Member Info for Shedulike

Tamesis 10th Sep. "Valuation – we maintain our target price of 16p and will revisit the model and our forecasts following the Capital Market’s Day presentation".

Well I'm positive too and PVX233 makes a good point about the SP moving in anticipation of the improving picture. The big boys aren't going to make a knee jerk reaction to the Capital Markets Day but we may see the impact as the week wears on. Didn't know we were expecting something from Tamesis, should be interesting.

Looks steady as you go and very much in line with the improving picture on a quick skim. Obviously the improving GP isn't filtering through yet but that was inevitable as the effects of hedging at much lower levels hang around. As long as it remains in this range or rises profitability should accelerate.

I have no firm evidence that the broker note has been delayed, but wouldn't it make sense for them to wait? With drilling completed and assays just around the corner their research would be out of date in next to no time. Logically they'll hold off but as ever I'm guessing.

Interesting that he was still bullish on the legal case while emphasising the importance of positive, co-operative in-country relations. I still hope there is a possibility that Slovenia will see the case for conventional gas and that a compensation package could be negotiated as a win-win for both parties. Unless I missed it he didn't mention Croatian opportunities this time so could Slovenia be assured that any compensation will be directly invested back in-country? Like I said a win-win.

Fair play Gipps keep it reasonable and within your own comfort zone. Much as I'm enthused by the EUZ story AIM has a habit of delivering a massive kick in the nu*s when you least expect it, add in the possibility of global economic headwinds and caution is the order of the day. Still I'm so tempted to go all in next week :)

Anyone who hasn't had an AIM disaster is either new to this market or in possession of the luck of the devil. I do however strongly believe that EUZ is an incredible opportunity. The wider and justifiable AIM market cynicism is providing a massive drag on the SP which should at least be at the broker's 0.095 and beyond in anticipation of JORC update. I'm looking to load my ISA next week if there is continuing weakness, if we fly then I'll have to be satisfied with my current holding.

Thanks Lawrence - they were very helpful and pointed me to the 23rd July HY TU which confirms all four autoclaves are fully tested and functional, no official confirmation or denial of the $US50M. I forget to ask why the Russian article suggests they're in "full production mode" which is slightly different, I get the impression we need more 3rd party material to be at full capacity. H1 results on Tuesday so things may be a little clearer by then.

Silver seems to have rallied for now after a weak day. Anybody live in Truro and know where the Wardell Armstrong crowd go for Friday drinks?

This is the bottom line:
General disclosure of price sensitive information
11. An AIM company must issue notification without delay of any new developments which are not public knowledge which, if made public, would be likely to lead to a significant movement in the price of its AIM securities.
- I couldn't find anything on the London Stock Exchange site that would cover not releasing some drill results just because the complete campaign wasn't in - I'll happily be proved wrong (did get a bit bored and started skimming!!).

Fair enough mate, I still think buying will pick up this afternoon in expectation of some results next week - tends to move fast so may even finish blue (now I've jinxed it).

Bigma if you wish you hadn't brought in I'd sell up and try and forget about it, you're going to be in a terrible state if it goes down any further.

No I emailed two addresses under Investor Relations. Do you have a good contact who picks the phone up Lawrence?

Needless to say I didn't get a reply from POG explaining why they haven't RNS'd the good news of all four autoclaves coming online - hope nobody was holding their breath!

Manabout I'm not looking for a bust up, they never work out on here and you get nowhere, so could I politely ask why yesterday you couldn't wait to share news of your buys ("Another 17 million for me had to pay .046 after picking up the last few available at .0447 and .455") and today, already down on your buys you are talking about a mystery entity building a short position and suggesting a discounted placing is coming? Seems a bit masochistic to me.... In any case if I was EUZ and needed money they'd surely wait, release the imminent results, and then have an equity raise at a premium.

No need for a placing - finished drilling - awaiting results - selling.

I expect we'll push on later today in anticipation of news next week. After 023D completion I felt we might be going into a news blackout until all results were in but the Linkedln comms yesterday suggests they're keen to keep the story manifest. Also I'm not sure they can sit on price-sensitive results just because the entire package isn't complete. Bit of a grey area.

I'm convinced they're done and they've (almost) said as much. I suspect they haven't declared it officially as to do so might weaken a bargaining position. It makes sense to have a plan b even if it's not the preferred route.

Sorry M that looks a bit sarcastic on the page - just a bit of fun - #keeptheEUZpagenice

Thanks Manabout I hope everyone's feeling as blessed as me :) Could you also explain how to get Steve Smith out to the 'less aware', ie. Joe Root.