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Thank-you for the reply stokey12. I will continue to keep an eye on this one, I will however refrain from buying in just on a share tip merely because from experience it doesn't always go the way you want it to.
I will wait until we learn more detail that the contract has been announced, what the detail of it means for Harland and Wolff and how the investment into the yard will be financed before deciding whether or not to jump in.
The main reason for this is the performance of the board to date. Looking over the majority of announcements in recent years there seem to be issues with missed deadlines and deliverability in general as well as huge cashburn. That for me is a red flag as well as the debt.
I actually wonder if there were a different board in place whether there might be more confidence and maybe more institutions buying in as I've seen no major shareholding announcements since the Fleet Solid Support announcement was made.

I've taken a look at last weeks trading announcement as this has been on my watch list for a while after the recent Fleet Solid Support announcement. I had been waiting for last month or so to see if there was a pullback which did indeed happen and was considering taking up a small position but there are a few issues from that trading update that do concern me.
Firstly revenues for 2022 will not be 65-75 mil but now 29-31 mil. That is way less than half the projected revenues previously forecast and my concern is that these guys are still loss making by some margin and likely to be for the rest of 2023.
Secondly they are wanting to increase the debt facility again by doubling it to as much as 200 mil even though they have only recently elected to increase it from 70 to 100 mil. My concern is what this will do to the bottom line for any profit the company eventually makes as it will just be swallowed up into servicing that ever increasing debt. I know that defence contracts have never been renowned for double digit profit margins so my concern is what profit they can expect from the Fleet Solid Support work and how it is going to compare with that increasing debt.
The majority of investor's are now well aware of the Fleet Solid Support announcement, regardless of a share tip I think many will want to see more detail of the actual contract itself, and how the investment into the yard will be paid for before throwing everything into this.

Taken from Key Facts on the Great Western mining website:

"Early production potential from tailings and stockpile material
Target range 450,000-1,250,000 oz gold"

So a target range from nearly half a million ounces to one and a quarter million ounces gold, for a micro cap explorer less than £5M Mcap.

So a quick calculation. If we go with 1,000,000 ounces, based on current gold price of $1,798
1,000,000 X $1,798 = £1.798Bn
Just to be realistic if we were to say breakeven after exploration costs, taxes and other expenses of $1,200 then just on the gold alone that's potential profit of about £600M
If as they assume that gold prices were to get back to earlier highs of around $2,100 for starters then that would be a potential £900M profit
Brian Hall who is the current chairman has a very impressive record, and has a decent shareholding (always important for me when deciding whether or not to invest in a company) and obviously sees the potential here.

"KPMG trained Chartered Accountant who became a member of the small team which landed the first commercial oil from the UK North Sea
Over 40 years managing natural resources companies
Founded oil company Aminex PLC in 1991, took it to the LSE Premium List and managed its activities in 8 countries, discovering and exploiting oil or gas on three continents
Aminex is one of very few independent oil companies to have paid a Russia exit dividend
Joined the Great Western board in 2012, Chairman in 2013 and Executive Chairman in 2019"

The more I research this company the more I am stunned that this is less than £5 Mcap!
How many companies are out there that have stumbled across so much secondary recovery material of gold and silver, announced a JV for recovery, obtained a site and mill plant, located a GOLD VEIN in a part of a mine never drilled which produced historically over 30k ounces gold and 34k ounces silver from just 35k tonnes of material, have a JORC resource report of 4.3M tonnes of 0.45 Cu (which could turn out to be multiples of this) and encountered high readings of gold and silver in shallow ground in numerous other prospects?
Yes gold and silver prices will fluctuate but as I write tonight gold is back to just shy of $1,800, silver over $23 and copper futures up to 3.84.
This company is starting to get noticed, I did buy a few million yesterday, it's about time Great Western got the attention it rightly deserves!
Looks like that goingtomoonufo completely sold out of Great Western this week and back in UFO which is down. Looks like a big mistake I think.

"While there are many different methods of assaying, the fire assay method is the industry standard for assessing analytical gold element data from high-grade ores."

"High grade ores"

"Fire assay is the industry standard process for obtaining gold and platinum group element (PGE) concentrations from high-grade ores."

"High grade ores"

"the fire assay method is the preferred way to determine a deposit’s gold grade because it is generally the most accurate."

"preferred way to determine a deposit's gold grade"

"Osino Resources Significantly Increases Size of Total Gold Resource Adds 0.9 Moz Inferred Mineral Resource From Ondundu Gold Project, Namibia"

"The deposit is known for its co**** and nuggety gold mineralization, which gives rise to narrow high grade gold intersections"

"FireFox Gold Encounters Significant Co**** Gold at the East Target on the Mustajärvi Project, Finland"
Investing News Network September 05, 2022

"These screen fire assay results remind us that this system contains significant co**** gold, and any noteworthy drill intercept may contain more gold than we first estimate," commented Carl Löfberg, CEO of FireFox Gold. "The gold system in the East Target comes right to surface and we see evidence for more than one direction of structural control. We look forward to bringing the drill back to follow-up, as these shallow intercepts are open in several directions."

Plus it looks like this is the first time Great Western have used screen fire assays so it could be a positive indicator of something significant at Trafalgar Hill.

It seems I have a slightly higher intellect than that goingtomoonufo poster.
Ok so I've done a bit of research into Great Western and I may have been a bit critical of the recent resource report which, for secondary recovery for a tiny Mcap company is actually on reflection really very good for an exploration company imminently about to start production.
Not many small explorers can say that and have their own milling plant along with a JV.

The copper prospect's for Great Western are off the scale imo and a further bit of drilling at M2 could be enough to satisfy a large industry partner of what is there which could be tens of multiples of the current JORC report.

The gold at Olympic (the vein discovery and Trafalgar Hill) and Rock House are potentially bursting with gold. You only have to look at the recent drill at Trafalgar to realise there could be something special there hence still awaiting drill results which could come tomorrow or in the next week,
" the Company has decided to expand the assay testing to include screen fire assay techniques which will test for co**** nuggety gold potentially identified within the system."

This is just one example of how significant screen fire assays can be with Puma Exploration Inc,

"Significant co**** gold mineralization confirmed at the O’Neil Main Vein with the highest grade being 128.0 g/t Au compared to initial grade of 109.5 g/t Au.

Significant increase in reported gold grades in most of the samples collected at the O’Neil Main Vein with metallic screen fire assay as compared to original fire assay."

And this was from African Gold limited,

"Shallow high grade gold assays include:?10.0m at 123g/t goldfrom 66m including 2.0m at 613g/t gold (DRC334)?17.4m at 17g/t gold from 244m including 1.0m at 216g/t gold (DDD0029"
"Future assays will include screen fire assays for all samples over 5g/t gold to ensure this high grade component is captured in the system"

So the significance of them doing this should not be underestimated. Will watch this one with interest and may even buy some stock this week.

Having looked into MOS now, the one negative for any long term holder is the dilution they've had to endure over the years. But with most small cap listed companies this is a necessary evil to allow growth and reach an inflection point which, I think MOS are at right now.

• The 6 months to June 2022 generated revenue of £810k, a 270% increase on the 6 months to 30 June 2021 (£219k)
• The Company is pleased to announce revenue for the three months to 30 September 2022 of US$620,000. This represents a year-on-year increase of 268% in revenue when compared to the same period in 2021.
• "We are also looking to sign additional contracts and further announcements on these will be made in due course. We are pleased with our revenue progress to date and expect this to increase significantly throughout the rest of the year."

•14th Nov 2022 RNS Mobile Streams signs NFT contract with LPGA golfer
•10th Nov 2022 RNS Mobile Streams signs NFT contract with Necaxa FC
•25th Oct 2022 RNS Mexican National NFT team sell-out and Q3 revenue
•4th Oct 2022 RNS Pumas NFT Launch Update
•22nd Sep 2022RNS Mobile Streams signs NFT contract with Atlante FC
•16th Sep 2022 RNS Mexico National team NFT marketing goes live.
•15th Aug 2022 RNS Mexican National Football Team NFT Contract

Lots of newsflow coming, can see this being multiples of current mcap soon.

Loving the potential here. Definitely worth multiples of current mcap with the progress ramping up by the week!

I'm not aware of any other product out there in the form of a simple blood test able to quickly and effortlessly reveal if someone has lung cancer and potentially other cancers, and certainly not one that is in an advanced stage almost ready for commercialisation.
Research of this nature can take countless years and even then can sometimes hit a dead end.
My understanding is that the University of York started looking at this as early as 2002. Then what followed was over 15yrs of painstaking research and development where finally in 2021 Cizzle is listed on the stock exchange to bring this product to market.
Ask yourself this. Why bother making this into a listed company if there is no prospect of commercialisation? That's why I think they are sitting on something very special and the value of the company simply does not reflect this - yet.
This article shows in the US why such a product if available now would be so useful and would literally save lives.

https://www.heraldstaronline.com/opinion/editorials/2022/11/awareness-a-help-in-lung-cancer-fight
Nov 12, 2022

Lung cancer, according to the American Cancer Society, is the second most common form of cancer in men and women, with only prostate cancer being more common in men and breast cancer more common in women. Estimates are that 236,740 new cases of lung cancer will be diagnosed this year (118,830 of which will be in women and 117,910 in men) and, sadly, that there will be 130,430 deaths due to lung cancer this year (68,820 of which will be men and 61,360 will be in women.)

Those numbers, the Lung Cancer Foundation of America reports, work out to someone in the United States being diagnosed with lung cancer every two and a half minutes — that’s 649 people a day and 27 people each hour.

The five-year survival rate for lung cancer in the United States is 24 percent.......

That is an excellent post neilin. Commercialisation looks to be just round the corner and this is starting to get the attention of the biotech community in the US!

Looking into this company I see that the Chairman has indeed bought some shares in the last month. But mcco you are not correct that they bought over a million pounds worth.
Yes they did buy 4.5m shares in 2 transactions but it was at a price of 0.116p and 0.12p not 11.6p and 12p. So total value of those director buys are roughly only £5,300.
The resource estimate which has been long awaited arrived yesterday and looks very disappointing.

This looks to be excellent news for Cizzle who have a 5% economic interest.
"Conduit state that the combined company is anticipated to have an estimated pro forma enterprise valuation of approximately US$700 million."

"I am delighted to see Conduit announce this proposed listing, which will provide them with funding to aid the development of AZD 1656 and other potential assets being developed to treat inflammatory pulmonary and cardiovascular disease, in which Cizzle Biotechnology has an economic interest through its royalty rights, amongst the other assets in their portfolio."

https://youtu.be/tZhS411ea9Q

Stockbox - 6th November 2022
Research Talks - with Alan Green
Cizzle Biotechnology
#CIZ & First Development Resources #FDR

Very interesting discussion on Cizzle following on from the CEO Alan Syms interview just last week (from 2 mins in to 14 mins)

12m40s "It will be partnered with a company in the US, a company in China - they'll be looking to go down the approval route in the near future"

I really like this company, I do believe the company with it's ground breaking soon to be marketed blood test for cancer will be many many multiples of the current market cap in the not too distant future.
The CEO is travelling out to the US this week and talks about major progress being made before the end of this calendar year.
I can see major interest in a potential buyout by a major biotech company at some point. Good luck all!

Good evening all, a couple of my colleagues over in the US made me aware of this particular company and the ongoing CorePath partnership that is trying to help launch this over there.
I'm sure this could one day find it's way into the Canadian market too with a bit of luck.
Will be watching this one with interest!

This one I added a couple of days ago. Nice long term hold for me.

Took a small position today here. Pretty excited about this one!

Shetland cut off from mainland as phones and computers hit by blackout https://www.dailymail.co.uk/news/article-11335761/Shetland-completely-cut-mainland-phones-internet-computers-hit-blackout.html?ito=native_share_article-top

Communications in Shetland have been completely shut down with phones, internet and computers in a total blackout after the south subsea cable between the islands and the mainland was cut.

Police have declared a major incident and are patrolling to try and reassure residents, telling them they still may be able to call 999 in an emergency even without signal.

Engineers are working to restore services or divert them by other routes as the cause of today's blackout is yet to be confirmed, with extra resources being sent to Shetland as Police Scotland tries to ensure the public can access emergency services.

This comes after a top military man warned in January that Russian sabotage could wreck undersea cables that supply our internet and $10 trillion of financial deals a day.

Potentially going to be one of the last big oil finds in the US given the current climate? Possibly, when you look at the risk reward criteria oil companies are now using.

"Biden is blamed for downturn in new oil drilling, but fossil fuel companies are the ones hitting pause"
2 hrs 48 mins ago
Updated: 2 hrs 33 mins ago

"New exploration for oil and gas has fallen sharply worldwide this year. Still bruised by an oil-price crash prolonged by the Covid pandemic, fossil fuel companies are now focusing on areas they know will make money, and far less on exploring for new locations to drill."

"Oil and gas companies around the world are driving this trend as they approach new oil and gas exploration tepidly. Total acreage of new oil and gas leases has fallen to "near all-time lows," according to an analysis from Norwegian energy firm Rystad."

"Fossil fuel companies and markets are still reeling from the economic downturn during the pandemic and the associated oil price crash, according to Rachel Ziemba, an energy expert and adjunct senior fellow at the Center for a New American Security."

"Now they are trying to limit their risk by sticking to projects that are assured to generate oil."

"Investors are still "somewhat wary of green lighting new projects," Ziemba said. "People are mostly doing the most solid projects."

So in the current climate getting a high level approach for a JV from a large US oil company speaks volumes about what they believe Canadian Overseas Petroleum are sitting on and the fact they have expressed a desire to come aboard!

Just added a small amount over on the CSE, good luck everyone!

Hi all, Devon Energy recently acquired Validus Energy for $1.8B as well as Rimrock oil and gas in the Williston basin for $865M.
My money is on it being Devon Energy, may be proved wrong but they have been busy with acquisitions this year, so although the potential for JV is there, I wouldn't be at all surprised if an offer were to be forwarded for consideration at least in the coming months, especially now Canadian Overseas have the all important Ryder Scott resource report covering the Fed Deeps ;

"Confirms the Wyoming deep discovery has total Original Oil in Place of 993.5 million barrels"
"These are conservative estimates complying with Canadian standards"
"The updated reserves of the Company and the significant increase in COPL's 2P NPV 10% to $492 million illustrate the benefit of the timing of our acquisition of the Cuda assets in a high oil price environment"

Even at this stage with further wells yet to be drilled I would expect any offer if one were to materialise to be well north of $492M.
Good luck everyone!