Member Info for ivans

apologize, my mistake. too many open documents/research and kindda mixed up points. yes, its not gas, its oil.

and oil price expected to be $90 later this year.

my fear is we will follow like many other shares that have done consolidation: UJO, VAST etc, their sp been drifiting and both well below consolidated price and also both did placing after consolidation.

will COPL suffer the same fate>??

Tungsten and also Tin price are already climbing.

with CLN out of the way, expect sp to rise from here.

i have added some as well. hard not too when looking at mcap !

https://www.mining.com/tin-price-hits-record-highs-on-low-inventories/

will wait for placing price to be confirmed before buying back in here

gas in massive demand. Biscathorpe is also massive in gas.

bring on the news!

THR have massive exposure to copper and uranium. do you think these two alone can bring THR to 100m mcap next year? especially on booming copper and uranium price.

whats other people target here?

why in Q2 production report, WRES not saying total revenue? only total mines?

i am hoping they will tell total revenue for Q3 as it will tell us clearly how much revenue we are getting

we have seen before with other shares and with UJO previous placing. sp tends to drift lower than placing price. so, now i am waiting to see how low sp would be before all overhang is churned.

hi wraith, i know you are one of largest holders here. i am still holding and wont sell cheaply.
for those still watching, look at potential revenue from Wressle alone and compare that to how low our mcap is.

and with oil price rising rapidly, i expect sp to rise beyond 2p soon.

now to mention, when we get surprised news from morocco and ireland, that will be huge bonus for us/

for now, is this to accumulate and sit patiently.

worth adding that 10xbag is achievable next year - thats only several months away

i will be holding this for long term and expect to be 10bag from here, ie with mcap around 80m plus
our current mcap only 8m

OIl production was valued NAV around 4p but that at much lower gas price. with rising gas price, we should start rising rapidly once production starting. so this year i expect sp to gradually rising, not to late to buy and topping up.

we also have surprised news Lindsey and other assets which together with rising oil price (expected to be more than $100 next year, that will add several penny to our sp.

so, wont surprised me if we trading 10bags from here.

of course, sp now is a laughing stock but that how it started with GGP and EUA back then

excellent news for uranium players (i have THR mcap 15m, and AURA mcap 58m) and not many serious uranium players out there in AIM.

Uranium could hit US$80/lb by year-end, says Canaccord

https://www.mining-journal.com/energy-minerals-news/news/1418288/uranium-price-could-hit-ususd80-lb-by-year-end-says-canaccord

excellent news for uranium players (i have THR mcap 15m, and AURA mcap 58m) and not many serious uranium players out there in AIM.

Uranium could hit US$80/lb by year-end, says Canaccord

https://www.mining-journal.com/energy-minerals-news/news/1418288/uranium-price-could-hit-ususd80-lb-by-year-end-says-canaccord

iron ore price is expecting to drift lower, which wont help our Amapa project/profitability especially as it will take time for expensive shipping cost to come down. on the other hand, oil price expected to rise towards $100 soon. oh well, wish KDNC also have exposure in oil/gas

Jefferies slashes 2022 iron ore price forecast by 31%
Carnage in the iron ore market has prompted US investment bank Jefferies to cut its fines price forecast for 2022 by 31% to US$90/tonne.

https://www.mining-journal.com/bulks/news/1418197/jefferies-slashes-2022-iron-ore-price-forecast-by-31

looks like ministers are being blame for lack of gas storage in the UK. we should have built more. yes, cant resolve the immediate issue but they have to start building new storage to avoid this shortage going forward.

so, perhaps, good news if our gas cavern storage project may be fast tracked and comes as a bonus to all LTHs ?

"A lack of gas storage capacity has left the UK paying significantly higher wholesale prices at daily auctions than other European countries, which have been able to build up reserves over recent months. Instead of storing gas, the UK has increasingly relied on a “just-in-time model” for supply."

https://www.theguardian.com/business/2021/sep/23/kwasi-kwarteng-vetoes-subsidies-for-gas-supply-giants-to-take-on-rivals-clients

ADV about to rerate, especially not many high prospect drill in AIM. and ADV is one which many are still waiting on the fence, they will jump here soon enough.

not to mention, oil price rising towards $90.

imagine if we strike oil !!??

https://oilprice.com/Energy/Oil-Prices/Goldman-Sachs-Heres-How-Oil-Prices-Could-Reach-90-This-Winter.html

both are hot commodity (alongside lithium) at the moment. Uranium will come, but immediate news will be copper.

look how ARCM risen today , time for THR soon especially considering our mcap is tiny

yes good to have the interview. however, KDNC is facing with
- delay and god knows how mucb longer we have to wait.
- even if we finally got the Amapa deal, iron ore wont recover anytime soon. it will bounce back but analyst predicting iron ore to remain sub $100 for the next 12 mths. that will hurt badly to KDNC especially as shipping cost is too high and will take many more months for the cost to reduce.
- all in all, we are waiting for things to improve next year (better iron ore price and lower shipping cost)

now, sp may bounce up a bit, but it will continue drifting back lower.

wont surprised if sp drifting towards 10p soon.

1p next target
we are getting closer to production

i only sold half of mine above 20p but in the hindsight i should have sold all of it.

chart doesnt look great and with iron ore price despite up today, still predicted to go lower later the year due to weak demand, and also due to delay in our project, not sure whether sp can sustain here or will continue drifting lower.