Member Info for NelsontheDog

My high school in the North east was in a town that also had a large mental patient facility. It was quite normal to be in a shop with somebody over to one side barking instructions into their cigarette packet like it was a walkie talkie whilst mentioning whatever ramblings were occupying their mind. Anyhow, was just reading this board tonight and was reminded of this - not sure why :)

I havent looked at any TA on any shares for about 4 months. Had a quick look today and the 5 day trend line on zphr upwards really is a beauty.

Ta aside, still very positive - agree with Chain comments below - the gas processing deal is fantastic.

Johnny
Still not clear if there is up down or more horizontal to come here. I got some me more at 30p but could easily go lower. Spread is v big on this share so actually quite pleased with that price last week.

I don’t have a problem with that rule, rather, the problem is the current revolving door of unelected entrants to the role.

Honestly, couldn’t make it up.
I wrote a manifesto for a new centrist unity party a couple of years ago - I don’t think I would be a good politician and don’t want the scrutiny - but how long do you sit quietly whilst this country is destroyed.

The U.K. is only now focussed on its differences - brexit v remain, Scotland v Westminster, immmigrant v citizen, protestor v worker.

We need imho two things
1. A return to dull politics - boring is good
2. A reunification on the overall U.K. - stop looking at the cracks and we might see a beautiful mosaic of different pieces that is breathtaking in its beauty and purpose.

If anyones intersted and has a spare few mins I will post my political ideas for the party - see if you like it? If you do might send to Rory Stewart - for last two years I think he has the credibility with high labour to be leader

Early February was when JlP last year reported the 6 months to 31st December. So we unless they give an update, we have about 20 weeks before we get those numbers.
I mean is this need to know basis on comms strictly necessary.

On the off chance that Mr Coetzer looks at this board (unlikely), Leon, give your head a wobble and spread some news. Loose lips sink ships in wartime, but here in the financial markets, no noise, the share price destroyed.

Fishy,
You are right - sure fires often aren’t. When you have positive cash inflow though it can forgive a lot - and we have that here.
I don’t usually cross ramp but zephyr is another - positive cashflow so if all delays thereis no need to raise. Been in Zephyr about 24 months - could be a lovely growth play.

Gla
NtD

Posting again as I think original lost in the daily excitement of nothing whatsoever happening
Does anyone have a view on what level of production is required to turn Copl cash positive per month. I am hoping with current uplifts that will be the case but also hoping some of you are ahead of me in a view and would share.

Does anyone have a view on what level of production is required to turn Copl cash positive per month. I am hoping with current uplifts that will be the case but also hoping some of
You are ahead of me in a view and would share.

Hi BoNidel,

I agree with your first comments- s/h here up to my neck and agree we have been mugged.
I too hope it can turnaround as there is value and agree though that they show no signs of being capable of realising it.

But you then say you are topping up - that’s where we separate views - GC screwed me once, Shame on him, if he screws me twice it’s shame on me I think.

Anyhow, each of us pays our money and takes our chance, but in the spirit of discussion I thought I would point out that your actions aren’t a logical flow from your earlier point.

All the best
NtD

Big bench
I do like your earlier post on the competing priorities for Arts time.
He gets my backing at present and now there are less barriers to raised production let’s hope for a good JV

Big bench
If there is an offer to buy COPL, ART doesn’t decide, we do.

Gazleberry
I am here exactly for the esports. I am very interested in satoshi but give it 0 value on my list of Blu attributes. I think I therefore sit exactly between you and pablo.
I really hope it’s different for satoshi and there are some signs but I see this element more as a lottery ticket. The esports however is a real thing and I suspect it’s audience is likely to grow in times of hardship. Key difficulty for esports was a lot of the sponsor money sloshing about was from crypto and with that suffering the cash for esports took a hit.

Esports is a fascinating counterculture and I see it continuing to grow.

Agree Mikey

In the long run you can’t hide the kind of cash generation that 100 t would bring .

Tbh I’ve given up on leading market ahead of showing progress in results - just going to sit back and wait.

Tweet refers to our cobalt production…

…which is nice.

I agree that primarily todays RNS is nothing new. However the secondary message I feel is that here is further confirmation of the management team ability to execute. In the last 18 months these guys have executed their strategies very well. I am sure there will be current difficulty with securing rigs and other key resources, but the past history of zephyr clearing its own to do lists gives me great confidence that they will get there as soon as pragmatically possible. So far this is a fantastic management team and that to me is important to highlight - this rns is about building that message.
These guys are doing it - key aspect of any investment decision is just that imho.
Gla
NtD

I think it’s veruca salt - Christ on a bike I need to find something to do right now!

Nice to see - $7.50 was ipo price so would be nice to see it start edging back to that level

Hi Charles
I think it’s very important to distinguish between the debt and the debt problem.
In brief, when the debt was rearranged - the renewed debt had clauses that in the medium term meant those vehicles couldn’t be paid down. We actually have strong free cash flow and the net debt position is now around zero - hence divi talk.
So pdl debt problem relates to pdl’s inability to pay it off rather than its cash position.

Very important distinction for anyone looking at this board is a potential investor

Calamari
Your dubious grammatical point in no way leads me to insinuate that you are a cretin.

Calamari
I meet and work with high performers in their fields daily and I am often amazed at how they can’t do some things like order coffee, present well, plan,etc.

Everyone has strengths and weaknesses. I agree fwiw that it would have been better if art had focussed on key points but that is not his style seemingly. Doesn’t infer that he is poor at other elements of running this company.