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Time will tell, personally have a small trading position and will sell at 20p or a bit before, as I can't see Met Coal prices staying high indefinitely.

DYOR but looks interesting with a £13mio mcap and I have taken a small position as a short term trade in the oil sector, whilst keeping ADV as my core medium term investment, which could repeat RRE.

Spot on Saint the IRR is just incredible if you compare it to other resource plays for example the next imminent one CHAR has an potential IRR of 30%. Personally think that our rig is doing the second JSE workover at present but in any case we will spud in a few weeks.

A bit of profit taking which is understandable but the reality is that low 4s is probably a top up area, spud in November and results in December, we are talking weeks. 95% geological CoS and 85% commercial CoS, basically the best out there, a potential wall of cash could flow into ADV's coffers late 2023, likely additional production asset in a few months and other Buffalo look alike asset too. We are not talking wells producing 50-100 bopd.

Saying from a technical perspective; New leg higher to 22p possible on break of 15.5p zone. I think that we could move towards 20p, let's wait and see.

Very interesting interview. At current price it's a PE of under 1x! I have taken a trading position with target around 20p later in Q4, let's see.

Very interesting post Blackelv, thanks for sharing your thoughts as input from an industry expert is very much appreciated.

A poster on another board posted the latest article of a few days ago which might be of interest:

Daily Telegraph

Update: Tirupati

This company offers two distinct opportunities. The first, more mundane one is its mining of graphite, a substance likely to play a big role in the decarbonisation of transport and energy.

The other, more exciting – and more speculative – one comes from a new material it has developed, an alloy of graphene (an immensely strong substance derived from graphite) and aluminium, which could if all goes well replace copper wires in applications where saving weight is at a premium, such as in aviation.

We tipped the stock in June on the strength of its inclusion in funds run by Gervais Williams of Premier Miton, an experienced investor in smaller stocks. He says the company plans to increase graphite production dramatically over the next few years to meet demand for batteries for electric vehicles.

“Over the past few months its share price has drifted lower. In our view this doesn’t reflect any uncertainty about the future but rather a transition of investors’ interest to some of the areas of the market that are more exciting at present, such as small gas companies,” Williams says.

“The company appears to be in a position to deliver good and growing profits in the short term, with the chance of even more should its technology come good.”

DBD Shishir mentioned that he thinks that in a few years TGR can be a $1bio mcap company, initially I though he was mad but I’m now thinking that he might get there with the graphite and special composites, but it will take a few years. ADV is at the beginning of its journey and if the board has got the know how and acumen to replicate what RRE did. In both cases patience is key, which is not easy.

Usually investors pre drill result de-risk a lot or exit fully when the CoS are low and the share upside limited, but as the Buffalo CoS are so high, and the upside vs our mcap so great, the de-risking will be much less than usual, add the fact that the volume is going up , as we attract as usual more interest getting closer to spud, the rest of Q4 will be fun.

Expect some buying ahead and post Shishir's presentation on 28.10, as institutional and retail investors will be met and be given further insight in TGR's achievements on all fronts by our CEO.

Thanks for sharing. The Green aspect is very important these days as our product customers, especially the multinational companies, require and pay a premium for these credentials.

Some new investors might have not seen Malcy's comments in September re ADV
https://www.malcysblog.com/2021/09/oil-price-genel-challenger-falcon-uog-advance-serica/ and the below closing comment might be of interest ps some like him and some don't but Malcy definitively knows a thing or two when it comes to oil companies
'I have liked the look of Advance since it came to the market and with Buffalo-10 fully in sight I think that the risk out there is of not being in the shares in the 4th quarter. Whilst it does carry some beta which only drilling Buffalo will eradicate, I think that this excellent management and operational team may have something here, the potential upside is indeed substantial.'

Thanks Rhum for sharing. I'm also here medium-long term as I think the ADV team is incredibly experienced and have all the cards in order to deliver exceptional returns if one is patient. ADV can repeat what RRE did as we are only at the start, the difficult part is to hold most, it has its risk but it's also were exponential returns could be generated.

Morning DBD. I'm sure that others will take profits on the way up, a profit is a profit and we all have our strategies. For me it's just the start and after waiting and building a position for more than 1 year I'm going to hold most especially now that we are finally getting very close to spud and drill ! Will probably sell a small part post spud and ahead of drill results.

Looked at RNS and taken a small trading position as I can see this go to 20p at least going into production this quarter.

Morning DBD, TGR is still my largest holding and will make people money if you can buy and forget about them for a couple of years which we know is very difficult, in any case very bright future as an investment. I'm in contact with Shishir and he means business. Will check out IamMarkMonroe and although I have been in finance until I retired early this year I'm usually selecting an investment strategy focussed on a handful of companies with potential well in excess of market returns, small cap like ADV and pre-ipo sometimes such as Technology Minerals or Spectrum X with IPOs before year end, rather than shorting the VIX (but will look into it for curiosity) or similar. DYOR and be patient.

Glengarth, the upside is massive, the list could go on for example the Mozambique asset which we are buying which will have no doubt an incredible NPV. The board is dedicated 24/7 to grow this into a mid cap and this sector is in their DNA

Update today on the Telegraph Questor section confirming that the June tip to Buy TGR still stands with a Hold now. The article concludes quoting star manager Gervaise Williams of Premier Miton saying: The company appears to be in a position to deliver good and growing profits in the short term, with the chance of even more should its technology come good.

Hello DBD, nice to see you also here in addition to our beloved ADV. I think that this fiscal year to 31.3.22 the businesses across TGR ie integrating also the Speciality side will show a massive revenue increase from £1.2mio to the likes of £6-7+mio and next year we will ramp up again. If you are on Twitter you can find me on @Stefano_shares