Member Info for Pecten11

Thanks schmoops, seen the equity development note before, but it does highlight the need for a new one with a similar level of detail to add flesh ( and value ) to the new projects.
If I was a new investor to VAST it's what I would expect to find

Have we ever had a Brandon Hill break down of their EV figure?

Schmoops, if and i repeat if, a placing was announced it would be stated as being conditional on the vote at the AGM.

Tbh, it could be for the Baita 650k (Yes I know it was suggested this money was seperate in the accounts, but I don't know enough to answer that), plus the 200k for the electricity supply in the 30th May RNS, plus, I don't think the money for the drilling at Blueberry could have been budgeted for at start of this financial year, so that might need to be paid back, plus AP did say in the podcast that they have not ordered any long lead items for BP yet, but that a lot of the plans were in place?

Even if that is the case, wouldn't they all be seen as value accretive?

Who is a client of SVS?? They'll know before we will.
Perroverde has previously said he was, but what about anyone else?

PS - dont you find Larsson's title style to his posts reminiscent of someone else? Can't remember the name at the mo

The only possible short term fly could be if 'said theoretical ii' is in a position to try and hold the price down before any such subscription to lower their cost.

Related to that could one of the 'connected one's ask if we can have an updated broker note ASAP

BillB - and that could well take the form of a subscription by an ii

Sandy, to be fair, that's more than I could afford, but thought the point was worth making.

In part, I agree with some of your thought process, I too believe that some close to AP/the company have been able to, shall we say, maximise their positions relative to news, but sadly that will in part apply to most listed companies

Exactly. Doe to the relative proximity of Niko and T39, the additional data on reservoir performance in the Eldari B could very well affect how close any new holes could/should be drilled without affecting pressure recharge and ultimately total oil recoverable

Yes, the timing of the long awaited and short/medium term crucial news of the Baita Plai license could have come on a better day (anytime in the last few years would have been good better!!) , coinciding with a plunge in global markets, but the question is fundamentally simple and applies to LTH as much as any trader -

Do you think the investment case for VAST is better after yesterday's news? Imo, the answer is definitively yes

If yes, have you tried to buy more shares? I did

If you didn't, why do you expect that anyone else should?

Actually Sandi, I think there is a strong case to be made that any official PR would be after the ink is dry on the commercial part of the agreement (the five days).
That AP is confident to do a podcast today is good and would expect another after the final signatures.

Lee and Castaway aren't the one posting to trying to swing sentiment, so in this case I think you're witch hunt against them isn't justified

Well done Tom

https://www.proactiveinvestors.co.uk/companies/news/206805/vast-resources-surges-as-it-secures-approval-to-start-mining-at-baita-plai-206805.html

The news might not have been picked up yet as yet again, it's gone out GNW not RNS.

Tweet the link out all

Lee, can you have a word, get the news updated on the website.

Did you get a response when I suggested a few weeks ago that we needed an updated Baita Plai presentation ready to go on the website when the association was granted? Would be good for any newbies looking in

Ian, a touch of class. Recommended

Amazing news all.

Well done Sandy, application of local knowledge. Had a small top up based on your logic - gutted it wasn't larger.

Tell the world - this will open many doors for VAST

Dave, imo, your spot on 're the implications of the gas drive - considering the potential size if the payzone, the extra pressure in the lower zones could have a significantly positive effect on the recovery factor, meaning a lot more oil being naturally driven to surface

Boy, try stamping your feet and screeeaaaming till somebody gives you what you want. Its all you ever seem to do

Kenco, to keep bedex happy, put me down for .565.😉

If a deal has been announced by then , won't care, as it will be well North of there

Thanks Mole, I'd forgotten about the Twitter post.

Your post combining those two should have been an obvious thing to do, but as ever, needed you to do it!

Helps to put pieces of the jigsaw together that fit, just need those pesky edges to give context and size to the middle

Pyro/Mole - could the issue be with whether the work done under the 'study program' qualifies for inclusion in the cost recovery pool, as the I dont think the idea of a study program is mentioned anywhere in the PSA?
Timing wise, would sit about right.