Member Info for NicetoMichu

much appreciated Kalan... I'm - fairly - calm here too.. but what I'm witnessing happening in AIM O&G sector widely, given my overall exposure, is starting to significantly unnerve me, in fairness. (Getting cashed out of Amerisur soon would be a good start to a likely wider unwind for me at least)

Love it Andrew :-)

I don't fancy CB much in a fight though .. so lucky he has Revolutionary Guard Commanders Caveat Emptor and Captain Bob close-by at key times :-)

more great detail Andrew.. thanks..and the devil is truly in the detail.

'Birdtime' timescales is my phrase of the week LittleWing.. thanks for giving me a right chuckle: So far Colin's timings have truly been for the Birds ...etc..

I still think Colin is wily enough to get there in the end.... although where there is and when the end is, is the rub granted :-)

This is more fund than the casino, but a similar game.

What's your latest chart view on this now Kalan please ?

As already mentioned I'd only top up here under 20p now.. so I had assumed I'd not be topping up again .. assumption is the mother of all f+ck ups though.

Generally, I'm shocked by this decline from 27 odd p to 23 p - so far - but I'm so numbed by falls in many names across the sector that I now just try to forget about the short term and HOPE for the best in the medium term. This is about my highest medium term hope now, in fairness.. not least as even though I'm now generally mildly medium term bearish PO&G, as has been kindly pointed out to me on this BB (by agadem I think, apols if someone else though ); SAVP has a broadly captive market where favourable monopolistic pricing can still be achieved.

2p by tomorrow chaps .. and this will fly from there....

wouldn't want to be out of this by the w/e as 5p offer could easily be tabled on Monday.. wouldn't want to be out of it after
that either as 10p counter bid could easily be tabled that week.. and then the big boys could easily get involved :

We'll be all be millionaires by Christmas !!!

Bonnet de douche.. you know it makes sense :-)

great detail on CB's timeline tardiness in Zambia there Andrew and do agree there should be some buy in anticipation on 'Ard Rock plant build start in Manica.. may not be big s/p progress at start of build would be my guess though.. incremental and subject to smooth progress of that build more likely, I'd guess.. but, on reflection, if the mood music can be changed by revenue from Zambia copper quickly then further meaningful s/p progress early in Manica 'ard rock build would be back on I'd guess..

progress continues to be made in Zambia, seemingly.. but CB has little PI ''buy in anticipation'' credits left at this stage as far as xtr is concerned, alas.. s/p up movement of any sort of meaningful nature will likely mostly be about bottom line accreditive cash generation being reported... and very hopefully that starts to come through in 2020 - or maybe even before, but maybe not either - and continues to come through more plentifully as we go thereafter. I'll probably hold off any top ups here until 2020 now.. unless there's meaningful s/p weakness from current .92p ish.. hopefully there isn't...

Thanks for that link paleje (and indeed thanks to others who have posted some very interesting links here recently )

Impressive results recently imho and I rate IC's Simon Thompson's view(s) and so have now added a few more to my small holding here ( was a larger holding a few times previously but sold down plenty a few times at higher levels.. have been in here for a fair few years actually and it has been a hard and slow journey.. but going ion the right direction generally and the fundamentals are -very even - strong here imho .. eg strong cash balance and low cost of Dutch gas production for eg )

Very unloved Sector - AIM O&G - though with many brutal share price falls in recent times - including the one here to some extent, in fairness - and so be careful: I see playing this space as betting more than investing and am open to increasing my bet somewhat more again here going forward.

Good luck to all fellow holders..

nowt wrong with an empty ramp indeed philg.. I'm partial to the occasional one myself from time to time.. most of us are indeed.. it's the 15 a day, each one emptier than the last that's the unique 'skill' that Taff brings.. not so lovely, lovely, lovely imho :-)

Ps; still waiting for .90 plus before I get excited here.. it's been very frustrating in the last few days but progress still seems slowly to be being made.. hopefully...

seeing as you guys put it like that I've done another small top up here today.. up to slightly over gbp 2.5k bet now, wow :-) will likely do one at least more top up to get to a round 500k shares too.. but might as well wait til into the .50's after the next raise to do that.

If this goes under .50p i'd buy a bigger tranche again and under .40 's p I'd bring it up to a round million shares, my max bet here. I expect it'll have been sold for somewhere between 5p and 10p well before that, of course .. and I have that on good authority from a hand full of Einstein's on the LSE BB.. so how could this bet possibly go wrong :-)

Ps; even if I lose the lot I'll have gone down smiling after achieving the lowest PI average price here, perhaps..

first person I've ever filtered on LSE BB's : Taff Evans

Now that I have, I offer that Taff should post more again here, perhaps take it the next level by posting a price update here for every .01p this moves either way :-)

We need the breaks to come off just to get back to 27p !!!

Pretty sad state of affairs this.. more shares to be admitted in a few more days too, hopefully they won't be similarly dumped.

That said, I'm here for at least the next 12 months and believe even in this BRUTAL AIm O&G space that this is too cheap now, so I have done a couple of top ups here today to get me to a round 100,000 shares. And that's my lot unless this goes below 20p. And even if my targets are too bullish - and the uber bulls here are indeed delusional- I still think there's a strong case for this getting to 35p within the next 7 months and well into 40's during 2020...but this is AIM O&G so who knows really... so DYOR

This could easily be waking up now, granted...but, again, I'll hold off getting excited until - if/when - this gets through .90p .. then comfortable that no big seller at low levels about to spoil the party one more time. Thereafter 1.2p can be reached relatively quickly, I'm hoping.

I'd be almost equally as excited if Taff limited himself to 5 no content posts a day, down from his current approx. 15 plus. You went a way for a good while Taff and I thought it might be forever ..but you're certainly back now.. and very consistent versus the last time on your type posting, in fairness :-)

Great post Olderandwiser. I too fell sorry for Mr Knott and his team. This is one hell of a deal to put together and get across the line.. yet the craziness of AIM O&G sector, as seemingly ever nowadays, rears it's ugly head here again today.

The simple answer is to generate lots of nett profit/free cash flow quickly and if the market still refuses to meaningfully upgrade the stock off the back of that - and the way II's now see this space, it readily still might - then start a very big share buyback progam and that will make a big difference to the s/p, I'm sure. Then, in due course, pay growing dividends too .

Ps: I'm really tired of people telling me but AIM is about, growing the business is everything and the rest takes cares of itself via s/p appreciation or outright sale: it isn't any more and it doesn't, I promise. eg Amerisur today ( that offer is another in a long line of AIM O&G farces )

Generally, AIM O&G CEO's have got to give a real damn about their shareholders.. my big concern is that, when it truly comes down to it, lots don't/won't. In those instances the car crash for shareholders will continue to be a huge one imho.

You are in the fabulous position of now holding the keys to a safe potentially brim full of money; So please, please genuinely respect your shareholders Mr Knott !!

I'm optimistic Mtph will get to complete its sundry in process drug trials here too Silver Knight.. so we will survive until then at the very least imho.. and with the backers we now have it's a decently better overall picture here than it was a year ago.. and the mkt cap does reflect that, in fairness.. the dilution that has happened and is to come is a fundamental issue to the s/p - even semi - thriving in the future though and that's a huge concern to me, including II's having very low average versus Pi's further complicating things a lot.. that said If this goes into the 2's p i'll top up significantly towards trying to keep my average price staying even vaguely in touch of the market price.. very hopefully it doesn't and I don't have to top up meaningfully further.

it now looks like there's a good chance that latest big seller is gone.. but, as we've had a - fair - few false dawns, to be sure I say .90p plus without any meaningful selling would prove that to me.

If gone, there's a real opportunity for this to go well past 1p in short order imho.. getting to around that mentioned 1.2p resistance (?) in the next few trading days would be a fine thing in my mind..

interesting..
very hopefully the most recent meaningful seller has run out of bullets....we'll find that out soon enough now ...and if yes this can motor on up easily..
here's very much hoping

me too oil bagger.. me too.. even yachtmaster may be disappointed with it.. and including the wider sector read across, I very much hope he won't have to downgrade to a smaller yacht, though

This s/p reaction to this very good news today is deflating.

The Amerisur recommended take out price today is deflating. (at least I make a half decent profit on that.)

The wider sector read across from this and Amerisur today is deflating

So no prizes for guessing my mood this morning !

But you just can't take this game too seriously.. in fact, I laugh more and more at it.. and the w/e is about to be upon us....Finally, the race is long, and in the end is only with yourself.

surprising as that may be to some/many of you.. etc..

I've not sold any of my holding here yet, not just because there is always a chance of a counter bid.. but also, and maybe even somewhat more likely than a counter bid, to maximize their chances of getting to 75% acceptance Geo might well - through all sorts of intermediaries etc - look to mop up as many shares as they can in coming days/weeks in the very broad range of 19 to 21p.. or even a bit higher for that few per cent more, if they think they might need to.. so I'm hoping, one way or other, this can tick up a bit from 19p in coming days/weeks.. it may not of course so everyone makes their own plays as they see best fit, as ever..