Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
In my opinion the SP is undervalued. I will check each day for an RNS and if there isn't one I'm logging off to make something of my day. There is nothing we can do to change the end result, so it's just down to each shareholder to make their own decision to hold, buy or sell.
Good luck to all
Good to read them while we play the waiting game.
Lets hope we need a standalone then
JP will have many insurance policies and rightly so.
Just for you Shaun it was neither, I just had a little laugh to myself about the word expect, which obviously wasn't really funny. Things are never the same when you read them against actually hearing someone say it, my apologies. Maybe you should look up the word nitpick. Enjoy your Sunday.
"Expects" definition too much like the word hope. I know they can't be sure but the word confident would have been music to my ears.
Silkster Re:- He did say that dale price comes down to what a purchaser values (e.g seismic, proven etc etc) and that he can’t call what that is at the moment. That was interesting to me as indicates perhaps we haven’t had any discussions yet but who knows. As a (I’m sure the board seems me) ‘ramper’ this was the only mildly concerning comment for me.
I suspect his comments were for a few reasons, one being the same reason he won't be pushed for a timescale on the GSA anymore, as it could be held against him, as well as it's surely not the type of information he should be discussing in more detail.
On the whole everything seems really positive.
Ducati2 and Partridge - thank you for your posts.
Enjoy your day all, I look forward to reading posts later.
Robbie - Thanks for the post - good one
For the many that didn't get it:-
I guess the tweet was more likely to mean - if you didn't receive an email it's because you haven't been included on the web-site list and so email s.dees .... if you would like to be included in the future.
Easy to misinterpret, especially if you read it quickly.
Never need a sorry for looking too deep! Very interesting!
cm1988 - Bottom left - Twitter
Although I haven't met any of you, I have spent some years reading your comments and only recently had the confidence to post some myself. It's funny how, by reading the posts, I have come to visualise the many characters in my head, most probably all very incorrectly ;). I wish I could join you on the 14th but will instead look forward to reading about it when you return! I hope you all thoroughly enjoy the day!
Luckyman2 - I don't think he'll being leaving in March. If it's a good deal and after all he's put into this, JP will want to see this to the end and I feel there's still a few months, at minimum, to go.
I think it's highly likely that the future buyer of Sound already have their ballpark figures they are willing to pay and that they are just waiting for confirmation of TE10 results. However, JP is still in charge, does JP want to proceed with TE11, I think so. But what does he have lined up once he departs? How important is TE11 to him or any other well for that? He's not going to reveal all his cards at this crucial point. I do think he's feeling pretty confident though to arrange an informal chat for a beer in March. I'm happy to wait and I think I'm going to be happy with the outcome. Just my thoughts.
https://www.medias24.com/MAROC/ECONOMIE/ECONOMIE/189731-Gaz-au-Maroc-Les-chantiers-2019-de-SDX-et-Sound-Energy.html
Which contains - auto translated:-
"The Feed that will operate the well TE-5 will be ready next April. The year 2019 will also see the confirmation of the potential of the TE-10 well , after the new discovery in December 2018, and the start, in February, of the flow and stimulation tests."
https://www.morocco-summit.com/blog/sound-energy-starts-drilling-new-well-in-the-tendrara-concession
Upon reading the above Blog I noted the following contained within which relates to TE-10
"With the results coming in late January, Sound Energy will make important announcements during the 2nd Morocco Oil & Gas Summit on 6th of February 2019. Meet with Sound Energy and discover the new opportunities and information first-hand here."
Proteus - I understand that this blog was written in December 2018 and that your contact with JP relating to this is likely to be more recent but I'd love to be a fly on the wall at the Summit - I can't believe that discussions regarding TE10 will not be raised.
Will we all want to release ourselves from the "New" shares when/if we get them?
Exciting thoughts while we wait and contemplate the outcome possibilities. The next few months will seem longer than ever.
Wave22 - Totally agree with your post. I think averaging down has affected the SP quite a bit. I topped up at totally the wrong time but now average 46p.