Member Info for Monarch

Comfy, RTN doesn't post negative comments...they are well balanced and thought trough. Balanced in the sense that all the positive he had for AST over the last 2 years while he was invested is now met with negative over the last month that he sold out at a loss. Thought trough in the sense that if he will need to buy back in at some point because AST is actually taking off, that he can buy back in as low as possible... Monarch

LEFTY, you might get all beefed up by LTH's staying long and strong...but believe me, there are enough people (not just LTH's) that get beefed up when they are being told that profit taking is better than staying long and strong. Everybody has his own investment strategy...doesn't make theirs wrong nor yours right. Diversity is the key in investing as it is in society... Monarch

SMcD, i believe we all would like to have the answer to that :-) 88e is, contrary to some thinking, fortunately not just a one trick pony with conventional and unconventional as well as Yukon now in the mix. However, the big prize is and always was the HRZ. If that's not successful now, it should be on the 3rd, 4th or 5th try...unfortunately that would mean high volatility i guess. But even if not immediately successful with the HRZ, then there would still be the conventional and Yukon although the majority is here in the first place for the unconventional story... Monarch

Ben, i wish the success at 88e would be true to all my investments, but i can assure you it's not (my slovenian gas producer just 1 example). But then again, as said before, i was down on 88e by 50% so i had my share of sweat here as well. It comes down to how much risk vs opportunity you want to take in order to have a gain on your money from my point of view...and that is different for all of us. Monarch

LEFTY, i'm sure you got your strategy all figured out but i got bored just by reading through the assumptions because we are all wired differently. Don't get me wrong, you certainly can do what you want but i would prefer you would choose your words better while judging others. We all have different strategies and while you can "never understand a certain mentality", it doesn't make it wrong. So it would be great if you could choose your words more wisely when judging others investments... Monarch

LEFTY, i call it non of the 3 you suggested but "risk vs. opp evaluate". In order to get certain gains, you need to be prepared to take certain risks if you believe in the project. I did and although i was down 50% on my initial investment at 0.6p, i kept the faith and de-risked my holding completely when we went up to 3.8p. Did i leave money on the table by not selling out completely and then go back in when it was at 1p...sure, but how often do you get those trades right? And you are certainly more expert then i am at reading the chart. No matter your investment strategy, gut feeling or chart reading, there is always some luck and some experience involved to get it right more often than wrong, however noone should try to ridicule someone else' investment strategy...you might be called out yourself as noone is perfect and everybody is just trying to make some profit here. Monarch

Haven't really posted here in a while but read it frequently. This company is a once in a life time opportunity...there aren't just many companies out there that have the potential that 88e has. Sure, there is risk, maybe even a lot of risk by some accounts, but the opportunity is just so massive if it is materializing. Exciting times... Monarch

stockdale, the code is called "takeover code" to make it simple RTN, that's why the current Mcap is �20M instead of around �100M. Risk vs. opportunity and depending on what your agenda is if you know what i mean... Monarch

parkeg, that's part of the strategic review. You have to comply with certain rules under the code. Nothing more, nothing less... Monarch

Oh i'm asking why, don't worry. Contrary to you, i'm not hypothesizing my own assumptions but actually try to get clarity on what's going on with a company that i'm actually invested in. Monarch

Rich, clutching at straws there again? You could have picked up that CH says that BOTH wells run now via the additional separator and ask why? Or you could have picked up why CH says that AST can supply to INA as long as we wish for. Just rushing out to find a negative quickly again... Monarch

https://www.youtube.com/watch?v=4Hs4Ku4vN28&feature=youtu.be Monarch

WHYAST, i know what you mean but would like to be more precise... There will be no AST SLOVENIA as an individual company...but AST plc will be cash rich and hopefully still have a stake in AST Slovenia or whoever takes it over. At least that's my preferred scenario... Monarch

westie, leave Richie alone. He sold at a loss and is bitter now. Be nice to him... Monarch

Richy, you better hop back on the train...it's leaving the station... choooo choooo Monarch

I like the RNS for once. multiply the 190K by 12 months and you get revenue of close to 2.5M Euro. How many AIM companies would love that at a Mcap of approx. 25M Euro? If only that permit would be given at some point to have it out of the way... Monarch

obone, there should be an Q&A session. If not, we should demand one. Good point on CC's conflict of interest, somebody should ask the question and not let CC off the hook with a superficial answer. We should all help each other during the AGM if we feel the questions haven't been answered to the detail we wanted it! Monarch

All my questions will go toward CH, except for one. I will ask CC, with his vast experience in O&G (as per CH's reasoning why he is still on the BOD), to explain me to us why he thinks "the market hasn't catched up yet" and what could be the reasons for the huge misalignment between CH's value estimation and where the market puts AST. Monarch

Afrim, Slovenia is having the leverage here anyway. If they don't like what they see, they will simply endlessly delay any further applications for additional wells and find a way to not re-new the license, i guess. So a compromise has to be found between keeping the Slovenians engaged and happy while also getting a good deal for AST. If CH is good at anything, it's finding compromises that make nobody happy so we are doomed one more time. Here is hope... Monarch

I looked at that article again and wonder why CH singled out that no Slovenian co is part of the NDA signing group. 2 questions here: 1. Why pointing that out? Not smart from a negotiation point of view? 2. Does Geoenergo not need to sign the NDA because it's already the JV partner and therefore has access to all data anyway? (I believe so). But again, why pointing it out? Monarch