Member Info for Nthoftheriver

Not really wise enough to know if you're right or wrong on this point. For my part I'm sure that David Walker the Director who bought 500K shares at 4.8p has a view on this. As he was in Investment banking, I'd like to think he would have some idea about the share placement and if they were long term holders or not and would have taken a view on when to have bought those shares in the open market.

Tomcorvid, on the bright side that means Nickel content goes from 33.3% to 80% if I've understood your ratios correctly. Happy days

Just gonna have to wait for the individual/companies to issue their holdings RNS to get clarity

Don't know, but could be due to the extra new shares effectively reducing their respective holdings

Taken from

Thanked from Advfn site. Nice graphic for our oil production profit - As per GO's info Https://twitter.com/WWICK_HG/status/951514399134703616

https://www.bloomberg.com/graphics/2018-cobalt-batteries/

All good news Spellbrook, just got to translate into a bump up in SP soon.

Well I suppose they can't keep this up for long now. Reckon those price monitoring extensions at a guess mean stock is being tightly held.

Problem Crl is the actual volume traded is quite small, less that �200K value unless we see some large delayed trades. So seems to me the MMs can play around with the SP.

When the levee breaks mama you've gotta move...

I think the clues are in the RNS brining on board the new CFO. Look at his past roles and why he's on board. Think we are now looking to be more grown up, with controlled media. Also just my view, but if you are looking at rating funds for the next stage/getting a partner on board you probably want to ensure you have the information correct and on a tight leash. Extract for the RNS Most recently James has consulted to Australia's largest gold miner, Newcrest Mining, immediately prior to which he worked with OZ Minerals for 10 years in senior leadership positions including General Manager Commercial and Strategy, Head of Business Development, Head of Investor Relations, General Manager Sales and Marketing and General Manager Planning, Strategy and Development. He has held various senior finance and commercial roles with Oxiana Limited, BHP Billiton, Exxon Mobil and Rio Tinto. James holds a B.Bus(Acc) from Deakin University and is a member of the Institute of Chartered Accountants in Australia. Peter Bird, Asiamet's Chief Executive Officer commented: "As we enter a critical time in Asiamet's development, the appointment of a high calibre senior executive to the position of CFO further strengthens our capacity to deliver our strategy of creating a leading Asian focussed copper-gold Company. James brings a proven track record of creating value over the full project lifecycle from exploration through to production and his broad experience in the finance and commercial area will be particularly valuable as we enter the project financing and development stage for the BKM project. We are looking forward to James joining the team and playing a big part in delivering our vision for the Company." Good luck all holders.

Thanks for those figures GO. Looks like bring above 60USD is looking good news. WTI @ 63USD.

Crl, yes I have also traded in out of a number of my holdings previously, usually around a core holding. Just get the feeling TRIN may provide meaningful news soon (8 weeks or so to next quarter results), so sitting on my hands and hoping we see that re-rate. PipeDragger, TRIN are profitable and have the enviable position of being profitable with WTI being well below 40USD. That means (at least to me) we will at some point be snapped up. No doubts once we clear the debt and CLNs we will be interest. So agree with you that TRIN is a good pick. Good luck to all holders

Yes this is more the steady eddie type of share, but then that suits me fine for this part of my portfolio. Just got to keep an eye on if sentiment reverts with the Corbyn Effect. (Although that may offer another top up opportunity).

Should be 'A Good Weekend All'

crl, yes this messing about in the SP with its wide notional spreads etc. is annoying and a great opportunity to top up, if you can. For me, I have as much as I'm comfortable with. I hold similar amounts in other commodity stocks, namely ARS and HZM making up my growth stocks for this year. A case of sitting on my hands and not trying to trade in and out. Not as easy as it should be, mainly as the overall markets are quite high and a pull back tends to impact all stocks good and bad (or at least the stocks I hold, lol). Anyway, a weekend all and hopefully a better SP next week.

Esmerelda's view maybe rigid and as you say there are variables. Suppose I'm hoping that we see some action, as I just can't figure the low SP is all down to the SPT especially when we are generating money, let alone now we are over 60USD.

Posted by esmerelda on Advfn site, thought it worth posting here as a reminder and see if anyone concurs/disagrees. ....I'm sure you remember the conversation last year surrounding the CLN's ross but for any newcomers here is a short summary. The CLNs cannot be converted into shares before December this year. The company can choose to buy them back before then and pay their value plus accrued interest. However to do so it must first repay all existing debt to the Trinidad government. That is the debt that is being repaid on a quarterly basis and I believe, accrues no interest. We were told in the last presentation that TRIN are ahead in repayments, ie they have paid back more than they need to. Now why would a business pay back more non-interest bearing debt than they need to? We also know the CEO has a bonus clause in his contract that is triggered if the CLNs are repaid early. This is what I think is going to happen. When the final results are issued in May we will be told the Trinidad government money has been fully repaid. (For avoidance of doubt, the final payments will be announced as a post year end transaction so some debt will still be in the accounts as those reflect the position as of last week). That gives them another six months to get together the money for CLN repayment. With the sale of the West Coast assets plus existing money in the bank that could have all have been done and dusted by mid-year but it makes more sense to close the CLNs a month or two before they fall due so maybe around the time of the Interim results if the oil price stays high and regardless of whether the West Coast assets have gone by then. Think it seems a fair view of what could be on the cards. (Hope so, any ways). Good luck all to holders.

No idea. I decided to invest here to diversify my income portfolio and act as a hedge on inflation. Was hoping to build up a position below �1.60 but looks like others with more funds have decided similarly. Good luck all those invested here. Will top up as the year progresses