Member Info for JohnLewis79

Morning star786...indeed what a surprise!

DJ -65 (35,229)
SP -29 (4602)
NS -168 (15,O72)
R2 -25 (1332)
WTI $102•16
10ytb 2•329%

MSCI(W) 3010
Gold Bugs +4 (314)

Latest:- Oil $106. Vix 19•33.
Gold $1930. Copper $4•717.
Palm $1660. Silver $24•790.
$1•311. €1•175. Yen 122•316.
Yuan 6•348. FF +13. DF +36.
Morning all.

There is little doubt in my mind that PAT is undervalued as are several other WA projects. Whether we stand out enough to differentiated us from HUM, Cora, Goldstone etc, makes little difference atm. The mrkt has made its assessment valuing us at Carey St prices.

I think their valuation takes little account of gold in ground or the likelyhood of our other WA projects coming to fruition in the next 2 years. That's fair enough as the mrkt needs certainty not hopium, but at the current mrkt cap of £10m what have investors to lose?

Bhukia remains a huge asset even on a fractional basis and until we get some clarity it remains very much the 'cherry' on a huge cake. However investors remain very cautious and sellers have the upper hand at 67% of all trades.

The mrkt has written us off as a busted flush but I take that with a pinch of salt, worst way our sp should mirror Allenby's MRE valuation of 31p (1•5m oz) issued Oct 2021 and on that basis the shares are a Buy imo.

DJ +338 (35,294)
SP +56 (4632)
NS +251 (15,239)
R2 +32 (1357)
WTI $105
10ytb 2•363%

MSCI(W) u/c 3011
Gold Bugs +3 (309)

Oil $108. Vix 18•90.
Gold $1924. Copper $4•762.
Palm $1650. Silver $24•975.
$1•310. €1•179. Yen 121•387.
Yuan 6•359. FF +9. DF -53.
Morning all.

Nothing since ejt7777 post of the 28th. Assuming there were discussions on Monday and the legal types are fine combing through the nos, I'm siding with us getting a result and a JV partner, for dragging this on suits no'one.

I Hope that's not a too simplistic outlook and all parties will sign up for the benefit of all. There is much to work out and we need to be on the hurry up for too much time has been wasted.

As per ejt7777 post of the 28/3 no update has been released to the mrkt. News could come at any moment so keep the faith.

DJ +95 (34,956)
SP +32 (4576)
NS +233 (14,987)
R2 -5 (1326)
WTI $104•45
10ytb 2•481%

MSC1(W) +29 (3011)
Gold Bugs -8 (307)

Oil $108. Vix 19•63.
Gold $1921. Copper $4•720.
Palm $1665. Silver $24•980.
$1•310. €1•191. Yen 122•135.
Yuan 6•369. FF +30. DF +29.
Morning all.

Thanx but I'm afraid I can't do all that scroll down, select, get data etc,etc...I get brain fog! My comment "where did that come from" relates to a comment weeks ago which for some strange reason popped up out of nowhere on this board....I don't think this game is for me, way too complicated so I shall absent myself from these threads etc..

Where did that come from?

Probably lasted 5 mins and was adjourned...

Time in Delhi this morning is 10:40 am.

Latest: Oil $114. Vix 20•81.
Gold $1943. Copper $4•661.
Palm $1710. Silver $25•320.
$1•315. $1•201. Yen 123•041.
Yuan 6•374. FF +13. DF -95.

Shanghai enters full 9 day lockdown mode as covid infections surge across the city. Inevitably this will impact on economic growth as extreme measures taken by the Govt will dampen consumer demand and add to supply chain woes.

Markets are are little changed as Q1 closes. Shanghai off 4, Tokyo down 132 and HK up 278. Meanwhile the war in Ukraine is clouding the economic outlook with the Fed determined to raise rates to ward off inflation mrkts will struggle for direction.
Morning all.

I wonder what they are going to talk about? Will it be talk about talks? Talk about the weather? The cricket, anything but the matter in hand?

Here we are over 4 years later and progress has been painfully slow with little to show apart from in Jan 2018 a step towards granting Panthera a prospective Bhukia license was agreed...then denied on.... (spurious grounds).

I guess in the end these matters get resolved one way or the other but India don't seem minded to to play ball with overseas license holders. Which leads me to believe PAT will have to seek redress through the Courts with inevitable delays, objections and frustration for all concerned.

PAT
------
T/ vol (5•982m)
Buys (1•932m)
Sells (4•050m)
Sells (67%)
-------

DJ +153 (34,861)
SP +23 (4543)
NS -11 (14,754)
R2 +8 (1331)
WTI $112•62
10ytb 2•479%

MSCI(W) u/c (3012)
Gold Bugs +1 (315)

Close:- Oil $117. Vix 20.81.
Gold $1958. Copper $4•690
Palm $1720. Silver $25•725.
$1•318. €1•200. Yen 122•135.
Yuan 6•365.
Morning all.

DJ +349 (34,708)
SP +64 (4520)
NS +318 (14,766)
R2 +11 (1323)
WTI $112
10ytb 2•361%

MSCI(W) +29 (3011)
Gold Bugs -1 (314)

Latest:- Oil $116. Vix 21•67.
Gold $1960. Copper 4•752.
Palm $1720. Silver $25•935.
$1•322. €1•198. Yen 121•326.
Yuan 6•359. FF -6. DF +66.
Morning all.

DJ -449 (34,358)
SP -55 (4456)
NS -207 (14,448)
R2 -24 (1312)
WTI $113•80
10ytb 2•338%

MSCI +29 (3011)
Gold Bugs +7 (315)

Latest:- Oil $117•04. Vix 23•57.
Gold $1939. Copper $4•779.
Palm $1770. Silver $25•175.
$1•319. €1•200. Yen 121•213.
Yuan 6•373. FF +7. DF +76.
Morning all.

DJ +254 (34,807)
SP +50 (4512)
NS +278 (14654)
R2 +7 (1336)
WTI $111
10ytb 2•405%

MSCI(W) +29 (3011)
Gold Bugs -3 (307)

Latest:- $Oil 117. Vix 22•94.
Gold $1921. Copper $4•698.
Palm $1680. Silver $24•390.
$1•328. €1•204. Yen 121•042
Yuan 6•369. FF +45. FF +59.
Morning all.

Hopefully not dementia....but covid symptoms have definitely slown me down that's for sure. Hope it goes away soon. ????

DJ -202 (34,553)
SP -2 (4461)
NS -44 (14376)
R2 -9 (1330)
WTI $114
10YTB 2•339%

Oil $119. Vix 23•55.
Gold $1937. Copper $4•685
Palm $1680. Silver $25•515.
$1•313. €1•195. Yen 120•325.
Yuan 6•363.
Morning all.