Member Info for Fowlertheprowler

AA I am a long term holder and very bullish on the medium terms prospects for Aminex. For transparency I have nearly 14 million shares, so it is not in my interests to negatively affect sentiment, but it is important to be balanced and try to look at facts objectively. Your link is absolute nonsense and frankly irresponsible to share on this type of forum. He is talking about trading ranges between 40 something pence to 90 pence based on a share price back in the 90's????? There is no reference to share dilutions, current fundamentals etc. It's just complete tosh. This type of post actually runs risk of putting serious investors off it's so absurd. We have enough positives to genuinely discuss and potential trigger points/ milestones ahead over the next 24 months without the need to cloud the waters with this utter nonsense. You're better than this surely?

In the daily Tanzanian Guardian and companies have 10 days to respond - at last we have tangible, government box ticked and endorsed progress.

Yes I came to that conclusion some time ago, also to be fair to Malcy he was almost certainly misled by previous management of Aminex and ended up with a lot of egg on his face. His 'list' is a very mixed bag and too narrow focused in a world that does not attach the same premium to non sustainable forms of energy prospects to a decade ago. Add to that obvious discount you see nowadays on AIM (yes I know Aminex is not an AIM share!) and you can see why he has struggled. I'm not sure I want Malcy endorsing it, and that is not meant with any disrespect to him, as he's a decent guy, but he's had a very poor run.

Whilst I accept the RNS today is just confirming what we all knew a few months ago, the fact it's now all rubber stamped by government and we have a realistic timetable to work with takes Aminex into new territory.

Of course, there will be those that trade this now on basis any drilling is still at least 4-6 months away and I suspect most likely will be next summer, BUT at some point the magnitude of what lies ahead from the second half of next year will lead to a rerating of the share price.

Having accumulated significantly in recent years after the disappointment from my initial investment over 15 years ago, I'm not going to risk trading this for what in the grand scheme of things is a tiny period of time. Patience is the key now, and I'm relaxed about any short drop off in price between now and early next year.

I disagree British Peculeum. Do you really think ARA can dictate this given the level of political impetus and importance now at play in Tanzania. They have to strike whilst the iron is hot and can't just put things on hold now the pipeline contract has been awarded and the President is setting out so much political capital in the project.

Would love you to be right but before pipeline, drill and any production???

So December 25 2.7p

July 2026 4p

December 2026 4p

July 2027 5.5p

December 2027 7-8p

Oops dates all wrong swap 2025 to 2026 and 26 to 27!!!

I have my own targets over next 28.5 months but accept they are what anyone’s can only truly be at this stage highly speculative, but here you go to open myself up to ridicule and purely for entertainment value and much will obviously depend on timing and success of drilling campaigns.

December 2025 2.7p

July 2025 4p but could peak much higher

December 2025 4p (there will be a lull after hype)

July 2026 as additional commercial opps become obvious 5.5p

December 2026 7-8p (i’m in dreamland!)

market cap of around £350 million is possible within 2.5 years

Almost impossible to put a valuation in place because the historically glacial speed of delivering projects in Tanzania will hold back sp, BUT to countenance this when the pipeline is finally ready I am confident the sp will then fill in this ‘discounted’ price dividend. I’d be delighted with a floor of 2.5p by Christmas with the price challenging 3p, but currently we are still flirting with next technical barrier!

I know I sound like a broken record, but key is patience now and having accumulated over 15 years and got my average down to 1.25p I’m staying the course even though I suspect it will be nearer 12-18 months before we see the major gains.

Thank you for sharing. Everything looking positive and patience the key now.

Just worked out I have 1/300 roughly which is a bit disturbing!

Fascinating day, with on the one hand those selling into rise (we know a few of these from the Board and fair enough Crusty) taking what they believe is a good opportunity to consolidate profits, convinced this will drift down before rig news that could in all reality be as late as next summer, and those on the other holding or adding convinced it's materially different this time and we are very close to a floor that will only rise from here.

I suspect I am one of the larger holders on here, my last top up was near peak of last rise (1.94) but I am relaxed about it and I just don't feel it's worth the risk to trade it when there is so much positive news already confirmed now with critically implicit government buy in. But each to their own! I'm going to be bullish and think this has every opportunity to consolidate around 2.4p by the autumn. Not willing to go chasing other opportunities when so many ducks have now lined up over here. Quack quack quack!!!!

Why do you all respond?

That's what he wants, unless you feel he adds anything to the debate (I did not and filtered) you're just feeding him!

Healthy to have both views, as long as they are backed up for balance, but the whole weekly drivel from one of them on Wednesday (filtered again) and then constant nonsense adds nothing!

All the facts now point to a sea change with government approval and backing through pipeline and future gas buying contracts. Unknowns remain how much extra value can be generated through private/ non government sale of gas (surely considerable when you look at landscape) and any delays due to delays on securing rig for CH1 and with pipeline contract. It would be naïve to not expect some slipping of timescales given history BUT surely momentum is now finally with Aminex now we have full government buy in and ARA driving the programme. Patience is surely the key now and I would be very disappointed if this is not somewhere between 3 and 4p this time next year.

That's what he wants, unless you feel he adds anything to the debate (I did not and filtered) you'll just feeding him!

Healthy to have both views, as long as they are backed up for balance, but the whole weekly drive from one of them on Wednesday (filtered again) and then constant nonsense adds nothing!

All the facts now point to a sea change with government approval and backing through pipeline and future gas buying contracts. Unknowns remain how much extra value can be generated through private/ non government sale of gas (surely considerable when you look at landscape) and any delays due to delays on securing rig for CH1 and with pipeline contract. It would be naive to not expect some slipping of timescales given history BUT surely momentum is now finally with Aminex now we have full government buy in and ARA driving the programme. Patience is surely the key now and I would be very disappointed if this is not somewhere between 3 and 4p this time next year.

Probably will drop back now, but chart looks positive and have long term horizon, what's another year after 15!

As sp falls back again giving up nearly half of recent gains

Thank you

A balanced point and no I am not talking sp down but so much hype posted and I urge everyone to do their own due diligence. Prospero, could you point me in direction of your tender info please?

Hi Prospero

Is this in public domain? Presumably as tenders but just want to proof check. I have a large holding and it has been a painfully long period of holding and accumulating. Obviously your post is significant but I’d like to verify. Please don’t take this the wrong way but there is a lot of misinformation posted on here.