Member Info for formerlyeasyp

I bought in not long ago 50p ish and enjoyed the run up in sp taking profits around 80p but kept a small stake. I now add if the sp in the mid 60p area and sell in the 70s on the arrival of orders or pos news.

Anyone else doing similar?

I agree, a JV seems to be the next step to finance the mine but I would not discount a bid to buy it all on the cheap by year end either.

Burning shorts....?

Of itself not a big deal imo but....the RNS talks about Google and AI so I suspect the sp will bounce upwards?

"Through this collaboration, Google Cloud will provide support via cloud computing, enabling OBD to scale its proprietary EpiSwitch® knowledge space and analytical tools and deliver high-throughput, AI-powered 3D genomic analytics in a secure, efficient, and globally accessible environment to the benefit of its pharma and biotech partners. This effort marks an important milestone in OBD's digital transformation and utilisation of its knowledge base and reflects Google Cloud's commitment to empowering innovative life sciences research through its advanced cloud infrastructure."

". If approved, the expanded indication would significantly broaden the clinical utility of XENOVIEW by enabling clinicians to obtain a more comprehensive picture of lung function through non-invasive imaging."

· 25,900 ounces ("oz") of gold ("Au") sold in Q2 2025 with an average gold price of US$3,187 per oz.

· Cash operating cost of US$715 per oz sold and all-in sustaining cost ("AISC") of US$915 per oz sold.

· In Q2 2025 the Company achieved quarterly records in revenue, EBITDA and net profit:

"The bedrock for the commercial success of this business and the source of vital non-dilutive funding will be through "doing deals" and I am confident it is not a case of "if" but "when". However, I can confirm that although we are in several commercial discussions with third parties, carrying out in-house evaluations and remain optimistic that product, technology and data access deals can be signed, nothing substantive has yet come to fruition and there is no guarantee they will within our current cash runway. Accordingly, we will now take steps, in liaison with our shareholders and advisers to 'right-size' and preserve the integrity of the business."

Will they really roll over & accept 35p?

Seems unlikely to me?

Would they take legal action to block the deal?

Https://www.lse.co.uk/ShareShortPositions.html?shareprice=TLW&share=Tullow-Oil

Does somebody smell blood?

Six Flags.....Good news but given the USA is imo in a recession not tempted to buy a stake just yet. What am I missing please?

For what it is worth the FT portfolio data suggests we are trading at the tangible book value per share. Now, if I had completed the Rick Rule classroom I would have a better idea of its NAV but I did not!.

I emailed them to complain and they replied:

"Thank you for your message and for your continued support of Gran Tierra.

 

We understand your concerns regarding recent share price performance. While we cannot comment on market movements, we continue to believe that the fundamental value of our assets remains strong. We are focused on executing our business plan and taking decisive steps to enhance shareholder value.

 

In 2025, we have delivered record production, returned to free cash flow, and significantly advanced our portfolio through high-impact development and exploration. Importantly, the majority of our capital commitments are being fulfilled this year, which positions us to generate meaningful free cash flow going forward. We are actively pursuing initiatives aimed at strengthening liquidity, reducing debt, and optimizing capital allocation—including asset monetizations, non-core dispositions, royalty schemes, and infrastructure sales. 

 

Additionally, we continue to maintain a prudent risk management approach through selective hedging. Our current FX and oil hedges are designed to protect cash flows while preserving upside exposure, particularly in the context of ongoing market volatility."

The market has been selling or shorting GTE for months now. By any margin the sp is cheap, below NAV imo.

I deeply resemble your comment, traders do not exploit a company imo.

Shorters....yes.

Traders just trade on momentum & charts.

Nice to have Mo-mentum plenty of people trade on the Mo. For others, we have known about SOLG for a long time and if I am honest with myself. I bought too soon. The lassonde curve holds good most of the time.

Good news but....An expensive deep well to drill and it is a long way off shore. The cost of getting the oil to a refinery will be a factor in profitability.

"bp drilled exploration well 1-BP-13-SPS at the Bumerangue block, located in the Santos Basin, 404 kilometres (218 nautical miles) from Rio de Janeiro, in a water depth of 2,372 metres. The well was drilled to a total depth of 5,855 metres."

An offtake agreement to sell Uranium Oxide from Mauretania. Yippee! Assume RNS to follow shortly?

https://linksharing.samsungcloud.com/jGtdjM4nbWdb

I was reassured by this:

"The cash position at the year-end was £1.06 million, further strengthened post-period end by a successful fundraise of £1.83 million (net of expenses), positioning the Company with a strengthened balance sheet ready to capitalise on emerging opportunities."

"This updated Mineral Resource demonstrates Serabi’s ability to replenish resources on a consistent basis. We have regularly maintained our ability to replace production with new resources and in this instance, the combined Measured, Indicated and the Inferred resource categories have increased by 4% since 2023. The Company has a strong track record of maintaining a ~500koz ounces total mineral inventory at the Palito Complex and this latest estimate is no different as we increase to 552koz."

Good news.....progress a little slow.

"Production from the Bittern field (Serica 64.6%) will be followed rapidly by the Evelyn (Serica 100%) and Gannet (Serica 100%) fields. Once existing wells resume production, the new wells drilled on the Guillemot North West (Serica: 10%) and Evelyn (Serica: 100%) fields will be brought onstream for the first time, promising an increase to the 25,000 boepd the Triton FPSO was producing net to Serica in January."