Member Info for nomlungu

The first link came across my radar this evening and it reminded me of the 2nd:

http://radio.garden/

https://driveandlisten.herokuapp.com/

Down 30% today

https://trilogymetals.com/investors/stock-performance/

No miners that I know of but an important zinc / copper resource under peril:

'US government halts Trump-era plan to approve mining road in Alaska'
https://www.theguardian.com/us-news/2022/feb/23/biden-alaska-mining-road

'Trilogy Metals Inc. is advancing exploration and development at the Upper Kobuk Mineral Projects in Alaska's Ambler Mining District, home to some of the world's richest known copper-dominant polymetallic deposits. Trilogy is dedicated to supplying the world with metals critical for a greener future.'
https://trilogymetals.com/

Many may be prepared to die for 'Mother Russia' but will all of those be prepared to die for 'Father Putin'?

Our best hope is that he over-reaches and finally turns his people and, more importantly, his Generals against him. Why should Russian soldiers sacrifice themselves killing fellow Eastern Slavs just to preserve the wealth and privilege of the Autocratic ruling class.

A new interview - my notes:

trading at 3.4 times earnings
no debt
'a bargain'
compared the company to FTSE 350 mining index - doing better than that good comparator
tiny company = discount to asset value
redcorp investment - another $3.5m expected this year [75% of m/cap expected this year]; a further feasability study as well as another metallurgical study expected this year
thinks well positioned for inflation and metal prices with any russian conflict
currently at 48% discount to NAV when historically at 13% discount [87/52=67% uplift just to get back to 13% discount(my calculation)]

https://www.proactiveinvestors.co.uk/companies/news/974861/mineral-financial-investments-says-we-have-no-debt-and-our-valuation-is-a-bargain-974861.html

When is 'very soon'? You know as well as everybody else that progress has never been as quick as indicated by management [remember first gas was expected in Aug 2020]. Now there is a hedge to meet later this year and the high gas prices will work against the company if they cannot deliver what they have contracted to supply.

Seems like a large holder trying to stop the share price decline?

'complete silence'?

They did issue an RNS yesterday about the price fall.

Pat / Cyber,

Do you expect a price rise? What percent?

Cheers

Vaping damages microbiome health in a strange way, new study reveals

https://interestingengineering.com/vaping-microbiome-health

If you think vaping is OK, then read this article.

'The share price risees on the news and drifts back down and as a result you call for the CEO to be kicked out?'

But when the share prices drops 98.5% from previous highs is it possible that some shareholder grievances are valid?

It is defaulting to the Ukraine at the moment.

'Live Universal Awareness Map Liveuamap is a leading independent global news and information site dedicated to factual reporting of a variety of important ...'

https://liveuamap.com/

'Prayer room . Drying room etc. They are required for the construction workers onsite by law'

Can you point to the [non-existent] HSE rules? Or will you correct your post?

https://www.hse.gov.uk/pubns/priced/hsg150.pdf

"our resident technical experts, know better though"

Sounds like the rampers are giving up; even Adrian seems to agree.

Adrian,

'This Saltfleetby deal is looking better and better every day'

Why is the share price down then?

Pokerchips,

Is the closed period not 30 calendar days as the UK is still using the EU Market Abuse regulations.

'11. Without prejudice to Articles 14 and 15, a person discharging managerial responsibilities within an issuer shall not
conduct any transactions on its own account or for the account of a third party, directly or indirectly, relating to the
shares or debt instruments of the issuer or to derivatives or other financial instruments linked to them during a closed
period of 30 calendar days before the announcement of an interim financial report or a year-end report which the issuer
is obliged to make public according to:
(a) the rules of the trading venue where the issuer’s shares are admitted to trading; or
(b) national law.'

https://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:32014R0596&from=EN

RED - every share I have is down a bit today.

At least I have some fermented milk to settle my guts.

'But the only one you find sufficiently interesting to commentate on is UKOG.'

1 - are you only invested in the 3 shares you comment on regularly? And down on all 3?
2 - FTSE shares are not quite as exciting are they? This has had its ups and downs and is down 98.5% since that intraday high. Do you not expect it to generate comments and interest?

A casual observer would note the success of a certain individual who helped force managements hands at VAL, where the share price improved from 3p to over 50p.