Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I heard 100Mmcf by year end and I heard $2.50 per mcf. That sounds like $250m to me! Have I misunderstood?
Nationwide discos! Cool
I like you too Michu!
you're welcome! I was introduced to TXP as a tip last year at 21p so it's nice to share. Only thing is it looks like we are in cahoots now! :-) All the best. My target for Save is 50p, 350p here. If i hit those, my options will really open up. I think both are possible in 2021.
Have a close look at Save, Savannah Energy. Good research notes out recently, the Annual Report is comprehensive and good reading. SP has just turned a corner and market seems to be waking up to the value. Not future prospects of value but value today. The SP doesnt reflect the value today never mind the prospects of growth. Real possibilities for multiples of todays price. Save and TXP are the cornerstone of my "higher risk" portfolio and they both feel very safe today. Chariot is my third and smallest. Will go up if the next news is good so more of a risk IMO.
We will see closer to full value when the $$ wall of cash is a reality. We are still some way off that. I am more than happy to wait.
Hi Trek - thanks for the tip. I have been testing similarly. I would more likely sell a portion (in either direction) than the whole lot. I'm inclined to agree with Mr B that we are bouncing along the bottom here and have been able to build positions. My original post was to agree with your sentiment regarding being able to get a good average courtesy of this recent malaise. Ultimately I'm hoping Zengas is right and we can exit very happily sometime in the future.
I must thank you again for your mentioning TXP back at 12-18p. I built a position there too and a very grateful for the nod.
Thanks - I am keeping a very close eye on it and am ready to exit if need be.
Perhaps my written word could have been clearer! Let me try again. I am looking forward to the SP rising so instead of the question being whether to average down it becomes if or when do i derisk. Hope that is clearer. Quite why that brings into question my average and holding - I'm uncertain?
I've read it back and it is perhaps a little ambiguous but #mindboggles seems a rather stronger reaction than is warranted!
I'm in the same boat. Originally bought ahead of the transaction with seven energy at about 28p. Have averaged down several times and now at 9.8p. But i have 850,000 of these blighters now and considerably overweight for my portfolio. But, I will be in a much better place should we return to 28p. Will be very glad of this opportunity to average down "when" that happens. I'm hoping of course that the question becomes one of when or if to derisk rather than average down!
Thanks mppotus. I found the one i was looking for, dividend max!
Thanks Mbarnholdt. It wasn't that one but that's helpful.
I'm looking for a website that shows when dividends are due and how much they are. Someone on here previously recommended one but for the life of me I cant find it. Even google has let me down!
nipped in for another 50k this morning. Surely we will begin to move soon!
a 15% spread doesn't help
and large at that!
Thanks folks - i will try ringing them. Should have done that anyway!
Hi Tobin - I looked at this a few weeks back and could not find the North fund through interactive investor. I don't think they support funds from Norway. Can anyone confirm?
10 TCF = 1.67B bboe
good find Sailplane! plain sailing from hereon in?