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Yes i have---but she paid "the top" so i havent told her yet ---lol
What have you heard Marg
Yes YKIR---if it was one holding, then they would have to inform the co.----I don't know much about J.Brearley, and maybe they control a lot of discretionary holding and have put a lot of their clients into GCM, but either way, i'm sure that they do not hold that amount for themselves, (they are a Broker after all).---so I would take that fig of 8% with a pinch of salt.
Think this may just be client's holdings being held in their nominee name...... Not the Co holding 8% themselves...
Bangla buying???.... Been thinking that for days...
......"Approx $500 mill a year"---as a starter--- before we even dig a ton of coal----those are very good numbers
---With the Green Light clearly visible now---lets not forget some of the LTH that cant be here to enjoy this day.
-Thinking of you Marv.
---Massive turnover since the start of Feb-----around 100 mill shares have been traded, and shuffled into new hands----maybe at least 40- 60 mill have been bought, --- this is not PI money, this is serious investment decisions.
-The whole proposal now looks like it has been put before the GOB, and the fact that it is being openly talked about in the Bangla press, can only mean one thing--- with no other options--The Gob are looking to OP Phulbari.
-With all the buying that has taken place over the last 6 weeks, the pool of free shares has shrunk significantly, and a scramble for stock is going to create one hell of a run in the SP.
Lots of day trader stock coming out this morning... A typical Fri....but this will dry up now.. Mmks happy to take these sales and tuck some away for a Monday morning rise.
----Massive turnover since the start of Feb-----around 100 mill shares have been traded, and shuffled into new hands----maybe at least 40- 60 mill have been bought, --- this is not PI money, this is serious investment decisions.
-The whole proposal now looks like it has been put before the GOB, and the fact that it is being openly talked about in the Bangla press, can only mean one thing--- with no other options--The Gob are looking to OP Phulbari.
-With all the buying that has taken place over the last 6 weeks, the pool of free shares has shrunk significantly, and a scramble for stock is going to create one hell of a run in the SP.
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---Next stop the GL ??
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-follow the money.
-----"GCM has submitted a full feasibility study on the
mine development to the government."
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-This is the most positive news we have had in over 10 years.
That makes a lot of sense Adamk..... Certainly feels like a lot of churning of holdings has taken place.
. I'd place money that of the 30 mill sold to Clean Capital, at least 25 ml of them were turned back out into other hands at 2....2.2p., and since then, the turnover has been relentless.
. Certainly a bit of profit taking as we hit the 100% increase mark, but there is a solid buyer (s) that has been there all through Feb and now we'll into March..
. If he's not finished, then we won't be told... But they old saying has never been more relevant.
... FOLLOW THE MONEY.
And at long last we seem to be getting the full strength of the IEPMP report...
. When the draft was around back in june/July last year, all we were hearing was about renewables and gas.
.. Looking at what is now being said in the final report,.. yes they still talk renewables and gas... but being slowly integrated over the next 20..30 years.
. The main block of power generation is going to be coal, and not imported coal either... Home produced coal using state of the art techknowlogy, slowly being integrated with renewables... Its a perfect timetable to use the resource at Phulbari, and then hope that renewables can take up the strain, as the coal runs out.
. Surely this is going to fly now.
Some great traction building here now and it's starting to get the bit between it's teeth... There doesn't seem to be any reason for the sentiment to change, and as soon as conformation that the NED and CHAIR has been finalised, we should take a solid next step up.
. Remember all the buying that went on for the whole of Feb, as 25 mil shares changed hands around the 210 level.... Well I think there is still a buyer tucking away an ever increasing holding.
.
. Follow the money
Thanks for that Pappi..... Then energy minister formed a focus group that came to the conclusion that Phulbari was the only answer, and that group will have now reported that directly to Hasina.
... BUY
That's a very level headed report, on what was obviously a very in depth, busy, day, --so thank you Searcher.
-Without getting over excited, you have kept the rose tinted glasses in the case, and not got carried away, but have still managed to convey the overwhelmingly positive feeling being given out at the meeting.
-All the questions were asked, and replied to as best they could, or was prudent to do, and even though the obvious " when will we present" could not be answered, the reply given was good enough, ---made sense,---and was still very positive.
-The main point for me was the energy meeting that Gary talked about, which occurred on Thursday.---.
-In all the time I have been invested here, all we ever got was a comment or report from some junior minister or the other,.--Never was anything directly attributed to Hasina herself----but this could be different.
-Now we hear, that probably for the very first time, she has attended a meeting about "future energy needs" and not left it to her ministers, and it's an absolute certainty that Phulbari would have been discussed.
-No matter how "secret" they may have tried to keep that meeting, it will leak out, and the trading volumes should give us a good idea of what has been agreed.
-With everything coming together in a perfect storm for Bangladesh, it really does feel that it is now or never.----
-Lets hope that after all these years, and with a complete new term of government in front of her, that Hasina will finally bite the bullet, and do a U Turn.
-All eyes on the Bangla press, ---and watch the trading for any sign of Asian buying.
-GLA
Yes MUD about time Searcher pulled his finger out... Lol
Hi GUN... its in the fund raise rns
Sadly not MUD, please if you or anyone else who's going, ask them for us all.
And one other question
5) __ if they could generate buyers of 25...30 mill shares over three weeks...... Why have they stopped generating them now.??