Member Info for haggismchaggis1

winalot,

It's called pricing in the news. If you think the market won't price in the news then that's your prerogative and makes no odds to me. I'll still be here with several million shares at at an average well below the current price when AEX start paying dividends, year end makes no odds to me, I'm just thinking out loud.

FYI

"Markets look forward. That means that the price of a liquid financial asset you see today, say for example, the stock price of a technology company, or the price of a government bond, those prices reflect market expectations for the future. If expectations improve, i.e., they become more optimistic about the future, all else equal, the price of the asset should rise. And the opposite is true too, if expectations deteriorate, all else equal, the price of the asset should fall. A sharp rise in prices of risk assets, as we have experienced since October, reflects improved expectations for the future."

"This is what is meant when people talk about ‘what the market is pricing.’ What version of the future is implied by the current prices of stocks, bonds, etc."

https://news.dominion-cs.com/what-is-the-market-pricing-in/

One reason to buy now is obviously for the dividends which if you buy the stock today, would be a huge percentage of the stock price today, but not of the stock price at year end, and even less of a percentage when dividends start being paid (next year IMVHO).

Suppose AEX paid out 0.55p per share dividend, Today that is a 50% return. If the share price is 5.5p later this year, the dividend is then only 10% return for buyers of the stock at that time. And next year if the price goes to 11p then the dividend becomes 5%.

As for longer term, a MCap for a company with minimal operations, whilst raking in loads of cash, is going to be very high, especially with dividends being paid. All depends on how long before a big suitor comes along and buys it out.

winalot,

Also don't forget, first gas in October, which is a real big catalyst for the share price.

I expect NT-1, NT-2 and CH-1a to all be priced in by year end, either because they are all producing, or are very close to producing. The drilling could happen this summer, or from November in the subsequent dry season.

The MCap is only £46m right now. By year end I'd be looking for 4x that minimum, maybe 5x or 6x or even 7x though, as it's going to get really bullish as the project progresses to multiple well production.

And in the USA it would be dealt with as Securities Fraud, which could force BO to be shut down.

PLL and ALL are looking at legal action. BO should be made to pay for their lies. It wouldn't take years, it's an open and shut case of lies published to make a short pay off.

Only five trading days to the presentation.

This is the company PLL and ALL should appoint to take legal action against BO. Or shareholders of said companies. Check out their About Us page and then look at their Cases page.

https://claimyourloss.com/

DW is either multiple people using the same login, or one person with multiple split personality disorder (now called Dissociative identity disorder). Either way, wasting their lives 24/7 trying to destroy one British company named AFC Energy is as good a reason to investigate their psychology as I can think of.

m3,

Yeah, I'm the worst! Well that's what my shrink told me anyway! :-D

Oh yeah, NT-1 and NT-2 work and testing. And the pipeline construction.

CH-1a not 2a!

For long term investors there's loads of price catalysts coming way before October. We don't need short term day traders pumping and dumping this stock. By the time we get to October this will be way higher, but as RJ says, it'll be a steady rise between now and then, which is way better than spikes caused by short term traders as it keeps a rising floor under the price as it moves up.

Gas sales agreement
3D seismic result for CH-2a with potentially increased resource for the Cretaceous targets
3D seismic result for the entire Ruvuma license, with very likely increased resource figures and defined targets
Drill rig contact
Drill rig on site and spud date
Kiliwani 3D seismic result and target(s) then possibly a farm out to our neighbours
And no doubt more

JM has told us many times that QFI are still in contact with Maersk, so the following part of the Edison note bodes well for Maersk uptake once MSC have spent time and money getting MSAR and bioMSAR commercial.

"Maersk decided not to adopt MSAR because the trial had been part of a programme in which Maersk was to meet tightened IMO regulations on sulphur emissions by installing scrubbers for removing sulphur oxides on the majority of its fleet. Maersk planned to offset the cost of installation (estimated at around $2m per large vessel) from the cost savings arising from replacing HFO with MSAR. Instead, Maersk decided to meet the IMO regulations by using very low sulphur fuel oil (VLSFO), which is more expensive than standard HFO. It is possible that the change in strategy was because the IMO had decided to bring forward implementation of the low sulphur legislation from 2025 to 2020, requiring a massive investment in scrubbers over a much-shortened timescale, requiring many vessels to be taken out of service simultaneously for scrubber fitting. More recently Maersk has changed its stance on scrubbers, with 35% of its fleet equipped with the technology according to a report from Alphaliner published in January 2022."

"While adoption of green methanol or ammonia would result in emissions reductions of 81% and 83% respectively, Quadrise notes that around 50MW of renewable generation capacity would be required per vessel, which is equivalent to 70-80 wind turbines or solar panels covering an area of around 4km2. There would therefore need to be substantial investment in additional renewable generation capacity for widespread adoption across the global shipping fleet to be viable."

https://www.edisongroup.com/research/key-role-in-transitioning-to-net-zero/31706/

Yeah, the vast majority of threads are garbage started by shorters, short term traders, and trolls, intent on destroying any positive sentiment on this board. The longs fall into the trap every time by responding, which then gives some level of credibility to the threads when none should exist.

Ignore the distractions from the con men, all they are trying to do is avert focus away from the imminent results and S Series update, stop getting dragged into their baseless negative fiction.

Another pointless distraction. Ignore it.

And funds take profit or rebalance their portfolios all the time, so this RNS is meaningless to the investment case for this stock.

No arguements from 008 on the chart then LOL, he just posts his usual dail garbage new thread at the open, and sticks his head back in the sand LOL!