Member Info for pijoe1212

i think you both know i have been holding rbd for a few months now. could be a very interesting next 6 months...

Use of this term in recent Ukog rns’s.....interesting phrase..

I think not

Sorry.. more seriously, oilers are in the main dollar stocks( output is priced in such). Who the heck knows what will happen next year.. but pound v dollar? Gearing implicit.

sorry not been able to check back posts..had my head in a new book while eating stakebakes etc...

any problem with brexit? i think we may have a few F35ii and a big boat or two to base just of jutland...LOL LOL

hot off the press news..

https://www.gloucestershirelive.co.uk/whats-on/food-drink/sausage-roll-chain-greggs-moving-1097340

i tried to read the panda book..storey was rather complex for me..but here is the great news..i can now go up the investment learning curve far faster, as another poster on here (rhymes with gobby..) lent me his most treasured book..

https://www.amazon.co.uk/David-Stevenson-Investing-Shares-Dummies/dp/B00I63DK8M

I live in a Cotswold village- but so what? ( in a house complete with front door and everything). Nice to see you so concerned about my typing skills- perhaps I could attend the same evening class location as you while you learn about politeness..( have you noticed my iPhone puts in capitals?!)

Must go now to Greggs for a slap up brunch ( stake bake AND sausage roll)...

dont call me "dude"..i consider that an insult.

i would txt you ..but dont have your number

"A small time trader with nothing better to do. Nickels and dimes springs to mind. Whatever."

oh really..LOL.....LOL!!

is it politically or practically correct to question the size of any investment or "gentleman's sausage" as jermay Clarkson would put it. you have no idea where my 80% PF (nominal) is in ... as posted before on these BB's i have had to take legal advice on the need to submit a TR1 via a concert party rule.. (and not for a microcap co)...but WTF..

(my sausage is bigger than yours)...LOL

AD

the Jamaica area has real interest..but is the equity % sufficient? could be on the upside

sipp..i have a clear view on MGW.. as do others.

you want to go post on the PANR BB how MGW has lead them to the promised land of returns? or the FRR BB come to that?

biffa - clearly we view the investment case (and hence how the sp will move) in different ways and timings.

sipp - so very pleased you believe you are correct. but could i point out that in the past you have told me i was wrong (rather forcefully and insultingly), but i was proven correct by fact. but as the FCA tell us the past is not a guide to the future.

hi biffa

i think you have hit the nil on the head to quote (and i hate doing so in part..out of context?), but -

"I don't think there is any doubt that the Lancaster EPS will produce and carry on producing at a level that easily covers HUR's G&A for 3 years."..i think there is a doubt. not necessarily by me, but by the market of buyers of hur stock at the current time..

"financial survival for the three year period is pretty much a given."..um no i would suggest it is not and if it was the 2C would be valued without the discount factor the market is clearly indicating.

"When you were previously invested in HUR that 3 year financial survivability factor wasn't there". yep very true, but the funding to move the asset class was. my investment was from my "trading (20%) pot". hur has never been a share to put in the long term pot. at times it has taken almost all my trading pot.

sipp

did you mean "contrarian view" or "not 100% positive"

evening. I am happy to explain ( not least as you have asked politely!)

i have made it very clear over some years on these BB's (not always as pijoe..a few twats decided to try to "out" me after i exposed two shall we say "qustionable promotes" via the FCA / aim regulation), that i have considered the hur investment case to be complying in the long term. i first bought in at c.13/14p - (would have to check the records to give a precise answer). since then i have traded in and out (from a hold to sell at 36p and back in and a sell at 60p 'ish - again i would have to check records or allow Ricfle (who has a record facility second to none in my view) to remind me! since then in and out twice i recall.

so that is history. what is future?

in my view the success of the EPS (and i posted this week my view on how that is measured) will see the volumes on hur assets move asset valuation class. in a sucess case this move is large.

now the point is - when will the assets be de-risked to the point of mcap move on the upside? a very key question and central to my thinking. now many would think the hur sp moves on pi views - may be it does (and hence posts here matter), i think not.

so i am a bullish investor in hur who has done very well (thankyou) and i think i will make more money in the future investing in hur. but as the slide during the warrant debacle and fund raise has shown it is all about timing!

so i sit and wait and watch.

meanwhile as posted - my core holdings in the oily space (which is over 80%) are co's i can see line of sight to finicanical "survieability" over a 3 year view. hur does not (yet) tick that box.

one of the posters (of which there are more than a few) who post what he thinks. warts an all.

he also gives an input which is (in the main) from a different perspective to mine (and most poster).

He will always have my respect and i read with interest as an input to my view of the investment case.

my post (part) on tuesday just gone:

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one thing that does slightly surprise me is i get the impression (which may of course be wrong), that many on here do not look around the oily space very much. the hur storey has been fundamentally about turning high cos prospective oil in 2C and the future storey is about turning it into 2P...in other words the investment case is all about asset class transition of large asset volumes. peeps here (including me) have seen the ups and the downs - other shares do the same and while oil price moves the market, the position of each co in its own development cycle is not aligned to hur. but as we all know there is no such thing as a dead cert!

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looks very clear to me i should (and do) take back the essence of that comment...

of course we know Biffadog disagreed with me sufficiently to be insulting on a personal level and hence have his post deleted..

i assume your comment "The other is a known quantity." is a ref to me?

no problem with that comment..but you do realise I hold over 80% of my PF in long term holds (which i measure by 3 yrs nominal) don't you? just checking you understand fact (if you need to).

There are one or two of 'em here! (Those taking advantage, that is.)
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what me and boyzee trading on momentum and twatter leaks???.....!! (LOL)