Member Info for rossannan

Stas20

Whose take on TXP has been more accurate - mine or yours?

Ab76

“which was 85p on February 27th 2023”

On February 27th 2023 TXP (currently 9.75p) closed at 64p, which means that even JSE (currently 24.75p) has outperformed it.

GDP, not so much.

Kievsky

And why shouldn’t they moan? How long have you been a SYN shareholder?

Ab76

This is the exact 25/03/25 quote, which I stand by:

“TXP is roughly 22p to buy, PTAL is roughly 38p to buy and AAZ is exactly 131.7p to buy. It will be very interesting to see where they stand relative to each other one year from now.”

Dividend paying (until recently) PTAL has still outperformed TXP and AAZ has absolutely crushed it.

G_G_G

Not a stretch. The chances of a non-commercial CR-3 are significant. At that point everything stops and you are probably in strategic review territory at best. Good luck with that. A marginally commercial CR-3 would still leave TXP a steep hill to climb.

Only a very robust performance from CR-3 is going to re-establish a growth trajectory here. I think you need to entirely tune out the fanboy narrative around CR-3 (remember how wrong they got Cas-5) and look again at the balance of risk and reward. It looks like a coin toss to me, so I just don’t see the attraction. It’s speculation, not investment.

I think this could be a good year for O&G but there are better propositions out there.

Stas20

Agreed, insolvency could easily arrive this year.

This (from the FAQs) suggests they are in no great rush to update shareholders, even if the tax certificate has been received:

“The exact quantum cannot yet be determined until the Company receives a Lower Tax

Withholding certificate from the Indian tax authorities. The tax certificate has been applied

for and should be received in January 2026.

The proceeds are subject to both withholding tax and GST. We expect the withholding tax to

fall in the 15-30% range. The GST on the transaction is to be shared equally with Selan and

will be an additional 9% net.

The Company will update shareholders in due course when the tax position has been clarified

and it has finalised plans for the capital return.”

Https://x.com/KobeissiLetter/status/2015816247938834443?s=20

Crazytowner

“everybody is already multi-bagging”

Comedy gold.

(only 5 of which were about TXP anyway)

johnoxxx

“how about referring to the share as “pos” or how about you spending your friday on an lse board for a share that you’re not invested in and have no intention of investing in.”

i referred to txp as a “pos” simply to save typing “pile of ****e” out in full and also to avoid bringing asterisks into play.

and exactly how much of my friday do you think it took to make my nine posts?

Johnoxxx

“emotional and immature”

Example please. I choose my words carefully and try to avoid emotive language and personal insults, so I would be interested to see what you think falls into this category.

Johnoxxx

I have held TXP but that was years ago. I was reasonably positive on it until I caught back up with it at the time of the proposed TRIN deal, was then pretty horrified at where it was and that long suffering TRIN shareholders were being encouraged out of the frying pan and into the fire by the likes of Ab76. They had a lucky escape. So yes, I have been trying to save people from TXP since it was in the 40s. A worthwhile endeavour - I hope I have changed a few minds - but hardly full time as I am primarily a precious metals investor.

Sirmark - you clearly have more money than sense then. What percentage of your portfolio is in this PoS?

“£65 all done from me this morning”

That’s more credible.

JBCo

Because of that RNS?

My goodness, GDP actually ticked up!

“Making a hard push to $5000. I see a pull back after.”

Meanwhile KEFI…

At least it will respond to the pull back.

Hitso - snap, didn’t see yours before I started writing mine.