Member Info for Mikey279

That's probably way conservative if it ever gets taken out of the ground ....its a GGP on steroids for TiO2.....

Well done LTH

All IMO

The intercepts, grades and strike length here is unreal.....have never seen anything like it, could it be a typo....?

This should be £500m+ mcap if those numbers are true....

All IMO

Nearly 4x under....?

OR am i missing something

Seller selling at half price…. Oil moved up towards close so should be a stronger day tomorrow

Literally buying £50 notes for £20 here....

Nice recovery this afternoon and backtesting the break, should move much higher on this run now

All IMO

Because it hasn't reached in 24 hours it doesnt me it won't.....patience will pay IMO

its a funded project at near 50% discount, value gap will always close - its not news driven anymore as risk is gone

All IMO

I got £2.70-£2.90 on equivalent projections pre drop..... think it'll eventually settle there

All IMO

They're transferring at around 180/185, MM's won't let it happen

Dont think too long ;)

Don't worry about cash, they're making profit and have no borrowing debt..... with revenues ahead of expectations, they'll be fine

Let the IIs finish what they're doing, should be in the high £2s

All IMO

Will be £10-£20 when the money starts pumping if not taken over by then

Easiest hold in the market

IMO

Patience as I said…. This easily goes into £3s and probably year highs

IMO

I think its more to do with the wider market looking rather surpressed today... being pretty much top risers (Aside from a few dog shares) and holding a 20% rise is still impressive, SQZ and NEO are no jokes when its comes to NS.... this will slowly re-rate unlike the spike and dips before (due to funding etc etc), complete de-risked and free carry now....

Today's RNS is the difference between a 100% rise and fall back due to the other 50% of funding... vs a slow and steady SQZ type rise (see what i did there?)

All IMO

Take your dirty cross ramp elsewhere.

All in all a solid day consolidating and holding the rise, what that usually tells you is that they will take it higher slowly and keep it there as opposed to a big spike and fall.

Should easily be in the high £3 already, but happy to take 20% each day for a while

All IMO

The risk was how do they fund their share..... now its all covered

the Buchan field is forecast to deliver 35,000 barrels of oil per day at peak production..... 7000 *50 = thats like $100m in cash every year.... FREE

Patience… value will out IMO

They got better terms for the 30 than the 50…. Free carry and fully funded

Dream scenario and a tiny tiny mcap vs potential here

All IMO

JOG doing what JOG does spike then fall then spike higher, can see this breaking year highs over the next few sessions.

Should be nearer £5-6, but wouldn't be surprised to see double digits when the free carry is in action

All IMO

Barely anything.... but presume they were using the volume to liquidate, probably should be in the 30s pending an announcement IMO

Reckon 50p does the job tbh, a shame considering the 200m IPO

IMO

This is absurdly priced if it goes through .18 book value ….. there’s like 3x before it’s even considered ‘distressed’

All IMO