Member Info for ShareInvestment

Paul, Optiva on 3 December gave a valuation suggesting a value of 294p per share, which they discounted by 50% to allow for possible operational and market uncertainties to derive a 12 months 150p target. Clearly some people will trade it on the way up with key resistance the 50 day moving average at 82p ish and 100dd at 100p ish, but I would look at TGR as a 2-3 investment in my opinion you have a very limited downside from these levels but far greater upside. The next fiscal year starting 1.4.22 will see a large revenue increase and the same will apply thereafter. In any case DYOR and enough from me..

Good plan SGF. With reference to TM1 I think this is the usual churn post IPO and sellers will be out soon and thereafter we move upwards.

SGF I already have a good position in here but must admit that it looks very interesting at this level.

Noeasy all fine with me thanks, as most here just waiting very patiently for the rig to move…. It’s a bit like with the kids in the car when they used to say … are we there yet! In respect of some of my other shares and thoughts just look on Twitter @Stefano_shares and you get a feel. As for any investment, follow only a few others on idea generation, research in detail and make your own investment decisions.

Fully agree Wyn, same here. We all know that if you want to sell anything in a decent size quickly you will have to accept a price below what is shown on LSE.

Impressive RNS. #TGR delivering on all fronts, upstream, downstream, speciality materials, composites. Well ahead of other small AIM listed companies only engaged in mining, the real money is made in the downstream and speciality materials and graphene thereafter.

As you say Stretchum I also expect a very good December. I'm in touch with one of the board members and they also think that this is a strong acquisition, relist should be interesting.

Alun 21, interesting interview shared which gives a great insight alongside today's RNS on TM1 for existing and new investors. Clearly a well thought out company.

Pleasure I have been speaking with Shishir for 2-3 years now and have invested here since pre. He is mega smart and they have a very clear strategy across mining, downstream and graphene. It will take another year or two for the revenue to increase massively but it’s all planned. By the way talking about Twitter you can see my profile under Stefano_shares , research and be patient

My guess is that some might join with time passing, whilst many are waiting to jump in when the rig handover is confirmed say from the rig moving

London I have a large position here and in TGR and hold them as a medium term investment and not just a quick trade. I looked into them in detail and know the TGR board well. Both TM1 and TGR will do in my opinion very well from these levels. TM1 is finding a base around these levels post IPO churn by retail investors and will move higher once institutional money will follow next year as they open the first recycling plant. TGR had a large pullback from the 160 high and sits below the last 90p raise which will make it attractive soon. Clearly DYOR as with any investment. but for me the differentiator is that both they companies will generate incremental revenue growth YoY, which many other early stage mining companies can only dream about as their only way of funding growth is with ongoing placings and churn.

Great interview and very interesting comments at the end, wathc this space https://youtu.be/COuYc9gDnaM

Great interview. Definitively buy zone in the low 3s.

Well done. Also selling some other shares and add a few more here at these levels.

@DPYC 2 great shares, I’m not a KIST holder as unfortunately did not have the liquidity available when they listed but was a RRE holders and A Austin is impressive. I mentioned this when I started buying ADV on arrival of the new board and confirm again that in my mind ADV could replicate the impressive RRE trajectory.

@Seagull maybe I’m wrong but I don’t think that ADV will pull back to allow you to buy shares much cheaper, but rather the opposite as others will try to pick some up as soon as it opens as we are really getting closer to rig handover.

Although nothing is guaranteed, I'm actually of a similar view. I usually sell most, but in this case I will just top slice a few more in the next month and keep most medium term of at least 2-3 years. My take is that even a bad result ie on the lower end ie say 3,000-4,000 bopd should still be commercial and more than justify our current market cap and other deals will follow. As many will take a similar view and as many are still sitting on the side-lines to jump in I think that we will continue to push higher into spud and results with a lot of excitement building over the weeks to come.

Very clear to me but NoEasy for others

Couldn’t agree more with your comments Bladey. Yes delays are annoying but after decades investing I have concluded for my mental sanity that they occur most of the time with most of the companies I hold. What is needed for successful investing, and as a matter of fact many other aspects of life, is patience, which will help ‘navigate’ , like a rig on rare occasions, through life. Relax guys, look at the positive side ie one day closer. What is more concerning and key is how many shares keep into results, but that’s an mental challenge including greed, rational behaviour and other variables.

I think that support is at these levels if you look at a chart. For me this correction is overdone, especially if you consider how far the company has gone on all fronts since the IPO. Even I, who have bought pre ipo and at ipo are not selling any at these levels, but have sold some on the journey to 160p and will sell some more when we are well above these levels. The last £10mio raised in April was at 90p and the Mozanbique transaction sees shares exchanged at 103p ie there are many other investors at a loss and therefore the selling pressure has reduced because who wanted to sell has done so. It's always the same, and I do the same too, you always hope to buy cheaper, but often you wait and pay more when FOMO kicks in. If you are in doubt with any share you like and you think it's at a price level which you deem attractive, buy some and buy more later on.

I'm not an oil man but invested in oil companies for 30 year and this is probably the well with the best CoS I have invested into. Still have top sliced some, as nothing is guaranteed, but hold a very large position and will hold to results knowing that it could move massively one way or another, but I can take the risk. Waited and accumulated for more than 1 year and therefore I truly couldn't care less if we get the rig this coming week or the one after, but we are clearly closer by the day. What I like is that someone with the experience of Leslie mentions that a deal like the one with Buffalo is very rare due to the geology of the old producing field, type of oil etc and that he has only seen a few Buffalo like opportunities in his life and he certainly has an incredible CV. Happy weekend to all ADV holders.