Member Info for Parker21212

And another one for the filter....

Hi HHReturns,

Good questions for the webinar

HHReturns,

(HH does not stand for Hindsight Harry, I guess),

I think with the benefit of hindsight, yes, sure, they had better issued at 50p, why not 60p?

But with the knowledge at the time they thought to have good reason to wait for the Megrez result; and after a successful outcome they could (easily) have raised >£1.

This will come good (IMHO)

GLA

Brombarb: you are right, my apologies

I misread the article (Bloomberg)

And stressing the importance of its Alaskan LNG

Auto companies 'in full panic' over rare-earths bottleneck

Apologies if posted already

Bloomberg:

"The main sticking point appears to be critical minerals, with US officials complaining Beijing hadn’t sped up exports needed for cutting-edge electronics. The Trump administration has said the decision to reduce tariffs hinged on a Chinese agreement to lift controls on some rare earths.

The US is “aggressively moving to onshore critical supply chains, including the production of magnets,” White House Press Secretary Karoline Leavitt said in a statement. “The administration is actively monitoring China’s compliance with the Geneva trade agreement and President Trump will speak directly with President Xi very soon.” "

@Yoghurt

Yes, AMER has been sold at a vastly disappointing price, 17p or 18p (?).

I remember someone close (in my view VERY close) to the top was expecting something in the 30's, low 30's perhaps, but nevertheless. Some of the reasons -in itself understandable- behind this excessively low bid never came in the open; and I doubt they ever will.

On the other hand, it provided us with the cash to buy PANR in the range of ca 14-16p :)

Although it is taking longer than previously expected, I'm still uber confident that we (LTH's) will be rewarded handsomely, and more. Right now we're in a sort of perfect storm (hardly any news wrt tangible progress re Gas, re Equipment, re US listing, Megrez "disappointing", RNS wording considered vague or confusing, am I missing something?) but at some point the pendulum will swing the other way: in our favour. And then it might go very fast.

GLA

Meanwhile in Canada: C$0.24, +C$0.05 = 26%

On relatively modest volume, but nice, nevertheless :)

Dilution just over 0.3% -

Negligible, well, almost

Rpg7

Did you read the message? And if so, did you understand it? Or just trying to be funny?

...."Countries running substantial trade surpluses, like India and Japan, are falling over themselves to buy more US liquefied natural gas to escape the president’s ire. With others set to join this list, there might not be enough LNG to go around."...

.....

Lower prices disincentivize drilling companies to help ramp up production. Producers must be convinced that they can get a good price before they “Drill, Baby, Drill.” Meanwhile, Trump’s use of oil as a tariff negotiating tool could backfire. Countries running substantial trade surpluses, like India and Japan, are falling over themselves to buy more US liquefied natural gas to escape the president’s ire. With others set to join this list, there might not be enough LNG to go around.

The US is already exporting LNG at close to full capacity. Gavekal Research’s Tom Holland points out that in December, before the arm-twisting on trading partners had begun, the Department of Energy forecast that US exports would grow from 12 billion cubic feet per day in 2025 to 14 billion in 2026. Given capacity constraints, more LNG orders cannot raise those amounts significantly, and the “export drive will tend to push domestic energy prices up while having a negligible impact on the US trade deficit.”........

The move is set to be among an array of actions Trump will take — starting hours after he’s sworn in on Monday — to deliver on campaign promises to boost domestic energy output.

Trump to Declare National Energy Emergency, Unlocking New Powers

"Energy stocks take 'early lead' in 2025 as natural gas shines

Natural gas futures (NG=F) have been on an upward trend in recent months amid colder-than-expected weather, optimism over increased exports to Europe, and growing electricity demand.

“In 2025, the energy sector will be less about barrels of oil and more about ... billions of cubic feet of natural gas demand in 2025 and beyond as the technology sector intersects with the energy sector,” Rob Thummel, senior portfolio manager at Tortoise Capital, said on Thursday

While some Wall Street analysts forecast greater oil supply putting pressure on crude prices this year, the near-term energy demand picture appears robust amid a recent rally in oil.

On Thursday, West Texas Intermediate (CL=F) rose about 1% to hover above $74 per barrel, while Brent (BZ=F) traded near $77. Both contracts are up roughly 10% and 8%, respectively, since early December."

And we have both

RNS out

FYI

(REUTERS)

BMW, Yamaha Motor back US rare earths startup Phoenix Tailings

Full story on Yahoo

GLALTH

WASHINGTON (AP) — Fossil fuel executive Chris Wright, Donald Trump's choice for Energy secretary, is a strong supporter of oil and gas development, including fracking, a key pillar of the president-elect’s quest for U.S. “energy dominance” in the global market.

Wright has been one of the industry’s loudest voices against efforts to fight climate change, and he could give fossil fuels a boost, including quick action to end a year-long pause on natural gas export approvals by the Biden administration.

Volume precedes price

lack of funds, otherwise....

MKA will go up significantly in the next few weeks -regardless of general market moves- as (favourable) news flow will increase

AIMHO

GLA

Remarkable move, up 9.5% on relatively decent volume against the beackground of weak markets in general.

It's called relative strength and I like it. MAybe some news around the corner?