Member Info for Skippysb01

Jarv. Agree that the CPR is important. Allenby note is also important. Provides a view of potential value which is far more advanced that anything the vast majority of PI's can do. It's a very thorough opinion.

Rak. A sniff of a sale or JV on this from now on and the SP booms. Nobody thought we would get sale before the CPR was done. First thing any potential buyer looks for is independent appraisal of value.

The Allenby report is really important. It provides an outlook considering what will happen when BOIL adds news that takes this to a commercial realisation. It's on a hair trigger now.

Must admit that when I saw the RNS this morning I felt the SP would fall, just because the clear actions needed to commercialise the assets aren't specifically called out. However if an RNS hits that does clarify that path this will boom big.

No. They can buy between drill contract and starting drill IMO. Not before drill contract.

So if we see director buys before contract I would suggest contract is a way's off. It's just too obvious that contract with drill partner would add value and move the SP. So its insider dealing buying within weeks of that. If negotiations are ongoing now they can't buy into that as insiders.

I don't see how they can buy whilst negotiating drill partners. If they buy and then announce drill contract and the SP goes up then that's insider dealing. We could consider that the fact they haven't bought any since the AGM as meaning the negotiations are getting very real.

I expect they could buy between that and drilling starting as the drill outcome is uncertain, so would be just as speculative as for us PI's.

Theyhavent drilled 2 extra holes they. They have 2 holes that they are still awaiting results on. In todays RNS:

"Once results from holes BBMDD012 and BBMDD013 are received (anticipated in the next two to three weeks) the Board can finalise a 2023 plan of action for Blue Moon."

That will only happen if there is bad news or an RNS that reports a delay to news.

Surely if there is no news by 1st March we can still anticipate news any day.

It's certainly true that the one accusing another of being a yapper is the biggest yapper in town. Filtered that one.

ECR have a lot of projects running and they have 2 more drills to report on for Blue Moon. Nothing to ramp about but they have as good a chance as many other mining long shots. Worth a punt from my perspective. Looks cheap enough to do well on any good news. Not surprised todays results haven't moved the dial as the 2 final drills for BM are more focussed.

Beast - You sir are not watching Putins speech. It is devoid of anything remotely real.

Not liking Biden or being critical of whether he is interesting or not isn't the point. Biden will get heckled and nobody will be thrown out the window as a result.

Database. Define 'lose'. To my mind if you live in the Russian Federation you have no freedom of expression so you already lost. Many Russians agree but can't speak it!

For some reason LSE rubbed out the word 'g****a****y****' When I wrote 'Putin is now doing his anti g**a**y** thing.

Anyway - Any way Tim. Maybe see if you can find some not straight taxi drivers and ask them what they think of Putin.

Tim I know a lot of people from ex Soviet nations and they all hate Putin and want absolutely nothing to do with the Russian Federation because they know it would be a massive backward step to go anywhere near that. Some are scared of what Putin will do next. They all applaud the collective safety of NATO and the freedoms they now.

Watch Putins speech and reflect on the lack of freedom to express any other view in that room.

Now go watch a Zelenski or a Biden speech and observe the audience.

It doesn't require commentary form ucker dikwad or any other right wing commentator. It is there for all to see.

Putins way is just plain evil.

Forget swivel eyes twitter videos.

Watching the Putin speech now. It's absolute fantasy. He is now doing his anti *** thing. It's incredibly awful, just litany of anti everything that isn't Putins dictatorship (other dictatorships excluded of course).

Most depressing are the faces of those in attendance. Basic body language will tell you that practically nobody in that room believes a thing he is saying. No nodding along, no smiles, looking side to side, clapping when they are expected to. They know it's all turning to sh*t in Russia.

Sad and terrible.

Sorry I don't have a fab video from Twitter to back up my assumption but I think we might have a few today.... just a hunch.

Can anyone think of a good reason why the word 'accelerated' is used for the accelerated Dunrobin CPR.... apart from the one that seems very obvious?

It's not black and white though is it. I you decide to sell a proportion of your shares to realise a profit but kept the rest long term then you are both a trader and an investor.

In all honestly I think most fall into the above category.

Very good point. It's part of learning as an investor. Don't knock everyone who makes profit doing something you don't like. Learn from it.

Yes somewhat priced in. Lot's of folk bagged this week if they bought the fund raise at 12p! So selling was inevitable at some point.

It's likely to move back up again in anticipation of the also due Chuditch RNS. So hold on to you hat!

Three bags is stunning. If I look at AIM shares where the potential is higher the risk of getting nothing is far higher.

Anyone who suggests they can pick stocks that will certainly bag more than 3x is not living in the real world IMHO. Not saying it doesn't happen but anecdotes are not data.

Even if it's a duster the HE1 board will simply start working on the next drill. It's not that hard to get the funding because of the potential value of the prospect. They can scientifically prove that the helium is there - but to announce a discovery requires specific actions and proofs.

The impact of fund raising is on us shareholders via dilution. When we decide to invest in a specific drill cycle we carry that risk - it is more likely to fail than succeed but if it succeed the upside is way bigger than the downside - unfortunately if you can't afford to lose your investment then it's really not fun. Last drill I foolishly didnt sell half when I bagged before the results were announce so lost out overall.

With AIM I'm learning to treat each investment cycle as independent. If HE1 just wound up after the next drill then another company will grab the license and have a pop - do I stick with HE1 or invest in the next prospect (or another one elsewhere). It doesn't materially change what happened to my initial investment which I either lost on or won on.

Again here I am with HE1. My average is better than last time even considering the dilution since last time. If we drill I know what my strategy is.