Member Info for NewKOTB

" think the re-costing exercise is a pre-requisite to any sale....."

We have been doing costing that, costing this .... plan that, use this ..... etc etc for too long now. Time to do the deal.

"The Company has recently re-run the 2014 FS model with a new range of prices from US$70/dmt to US$110/dmt for the 65% concentrate index....."

Now re-work based on $165/dmt .... !!!

https://www.lse.co.uk/rns/ZIOC/zanaga-project-update-bp00k7qwasgcyxj.html

Anyone wanting us will have done their own costings ..... what costings we do are largely irrelevant imo

"I see zioc is on the IG list....could the recent rise be attributed to SBers..."

In short, NO.

You can NOT open a position with IG ...... closing ONLY.

Been like that for several weeks now.

Remus Petroleum .... hummm, now on my radar for expanding their NS assets.... !!

hummm..... Remus Petroleum, maybe our new partner ?

Could see shorts closing now, on anticipation of Boris statement Monday in lifting restrictions.

"What's the chances of the CEO making a statement?..."

I would say less than ZERO. Probably better that way too given her performance the other week.

Should Boris not f3ck things up on Monday then we should see a good week ahead. Just, will GSK follow .... well, imo it should.

Have to add, all under the cover of Covid ....... that little bug has a lot to answer for.

Just look at the daily volumes since Feb 2020 (when the prolonged drop started) ..... almost x3 the previous daily's of the past few years .... without a doubt this shown that GSK are being targeted imo .... stock churned to drive the SP down .... total market abuse, if the FCA can not see that .... well, Specsavers are missing a massive customer.
aimo

Oversold ... not to worry the RNS's free share give-a-ways continues ...

Yanks driving it lower again ....

Guess Emma has already let it slip about a recapitalization of the two new companies and as such the market want to 'help' in this at the lowest possible entry point .... is my guess for this stupid SP performance atm.

As a dividend play without the split on the horizon GSK would be well in favour with the pension funds and alike ... atm, it's like we are poison.
aimo

UK car consume a tiny, tiny, tiny percentage of global hydrocarbons .... that 'loss' would be more than taken up multiple times over with African / Asian consumers and growing world population. The real question is dwindling reserves worldwide and lower production vs demand will ensure POO will be high for years to come imo

Plastics use will continue to grow too and not forgetting that plastics can only be recycled 2 or 3 times before its integrity is reduced.

FTSE down >1.5% ... DOW down only 0.75%

Ar$eing shorters

"but in two years the split cos will be worth £18 at least if still independent....."

HENCE, the reason why the mega interest in suppression of SP by the big players ..... easy double their money in 2 years plus dividends. Pension funds will be fully loaded too before the climb back up, just have to live with the hedge funds playing silly bu99ers atm ....

"As b@xter says, if we fill it quickly this week its out of the way, otherwise it will remain a nagging doubt in the future as the SP rises..... "

lol .... Same as the nagging doubt about the gaps above at 292p / 340p / 395p / 452p ..... etc etc etc

Guy's, I think the real question is why has TSP decide now to de-ramp ZIOC .......

I see him appearing as a positive .... ;-)

Even if he talks dogs*1t

atb

Yanks came online .... 'they don't like it up em ..' so took our stocks down .... FTSE is nothing but a toy to yank traders

1996 was the last time ( exception of covid year 2020 of course) BP's SP was so low ...... now at generational low.

Hummm ..... LRGS delayed trade just shown up for 100,000 shares at, wait for it ..... 112.54p

Not shown as low of the day ... so another agreed transfer imo