Member Info for GraphiteTech

http://tass.com/economy/969120 MOSCOW, October 5. /TASS/. Russia has certain potential for cooperation in nuclear power with Saudi Arabia, which plans for boosting this energy sector, Russia�s Energy Minister Aleksandr Novak who co-chairs the Russian-Saudi inter-governmental commission told the Russian-Saudi investment forum on Thursday. "We have a vast potential for developing cooperation in nuclear power. Saudi Arabia plans to launch a major nuclear power program," he said. "Nuclear power may become one of the basic sources and an extra catalyst for the development of various industries and innovation technologies in Saudi Arabia. Cooperation in that sphere would be a logical confirmation and prolongation of strategic cooperation between our countries." More: http://tass.com/economy/969120

Amazing how this went ignored with such clear strong figures that will only improve in h2. Undervalue is massive and people are only just waking up to it. Their loss our gain. Can see �1+ in very short order. That though is way under a frothy valuation of what I would suggest could be �2+. Perhaps a lot more if the new license comes through.

EIA passed. Onwards with development. Great news

Yes that's the gamble but by the time the spread comes down it could well be back in its range or pushed through the 0.4-0.5 area. So buy now and it does not look pretty on paper but wait a week or so and a very different picture is likely.

Perfect storm to be floating Buchans

What sort of profits likely for this six month period post 30/6. Given zincs been up at $1.40+ for the majority it is likely to be throwing off over $30m NPBT at the least I would reckon. So $60m profit with zinc stable at these levels for 12 months--£45m. Current mcap £110m, possible share buy back will start or dividends in 2018. Even a 5X earnings ratio would give us £1.30. That to me would still be parity to what it should be now with a realistic target of £2 if zinc maintains its current pricing.

No brainer at these levels. This company must be throwing cash off at levels its never managed before.

Malcolm Butler is I believe in the US now returning on Thursday, so logically it is fair to say he will be meeting RSI to discuss z34. RSI hold very good connections and are industry wide respected. Farmout of 30% could be worth at least £10m+. Massive re-rate if that occurs.

Not many �2.4m mcap companies that still have a decent cash reserve even excluding the �3m in escrow will be reporting on an asset the size of z34 in the coming week or two. I know the progress has been turgid at best but the assets are much the same they had been in 2015 when the share price was above 1p. If they pull off one of the three major elements that are ongoing in the next few months the �2.4m mcap will be a thing of memory. BOD have a lot to prove. Expecting something very positive on z34 in the very near term.

http://www.auraenergy.com.au/investor/ASX%20Announcements/2017/Base%20Metal%20Review%20Highlights%20High%20Cobalt%20Values.pdf They are working on the other assays and the results of such could define a very decent cobalt play.

Not just all about Uranium though, think that may have held it back, look at the metal values; U3O8 $ 40,067,500,000 Mo $ 7,418,362,500 Ni $ 7,351,740,000 V2O5 $ 151,533,704,341 Zn $ 2,886,622,500 Cu $ 1,616,677,686 Co $ 3,007,044,071 Ag $ 663,721,731 Nd $ 3,446,651,000 Base metal $ 177,924,523,829 Total $ 217,992,023,829

No awareness at all but a very very interesting company.

http://www.buchansresources.com/wp-content/uploads/2017/09/BRL-PowerPoint-July-2017-.pdf

Look at FRR dog one day 4 bagger within a few weeks later. This though is a lot cleaner and more straightforward. I can see 0.4-.06 in the near term here.

I expect an up day tomorrow, this is just awaiting to explode upwards. Needs a substantial rise just for ASX parity alone.

Seems to be lagging behind the ASX, close there was 0.3 with 0.4 hit during the day. Overhang here holding it back. Should soon shift, legacy issues appear to be getting sorted in respect of overdue cash calls from partners etc, poor well performance. New BOD seem to have a viable plan. Good buy just above all time lows. https://www.rns-pdf.londonstockexchange.com/rns/5743Q_-2017-9-13.pdf

This may help a tad, but I guess Cochran may have also given your point some thought. You do not get into bed with the majors like Engie/Tullow and not be able to pay the short term rent for the room fella. ------------------------------ n the light of delays and increasing uncertainty around the French Guyana licence extension, the Vermeer Investors have, in order to provide further short term working capital to the Company in the lead up to the completion of the proposed acquisition of Tullow 101 Netherlands B.V., announced on 10 April 2017, advanced a total of US$375,000 since Q4 2016. Details of the loan agreement relating to such advances are currently being finalised and will be announced shortly. The 25.5% of Vermeer shares, the transfer of which to the Vermeer Investors was subject to the Licence Extension, were transferred to the Vermeer Investors in June 2017.

Jonjo if it concerns you ask yourself....

Seems reasonable. Happy with that. We can wait for the multi-bagger....

Unusual for AYM to produce something when they do not need to. You cannot ignore metal prices......