Member Info for PipeDragger

RNS today on moving from AIM to main market. Less of a shed and more of a gigawarehouse business. Onwards and upwards I say.

Trinity have a slot.
https://event.webinarjam.com/register/1282/qyyvgsm7n?j=917221&sfmc_sub=334103346&l=86_HTML&u=53810067&mid=100009383&jb=149

Glad I did and maybe it is behind us.

Great presentation by Lisa Anson. Reassuringly large cash position to keep them busy to end of next year by which time they should have had plenty of new stage payments coming in. Keep holding!

They seem to be on a roll with few rivals. Only going to get better and better for those with patience. I am thinking 3 to 5 years.

As the 1970s song went. One well and soon to bubble out. So what is next? There aren't any exploration wells ready to book up.

First gas very close and nothing doing on share price. Is there some bad news hiding? I don't know if the first gas price is hedged but even if it is cap/collared it is just serious value generation. It has been a long journey and I have sold and bought a few times over previous years but have been holding for more than a year now. News awaited!

Was on no real news and it peaked at 120. I wonder where it would go with real news?

(I am a long term holder). It will be great if they drill. Over time you get used to them not following through with plans. If they drill in first half of next year then the production increase will be not be seen until later in 2022 and full benefit by 2023.

Long overdue, let's hope they actually proceed and we have some results from all that analysis. Might see some increased production by 2023.

Anyone listen in?

Thanks for the insights, I wanted to put some funds in a graphite supplier and maybe this is the place after all. I work with graphite in business (steelmaking) and realise it is becoming an important commodity for many new industries as well.

I think the markets are just having a wee panic attack. It will pass.

I realise this one is early days but why is is valued at 83m when it is only turning over 1m ish?

I 'm not panicking. I am 50% up even before 1st gas

Hmmm. Just a general panic today

Calling the top is never easy. I sold some at the 90s but bought back in the 80s. Wish I sold at 120s and bought today!

Quite extraordinary how many times a year this enterprise creates more shares.

AB76 - I will be delighted if any of this comes in 2021. Most of what they talked about is next year. (As they have been year after year - it is always next year). Having sold some at this year's peak I have bought some back at the present low. Let's hope it is the bottom. Good luck.

That video had lots of maybe tomorrow but not much anytime soon. Reminds me of Bruce's UK roadshow in 2018 (from memory). One day it might come good. A dividend from the cash pile would help show faith for now.