Member Info for ismalia

So we have sold the investment property to concentrate on our new strategy.

That's the problem, if it is a problem, there is no pulse. But there is £30m of tax losses, there are a cluster of licences and of course there is a quote. This as far as I can see is a positive as it is waiting for a potential RTO. I liked MB but he was very upset when Colter, something he knew a fair bit about did not come in. We now have a caretaker BOD which is probably courting new entrants and once one appears the sp will reflect it.

Titan - from your post it is clear that your knowledge of NTOG makes, or should make you a non investor here. So please push off and let those who are invested chat amongst themselves.

Good news at Greatland - No doubt at some stake this will spill over to us.

Align Research has us along with others for the coming year. Should be a good year.

I hope there will be a lot more interest on this board in the coming year and above all positive news from our BOD who seem to struggle to bring good news. I saw we had 156 cars in stock the other day notwithstanding we were looking to reduce stock levels. How much cash is tied up I wonder.

I think it could be with ASMO should it do a deal shortly as the sector seems to be very popular at the moment.

So from what you say you cannot be invested here yet take time to post. Strange.

It's the sum of the parts as far as I am concerned with any one of the prospects worth the current mc. Jubilee still moving up so we should catch up at some point.

I think we are a lot better off with the current investments. Australia, Congo, Kenya all showing very positive signs. Jupiter also provides good income. Quite a different company now and were the projects to be brought to the market under a new name the sp would be a lot higher. We must try and forget where we have come from and take a more objective view. GLA and a very happy and healthy New Year to all.

We must remember we are all on the same side - against the market. As far as TRAF is concerned I feel we should forget where they are now and consider what they are - effectively a shell. They have new blood on the Board and have now consolidated the shares which I consider to be a positive going forward. I also feel there will be further appointments, a change of direction and no doubt a raise. There are some large holders so anyone looking for a vehicle will be able to pick up a largish holding. The New Year could well bring a number of interested parties looking for a quote. The sp is not so important, it's the potential the vehicle has IMO.

Being so negative Steeltitan I am suprised you are invested here..... or perhaps you are not.
We all make bad investments and if we don't think our poor investment will recover we should take the money off the table and move on. GL

AGM must be tomorrow then. Read the report but won't be able to go.

Yep they also ****ed up with the ZEPHYR sp

IMO it is the Ferber project that could produce some excitement in the coming year. I see some investors are talking about 2p. This I feel could be an underestimate of value once ur interests begin to mature.

All should know but the LVG cost, time scale and the possibility of additional funding does cause some concern but not enough to put me off. The coming year should be good for the sector and our diverse base is good. GL

I am sure we will have a better 2021 Te72 and I really would not be suprised to see new management come on board to exploit what we have, bring other prospects with them and take advantage of our tax losses of £30m. SP will be much higher this time next year underwritten by a much larger and better managed company. GL and stay well.

And I think perhaps a new beginning for us. Not too keen on our CEO for historical reasons but the Chairmam Dr SS has a very good CV for the sector and has hinted at acquisitions. So with a modest MC we could see some forward movement in the coming year. SS would not have taken the Chair of a £2m company unless he was looking to further improve his CV. GLA for the NY and let's all follow the rules.

We have good management but I fear the initial cost of LVG which will increase the MC to nearly £10m with little income in the short term. I also suspect that further cash calls will be needed.
But best wishes to all for the New Year which I feel will prove positive.

It seems as if they changed the y/e from March to September. Didn't think they could do that retrospectively. Changed in May but no RNS.