focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
I think Dai that the lawyers/Nomad would have been all over that Friday RNS telling them what they could and couldn't say.
It was an RNS that HE1 were "bumped into" as I recall.
I know I'm banging on about this but I don't think enough attention is being paid to Crusty Petes point made this morning that in the circumstances its likely that the Tanzanian government will want to be part of and sign off on any announcement made.
If anything emanates from the company to steal their thunder before the Government have had a chance to make their own preparations for an announcement that may affect the Companys relations with the government hence strict instructions that no news gets out meantime no tweets etc even if TD has been reached (which surely it will have been by now?)
For me that possible scenario fits much better than the "problem" scenario which we would surely have been informed about by now?
Just throwing it out.
Seems to me;
Helium is there
If further drill probs would have been told by now? (based on speed of acknowledgement a couple of weeks ago)
TD probably reached.
Crusty Petes Tanzi government point is a compelling one
To follow up on my last point I am wondering whether everyone on site has been told in no uncertain terms to keep a lid on things meantime not for fear of our toothless regulators but so as not to offend the Tanzis.
I bet Mike is still smiling!
I think we can all guess what jemgeee has experience in!!!!!!!!
As for Joe imo he's genuine. Doesn't stop the rest of us having our own opinions.
Real spread is miniscule 5.71 ish to buy and sell
NT to buy 100k
Easy to sell
That only took you two lines LW
See...... You can do it if you try!
Hope you're not a Court lawyer LW.
You are the classic overthinker imo
UPL is an interesting case study.
If you'd got in at the bell today you'd have paid nearly 8p
Then watched the price slide down all day.
To make money on AIM imo you have generally to be in it (before news) to win it.
AIM is not for risk averse investors.
Yep.
Cunningfox knows what he is talking about.
I'll start with a disclaimer. I am no oil and gas buff.
I'm so appreciative of the generous sharing of knowledge by people here that have that expertise.
But I am a gnarled old AIM/company watcher.
I have seen a myriad of CEOs come and go, I have given too much time to companies I ought to have recognised as lifestyle Companies long before I dropped them (arguably most on AIM).
I have learned how to interpret weasel words and give significance to things that are not said as well as what is said.
imo Lorna Blaise is the real deal.
imo also HE1 mean business.
I like the way their current drill has been derisked. For me Monday (assuming TD is announced and everything has gone well ) is nothing more than another step along the way. Under the above circumstances I don't expect a huge increase in the SP. I expect three things on Monday;
1. Drill has gone well
2. significant Helium shows
3. A modest increase in the SP
And then we have the potentially explosive combo thereafter of commerciality testing coupled with the new drill
Yep,
It may be cold when we need a hug.
It may be slightly conference obsessed
Its contacts in New York may be slightly dodgy........
But its our bot
And we shall defend it to the death.............
We certainly live in interesting and exciting times legal.
Many of us incautious rapscallions are eagerly anticipating the next tweet. Maybe both Lorna and Mike will both be there Mike smiling at Lorna, Lorna smiling back, bubbling mud in the background.
No such nonsense for you. Your feet are on the ground. You will wisely stick to your plans and such gains as you make will not come at the cost of sleepless nights for you.
Vive la difference between us and may we all be winners in the next fortnight!
Mike presents well.
Can we keep him for future videos?
You are making yourself look a bit ridiculous
Fair enough LW
Each to their own.
Perfectly reasonable strategy LW.
Will you be reviewing it if we keep rising atm
Up we go!
I love a bit of Rampy pampy.
Come on cybertron. Its up to you to do the heavylifting since Coco went to the dark side!
Hi Wyndrum
Thanks for your post
I enjoy debating with you
The 2021 activities derisked the project operationally.
However thats not the point I was making.
The investment is less risky in the sense that because the price is so low a new investor will loose less of their capital proportionately if anything goes wrong
"The drill breaking"... well if thats the way you choose to put it. There are less emotive ways to frame that.
Re market goodwill who cares. If it weren't for us bipolar "mushrooms" and the possibility of sentiment turning on a sixpence we wouldn't find AIM so compelling!
Agree with your post Latorre
Amid the uncertainties i would suggest that the following facts are trite
1.We are in a better position than we have ever been operationally in the history of the company
2.The discrepancy between the current share price and the actual value of the company whatever that may be ( bearing in mind the price has been multiples of where it is now-even taking into account deletion) is more than it ever has been.
therefore
3. While taking on board the fact that any exploration investment has risks this one is less risky than it ever has been