Member Info for jeffry

sold with small profit. top up ROSE and JLP instead. gla

looks like cost of oil for KEA is too expensive. i am guessing cost is above $50 per barrel for kea oil assets? better check ROSE which has cost of below $20per barrel. gla

sold LEN just now, as this is the peak for now. profit is profit. i top up ROSE (as the sp over there is a bargain) and broker target is 12p in ROSE. gla

i sold about half of BAO as i think we may not yet see the worst for BAO. placing may be coming soon as well. I sold and top up ROSE instead.

http://www.mining.com/bhp-moves-way-from-iron-ore-to-focus-on-new-darling-copper-20784/?utm_source=twitterfeed&utm_medium=twitter BHP moves away from iron ore to focus on new darling: copper

i am still in BAO, with average of double digit. not been posting as it has been in bottom drawer. though i may have to take it out from drawer soon :) however, iron ore price still depressing and analyst (was it goldman sach?) still saying iron ore will bottom in 2015 ! so, the worst in terms of the pricing is still to come. are you in any platinum or maybe gold? my interest in platinum is JLP as platinum price is slowly recovering and chinese is keen for acquisition over there.

looks like revenue generating in RUB will severely affected the reported figures in USD. so, will we expect profit to drop in USD terms especially as PTR selling oil to russia market? BP already reported huge negative impact on RUB http://www.bbc.co.uk/news/business-29798803 BP profits down 21% as oil giant hit by Russia problems

i just bought small amount today. if MTSparky prediction comes good at least to 1.5p, i will be happy. UJO is good. another one (which is not oilies) is JLP. sp at the bottom about to shoot north, waiting for mining licence.

we are expecting here again? and when do we expect to receive them?

they deal was imminent 4 months ago. the longer we hear no news, most likely bad news. look at NEW where the deal was imminent since last year. at the end, the deal may not proceed etc etc. WSX deal may also put on hold especially as oil price been dropping and Cochran no longer interested or may try to negotiate better price for him??

which share will rerate like LOND ie from sub 0.2p to above 5p (before suspension of course?) someone mentioned BHR last week?

LOND not going concern mainly due to huge debt that LOND has at 190m (see report). even if the new investor just willing to pay £1 to LOND, the new investor will still have to pay on top of that, 190m to bank to clear the debt. so, its quite expensive to the new investor. anyway, stellar rise from 0.2p to 5p for those manage to get it and sold before suspension. the other share that could replicate this performance would be BHR, with seller almost finish, it will continue to rise from 0.2p now to 2p plus over the next couple of days, especially as many more RNS are expected. the good thing is BHR is going concern while LOND is in suspension if you missed the opportunity in LOND, now is your chance by getting in BHR. gla

fundamentalanalysis BOD already issued RNS saying after strategic buyer (re Jindal), will be little or no value left for shareholders. this imply Jindal will pay just enough to pay loan, hence, nil cash for shareholder.

which actually will be used to pay LOND bank debt, around 190m. hence, leave nil or little value to the shareholder. no wonder IIs sold their holdings.

no RNS...?

i have bought small holding, in AQP and JLP. both are undervalued at moment. I expect JLP to rerate pretty soon as sellers are cleared and then, I could top up more in AQP

thanks. well not exactly 8.0p but below 9p. i am heavy in ROSE now, hoping to triple bag by end of the year. then, i may come and top up BAO depending on the sp at that time

i thought my holdings around 8p was low enough, now getting even lower?

excellent to those holding from sub1p. great performance. it shows that patience is needed and anything is possible with AIM. i may top slice more soon. those interested, next shares that will have good performance very soon could be RMP, RRL, ROSE and BHR. gla

despite we are trading below cash, there is low confident for LEN to deliver. cash will be used up for z8 drilling which can still come out as not commercial. will wait and see.