Member Info for schlemiel

Won't be able to cover in time..

THG is in the crosshairs and that alone will keep those shorts on continual tenterhooks

THG's an asset play now...the value will be released when corporate action is enacted

'onboard'

Luke Johnson also at Kelso but Wray's presence coming on board when Kelso bought their stake in THG is a postiive indicator indeed

I'm referring to the total cost (now and into the future) of developing Tamboran-FOG Beetaloo focused assets from start to full production which of course is going to cost hundreds of millions of dollars though I don't believe FOG will be around when production starts (gas sales, 2025? - LNG in 2030)

6.6 million tonnes of LNG is the base - what level of flow would provide the necessary gas to support such a LNG output?

It's happening and i'd be gobsmacked if flow rates came in under commercial threshold limits though as ever Beetaloo focused stocks refuse to respond to such developments

It seems this market wants cast iron proof of commerciality and confirmation of funding arrangements ie equity-debt split

Ashley ups again

Any good news and QUBE will scramble to cover and that slingshot effect coupled with buying should see a decent gain

Oh, I thought it was recent but yes, change is a positive when facing headwinds so it's a thumb's up

Https://www.theretailbulletin.com/fashion/asos-head-of-commercial-change-and-operations-steps-down-08-06-2023/

Its gains

He's after 10% allowing him to block any takeover

Well, at least THG isn't saddled with debt

We're floggimg a dead horse here

Nm

Nm

Anyone

Why is the so called 'golden share' so important in a corporate sense?

Assets minus debts = equity ie shareholder entitlement = well, don't expect anything over 6-8 pounds for its brand, established customer base and future potential

the debt like all corporate debt is a cancer

It cannot make a sustained move. the battle between bear and bull is still taking place