Member Info for Scaffman

Https://clubofmozambique.com/news/mozambique-president-says-negotiations-continue-with-mozal-and-kenmare/

@jimb2 Worth checking out Jeremy Grays Aug 2025 interview-"From gold to tungsten" Nothing special in it as such and doesnt relate to cadence but I dont mind him in this interview..

Trump- A compulsive liar. when the Iranians say its true I'll believe it.

anything that will bring the Revenue to Debt ratio down to 1:1 will be good and if its a rights issue so be it.

"United Airlines CEO Scott Kirby is warning employees that jet fuel prices have more than doubled in three weeks due to the U.S.-Israeli war on Iran, and that the crisis could cost the airline $11 billion annually if prices hold.

In a letter to employees on Friday, Kirby said United is planning for oil to hit $175 per barrel and stay above $100 through the end of 2027. For context, he noted, United's best year netted less than $5 billion in profit

Jim Any ideas how much the increased diesel costs for trucking to port will impact the offtake agreement..?

They actually said they would give a few days grace after the 20th..

The Tax authority in Moz have a reputation for back handers etc and if it does go to Arbitration there will be a bit of explaining to the Gov as to why they have gotten locked into an arbitration process at the old royalty rates that could take years before getting resolved.

The bod i.m.o. are correct to hold tight and not cave in.

I presumed it would be next week as last 4 years were latest 25th march.

longer wait than anticipated.😣

Https://www.ft.com/content/320156d4-2c43-49c3-a005-e9c6f1d4b4e4

Tullow need a catalyst to really move the SP up. there are a lot of these catalysts and which one; or a combination, that might just do it from - the hedging policy,prod. figs, year accounts(next week)payment from gha.,further oil destruction in Gulf leading to increase OP,change in Cr.Rating and I see very few things that will drive the SP down. West African Oil - place to be..

https://www.ft.com/content/320156d4-2c43-49c3-a005-e9c6f1d4b4e4

YES Reading this Oil rising steeply! It doesnt matter if strait gets opened up because there will be insufficient infrastructure to load. Iran will make sure that if they have no oil then the arab states that (as they see it) put them in this situation; will have none either.

Its a battle of wills and future control of the Gulf.

Full accounts have historically being posted on the 24th/25th March so only a few trading days for this..

0.7 big spread atm.! i.m.o. the factor for II is that until a small cap gets enough liquidity going they would prefer to stay out as effectively they are "trapped" in just incase they choose to exit at a later stage, and they dont want to have a big % stake either i.e. prob <3% so its kinda up to the company to perform to a certain level to get the interest and liquidity into the stock; and then the II become interested.

Article sums things up currently. could find out the bones of any floor price arrangement soon... (or maybe not)

https://www.politico.eu/article/europe-flails-as-us-launches-critical-minerals-spree/

Fine Ray try to ridicule my post but 'im the one sitting up 220% and with a very diversified portfolio - all up. even my very worst share Tullow im now up 35% so scorn as you will but I know how to make money. The hard fact is that there are a few LTH who threw everything into this one stock early stage dev. without spreading their money about; so I suggest you Man Up and cast off your bitterness.

Looks like all on track. This chatboard is as balanced as you'll get. KM has been slated widely. fact is less than 20m mcap and getting closer to production every month. I'm prepared for a hiccup of a month or two further delay and so should everyone-theyre not opening up a coffee shop.

UAE ? already there is it not.

The person at the top DJT along with his sleazy cronies is merely a reflection of the people that put him there.

doesn't say much for the average american citizen.

Wonder what the US citizens and market will think when they wake up this morning to 3 ships being hit at the mouth of the straits and their Government getting back the Thaad missiles they have supplied to S Korea.

"If" Iran still have the ability to lay mines then all bets are off-weeks to clear plus oil wells starting to get capped. OP will end up at $150

Dont Know what news youre following Flav or what country you're in; but I see very few expert opinions apart from the wall street market type,Fox etc that are assuming that it will be the US to end the war.? and also there are plenty of people paying attention to the "enemy" viewpoint if you mean Iran.

Fact - US and Israel started this and public sentiment has turned and will turn further against them. Apart from Saudis; the UAE ,Qatar kuwait will "eventually" have no option other than to capitulate to Iran on having US bases, all because of DJT-The emperor has no clothes will be revealed soon enough.

Good tks Mick it was just seemed a bit vague..