Member Info for Scaffman

Fwiw I'm happy with this. Its a good RNS It shows the direction of travel ahead and also absolutely nothing in it that frightens me saying, Right? How do I sell out of this quick smart fearing a massive drop. Looks like a payment plan being put into place re Ghana Gov. Would like to see details,one year or over multiples as its a real stumbler.. The company keeps getting more attractive as a TO

Thanfully got xx tony and a half dozen others on board to guide through the technicals which is great for a non oiler like me.(learning fast).. the rest are now in the bin..

@Cat You took the words out of my mouth. Quite easily the most intellectually challenged,inexperienced ensemble of supposed politicians ever appointed in the history of the USA.

As for this chatboard,apart from a handful of good posters there are now just endless posts clogging it up like a sewer pipe.

That looks like a tidy enough kit out.

News cant really be held onto anymore with the way digital media is so considering the 4 hours time would expect an evening RNS say 5.oopm on the same day.

Impossible to tell how SP will go t.b.h. A major recession could kick in at any time considering whats going on worldwide and drag all stocks with it.

Buying in at the right time is very difficult, Selling at the right time is nigh impossible (me personally)

Sorry, meant to add that next Friday May1st is a public holiday in Brazil so any news that drops will be Mon-Thursday...

It seems far away but there is now only 5 days actual trading until the 5th May 🤔

In other news

The Muppet is now issuing veiled threats about the Falklands- He just cant help himself..

So Im presuming its still warrant sells kicking in at 5.30

there must be a decent % have been flushed through by now..

@ Few dollars more

I've been wondering about Helikon not closing their short and thinking , do they know something we dont? and I have read your posts on them as well..

As far as I am concerned they are getting these calls wrong as many times as right and know no more than the rest of us..

Of their active shorts on the following companies:

AFC Energy SP now at 14.42 and rising they are in at approx. 10ish 3.22% from 2024 -25

ITM Power SP now 142 and looks like they are trying to reduce their position they are in at 70-100 2.63% since July 23

AML (aston martin) SP now and with potential rise they are in at 65? 0.62% 2025

Victoria SP now 40.15 and rising they are in at 70's 2.8% since Aug 2025

They called Petrofac correct ( the writing was on the wall already )

so what I'm saying is that until we have figures put out to us; no-one knows how SP will react,incl. shorters...

DYOR

Who do you suggest controls the heding policy going forward when it is up for renewal. if it is glencore via their appointees on board who will want a defensive/conservative one to mainly protect their debt payments and not benefit as much as they possibly could; or Tlw who may see the current situation with long term High OP(next 12-18 months) as a great opportunity to maximise revenue.

Https://www.youtube.com/watch?v=f353QO5Dgus

Worth watching this presentation that aligns with the thoughts of most posters on this chatboard... we are only 7 days from results and outlook for 2026 so the Paper v Physical OP might start closing in by this time next week.

@ draft they give an "outlook and guidance" for the year ahead look at last years 25th March RNS

@ Tonyb33 The only thing strange is why you keep insisting on using a ba.tard name for the proper Gulf of Mexico which has been around since the 16th century and only now getting rebranded by a twisted paedo.

https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3526494

Https://discoveryalert.com.au/lithium-nationalisation-mexico-energy-strategy-2026/

Jim you seem to be well on top of this but can you advise how the sonora project has 8.8Mt (1.65mt of Li) and yet this article states "The country holds approximately 1.7 million tonnes of lithium reserves distributed across 82 identified deposits in 18 states, with concentration in Sonora (13 deposits), Puebla (12 deposits), and Oaxaca (9 deposits)."

My question what percentage is in Sonora v the entire country

Off topic completely but I though you might have come back with saying your missus called you "Tony the Tiger"grrr...

@tony many thanks for reply..

'Im guessing then its possibly better for the ships "outside"" in the gulf of oman that can move in open sea to allow sea water to cool them down; than the tankers parked up "inside" anchored up. but at least the ones inside have a chance of getting docked if needed.

Re Tony --"20% of the worlds tankers have been at anchor for 52+ days. At 60 days they will need their bottoms cleaning. That's 20% of the world's tanker all need maintenance at the same time"

I am not aware of this. doesnt sound right or even practical. where is this info from???

@Majortom "Only resolution here is boots and the ground"

Im afraid your military knowledge is on a par with your use of the english language.

What I'm hoping for by say dec26 is that the real value of "green" iron will start to kick in as a supply; issue and be valued accordingly. Standard grade shows no sign of going to be in short supply for 2027 so prices for it could soften, but hopefully the green could be the opposite scenario.

Not good for saudi arabia as this is getting to a crucial time frame for their wells. not sure what position the other countries are now sitting in terms of their storage