Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Evening SB,
Born and schooled in Cumberland as it then was. I am now based in Oxfordshire having returned from Beijing on my retirement.
Harry
All of that little group of 1620’s in the last half hour are buys- I can state with confidence.
Harry
Jack,
I would add that we are awaiting the 6 monthly California results, notwithstanding a difficult trading period, one would expect a substantive addition to the Balance Sheet.
Harry
RNST,
Sachin & Family have an investment in RBD in excess of £1million- see 8.3’s during the aborted Deltic bid.
Harry
We were led to believe was Stephen’s pet project.
California six monthly figures are currently overdue.
Harry
Apologies, I should have added Rovers 66 to my last post.
Harry
Solid post and a true picture painted for any potential investors here.
Harry
Jack, Trading,
It’s a breath of fresh air to read discussion between two objective and knowledgeable investors raising equally valid points.
I am always reminded of the skin in the game from the Oza family and the financial competence of S&S. In short, they know what they have.
There may be a game of brinkmanship afoot here. Of course, there is also the option of an IPO.
Best
Harry
Stephen acquitted himself very well and, importantly, set out a compelling case for the rationale underpinning the Delt approach.
A successful WN will set the boys up for further M&A activity.
Harry
My two penny worth, the deal is genuinely accretive and, it would obviate the 5mm emergency funding.
There is clearly consonance between RBD 11’s and Delt’s II’s. Should the deal close, I believe S&S will provide a clear rationale.
In short, the SP will increase.
Harry
Any posters with practical experience of acidization?
Time period for such is?
Thanks
Harry
of the Oza “en famille“ should be a sound reassurance to SH’s : it is to me.
Harry
is the standard which S&S set as a yardstick in response to Deltic.
They are not minded to score off tap room debating points or to labour points where in any event they are doing well, (such as a litigant in person) they have certainly found their metier in life which is one of the reasons I’m invested here and unequivocally in favour of the acquisition.
Let’s have that acid on site in Romania, EWT kicked off, B1 spudded and CPR.
Harry
2Kally,
Appreciated from a professional qualified to advise.
Harry
The non-astringent persimmon can be eaten at any time, but the astringent type needs to be ripe (really ripe) before eating. If eaten unripe, the person eating it feels like they are eating bitter chalk! ... Well, these beauties ripened into a darker golden orange and became quite mushy to the touch.
The non-astringent is also known as Sharon fruit.
Harry
“ Donald Trump has urged Russia and Saudia Arabia to hold talks as demands grow for them to end a price war which has sent oil prices crashing.
The US President said he had called Vladimir Putin and Crown Prince Mohammed Bin Salman to encourage them to find a solution to the crisis threatening the industry, after the value of crude fell by more than half last month.”
Telegraph.
Harry
Don’t think they have been sitting on their laurels.
All will be revealed soon.
Harry
Good morning Chris,
Our base case is for the price war to end in the not too distant future given the political pressure that is building on Saudi Arabia and the poor optics of destabilizing markets during a period of global pandemic.” Rabobank Oil Strategist.
Harry
“Russia is seeking talks with Saudi Arabia after a weeks-long oil price war between the two sides plunged the market into chaos.” Telegraph.
Oil storage capacity of 1.9B barrels is approaching capacity. US Republicans state “... waging economic war ... US Shale...”
Let’s look forward to an early resolution.
Harry
Does that signify the EA permit RNS @07:00?
Harry