Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
Will Sirius Minerals go bust...probably not, but the risk profile means that a new investor won't be kind to existing equity investors https://contrarianinvestor.net/posts/2019/10/11/will-sirius-minerals-go-bust
SWOT analysis for Metro Bank - good punt or too risky? #mtro #metrobank https://contrarianinvestor.net/posts/2019/10/9/swot-analysis-for-metro-bank-good-punt-or-too-risky
I'm amazed at the lack of liquidity in MTRO shares. I was trying to buy in at 3-4pm today and had to partial fill most of my spread bets. Don't seem to be bags of shares kicking around. Any hint of good news and this lack of liquiity would be most interesting to SP.
In my article https://contrarianinvestor.net/posts/2019/10/9/metro-bank-rebounds-as-brexit-talks-row-back-from-the-brink-of-no-deal
Metro Bank rebounds as Brexit talks row back from the brink of no deal https://contrarianinvestor.net/posts/2019/10/9/metro-bank-rebounds-as-brexit-talks-row-back-from-the-brink-of-no-deal
I make it 250 bbl a day x 87% x $37X 30 = $241,000 a month net to UKOG after lift costs etc.
https://contrarianinvestor.net/posts/2019/10/9/ukog-update-october-9-hh-2z-portland-and-hh-1-kimmeridge-wells-in-long-term-production-by-end-of-2019
Great news from UKOG this morning. All on track and HH-2z Portland and HH-1 Kimmeridge wells in long term production by end of 2019. Plenty of £££ into the account. 1.1p is ridiculous. Some were sceptical after the Broadford Bridge “cement job” disaster, but Horse Hill is progressing well and no ramping needed. Very undervalued IMHO. https://contrarianinvestor.net/posts/2019/10/9/ukog-update-october-9-hh-2z-portland-and-hh-1-kimmeridge-wells-in-long-term-production-by-end-of-2019
Indeed big debt to RBD and great the management pulled off such a large placing vs market cap in this volatile, brexit market. Many IPOs are being pulled because of poor demand and to get a 12% discount is quite something. UJO price action today will be fascinating.
All systems go for West Newton and Union Jack Oil as Reabold gets £24 million placing done
https://contrarianinvestor.net/posts/2019/10/9/all-systems-go-for-west-newton-and-union-jack-oil-as-reabold-gets-24-million-placing-done
All systems go for West Newton and Union Jack Oil as Reabold gets £24 million placing done . time to move up from 0.2p as long as mr chris done. https://contrarianinvestor.net/posts/2019/10/9/all-systems-go-for-west-newton-and-union-jack-oil-as-reabold-gets-24-million-placing-done
Metro Bank update October 9th 2019 - bond price and launch of Business Insights tool. Brexit hitting banking hard as deal with EU looking unlikely. https://contrarianinvestor.net/posts/2019/10/8/metro-bank-update-october-9th-2019
Yes indeed. News flow from horse hill is compelling and the SP should be higher than 1.05p. As soon as YA shares are chomped through, decent progress at HH, then we should start to see some sort of rerate. So dull at these levels for weeks on end.
Just to be clear, I am meeting DB for an informal chat, get to know you, not an interview as such, so no podcast or formal write up. I will be asking him about UJO assets and their development and will share what I can, without breaching any trust or rules. For example, I am interested in EWT, CPR, WN-B, Wressle etc. as sometimes investors on these boards get carried away with how quickly things may happen. A reality check.
Sirius Minerals update October 8 2019 - rises on hopes for project efficiencies but slips back https://contrarianinvestor.net/posts/2019/10/8/sirius-minerals-update-october-8-2019-rises-on-hopes-for-project-efficiencies-but-slips-back