Member Info for rossannan

Although I accept that that is over the longer term.

https://www.proactiveinvestors.co.uk/companies/news/930998/liberum-sets-a-14p-price-target-for-asiamet-based-on-recent-ksk-deal-and-a-comparison-of-beutong-with-cascabel-930998.html

What are people’s targets on here? Can’t say that I’m holding out for double figures...

GG

No worries.

Starchild

Not traumatised but schooled. Schooled in the difference between predictions and aspirations. It is a really important to identify what are merely aspirations and, in particular, not to treat them as if they offer you some kind of safety net. Seriously.

GG

I wouldn’t put me in your downright cynical category - I have 1M BPC shares and the equivalent of a further 250K BPC shares in spread bets backing the proposition that I will at least double my money on or before spud. And just because I’m not up for the high risk/high reward gamble doesn’t mean that I think BPC is a "dream company" - there is a decent chance of the gamblers winning here and a smaller chance of them hitting the jackpot. I just find the balance of risk and reward more attractive on the route that I’m taking.

Petrodollar

One man’s bias is another man’s objectivity. They way I see it too many folk are simply swallowing whole the BPC BoD’s aspirational take on the ex-CERP assets. That is their lookout but I would urge them to do their own research.

https://www.dailyfx.com/forex/market_alert/2020/10/23/Copper-Price-Forecast-US-Q3-GDP-and-Chinese-PMI-in-Focus.html

ADT1

Is it likely to be a significant catalyst?

It is important to acknowledge the level of political risk that a junior goldie like SHG runs - the West Kenya project arguably offers welcome diversification in this respect.

offerman

“What lays beneath Goudron?”

Are you aware that the original Goudron licence only covered horizons down to 5,000 feet? I am not aware of any extension of the license in that regard - are you?

Starchild

At the end of the day it has to be your lookout if you have persuaded yourself (and their lookout if you persuade any newbies) that the ex-CERP assets make BPC some kind of copper-bottomed investment at these levels. You seem to have embraced the CERP story with the zeal of the convert. All I can say is that many of us who have been following the CERP/LGO/Leni story (for 10 years in my case) would urge you (and any newbies) to look more closely at the ex-CERP assets, how capital hungry they are and how much capital they have consumed to date.

MR.Spacetomato

These were the email alerts that I received this afternoon, have signed up for Marine Traffic alerts a while ago. Presumably I was not the only poster on here who has signed up and who received them.

You talk about “the desperate hurried attempt to damp here anything she can as fast as possible” but I am not sure what you think I was trying to achieve by simply reporting that I had received them. And, for the avoidance of doubt, I am currently identifying as male.

Tornadotony

Topped up myself - I can live with the Barrick kicker.

willec

I received these two notifications this afternoon, at 15:47 and 15:59 respectively:

STENA ICEMAX changed the reported Destination
From: ES LPA
To: ESC DE TENERIFE
with ETA: 2020-09-18 08:00 UTC
Time: 2020-10-23 14:46 UTC

STENA ICEMAX changed the reported Destination
From: ESC DE TENERIFE
To: ES LPA
with ETA: 2020-09-18 08:00 UTC
Time: 2020-10-23 14:58 UT

As you were.

Where are all the ship watchers?

Worth a look...

keith1

And remember that you have options in-play.

Dibs61

AAZ is a special situation though - one for the particularly patient.

Valuerebel

Me too, but does the market trust the BoD to spend the money wisely when all is done and dusted?

Definitely a good mixture of real growth catalysts and established cash flows.