Member Info for skittish

Bought some this morning no problems - now can't buy more.

And the price is supposedly down!

Very frustrating.

I thought it was pretty good - especially in comparison to some other CEO interviews.

He was after all speaking to a lay audience - not investors directly.

Got the main points across - 50% margins, really easy to use, quick and worldwide market.

Big news will come - load up if you dare.

CEO not just doing interview with Pro Active today (obviously embargoed) but Sky News between 9.30am and 10am and Zak Mir sometime tomorrow morning.

Can only be prelude to big news.

Surprised more didn't buy in today.

But ho hum they will be buying in at 200p+ tomorrow.

I feel a 50% day coming on.

All the signs are there.

And no speeding ticket!

Suspect embargoed until after 4.30pm or tomorrow morning.

Could be big news tomorrow!

NOMAD was pressured by shorters.

They are out now nursing losses, but they are not catastrophic so, up we now go.

Those shorters are probably now buyers recouping their losses.

The allegation floating around is that yesterday afternoon, some who were shorting ODX suddenly found their shorts in very serious trouble following the Sky interview.

In desperation they contacted the regulator who then forced the NOMAD to issue the speeding ticket.

Then their shorts were no longer quite so far underwater as before.

Have they closed? Maybe.

If so, we could (likely will be) be off to the races again.

One thing is certain, when the test is produced, and it can't be far off, this will be well above 100p.

As for the virus burning itself out, all predictions that it would have so far been very wide of the mark. If anything the evidence is that on a worldwide basis the spread is continuing to accelerate.

Suspect this will whizz quickly higher in the morning.

After all, on AIM you can't be done for speeding twice.

Ticket to Ride.

Very nice research Tiburn.

Longstanding link between Dexter Ferreria, our new director, and Philex/PXP going back 10 years.

Makes it more likely that Philex/PXP is Forum Energy Services Limited's mystery backer.

And SP Angel Corporate Finance LLP became the new broker and NOMAD of EUA (palladium, platinum, gold) today - not suggesting we are linked to them - but Tania McIver, our other new director, is COO of the said SP Angel Corporate Finance LLP.

One possible set of indicators points towards gold and battery minerals, another towards hydrocarbons and Saltfleetby.

But are the two mutually exclusive?

You would think so - if it wasn't for the existence of Franco-Nevada Corporation NYSE:FNV - mainly gold and silver, but with a sizeable hydrocarbon component.

https://www.franco-nevada.com/our-assets/assets-list/default.aspx

CAGR of 19.9% over 12 years.

Anything is possible.

A mini Franco-Nevada Corporation?

I guess there will only be confirmed news after the Government announces it first.

They are still in damage limitation mode and will want a Big Show as a distraction.

Given the CEO has done an interview, could be today.

Anyone know who is giving it? Boris?

Maybe RNS after the briefing or simultaneously?

Last time it was top of the riser board was 27-4-2020 with a 57% rise to 63p.

New all time high - previous 69p on 28-4-2020.

Looking very good.

French volume is roughly three times that of UK -hence France tends to lead.

Although a French company most company activity is with PrimerDesign in the UK.

I sometimes think the French would give it a higher rating if most of the commercial activity was in France.

But value will out in the end.

The Anglo African Oil and Gas web page has been altered again within the last 24 hours or so.

The Home Page still contained a reference to Tilapia, although the link had been blanked out on 6th May. The link has now disappeared completely.

https://www.aaog.com/content/about/index

All the previous tweets by AAOG have also now been deleted and the twitter link is now blank.

https://www.aaog.com/

Other pages still refer to directors who are no longer there, and Tilapia, but i expect that these will change in due course.

So things are happening, unseen.

Hopefully we will get a "major" rejig of the website in the near future and all will be revealed.

Lindsay Mair resigned as a director of Mesh Holdings on plc on 12th May 2020 after 3 months in the job. He was the FD.

Companies House filing today.

Not on MESH website.

https://beta.companieshouse.gov.uk/company/03904514/filing-history

Job done or pushed out?

Mike Power and Rory O'Sullivan remain.

Rory O'Sullivan a shareholder here.

The day after Lindsay Mair's resignation, on 13th May 2020 Mike Power emailed some MESH shareholders to say progress being made and "a breakthrough imminent".

On 14th May AAA took options over 20.5M options in ASLR @ 6p/18p, getting them cheap from Chris Ackers.

Clearly interesting activity around a week ago involving what I would refer to as the "Sentiance companies".

25.4% of the share register traded today 126 million.

The second largest day was 12-5-2020 with 37 million. The rest pale by comparison.

The biggest share holders listed are -

Ervington Investments 21.14% (Roman Abramovich)

Lansdowne Partners 21.16%

Amati 10.36%

CQS 9.32%

HL 7.71%

Janus 4.32%

Jarvis 3.58%

Likely seller candidate I'd say is Lansdowne Partners trying desperately to liquidate any position that they can sell into after suffering major losses at the back end of 2019 and earlier this year.

https://www.institutionalinvestor.com/article/b1kv7hhpmkqj5p/Huge-Losses-for-Lansdowne-Partners

Total number of share traded in the last 8 days is just over 250 million or 38% of the company. Bearing in mind 53% of the company is not in public hands it is likely that Lansdowne have very significantly reduced their position over this time. So quite amazing the shares are up 50% in this period.

Another day or so and the brakes will be off.

Carried 10-0

Pushing at an open door here....

Testing is the only way to get out of lock down - so the government will throw money at this ....

No brainer.

https://www.thetimes.co.uk/edition/news/coronavirus-lack-of-testing-led-to-delay-in-contact-tracing-scheme-8jdl9r3jr

Testing is the only way to get out of lock down - so the government will throw money at this ....

No brainer.

https://www.thetimes.co.uk/edition/news/coronavirus-lack-of-testing-led-to-delay-in-contact-tracing-scheme-8jdl9r3jr

Getting fizzy here.

Abingdon are excited about something.....