Member Info for Kashdog

Crusty, it’s still a good tactic at these prices!

These last few weeks is the only time anyone would want the SP to hold, or even drop slightly!! 😱.

My blind faith here is telling me this is going to fly…. Just don’t know when! 🤔

I will be maxing out both our ISA’s with SCLP on Monday backing my not very well informed “blind faith” 🤞

It’s confusing here. I believe Four Corners Helium own the licences for gas/ Helium fields some miles from the gas plant. GNG Partners which appear to have one employee (Jason Setch) bought the gas treatment plant from Paradox Resources who had gone into administration and filed for bankruptcy. GNG gave a convertible 1 million dollar loan note for Ascents support for the purchase. The plant manager works for GNG Ventures not GNG Partners.

I think traceability is a bit murky as I cannot find out if the plant helium processing is operational or not and a quick look at the US Environmental Agency page, has no emissions data information since 2021.

Ascent informed the market that the helium gas processing would start in December 2024.

I don’t believe it has as I cannot find any information around that and if it had have happened, it would have required an RNS.

If you are thinking of investing here, I would advise that your due diligence is undertaken thoroughly as I only skimmed the surface before I gave up looking for answers that don’t appear to be out there.

This is only my view. Others, more skilled with internet searching, might take a different view.

Apologies for poor link. Unable to copy and paste it for some reason.

But for those interested in the case history “Research-Tree” is a good website.

kenj, i believe that the requirement under the “old” eia regs was fulfilled by ascent. the court upheld the view that ascent should comply with the “new” requirements.

https://*********************/newsfeed/article/operational-update-471073

Wobble, Kenj is correct about the EIA. The reason AST resisted submitting an EIA was that they held the view that “stimulation” was not “fracking” the Slovenian authorities disagreed with that view, as do many others.

In my view, there was a level of arrogance and stupidity in AST as they had submitted an EIA for their operations some years earlier, during Colin Hutchinson’s tenure about a decade back.

They could have made appropriate revisions to that and submitted it at very little cost.

The current arbitration proceedings will, no doubt, be taking a view on what does, or does not, constitute “fracking” and potentially agree with the government’s decision.

I agree with you that the litigation funder, Enyo Law, must feel there is a case there but my limited research on their past performance has shown that they have not always been successful.

I wish you luck with your gamble but it is, in my view, an extremely high risk punt.

Underestimating AI could make you AI (Another Idiot)!,,😳

The RNS issued in September stated “Installation Licences for the Amapá mine and railway remain on schedule to be granted this year.“

Has there been any progress or update with this that I may have missed?

As an LTH, I would take “Good News” on any day but equally happy if this SP stays where it is for the next 19 trading days!!! 😜

Cleaner,

Probably removed by some self righteous, opinionated twat who only wants everyone to pay attention to him or her.

I wouldn’t be surprised if that person probably exercises a level of coercive control on those near to him or her. Would you not agree?

Where is PJ’s post?

BreakingE,

Although I would like to claim that I am an overly successful, knowledgeable investor, I know I am not.

I am not sure that SCLP have the wherewithal to go private right now.

My thoughts are threefold.

1) a total takeover! (Possibly Merck for reasons I gave over a year ago)

2) Partial sell off of some platforms (As with Genmab)

3) SCLP go it alone and build into a midsize Pharma.

That third option is my least favourite as it would take some years to get there and as an investor here I am looking for more short term profit. Ironic, as I am an LTI!!

The possibility of Redmile and Vulpes deciding that they are going to bail on the basis of a “slow SP” is always a worry whether it is realistic or not!

BreakingE, that is the sum total of my thoughts which, I am sure, are not original! 😜

I could not resist!…not showing yet but grabbed 100k shares at 8.28p.

I will transfer into ISA in April. My blind faith believing that the price will not be this low in a couple of months 🤔.

Keep the faith Bro’s 😂

I hope so Roses!

20% complete response does not look like the “miracle” cure to me nor does it look anything like LD’s “were nearly there” or could it be that I don’t understand the medical context of this data?

Like I said Vagabond, I will hold back! 👍

Sam, I too am a LTH. I bought into the 08 crash so quite happy to remain a LTH and enjoy the dividends.

The miss selling issue is a concern that will play out over time and may yet have an impact.

The Treasury Select Committee has asked Lloyds and other banks for details of the recent IT failures including the impact on customers.

I think there is a possibility of some sort of censure, whether that might be financial, only time will tell.

Good point on strategic hedging! 👍

Divesting Thar will remove my interest in this company. I invested on the basis of a potential operational MOM and mining operation.

I will hold back for the detail of the divestment, then make a decision.

Dors, I am far from being a leftie, I am a true blue Tory and unashamedly so.

You failed to pick up on the points made by the article I copied the link to because you ain’t really interested.

Your historical posts are aggressive but not challenging. You like to be heard but don’t like to listen to anyone else’s opinion so I have no intention of participating in a debate with you.

Oh dear Dors, you sound so desperate to engage!…are you ok?

Not a big fan of the “fool” but they have raised some points around results forecast and the miss selling of car finance.

Take your pick Dors

https://search.app/37BKUg3jeLuLFnYB8