Member Info for SEA7

India only suspended international travel until tomorrow...

https://www.skyscanner.co.in/news/corona-virus-information

As of now, international flight operations shall remain suspended till 30 June 2021.

nope low of today so far is 98.43p

uncrossing at 100.50 - likely to open lower

https://www.youtube.com/watch?v=gXnScvvBfYY&t=10s

it is an interactive video - when they are talking in the booth - you can scroll around and read the buffalo display

I though tom prosser as well - there was talk of rig slots in an interview not that long ago, so I assumed, that they are looking to slot the B10 well late 2021 and still allow the rig to complete its other drills before the contract ends early feb 2022

not neccessarily tall chad

the underlying demand for UPC and YCA may be stronger for UPC, as it is listed on the TSX against YCA on londons market and players may be taking positions in UPC for the sprott catalyst.

rising spot price does push both up together, however, not evenly for the possible reason stated above.

good solid buying start to today - hardly surprising, given that buffalo has been given a 95% chance of success, with an 86% chance of commercial success - doesn't really get much better than that in this game.

yep - trade reporting is not that reliable..

the software algo takes the mid price at the time the trade was printed - if the trade price is above the mid, then it is shown as a buy or below the mid it is reported as a sell.

i have bought many shares below the mid and seen it shown as a sell.

optiva note

https://www.advanceplc.com/media/1091/advance_energy_company_update_21_april_2021_-1.pdf

In January 2021, we calculated that ADV’s 50% net interest in Buffalo could be worth up to US$165m, based on a successful appraisal well and subsequent development project. With the inclusion of free cash available to the Company, this generates an indicative valuation of 12.1p per share.

https://www.advanceplc.com/media/1081/210420_recipe-for-success-2.pdf

tennyson note

Attractive valuation: Based on Carnarvon’s preliminary field development plan, Advance’s 50% stake will yield peak net production of c.19,000 bopd, with annual net cash flow of c.US$187m at US$60/bbl Brent, and over US$200m at US$65/bbl. This leads to impressive project IRRs of 106% at US$60/bbl oil. We value barrels in the ground at US$12.2/bbl, implying
net unrisked value of US$209m (12.6p/shr). After accounting for corporate adjustments and project risks (factoring in future dilution etc.) this leads to a risked Total NAV of 8.0p/shr – over 3x the current share price.

only block energy has the possibility of going red on spud day

Added two more pics on twitter

https://twitter.com/BlockEnergyplc?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

UPC Is going to be listed in the US as Sprott Physical Uranium Trust.. see below...

https://www.sprott.com/investor-relations/press-releases/sprott-asset-management-enters-into-agreement-with-uranium-participation-corporation-to-form-the-sprott-physical-uranium-trust/

once this is done, it is likely that sprott will begin hoovering up spot market uranium into this trust and as such the price will increase, as well as at the miners.

the current premium for UPC over YCA is likely to reflect this - also, YCA have just raised cash and 25m shares are added to the count - some of these will be flipped and we are still working through that.

Block Energy PLC (LON:BLOE) spudded the WR-B1 well at the West Rustavi field in the Republic of Georgia.

The well is being drilled to target the West Rustavi Middle Eocene reservoir and will include an 800 metre horizontal section. It is intended as a production well with a target of 2.1mln barrels of recoverable oil and gas resources.

Significantly, it is the company’s first new well based on 3D seismic data captured in 2019. It will be rapidly tied-in to the early production facility at West Rustavi.

"I am very excited to have commenced our latest drilling campaign in Georgia with the spudding of WR-B1 on our West Rustavi field,” said chief executive Paul Haywood.

https://www.proactiveinvestors.co.uk/companies/news/218168/block-energy-set-for-drill-bit-catalysts-in-georgia-218168.html

Sellers always accelerate the volume as the reach the last of their stock - should be clear soon.

the 250k share trade at 14.786 after hours is more interesting - it is over the current offer and someone is dropping £40k into this

chunky T20 rollover at 19m shares gone through

draws your attention to another larger player selling out of the stock which will have added pressure to the price last month - surely all information surrounding a stock you hold is relevant and as it hadn't been posted before, i put it up.

i have followed this stock for a long time, just never post on the board.

During the month we sold positions in Simec Atlantis after a series of disappointing updates and Dechra due to valuation concerns.

https://amatiglobal.com/media/article/market-commentary-uk-small-cap-team-may-2021

BIG CATS exhibition is for the first time in a German zoo

https://www.allwetterzoo.de/de/Ueber-den-Zoo/News/news_210330-bricklive/

https://twitter.com/LVCGplc/status/1403315772362002432