever majority is needed) vote through?

https://haloil.co.uk/wp-content/uploads/2020/03/HALO-Operational-Update-090320.pdf

Thanks for posting this research ashton, it's particularly good to see Dole coming good

To be fair to ORR, they've just managed a placing at a premium, to progress their Cameroon gold asset.

Gloster/Slalom1
Assuming an EGM is successfully convened, what %age of shareholder votes is required to pass a resolution at that EGM?

Not much not to like in these results. Onwards and upwards from here hopefully.

I suppose HALO might complete anyway, before the Nordic bond is issued, using cash and the expanded Engie facilities.

I agree rb. Also, structure and finance these deals cleverly, and a cast-off seemingly unattractive-looking asset could be made to pay off handsomely in time. That's where HALO, which is financially more sophisticated than many other smaller cap oilies, have a bit of an edge imo. More cash and an improvement in gas prices would help too of course!