Member Info for mcadder

"If the potential is so great then why is the SP @ 0.073 doesn't make sense!"

Because quite simply the asset is pretty much priced at almost zero until we learn of the details of firstly the 3D seismic results of the asset, secondly details of a JV partner and thirdly a route to monetisation of the asset, all of which should be revealed in 2022, hence why Baron said H1 2022 will be a key period for us....

Just looked in here and I see it's kindergarten hour on this bb. Think we can decipher from the maturity and content of the posts here who the "genuine investor's" are - think I'll just leave it at that lol

https://www.energynewsbulletin.net/policy/news/1428908/sunrise-lng-champion-to-return-as-timor-leste-president%25C2%25A0
7hrs ago

"This means one of Greater Sunrise's greatest cheerleaders is likely returning to power at a time when oil and gas markets have shifted drastically, and some analysts have even suggested plans to develop the multi-Tcf field could be revived."......

........"AIM-listed Barron Oil, via subsidiary Sunda Gas, is currently undertaking work to reprocess seismic and other data from a development Shell looked over in 1998, where it drilled a single successful well but never properly tested it.

The Jurassic-level Chuditch gas discovery is in shallow water and could be suitable for a floating LNG development, Sunda has said."

Younger Females' Cancer Incidence Increases Significantly In China
Tops COVID As Public Health Concern
22 Mar 2022
ANALYSIS
Brian Yang
Executive Summary
"Latest data show a worrying public health trend that remains the top health concern in China despite surging COVID infections"........

DIGITAL JOURNAL
By CDN Newswire PublishedMarch 21, 2022
......."Lung cancer has the highest death rate among all the cancers and is the second most commonly detected among people."
"Cigarette smoking, cigar smoking, and asbestos exposure are the most common causes of lung cancer."
"Upsurge in the digital advertisements promoting therapeutics is one of the major factors fostering the growth of the market. Growth opportunities in emerging countries such as India, China, Brazil, and South Africa coupled with growing innovations and advancements of technologies is another market growth determinant. Rising health awareness among the individuals, surge in collaboration between pharmaceutical companies and rising medical tourism are other important factors that will further generate lucrative market growth opportunities."

"Mcadder i would be a rich man i had a £100 for every time you have said seller is out over the past month"

RoftheP - I think you've mistaken me for someone else. I've checked my posts over the last month and today is the one and only time I have said "seller out" so you would have made the grand total of £100 lol

The late sells late on look to be just traders and not any from the tr1 holders- they are only small so I stand by what I said earlier

And before people start recommending the post of "how do you know?" as if people think I'm saying it for the hell of it let's look at how I've reached that conclusion -

We all know that recently less than a month ago Conduit Pharmaceuticals took an 8.98% stake in CIZ, so there's absolutely no way given the names involved in this company (including Robert Bosch GmbH) that they will be selling a bean until the SP is at least double figures.
Then look at what was the 2 largest holders until very recently - Nirland capital and Yorkshire Seedcorn funding.
Yorkshire Seedcorn invested into CIZ pre IPO relisting and at the time had nearly 10%. As of beginning of Feb they had sold down to just below 3% as did Nirland who were down to 2.93% beginning of Feb from 5.99%.
Having analysed the trades over the last 6-7 weeks taking into account a certain amount of volume of traders which you always get, then the trades roughly tally with the percentage (3% each) of the 2 big holders having sold the rest. We won't get a TR1 either way because they are technically below notifiable threshold since Feb.

Looks like sellers are finally OUT ;)))

Treasury to encourage Banks to fund North Sea oil and gas despite Net Zero commitment

By Tony Diver - Whitehall correspondent
21/03/22 06:00am

"Banks are to be encouraged to fund North Sea oil and gas extraction, as a Treasury minister begins a charm offensive to reassure lenders that the Government still backs fossil fuels".....lol

Rewind a few months ago when, just after COP26 they would have been petrified to have made such a statement incase of a backlash from the "greens" haha how things change - all of a sudden the spotlight (in a good way) is back on our own domestic production.... :)))

Very quiet here atm!

Added another 171k shares this morning...

Some of the trades may be going through AQUIS which is a secondary exchange hence not showing up on lse but I can assure you they are there somewhere.

This share has £20-£25 written all over it if they can pull it off

Agreed someone is getting rich from this and it ain't the shareholders that's for sure!

Was going to buy in here today but this mornings update is just ridiculous part funding the acquisition with yet another placing when they've just raised and have plenty of cash?!
Haven't shareholders been diluted enough already?

So - non issue just as I thought. Does this mean you'll be buying back in curious investor ? Lol

RNS Number : 8228E
Harland & Wolff Group Holdings PLC
15 March 2022

15 March 2022



Harland & Wolff Group Holdings plc

("Harland & Wolff" or the "Company")

Statement Regarding Harland & Wolff (Methil) Limited



Harland & Wolff Group Holdings plc (AIM: HARL), the UK-quoted company focused on strategic infrastructure projects and physical asset lifecycle management, notes that there is speculation surrounding proposed legal action being brought upon its fully owned subsidiary, Harland & Wolff (Methil) Limited, by Her Majesty's Revenue and Customs (HMRC).



The Company can confirm that there are no outstanding dues owed to HMRC by Harland & Wolff (Methil), and its account is up to date.

EWING JR - no one suggested that your account was shut down. I know for a fact that JohnReynolds account was the one that got shut down but nice of you to come out of the woodwork err I mean dusty ranch to tell me something I already know .....

"not forgetting JohnReynolds who used to come on here just prior to a placing and shout "placing ahoy" lol

Their account got shut down".......

Nice reversal today - about bloody time lol

"One thing's for certain - this will never see 4p or even 5p again"

.. "as it finished at 4.08.. oh how the crowd laughed"

Ever heard of a P&D dsaf?
Now 3.5p to sell and oh how the crowd laughed - lol

Gold bulls muscle up as precious yellow metal hits its straps
By Matt Birney
Mon, 14 March 2022 8:32AM

With western economies imposing sanctions on Russia in response to the invasion of Ukraine, Goldman Sachs, one of the world’s largest investment banks, has hiked the prices of its commodities forecasts, citing supply disruptions it says could push gold to new heights. According to Goldman Sachs, the rising conflicts in Eastern Europe have created clear inflation and economic growth risks that could drive the price of gold towards US$2,500 per ounce this year.

Prices of the precious metal surged to a high of around US$2,050 per ounce last week amid a wave of additional sanctions against Russia and the commodity looks on track to score one of its highest monthly performances in recent memory.

Some experts believe gold could play a starring role in the ongoing Ukraine conflict as Russia looks to the precious yellow metal for leverage amid ongoing sanctions. Gold’s unique function as an alternative currency – particularly in times of conflict - was on display when the Russian central bank recently announced it will resume buying gold from the domestic market as it scrambles for financial stability amid the collapsing ruble".....

Thanks stokey for your reply. I'm sure we'll find out soon enough.

As for this ....."have a pretty solid legal challenges" yeah of course they do, that's why they left it till the last last minute to submit the application for a JR lol

As for some taking offence of the use of the word "nimbys" perhaps some folk should concentrate on the looming crisis unfolding.....

"Cabinet has outlined a worst-case scenario in a briefing to ministers on how household gas and electricity may have to be rationed, according to a memo seen by the Irish Independent"

"There were also warnings that public transport services could be cut if the energy crisis continued.

The Government has now decided to cut duty on petrol and diesel by 20c and 15c."

"The confidential memo also mentioned that Ireland has already had to use some of its 90-day reserve of crude and refined oil due to demand."

"The cost of gas, oil and electricity is set to skyrocket for all consumers due to the invasion as the market becomes volatile and Ireland struggles to obtain supplies."

"Restrictions on supplies of natural gas, precious metals, raw materials and other valuable commodities may now be introduced.

Shortages of natural gas and C02 could affect food processing with significant implications for the domestic food supply and farmers’ pockets."

"The Cabinet was also warned about the potential of a cyber attack on RTÉ in retaliation for the economic sanctions imposed on Russia."

Interesting few paragraphs on the rules of a JR, especially the last paragraph -

Time limits
"JR requires permission from the Court. See below. One of the most important requirements is that the application for permission for JR has to be made within the time limits set by the Court rules. From 1 July 2013 all planning cases must be started within 6 weeks from the date of the decision. For non-planning cases the time limit may continue to be that a claim is prompt and in any event within 3 months. The time limits are strictly applied. People are still advised to take legal advice urgently whenever a decision that concerns them is made - or even may be made in the future."

"Overall while there may be 6 weeks in planning cases and up to three months in non-planning law cases to take action, you cannot be dilatory or look as though you are acquiescing in a decision. It is worth considering action as soon as you possibly can."

I'm wondering that in the absence of an update on the potential appeal for a Judicial review that it is currently being looked at by a judge to consider the validity of such an appeal for a couple of reasons. Firstly whether the appeal was lodged in time (there is speculation that it wasn't) and secondly, if they were just in time submitting it whether the judge reaches a reasonable conclusion that they deliberately wasted time and left it till the last minute for no good reason before submitting the appeal which is where this paragraph comes into play -

"you cannot be dilatory or look as though you are acquiescing in a decision. It is worth considering action as soon as you possibly can."

If this is indeed the case, it would explain the lack of an update. If this was their game all along to waste as much time as possible and having no legal basis for a JR then I hope it backfires spectacularly with the nimby's

"As we move into an anticipated annualised cash breakeven position towards the end of 2021, there is now a clear path to profitability in 2022. Furthermore, a cash generative position would facilitate securing corporate debt to supplement our working capital requirements and support growth in the business."

Although we are yet to receive the latest reports showing whether or not we are at cash break even as yet, the securing of the $70M debt facility would suggest that Harl must be at that point now otherwise I doubt they would have been offered it.

"Based on current works and near term pipeline, management believe that the Group will be cashflow break even by end 2021 and EBITDA positive in 2022."

The ongoing £26M Saipem contract will definitely have helped them secure that debt facility imo