Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
It’s quite clear things are moving, people putting in tenders, and so forth. So clearly people can see it is moving in the background towards real work. I’d guess a general slow move up again. Now my largest holding.
I find myself vaguely curious also, someone offering to buy my shares for £2.30 (a 10p profit for me) and I wasn’t made aware of the offer?? Think I’d have bitten their hand off tbh
Seems an Aegas takeover bid was rejected recently,
17:40 22/2 - Not true anymore with regards to FIC being the only ones, there are quite a few companies who I think would fancy a stab at this. There is quite a lot of big construction going on, and plenty of big companies who might fancy a slice of pie. When the de-miners left, there was a large accomodation for them but I think it was a bit more basis than perhaps these people would expect (think a youth hostel type setup).
The Premier Oil prospectus made quite a big thing about not adding to resource issues in the FI, would assume Navitas would be the same. So have their own flights, own accomodation. I think the general image was that Stanley would not become an oil boom toom and we'd not even notice they were there. They'd arrive on a plane, handover, stay overnight somewhere out the say and then the others would leave on the same plane. I can't see them block booking all the hotels.
I'm sure there are weird and wonderful solutions available like old cruise ships and so forth.
Will be interesting to see how it is progressing, but certainly looks like people are getting hired.
They need a bit of a good news story and a bit of sabre rattling, I'd suggest the Falkland islands is one place a Tory politician can do a friendly walk about without having a tomato thrown at him (too expensive, cheaper to throw your wallet) or being heckled.
Things are moving forward with oil in the Falkland Islands, there is an EOI out for big accommodation to house oil contractors
I'm with them and so is the wife and kids. The kids have little £8 contracts and I find the veryme rewards make a decent contribution to the cost - there's normally something actually worth it about once a fortnight (sainsburys voucher) and I even have the broadband. I had the same thought as you when I owned Tesco (and sold them at a small profit) as I had the shares but refused to shop there as the staff are rude.
It went up a great deal the other day on the back of someone else's results, so a modest decline is probably not that bad (rather than expecting it to raise much higher again). I've given up trying to figure out rise and falls after updates, the market just seems to do whatever it wants.
Lagavulin is still my favourite, but prices are through the roof nowadays (seems the same with all brands). I've had Singleton, don't remember too much about it except I didn't buy a bottle at the distillery (I might have been whisky'd out on the trip) so probably not that keen.
Maybe the directors have got some bonuses based on the share price?
Great rise today, am still 11% down though and did a decent top up in December. But great to see a bit of positivity around this.
I think it's a good deal for the company. For the share price I'm not really sure how much people expected it to move, you've basically given up a good portion of the overall theoretical money to actually get some of it paid. It makes sense to me, since they're not going to come to us for cash next month.
Everything is booming, mostly down to the FED saying they might drop interest rates next year. I suppose lower interest rates are good for house builders and also things like CMC where they might make more money if there is less incentive to stick your cash in a building society.
Haha just thinking yesterday, ooh this is green for the first time in forever. Bit of an over reaction but that seems to be the market at the moment.
Members of the Navitas team, Ian Ramsay (Chief Operations Officer) Aleks Armstrong (Vice President Subsurface) and Tom Campbell (Logistics and Infrastructure Manager)
On pain of being called a liar once again, Navitas folks are visiting the Islands again this week. Sadly I am missing a free bar and nibbles, as well as a sea lion update.
Sold out a while ago in December for a modest profit when the share was at a high (relatively speaking), just bought a modest holding again because the share price is less than half what I purchased the last lot for, and whilst a bit risky, I'd suggest with the passage of time, I think the future looks a little brighter than it did. I think at these levels, it's a decent buy for a bit of risk.
Impressed with the cruise mostly. As a shareholder I’m concerned slightly that it’s really hard to get a drink, you shouldn’t sit watching a show in a near empty bar without being offered one. I went to a bar to order and was directed to a waiter with an iPad as bar hasn’t got a way of taking an order directly. So just don’t bother mostly.
Also can’t believe the cinema doesn’t sell any snacks or drinks.
I’m on the Iona tomorrow, share price probably down as I’m going to bankrupt them at the buffet
Plenty of money knocking about for cruises, why leave it behind in a bank watching it get eroded by inflation and then spent on your care home. Cruising seems a great way to holiday on a fixed budget.
I just can't decide what to do, I have a fairly modest holding, bought in initially to get cruise credit and then added more for higher as I thought it'd be a good investment. I've been a holder less than a month. Can't decide whether to sell all but 100 and those shares are basically on a free cruise credit ride for the rest of my life.
That being said the overall portfolio has took a hammering of late, it's nice to have a few shares showing +37%
Yes that is played not lost or won. If you play a slot machine ever (I don’t really except in Vegas), you stick in $20, you probably play through it ten times before it’s all gone. You’ve also gotten two free drinks.
Cunard seemed to include stuff that was extra on P&O so for us we could have done the same cruise on Cunard for a similar price. Didn’t seem to be our sort of scene though with a child.