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Another tech contract and a decent finish to the week. Volumes are OK. We await contract news...as per normal.

And as for misty the plot...just plain wrong as per usual, have a good weekend folks.

Hey Misted it....you should learn to read. They've just raised £5m.....you are wrong again...at least you are consistent fella!! LOL

Misty, you are so far from the truth you are laughable

https://www.theguardian.com/world/2021/feb/04/us-end-support-saudi-led-operations-yemen-humanitarian-crisis

This is huge news. This is a massive sign post, Middle East politics has changed. JCPOA is back on the table, Iran will take heart from this news that 'sensible' America is back. Trump was a one off. Still don't think our Iran deal will ever happen. They might be able to monetise it in some way though

Nice one Mike, splendid news that...

Sorry folks, just checked in and saw the request but someone has kindly cut and pasted.

Unique opportunity here

Great to see Liberum write up HE1 https://watermarker.singletrack.io/AdLib_Q1_2021_Companies_to_catch_the_eye_from_the_Liberum_Sales_team_24_pgs__1.pdf?data=TshdoSjFFG03X6tW88f1i1B2IW4m24bsctxUOBwluu7eVKBcyWrKCePJKsBglUaWBeGzCwEJ78Z86QfNriLAGsQozPbio1GMufsBLph6B2HHROMvw5R2oR6deStlFXWYnxGa32wQlPpWGtLLIjF1mFD9bC0KcmS1je6GEQQORxwbic73omFSA4LFw9%2BnI3xQZvsliZDiRhoMuUiJofJmOFVmJ7vR997276%2FFGPrCaCoXK%2FVYckc0lbUdAscIF%2Fc%2BDOhz1mejv4hdohVjuJZGx3%2FZnJGrI079rV3F8Od8TC66Kcw6m6Di4yiF4PIBcGBYIJlIvU954GF%2FDlgm4jlu1r3D%2BBc3HswI7f9Hp4PaFgOz6RnqZvA%2FSnhWw2GrVpt5AbteyM7BWf%2BJFx8fIAar3yJSfOSRZtTdhYrKEmOQTjOJMX0BEpvuvxSaj2EcSD6PNi%2Fu8iAM0I2jrXntKpttS%2Fkfe%2B4geO%2BVvIz876GiZpMWFXRNvwICWQUMDmuDkuDv3HI%2Fz9Lw4W%2BIr2bzxrkFf7m5fDI%2BfFLEy9onAqQJo%2BDA%2FswZvlwCc9g3uFWc11vkw4sP%2FP6KTX049HeopoDPuowI8X%2FyHe7VPAxLG%2B3NKeYmmzXNxRsnG4D99GyCXYmeks3TWHkL61njESCSoittfAaUN%2Bd3VpcO2mAj9BMPMyxnGKrCeo47mruFFcoD%2FCn%2Bhbx8TeCHeEDKN9VdVIGrfMKz0uGqg7TOGPRFkZp%2BuGrP%2FBFtAYYANfdVDkumw4n16mNn4eLmkwvYy8bmeKcf5hNc%2FdrpzNSUNEDtfOQPL%2FYUHr2zjVH8sK3jPZvE1uvG%2FRKlRl6WcET3XEs6TzfluRqEa1RgI%2FNMTvqwSjbPiLjGCJ9Zj%2F0gexO2wY3rDod5&s3Url=https%3A%2F%2Fliberum.s3.amazonaws.com%2FAdLib_Q1_2021_Companies_to_catch_the_eye_from_the_Liberum_Sales_team_24_pgs__1.pdf%3FX-Amz-Signature%3D4c7df43274826b4fa3cbe62e05698fb230e82409a4f2b8c8bf3f47e89cbccd93%26X-Amz-Algorithm%3DAWS4-HMAC-SHA256%26X-Amz-Credential%3DAKIAICKLXNJJPOVS4TPQ%252F20210203%252Fus-east-1%252Fs3%252Faws4_request%26X-Amz-Date%3D20210203T000000Z%26X-Amz-Expires%3D86400%26X-Amz-SignedHeaders%3Dhost

Forget about Iran. It's not going to happen, Saudi Arabia is way more important, way more stable, way more money, way better political connections to the UK, way better partner....basically way!

Let's see where we are in 3 years time.....Anywhere around that figure and I will be a very happy share holder

take a look at Renergen , listed on ASX. A natural gas /helium play in South Africa. Stock nearly doubled last week. A$240m MC 106 BCF.
HE1 138BCF MC A$55m

Just gives an idea of where we are heading with any drill bit success

Right folks....this is your chance to take a seat at the table with the II. The discount is tiny for good reason. The placing is very popular. I have taken part in the placing.
DKL has never been in a better position . Genuine company heading towards £100m of revenues and £10m of profits. Will take 2/3 years but at that point the MC will be many multiples of today and they will be throwing out substantial dividends.

This is huge and the grades look OK...wait for the gold 'add ons'. Think Solgold

Lithium is...well tbh, most commodities are...hot!

What happened to Bacanora. Lost track of the story. I remember a few years ago it getting plenty of 'hooha' but what's happened since?

If you don't understand porphyry systems or the implications of the size of this resource, go and have a look at solgold.

I bought on market this morning following this placing. Can't wait for the assay results. Hoping for something close to .5 %.

Investing is all about learning the lessons from the past, analysing what is going on now and trying to predict what is going to happen going forward.
CPO at ten year highs. Forecast to stay above $900 until June. This means they will make loads of profit and will probably have a record year.
The bond clears the books. Two years of poor harvest/poor prices put huge strain on the balance sheet. That is now gone. They have cash to invest.
Realising their slavery to the CPO price, they have a fully funded Cashew processing plant being built which will give them even better margins than CPO.
We will then hear about the third commodity. Diversification is key. They have diversified and will diversify further. DKL is in the best position it has ever been but the market cap is way of the all time highs of around £45m.

Growing here. Fantastic volumes today. More places getting washed through. The more the better before Wsg start landing some of this pipeline.

5 years of double digit revenue growth and Ebitda positive during Covid is not to be dismissed easily.

As for the knockers....go get a life you saddos

This is excellent news today from Dekel. All worries about the balance sheet have been removed. Short term debt and overdraft removed, plenty of cash in the bank now.
Balance sheet would have been under huge pressure after the past two years of poor prices/and poor harvest in high season.
Now that prices and production have done so well in Q4 2020, now that we enter high season with CPO prices at a ten year high, now that the balance sheet has been sorted...we are very well set. Cashew production to start in Q2, third commodity to follow.
The ability to secure these bond financings in the developing world is no mean feat. The local banks clearly see the value here and the underlying strength of the business. 2021 is shaping up to be their best year ever by some distance.
We are grossly under valued. I expect the broker to update the note and price target in the next few months. Arden's report was done when the CPO price was about $650 not $950. Needs an upgrade

Lost track of who is who or are they all the same...doubleheadedcoin, philbatch, crabs, misty aiming2021, Dacorum, Albi.........

it's all so confusing. Apologies to any of you who are on your first and only genuine account.....difficult to tell tbh

Thanks for the link.

I like the fact that they have $30/40m of ore ready for immediate sale. Prices are great and this should provide some decent income whilst they wait all the clearances.

I guess the most important thing is the Capex finance...anyone been given any sighters as to what is planned here. Debt, off-take finance, equity...a mix?

I bought some of these last week. Can someone with long experience here run through Amapa. How much Capex is required to get it going? What are the next steps etc? Rough time frames

I bought in because their cash position is OK and they have £16.8m in stock in EMH which makes Cadence look v cheap