Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
BMD leaks ? Seems similar news..
Could be as low as 5-6p for placing, will wait until it is played out
My concern is if R1/R2 comes good and what will happen to your short/ low opps to buy. It is game over for you.
Subtle deramping, do you still hold or sold ? Looks like the latter
Had a discussion with Marc CEO from EGDON Resources, very transparent.
2-3 weeks to announce drill schedule with a target of end of sept to early oct. Due to delay he is keen to push hard as early as possible.
We have so much potential
https://twitter.com/luckbreak37/status/1026172523552104450?s=21
He will do another one or release another rns until he gets his target price
Have talked to arthur on numerous instant ,from nov to april and always the same story- we are finalising within short time.
I personally have no trust on him, could be wrong this time but he has a pattern to get an interview and do placing. Looking at his cash burn rate aug/ sept could be the right time for placing. There are still many holding from 1p placing.
Thread carefully, it could be the real deal this time or not.
https://twitter.com/luckbreak37/status/1024709475209498624?s=21
What many may forget that the Mengo is Confirmed:
Mengo Confirmed with high volumes hydrocarbons. Not brought to production due to technology at that time. JB being conservation with COS%.
Direct from the company information. Likely to see minimum mid 20s easily
https://twitter.com/angloafricanog/status/1024205085801435138?s=21
Rig up now 65% complete with main camp fully built, we look forward to raising the mast at the weekend #AAOG #AIM #oilandgas
The order(s) are potentially still to be fully completed, expecting MMs games to push sellers. Just a thought...imo
Do not believe it was leaked, the movement was not as drastic, likely a major order being filled. Market already knew wick is in sept.
Was well kept under radar so far, it will get a positive momentum from now. Not long to go...
Expecting rns on rig mob very soon as estimates have been received.
https://twitter.com/angloafricanog/status/1021752200635330560?s=19
I did say we may be for surprise, on the way to site, next week will be interesting...
A bit of an overstatement when many have drilled on time, delays do happen doubt in this case. James has delivered on time so far.
Keep in mind james has done significant pre customs clearance activities @ gentil and pointe noir, and time line includes any potential delays. We could be in surprise how quickly we will be to the rig site.
Do not see sp staying at this level very long. Things do happen on weekend in congo.
The vessel arrives today at 14h30 UK time. We have managed to pre-clear the rig successfully in Gabon so we expect to be on schedule.
Regards,
James