Member Info for Jiff

Not looking for a bite. Just posting the sell for info. FAR is a great investment. GLA

Maybe. Just topped up in last 5 minutes @
Price (pence): 30.75
Just a matter of time. GLA.

Still holding plenty here but needed a little for COPL. In here since 9p and expecting £1+ minimum by Xmas but could not pass up the other opportunity.

Shell and GBP are hitting headlines with an offshore discovery of 300m barrels in Namibia. All over Twitter etc. We have an onshore discovery of 1.6-1.9B. Just wait, we will be swallowed up soon enough.

Stas, thanks for the reply. Good luck with this and other investments.

Stas, you quoted 'bottom line is AIM is volatile' yet then defend yourself with, wise up, they are all the same? So the bottom line is not that they are AIM listed? Makes no sense, like you are just determined to hit COPL no matter how much oil they have found ?? and it is lots. ConocoPhillips had 4B barrels proven reservesin the past. Once proven up or earlier COPL will be taken over. GLA

From the MOU RNS 'NPC owns and operates a 5,000tpa cathode plant in China with plans to expand to 20,000tpa in 2022.'
How likely is it they need our DSO Nickel to achieve this x4 expansion in 2022? If needed it would have to happen fairly soon to put necessary contracts in place to meet expansion. I appreciate Nickel value to us will be lower if shipped DSO.

Merry Christmas all, best wishes and good luck for 2022. It is 42 deg here in Perth, WA today so likely nearer 50 deg at Havieron. Hope the team get a few cold ones for Xmas dinner. GLA

RNS, how do the OGA decide on what rate is Sustainable? UJO and partners do this with testing. What is allowable is determined by council/government. Apologies if not correct

Correction, the 3.5m is profit. So four times SP is reasonable at 255 barrels per day

I figured only $3.5m per year so profit of around $1.5 to $2m? So SP should be at least double its current value. Let's see what the market thinks.

Nice, I agree. Also worried about expanding too quickly. Success looks good at present, but AC still tripping all round Africa chasing purchases in multiple countries amid a global pandemic. Hope good production numbers are announced soon, followed by Tilapia. GLA

Not sure if old news but from yesterday at E15.
"The investment in mining is to be part of a five-year plan that VW's supervisory board will receive on Thursday". https://www.e15.cz/byznys/prumysl-a-energetika/tezar-volkswagen-obri-investice-do-elektromobility-se-zameri-i-na-suroviny-1386026
I wondered if we may sell Geomet down to 5-9% to VW for a free carry and royalties for the 5-9%? $1billion sale, serious income, no future costs? EMH can pick up something new and have financial support long term.

Even now the share is up 900% in 3 years. That is a substantial profit, even for a pensioner. It has been up 2000% in the last 12 months?? You could have taken your fabulous gains then but chose to hold. Enjoy retirement buddy. Maybe just sell what you must and hold the rest for the inevitable re-rate in 2 years time! Not advice of course.

According to the Georgina Energy Annual report from April they are due to IPO in Q4. I now expect Q1 2022 due to timing, I did hear recently Georgina Energy news soon but that was 4 weeks ago now with no news. IPO mentioned a few times on their website but have not seen it listed yet.

Thanks FX. Nice clear info. Noted the better carbon footprint than brine, once optimised, with way better water usage and also he reconfirmed product to the market expected in 2024. Expecting the PFS update to be really well received here in Oz.

Thanks for the info Gary.

I estimate this to be around 5M GBP to Zenith profit. MC of 18M seems too low with all other assets and opportunities expected soon.

http://www.etap.com.tn/index.php?id=1641&lg=3
ETAP reports show Ezzaouio up 200+ bpd from 7th November @ 670bpd. Previous daily records always around 460bpd. I assume this is our latest workover input, although not clear on the report.

They are linked to EMH and Cinovec from 2020 over finances. As shown on Google as "EIT InnoEnergy to support financing & building of the Cinovec underground lithium mine in Czech Republic"