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I welcome the rise but we have had many pumps - lets hope there is a follow on news that justifies this return to the 2's and maybe beyond.
Maybe the oil is flowing and the word is trickling out. Plenty of ways for info to be captured ahead of news by the keen. Frequency of oil tanker pick ups, Copl staff, oil buyer depot's - then there is the JV progression.
Nice news but not exciting news as yet
Groooaahhhh Blackstout,
You wallet tease you, keep talking and I wont be able to do my days work for distraction. I love it though and wouldnt be surprised if you are right.
Keep posting!
NtD
Livelong - thanks for posting the thoughts - for me your assumption seems very reasonable and points to good on the ground due dilligence work - lets hope the negotiation elements are also progressing well - one would assume that there is at least a close to ifd not agreed position in order to spend on the due dliligence. A very positive signal in my view.
THanks for posting link - on quick read through my takings were;
- It looks good and positive (can be overlooked)
- The modular rebrand is interesting and reverse chronology adds structure to the otherwise fairly chaotic looking history of development - time will tell if it is real or a lip service. But it reads weel and implies what Leon has been saying - that we can rapidly deploy chrome in particular
- Cobalt - I only read it very quickly but I dodnt see hide nor hare of the cobalt, the substitution option. I dont think it means its gone, but I will be gritting my teeth if its later mentioned as a "new" expansion.
In for the long haul here - very good price at the moment I think, but unfortunately I topped up way higher.
GLA
NtD
Or i may just wobble my head and look properly next time ....sorry for diluting the board from its usual.
I politely replied to a post from Short Everything yesterday countering his 4p prediction. My post appears not to show whilst the original to which I responded still does. Has anyone else experienced this issue (please no conspiracy views just yet - want to see if its common first). How do I query this with LSE? Thinking of moving to another chat board series tbh
Hi Gray,
I dont think it is JLP's last chance, but I do believe it is Leons last chance (if in fact he lasts that long). We have had the same Leon public facing noise - impactful, significant growth to be delivered in the near term, but in the PR wake we have unclear murky churned up information that doesnt allow us to either see the resultant progress, or easily understand the issues faced and remedial plans. Sometimes when you lead you have to stop to check the organisation is following (or employ others to do this)
2 years ago I was of the view lets see how Leon does without Colin - but here we are and its not just the lack of progress, its the lack of communication. I now wonder do they the company know where they are - is this actually a lack of control issue - at this point if I was Slater or had some clout I would be asking in the next 2 weeks for that control to be evidenced by clear plans risks issues etc and it it wasnt forthcoming I would drop in a CEO.
Shame but talent alone isnt cutting it for Leon and he has refused to change tack or employ others to fill his gap in skill set - this isnt new, business has worked this way forever.
Just my two penneth worth but the cardinal sin is to not be able to tell your story and to date Leon isnt doing that at all - hes still presenting a bullish lead figure when it appears that the train isnt following.
If its going to 4 its going to have to work hard - UK inflation release this week and expected to be a big fall in inflation - the parked money is going to start coming back to the markets and a rising tide should lift all boats.
Lets find out which way we pivot...
Its the countries with Currency controls that will be the early adopters of any crypto fx solutions as quite simply, these are the customers who have a real need so I dont mind these visits per se - it just needs to be linked to partnerships and the real work of driving business to the Pendulum site. All to play for via Nabla but time will tell.
Many happy returns Bob,
Thats a lot of candles to be lit!
Hopefully before 5 years we will be back at all time highs
AtB
NtD
Mr Woo,
Also, ets hope he / she 's a youngish up and coming future big corp star being loaned out to bolster their future and not a 6o odd year old looking for a final payout as they approach their retirement.
Hi Office Manager,
Only like that with this one - the funeral march is on standby until they can show signs of life (production, RBL, JV). Im still here and invested FWIW as I do think improvement is on the way.
To be honest I just marvel at the ability of this board to write messages that dwell in the negatives. It doesnt cost anything other than a couple of minutes and a little thought to write more bullish communication straplines and that tone is very important for a company that has put itself through the mill. Even a prcedural RNS like this should go through the steady eddie positive messages process imho.
Yes you need the fundamentals but I would have hoped that the new CEO would add some focus to the future and where we are going in each RNS as a matter of course. Not overpromise, just link activities to the common purpose - it does make a difference in perception and ultimately over time, market reaction.
Feels like the company feels unsettled with a strong day yesterday so reminding us of dilution today! - thats probably my mindset rather than theirs.
Wierdly situationally good business getting money in at 2.6p price when your market price is 2p to then pay off creditors.
A reminder that this set us up for a 6 month runway to profitability - would that have been too much effort to tag onto the back of the RNS?
Eazy,
thanks for that view on the 9 wells - I take great comfort from those stats alone that what we need to happen is most definitely very doable.
Millhollanding - its the thesaurus results that will be most telling;
see skinned, fleeced, diluted, misled, blindsided, f***ed.
Also, just a quick note to again thank Seis for sharing his calcs on revenues and profit - great work - you seem to have judged impacts very well, which bodes well in the next phase that when you can see growth it should follow on in results.
Please keep sharing.
Results not a surprise for me, or a disappointment - I agree your comments Dorfan.
I thought we had hit bottom at around 7p - to be fair that may be the case but having touched bottom we are now descending into the cleft....
...We have to pullback soon or aaaaarggghhhh!
Hopefully some forward facing news at 11 wiull be shared?
GLA
NtD
Solid news today - big relief and hopefully exits the speculators (of which the chief protagonist was almost certainly Anavio).
IMV Cowan target of 2000bopd smacks of a personal banker on gaining his performance bonus settings - start low, very low. Once his targets are in, Cowan can boost this SP with immediate effect (if the business progress allows) by simply holding an interview and expressing the view that headwinds are receding and he is seeing the fruition of production increases as a result og the GGS.
So I eagerly await the interview from Cowan - as I suspect he wont break cover until he is personally happy to do so.
FR - can you point me towards the hysteria - just seems to be people calmly raising points on a BB