Member Info for Mulder

Make sure to ask the most pertinent questions, those of you attending.

Trucking the oil is better than zero revenue.

Why are shareholders paying the board when they have been sat on their ass since March?

Turkey going to Baghdad is interesting, looks like they are serious this time in a resumption...

Added.

.

No position here.

Negative equity.

Current debt is over a billion; current assets half that. May explain the SP?

750m Rand = approx £32M boost to profit

Concerns over South Africa’s relations with the West, and that increased load-shedding will further shrink the economy this winter, have weakened the rand, but there’s some relief for gold miners. The realised gold price during Pan African’s operational update was just over R1m/kg produced. That’s risen to more than R1.2m/kg — worth an additional R750m in after-tax profit, according to Loots.

That’s why analysts are upbeat about Pan African. In fact, the stock may be a rare opportunity for investors who were slow to lock in rand hedge options. In addition, Loots believes the continuous operations project, which requires a change in mindset for employees, is gathering momentum. Pan African’s restated production for the year is conservative.

“We remain constructive and see an opportunity to add on weakness,” said Richard Hatch, an analyst for UK bank Berenberg. Quoting Pan African’s UK valuation — the company has a dual listing — he has a 27 pence a share target price. Raj Ray, an analyst for BMO Capital Markets, argued for 25p a share.

“A lot of bad news seems to be already priced in,” said Arnold van Graan, an analyst for Nedbank Securities. “Steps have been taken to address the issues and it seems as though some of these initiatives are starting to yield results.”

Do not get all the sudden negativity here.

Well no one knows that and this could easily turn back when the hated Lagarde opens her mouth this afternoon.

To discuss resumption.

New 52 week lows.

On the back of no new news.

Directors hold a decent amount of stock here.

Turkey's new energy minister allegedly increases the chances of a restart. How long have they been inspection that pipeline now....

One would think VOD and Eti are working on something rather big...

Gold price in rand terms is still up 25% year on year.

Coal power now reducing the risk of load shedding also.

Should be in a net cash position shortly...

They have done it before, do it again.

Better than being sat on their asses.

Of course the board should waive their salary this year...

Some on here may think holding 50,000 or 100,000 shares in Vodafone is a lot. It is most certainly NOT. Hedge funds manipulate and trade tens of millions of shares on a daily basis and this moves the share price, not private investors with their tiny holdings.

Just 13% usual daily volumes and down another 1%

I repeat this is classic short selling attack behaviour; overseas hedge funds have a vendetta against Vodafone for whatever reason and see it as an easy short. For now, until sentiment will magically change and they will go long. Hedge funds win both ways. Private investors have no control on the market and will almost always get shafted. Rogue as f**k.

She was the CFO. An outsider was clearly needed. Not sure what kind of deal she has cut with the major shareholders to get the CEO job....

Liberty Global and Emirates the 2 most important in that list.

Investor Relations.

The daily drip drip down on low volume is the classic sign of a short selling attack, probably by multiple overseas hedge funds and so not declared by the FCA short tracker.

They do not seem to care about Etisalat, Liberty or any upcoming Three news.

Or the 11% dividend yield!