The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
Bohemia
Your primary/secondary point is well made - the RNS reads as if the Lower Cruse is and always was the sole primary target. Do they think we either don’t remember, or never bother to cross-reference, previous RNSs?
I am not a fan but note that this just popped up:
https://www.malcysblog.com/2021/06/challenger-vog/
khonsu
“Is everyone so fed up or bored of this share now that even posting negative/positive thoughts is a task?”
That about sums it up. In the absence of news the conversations have become somewhat circular and when they do get going they quickly become toxic. This is why I am in the box with you and SvS, simply waiting for the next RNS. We know roughly what RNSs we are expecting in the short term, but the order they come in could make almost as much difference as their content.
As an unwise man once said: watch this space!
SvS
And yet you have more posts on here than I do these days!
To be fair though, if you added back my deleted posts, I would edge ahead of you. It has been interesting to see just how low the local rampers have managed to get the deletion bar set (let’s see if this post survives, for example). As I said, the worst thing I have ever called anyone on here is a ramper. But even I get bored with ramper stamping when I can’t get enough of my posts to stick. At least we are moving into a period of more significant news flow, whether that news be good, bad or ugly.
SvS
The problem with that approach is that it leaves you almost nothing to engage with! Fair point though. There is not much more to be said this side of the S2 result (even if this is just net pay initially) and some further financial clarification. For the sake of my trade I am hoping that the former comes before the latter!
SvS
Fair comment, I guess that teasing an apology out of the local rampers is more about the way they have responded to counter arguments and contrary opinions in the past (arguments and opinions that were then proved right). They have no need to apologise for being continually wrong about CEG but their conspiracy theories, accusations of bad faith and far worse? You would think that at some point they would feel slightly embarrassed by those behaviours. As should those on my side of the argument who stoop to their level, like Irene Krapp (I filtered her a long time ago and when I recently removed my filters to keep an eye on Starchild, I found that she had thankfully disappeared).
The worst thing I have ever called anyone on here is a ramper.
SvS
I’m with you. I would rather talk about CEG, but until more information becomes available there is not much more to say. I am happy to leave them to their argy bargy in the meantime. It is also becoming difficult to get sceptical posts to stick - they mostly seem to self-destruct in Mission Impossible style.
I expect that the FY 2020 results will not appear this side of the S2 result, which is probably for the best, but I do sometimes wonder if the BoD are missing a trick by not giving a current production update to steady the ship (as best you can steady H.M.S. CEG). My working assumption is that this is around 450bopd, which will be worth more than it used to be with WTI close to $70.
https://matthey.com/en/news/2021/nano-one-and-jm-joint-development-agreement
Buy JMAT or is there more money to made buying this Nano One outfit they are now in bed with?
(Disclosure - I have a shedload of Nano One)