PATIENCE, HUMOUR & PERSPECTIVE15 May 2022 16:32
Away 10 days for family wedding & showing the Beautiful One my growing up grounds – Capel Curig, Higgledy Piggledy House, Llanrwst, Llyn Geirionydd, Nant BH, Snowdon, Anglesey, fish & chips at night sitting atop the waterfall – so what’s been happening?
SP - Not much. If PIs don’t sell. MMs tricks won’t work. Ignore doomsters. Patience.
CA – PIs forgetting CA now on BoD so can’t comment. Instigated mood music change, good finance guy on BoD, and likely company secretary departure. Like serene duck paddling furiously unseen underwater. Played blinder so far, criticism unwarranted until & unless miss next logical step(s). Patience.
AGM - Agenda eagerly awaited. First logical time for senior BoD changes. Patience.
Media - Q&A session attended by analysts/brokers after April Full Year Results will likely soon produce something of note. Patience.
Forward Plan - Rather pointless being specific whilst legally encumbered & needing b/holder agreement. And with only $25-$30 mill in bank. Patience
Annual Report - No comment. WellIntervention’s Sat 16.26 post says it all.
Brent - will be over $108 last 5 days May, so we’ll get decent $108 offload cash. Will see $120 again soon & likely stay around there long term. Won’t see sub $100 again.
Sorry to disappoint simples, but am not zoggyreasonable. Would have acted as his wingman, had it been me. Never filtered anyone, never tried ban anyone, never double posted - even in direst HUR times. So why start now? Not my style.
But hats off to zoggy – I suspect encapsulating views of many readers with serious shares, not minded to post for various reasons. May he soon return.
And hats off to GloucesterR for making all smile with his Sat 12.05 post.
Next few weeks ultra-interesting. Free cash zooming, increasing media, bonds paid off, AGM, high Brent. Then time to reassess. Patience, humour & perspective.
On the broader human front, happily the writing is on the wall:-
https://news.sky.com/story/ukraine-war-military-intelligence-chief-optimistic-of-russian-defeat-saying-war-will-be-over-by-end-of-year-12612320