The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
I remember the infamous #discovery tweet. SP spiked hard after that.
I would love for them to hit discovery to be honest as it would vindicate DM and his antics. Ian seemed to have thrown DM under the bus however during the last AGM when he introduced Lorna
Fantastic! Thanks for the clarification, which IMO they should also make a point of when discussing the rig to let investors know why this around our chances are better, even in the case of not hitting HE with the first strike.
I was thinking the same thing. Ian is all over this!
HE1 returning to Tai to find success would be one for the books.
Unlike last time, however, even in a duster situation we now have the means to push to another location swiftly due to having our own rig.
£5
News on the RIG sounds promising IMO, also a smart solution (at least on paper) to moving a conventional rig around.
Hopefully this time they have put a lot more focus on the RIG as I feel it was ultimately our point of failure last year and we could have already had our find.
GLA
HE1 having a positive RNS doesn't take away from ADV being more stable with a 95% CoS.
Just usual market turbulence with the SP, any positive RNS will have the desired effect.
We know the plan for October and that the team behind it is solid.
This is the document you need, I was looking at before I invested also:
https://www.advanceplc.com/media/1081/210420_recipe-for-success-2.pdf
95% COS - Unheard of!
Deep Blue,
The date on the actual report is 23rd June 2021:
http://www.helium-one.com/wp-content/uploads/2021/06/21-06-23-Hannam.pdf
Thanks, Josh, your work is always appreciated!
I have finally joined the ADV family and taken a decent bite - hopefully, I have entered at the right time before we start moving up after consolidating around 3.5p ish
Thanks again to everyone who provided links and knowledge, was a pleasure to read through the professionalism of the board and project.
I agree. Until DM and the team provide us with tangible next steps it will be difficult for sentiment to return but we know the opportunity is there.
Whilst I still believe in HE1, it's important we know the following
- Next steps for the drill/project?
- Location and time scales?
- What is our current financial situation and has the delays/issues changed
- Is Appraisal, 3D Seismic, and 2 remaining holes (optional 4th) still on the table without needing funding?
- What is the plan to assure shareholders that lessons have been learned and how will they be using this knowledge going forward.
Thanks Goldensharewolf, I probably found it as you typed that. Appreciated regardless.
Mdrake
Never mind - just found the report for 95 COS. For anyone else interested its here:
https://www.advanceplc.com/media/1081/210420_recipe-for-success-2.pdf
Regarding the 95% COS - is there a full report that mentions it? Would appreciate seeing the entire article/report around it if possible.
Regards,
Mdrake
Thank you Saint - looking through it now, some good reading.
What is the potential upside here? a 95% cos sounds incredible and totally unheard of usually.
Many thanks to all - looks like I have a fair bit to look into - so far it sounds good and I might have arrived at a decent time to venture here.
Regards,
Mdrake
Greetings all,
Seeing a lot of familiar (and respected) names in this share - coming over from HE1.
Greetings Dai and Deep! :-)
I invested a lot of time researching HE1 and while I don't want to clog this board with any opinions on that stock I would be grateful for any useful links to bring me up to speed here as this might be an opportunity I look to take while HE1 no doubt recovers for the next spud.
Thanks in advance.
Regards,
Mdrake