Member Info for formerlyeasyp

Play on words, read the RNS, commented before 0800 but got distracted, missed the boat and swore as it hit +40% but held my nerve.

So, how long will the war against Iran last? What are the consequences for the LNG market? How long before FOG attracts a crowd of institutional investors?

I suspect the current ME war between Israel and Iran will be weeks not years but in the longer term the LNG market may want to invest in safer places like Australia.

I think FOG is worth a small punt this week if you are a patient investor. DYOR.

Thanks for the reply, I can see the potential.

If I could buy back in today, I would!.

Sorry missed this and "Year on year Falcon Oil & Gas Ltd had revenues remain flat at 0.00, though the company grew net income from a loss of 3.34m to a smaller loss of 2.96m."

That said, the gas market going up so the RNS is encouraging.

BW, I am missing something here. What's the appeal of FOG right now? I looked it up on ft.com portfolio and the company has 5 staff and no institutional investors.

"

They need a change of management. Someone with a different Huw?

"Dundee Precious Metals Inc has a strong Balance Sheet and has consistently grown its cash reserves over the last Four years to total 634.83m."

They also pay a dividend hence I am inclined to hold. Either a better cash offer will arise from another player or I end up with a small stake in DPM.

Https://www.lse.co.uk/news/adriatic-metals-accepts-usd125-billion-offer-from-canadas-dundee-2k5td1jkkfp6nh1.html

An interesting post but imo most of it will fail.

Why? Politics, in short by 2029 Reform UK will be in government either in coalition or in their own right.

Every aspect of Net Zero will be under threat from Reform UK in 2029, subsidies, grants and policies.

But I like the ITM product because it offers a way of storing energy from renewable power sources and I can see it surviving political changes.

Has anyone done any technical analysis into the share price here? Momentum traders thoughts? 200 and 50 day moving averages etc?

I ask because I top sliced on the way up and am now looking for a re entry point. 60s or even 50s?

I should add, I like the ITM product and can see more orders announced in 2025.

Bid remains 35p decision extended to 30 June.

Interesting business, cash flow positive, 26% owned by institutional investors. Not an area I know anything about but winning contracts in Japan and the Far East impressive imo.

Https://www.rwe.com/en/research-and-development/hydrogen-projects/hydrogen-project-get-h2/

I was impressed by the concept but also support nuclear power plants. Hence I have a modest investment here as well as Uranium miners like CCJ.

Sit tight, enjoy the quiet board and maybe buy a few more shares jenashon?

Fire reignites at California battery plant after evacuations amid toxic smoke https://www.theguardian.com/us-news/2025/jan/17/california-battery-plant-fire-monterey?CMP=share_btn_url

You can forget about batteries imo. ITM offers some thing safer and better.

"We are thrilled to be announcing another high-value commission in the Middle East. This is testament to our clear growth strategy and strong client relationships in the region."

I wonder if this biz has been tipped somewhere in the media over the weekend? Suddenly people are buying shares?

If Rick Rule were invested in SOLG it might be likely. Unfortunately while the potential reserves impress bigger players the SOLG management team do not.

Have you been listening to Rick Rule again?

I agree btw.

I am now inclined to hold.

A bid may emerge but if it is rejected the sp will fall but in the longer run ADT1 should produce a lot of silver.