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I'd like to bring your attention to a couple of threads in the other place, where I know some of you already post.
Anglo Asian Mining (AAZ) - one thread is authored by Mattjos and is about the Company and the PM markets. The technical expertise and knowledge of many of the posters on the thread goes beyond the norm and should be of interest to folk.
The one that I'd really like to draw attention to is the wanobi thread. This is loosely centred around AAZ but is primarily a forum to discuss companies with good potential. They run three competitions, a weekly, a yearly and a 100 bagger. Now's a good time to look in because odsjp has just posted the latest results. There is never any agro and when disagreements arise they are handled in a mature way. Many folk use the thread as a starter for companies to research and I believe it's well worth a peek. Most of the posters on the thread have been around a long time and not only know their stuff but are prepared to share ideas. Wanobi himslf is a chartist, if that's your handle and he will post charts upon request.
that's causing a little fraying around the edges.
This is a really good board with nearly all posters making worthwhile contributions and as far as I can tell, all batting for the same side. We don't want to lose any of the team, so let's get back to normal transmission fellow Savers.
Sorry to gatecrash the party but unless I've completely misread things O & W your SP of £1.15 is smack bang in the middle of the Zengas workings:
ZENGAS
Posts: 968
Price: 19.25
No Opinion
RE: SecurityToday 11:12
For the benefit of doubt in the 4th paragraph in my below post
80-90p target pro-rata for Save with a $billion less debt of 70p = 150p -160p.
At 30% dilution ie 60-70p and with a $billion less debt being worth 50p = 110p -120p
Courtesy of thommie.
It may need to be typed into the search bar, rather than a copy and paste, although it worked for me. Same applies to the passcode.
https://savannah-energy.zoom.us/rec/share/XK1yKk3W_txQG6Ntaw4D8RS_xCchwo98vLLry_P1oB04XSxZgIO4XxD6jW7RUEU7.mrCF_tKGFZ0iWQO2
Passcode: 6G.1^s0s
Yes and why shouldn't they be allowed to benefit Buffy. Certainly when the likes of China, India and of course Germany continue to look after number one. As GettingBy so succinctly put it, it's only the virtue signalling western politicians who are falling for the green scam, which when everything is thrown into the mix, is about as green as the brown lignite that Germany burns. When the west is priced out of even more markets and consumer's disposable income is reduced to zero due to sky high to energy costs, perhaps the penny will drop. But hey, every cloud has a silver lining and SAVE appear to be beautifully positioned to take advantage.
Exxon have to date discovered in excess of 9 billion barrels of oil in the Stabroek block in Guyana and the Lisa 1 field is already producing up to 120K bopd, with an additional 220k bopd when Lisa 2 comes onstream next year and 750K bopd from the block by 2026. To my mind this augers well for the deal terms in Chad/Cameroon.
AK has come in for a bit of stick lately but I agree with Agadem, the suspension was almost certainly originally timed for Friday at close of business. Hats off to him for continuing with the presentation regardless and for potentially pulling off a transformational deal.
ps I hope this is taken in the spirit intended but while on Guyana oil, keep an eye on tiny Eco Atlantic who, together with partners Tullow and Total, should re start drilling the Orinduik block, which sits alongside Stabroek, during the next 6-9 months. Two drills to date and three discoveries, albeit heavy oil. One to research and watch.
Must admit I was thinking it odd that they are unaudited. Hence, why the wait ?
The only reference I can see from my spped read is this:
" A copy of the Annual Report and Accounts will be finalised and posted to Shareholders shortly and a separate notification made in this regard."
I know it's dangerous to assume but I assume these will be the audited version ?
Hazdogg
Call me a cynic but Malcy doesn't broadcast his interviews for free and I'm afraid, just like Proactive and others, he largely follows the narrative presented by his paymasters. There aren't many force 9's in a Malcy broadcast.
Picking up the general theme and something that has been mentioned before, which kind of underwrites all of this lack of communication and action, is AK's substantial shareholding. From memory, at least 37 million shares and I dread to think where the share price would be if he didn't have so much skin in the game.
To varying degrees we are all in the same boat and given his substantial holding it surely cannot be a lack of effort that has led to this drifting. Patience does appear to be the key but that said, I do agree that communications have been sadly lacking.
Presumably the only means AK would have of monetising his holding would be via a takeover ?
Coincidentally, this was posted by Beaujolly on the other board:
"I posted this in August of last year and the rns was released on 26th August with the shares then going on a 6 week run to their high of £1.75, brought to a halt by the Blautix results:
beaujolly - 12 Aug 2020 - 12:47:25 - 6796 of 21849 4D Pharma 2018 - from ?2 back up to ?10+ - DDDD
On that very subject, I reviewed the calendar for the 5 patients still involved in part A of the MRx0518 in combination with Keytruda trial this morning and of the two who were not at 24 weeks dosing on 10th July, patient 01 016 is now at nearly 26 weeks and patient 01 017 crosses the 24 week data point on 21st August. Page 9 of the presentation:
https://www.4dpharmaplc.com/application/files/9815/9482/4216/4D_pharma_Management_presentation_July_2020_FINAL_web.pdf
From the rns of 3rd February this was stated re the enlarged part B study of MRx0518 in combination with Keytruda involving at this stage 24 patients:
https://www.investegate.co.uk/4d-pharma-plc--dddd-/rns/oncology-program-update/202102030700038347N/
"24 additional patients across five active US sites have now been treated in Part B of this ongoing study. The safety review following the first Part B cohort of 10 renal cell carcinoma (RCC) patients has been completed indicating no dose limiting toxicities. A total of 12 patients with RCC, nine patients with non-small cell lung cancer (NSCLC) and three bladder cancer patients have been enrolled in Part B to date. Recruitment will continue up to a total of 30 patients in each of these indications.
Target tumor reductions in Part B patients have been observed as patients reach the first scheduled restaging timepoint (nine weeks). These include the first signals of anti-tumor activity for the combination in bladder cancer, adding to the previously reported activity in RCC and NSCLC in patients in Part A."
The 24 week check point for patients on the part B trial is the 19th May.
Given previous news releases and the fact that the Company issued the 3rd Feb rns at 9 weeks, I believe it reasonable to say that news could now come at any time."
Subsequently, beaujolly stated that the 21st August (the check point 24 week marker) was a Friday and the rns detailing the results was released the following Tuesday.
I notice that from time to time folk are complaining that they are unable to trade on line - nt.
Not wishing to teach anyone to suck eggs but in heavily traded shares such as HE1, already around 700 million since the 10p placing of 16th April, the book will always move round. Sometimes it will close on the buy side and sometimes on the sell side and very often depending on the volume of the trade being placed.
The answer is very simple, pick up the phone and pay the few extra points either way and then watch how you quite often change the published spread, depending of course on the size of the order.
Mr ST and wyndrum
You are two of the better posters on this board and you both clearly sit on different sides of the fence vis a vis FA and TA. Each to their own.
With respect, let's not let this develop into a slanging match and please let's leave it there.