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We need news. I am very positive on the JLP story bit their comms is awful.
Part of owning a share is sadly not all about fundementals. They have to think about sentiment.
They should want to do more regular updates etc but feel like they dont care. These are so important in the AIM. Newsflow is everything.
I remain confident but have reduced my exposure earlier than I originally wanted to. To be honest i was over exposed.
WE NEED REGULAR NEWS.
Yes I'm sure it does.
That's an awful lot of cashflow generated (excluding buffalo) with the amount of cash they have left. Will be very interesting to see how they pull it off. Definitely worth a small investment.
Thanks will try to find any information.
the 2 other deals will probably be much smaller and buy some low cost production.
I doubt they will be transformative like the buffalo deal but happy to be blown out of the water.
The share price more than stands up on the buffalo deal alone.
New in ADV.
How do LTHs see them funding the 2 new deals this year esp if they are reverse takeovers. The money they have left over surely will not provide the adequate capital and I doubt they want to dilute much again at these low prices.
I see no need to wait 18-24 months when resources are in place to start this work.
They need to treat this as a priority and push this forward.
I also want them to clear up why the latest presentation mentions funds foe this work etc when these are already in place from the placement.
Ps - I am a holder but want a plan to be shown in detail as the funds were raised with this in mind.
I watched it. Not enough for me.
We need clarity on the well work overs in tunisia. There should be no delay. These could totally alter the cashflow of the company and the funds for these have already been raised in the recent placing!!!
This presentation
https://youtu.be/KQsjWEtHEfo
Just been watching the latest presentation by the company and have a question.
When do we think the pumps and work overs will be completed in Tunisia.
The below statement from the fundraising states:
The proceeds of the Placing will be used as part of a proposal to retire the EBRD Convertible Debt, and for the installation of the first pumps in a well work over programme for the Sabria field in Tunisia.
Which sounds great. All debt gone on 50% debt payback from equity and funding the tunisia programme.
Here comes the issue. From the latest presentation the CFO states the work over may take 18 months and be dependent on oil price / cash flow etc. I thought the costs would come from the equity raise? And why so long? Wouldn't this be priority to add 1000s of BOE per day? Which would start earning straight away? Seems crazy to wait.
Thanks
Thanks for the link.
Really struggling on this. Will they or wont they be able to extract tantalium??? That is the key. Video says yes, RNS says maybe. Will they be able to pull this off with out changing the process to much and causing extra expense. Surely they should be able to work it our with all their in house expertise.
This is so important that would love to hear input from more knowledgeable posters
To add to my ATM holding I have been looking at other tin producers and have come across a couple on different markets. Anyone in either of the above?
Both look good if you are a firm believer in the tin price story
Yes the 2021 figures do look oddly low.
PGM earnings from Windsor JV also look very low. Makes me think the JV has finished or will finish very shortly. With PGM prices way higher the figures just don't add up going forward.