Member Info for flundra

Well I guess we shouldn't expect a divi or much growth for a bit. Still very much about nuclear imo. Con and Lab both seem keen on it. Hold imo.

Best of luck getting your HNL shares put back into your ISA MTSparky. I'd be interested to hear how you get on with that. If, on re-listing, your ISA provider insists the shares had to be withdrawn on de-listing last year, and requires you to use this current 2018/2019 tax year's allowance when you "put them back in", it might be worth challenging your provider or HMRC. HNL was, and remains, a strong company, and the de-listing was for technical reasons only (not financial), and surely HNL's were not the circumstances HMRC had in mind when devising the rules for withdrawal on de-listing.

Sunday Times says the UK govt will this week commit to bankroll Wylfa, and this could be followed by a series of new reactors. Potentially more contracts for RHL to go with the Hinkley ones?

...and early June for the AR

Both?

We'll know an awful lot more by the end of the month than we do now at the beginning. Should be good.

I wonder if progress of the Dole transaction was discussed at the AGM? Reading off the (very brief) trading statement RNS yesterday, completion seems to have been put back, potentially by several months? To "expected to close in the second half of 2018" from (as per the AR 1 May RNS "midsummer/by the middle of 2018".

Better volume today. Because the SP has fallen so far over the last few years, I'm sure there'll be various resistance points on the way back up again. Some peeps trying to get out regardless. But true value will out eventually, and a "we're still on track" update will help. Absolute no brainer this share.

And throw on top of that ca $1.5bn (not currently reflected in the SP) potentially coming in from India if the Hague tribunal ruling in August goes in favour of CNE. We're talking around 400pps then.

That's great, thanks. I'm starting to hear "ORM" down by the river too lol

Like the sound of those Davy figures. Do you have any more detail or a link? The last ones I saw (via this proactive article) were from end 2017 I believe: Davy calculated NPV back then at 8.7pps using an APT price of US$300. So given we are 6 months on, we know of no material delays or changes to the project or building schedule, commissioning is due between July and September, and APT is knocking $350, NPV should be nicely over 10pps by now. Purely IMO, I'd expect this share to be trading around 5p or 6p by now. http://www.proactiveinvestors.co.uk/companies/news/190375/ormonde-mining-poised-for-a-seminal-year-in-2018-190375.html

HALO told me this week they intend to mail the AR out in "early June"

Very nice. Should help make the IPO a success, hopefully that's still on for this year. "Aura believes the changes to the Swedish Mineral Act with the removal of uranium are not material to the H�gg�n Project". Fine, and funny how some jurisdictions see Uranium as clean and green, whilst others see it as the work of the devil. I wonder how the uranium will be treated in practice. Extracted, separated/removed and left safe and secure in situ maybe. It's a valuable resource.

Aha thanks gw Put him in the hall of shame along with the eejit with 18,750 shares who actually voted against the T101 deal, and the twit on here who thinks we're going to re-list @ 6p!! GLA

I didn't get one. I hold on the HL platform, so maybe they got the letter and binned it rather than waste my time. Or the conman never sent it because he realises HL wouldn't bite. AR next week maybe.

And maybe some XD blues and a touch of market nerves ahead of the AGM and Dole transaction update. Still, at least Meghan Markle's joined the Board. O hang on a minute it's Michael Meghen, oh well lol

Disappointing SP's sagged a bit. Presumably the AGM will update on how the TOT/Dole transaction's proceeding. Seems to be an increase in M&A activity among retailers and suppliers. Doesn't sound like it, but I wonder whether there are any competition or other issues with TOT/Dole. A very good deal imo. It was originally due to complete "by the middle of 2018". That expression is repeated on p43 of the AR. On p5 it's "expected to close in mid-summer 2018". Imminent anyway. SP may move nicely north on closure providing no watering down of deal by regulators.

Not this lot? www.ruffer.co.uk

Seems to be some interest building in this share. Ruffer's website says they are an investment management partnership with �22bn under management.

Feel confident to say...news this month, at least the AR. It's felt like a long wait, but it'll have been worth it I'm sure.