Member Info for Otago

This and katoro gold my top two for near term bags. Great to see positivity returning here.

It’s remarkable to have an opportunity so close to material news against the backdrop of an increasing gold price. Buying sub 3p is a gift.

Good to see South Africa easing lockdown restrictions, including in relation to mining. Hopefully that helps move things along here. Given the reference to the scoping study being at an advanced stage, we might get a pleasant surprise with news coming sooner.

If it is significantly new I.e. price sensitive, then it will need to be announced by RNS

Presumably with price of oil cratering the haulage costs will have dropped, but I guess so too has price of zinc.

is it just coincidence that volume has turned up and seemingly PR is also starting. We are in Q2 now so the news window is officially open. I sense we will have some interesting news pretty soon. The reference to zinc in the recent JLP results also ties in. The fact SA is on lockdown also means focus can turn to Zambia. Fingers crossed.

https://www.proactiveinvestors.com/companies/amp/news/223138

More interest. Bodes well.

A bit of volume returning which is a good sign

Curious what is holding up this licence

https://www.teletrader.com/europe-jumps-premarket-amid-oil-price-recovery/news/details/51471574

Not really TR1s are clearly expected/due. That much is not controversial.

My bad that’s #STOB

There’s one of the buyers. Expect a few of these today/tomorrow...

If there is any interest around t/o then would expect something over the weekend. Let’s see.

https://www.logisticsmanager.com/logistics-manager-analysis-wincanton-disappointed-but-energised-after-eddie-stobart-acquisition-bid/

https://chfcapital.com/cms/wp-content/uploads/CHFeNewsletter_2017-Canadian-Overseas-FINAL-rev-March-2019-compensation.pdf
Good read. Note the schlumberger profile next to Art at the end. Also the explicit reference to OML 83, 85 and 226. The estimates also look to have significant upside from other sands.

Only need to look next door to see the value. Why would they be putting OML 83&85 into production with massive investment if the asset was rubbish.

https://www.yinson.com/offshore-production/FPSO-Allan-to-be-renamed-Abigail-Joseph-Nigeria/

Next door to copl
https://connect.ihsmarkit.com/upstream-insight/article/phoenix/2702712/anyalamadu-onstream-in-q2