Member Info for SeagullsFan

Me too (slightly more 900k shares). Been a bum twitching time with the constant drops though. Not sold any.

Hopefully a good period coming up now though.

@NoEasy

Who are you calling mentally and emotionally mature? Eh! I’ve got a reputation to uphold you know ;).

@saint-tropez

Thanks for the detailed info - very useful. The great thing is the ownership when compared to GGP (which I'm not ****ging off BTW). Low mcap, and although it's still a risky investment, the upside is huge.

Hopefully, once/if things start moving they will engage more on the comms side as that is really poor. Even a tweet to advise as to reasons for delays would placate investors.

We could be having a good few weeks with this and the 'other' one :).

Yes, very odd.

Maybe we're all taking a pause until the rig news. I guess we've chatted about this a lot, we're all invested and ready for the 'transformational' drill to start.

End of next week maybe and we'll know?

I'm expecting north of 5p by end of year, possible hitting 6p.

@NovaTrader.

Yeah, that's all well and good. But, apart from hat it looks a dog of a share to me :-D .

(BTW, I'm joking in case anyone mis-reads it)...

@saint-tropez

Thanks for the explanation. Makes sense.

I was confused by the placing being above the current SP. Who’d do that was my question.

Been a long time here and an average of 14p ish. Would like some good news soon :)

So why make several posts about a share which you think is not worth it?

Seems pointless to me, especially as you’re omitting key facts when you post.

As they say, it iooks like a duck, walks like a duck and quacks like a duck, it’s probably a duck.

(Replace duck with de-ramper).

I have no problem with constructive criticism of a company - that’s healthy. Posting uninformed rubbish is different.

Good luck with your other investments.

More crap.

There are warrants in place for 150% of the listing price which will raise circa another 10m, so there won’t be a raise.

If you want to de-ramp a share, at lease get your basic facts right. But then again, I guess de-rampers don’t bother with facts.

Also, I see you ‘forget’ (or maybe don’t understand more likely) the battery reprocessing part of the business and the PRODUCTION PLANTS (I’ve put in capitals so that you can’t miss it) which come on-line in Q1 2022.

1/10 for effort at de-ramping - must try harder.

Price holding steady and consolidating.

First reprocessing plant due online around end of Jan 2022.
Second plant end of Q1.
Revenues from these will fund additional plants over next few years.
Demand will be increasing as :
1. more batteries are needed
2 more batteries get to end of life.
Circular economy.

What’s not to like.

The mines are a bonus.

There is expected steady news flow between now and end of Q1 2022, which will drive this higher.
Recycling batteries is going to be a huge issue going forward - big market and 2 plants will be operational by end of Q1 next year (the first plant around end of Jan).

Lots of shares in sticky hands so SP is very unlikely to drop.

And as I have pointed out more than once - it’s risk AND reward.

The upside in HE1 is much, much larger than in ADV. So you’re not comparing things equally. Yes, it’s riskier (we all get that), but then if/when they get discovery, much bigger reward.

Sorry wyn, I wasn’t having a go at you. Apologies if it seemed that way.

I actually agree with your sentiment about the risks involved. With 86% COS for production, that equates to a 1/7 chance of NOT going into production. (Being honest, that 86% is higher now as oil is much higher). But even if it’s 1/10 of not going to production, that is still a non-negligible risk, hence your point in regards the SP is pertinent.

However, in terms of exploration, this is gold plated lol.

I’ve been fortunate with making some decent gains in Tech Mins (TM1), so, assuming those hold or gain more, I will be more relaxed about holding all or most of my shares now until results. Yes, there are risks, but they are low and the upside here is more than just B10 - it’s the other goodies that santa will bring us (albeit a bit late).

@Legalwolf

As an investor (and still holding ) HE1 shares, I do find this constant comparison between the 2 quite odd. They are both drilling (HE1 was exploration, ADV is proving the reservoir). They are completely different but that is also reflected in the potential upside.

If HE1 had struck HE then the SP gains would have been huge. If ADV prove the resource and get into production, the valuation is 12.6p (yes, I know that oil is higher but I’m choosing to ignore that as that is dependant upon the oil price when they start production). So, it’s roughly a 3 bagger.
For HE1, the de-risked value was £1.33 compared a SP of say 10p.

Yes, there are other opportunities for ADV but they aren’t included, same as other areas which HE1 could explore aren’t included. Also, the price for HE used in the Hannam document was very conservative and would have been higher.

So, if you want to compare the COS success, you need to balance that with the upside, otherwise it’s very selective to suit a certain narrative.

I knew the risks in HE1 and still think they will make a discovery. Also, I’ve been informed from 2 different, unconnected sources that they were certain that Tai-1 was a discovery but the wireline failed so they couldn’t test it. The anecdotal evidence was clear though.

Can we just stop the comparisons as it’s pointless - all I care about here is ADV and making some money with this haha.

@bigsaddo125

Yeah, the taxman will always his pound of flesh (or more). Constantly making it harder for those he wish to be prudent.

Nice to retire younger - no point working if you don't have to; unless you want to/enjoy it.
I could retire but I don't hate what I do, but I only work about 180 days/year now, so reasonable balance. But maybe stop next year if some of my investments really pay off (which I am hopeful for lol).

IMO, if they get things right here, the company will grow quite quickly over the next 12/18/24 months.

Early investors should be looking at healthy returns.

Good luck for you children's pensions :)

@wyn

People will have differing views on the benefits of TA, but if it works for you then it's good. No one can dismiss it, as we all look at historical charts to gauge the SP history. Some attribute more benefit to that than others - and that's just subjective.

I just view the SP as reacting to news/sentiment, but I can see that it can act as an indicator to that sentiment.

I'm not a TA person, but we all look at the charts.

I've looked on investing .com at the 1 month chart, and since the 4th Nov, it appears to be in a trend line of a gradual rise.

But, I suppose this is all linked to the expectation of the rig coming soon and the spud. I guess this would imply momentum/support???

@NoEasy,@ShareInvestment

Very good debut (so far) for Tech Mins. Listed at 2.25 and up to 3.6p (as I type). Cold be a very quick bagger here.

Supposedly it should be available soon with them I hear.