The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Well Haggis, my prediction was based on the SCIR deal completion news expected to squeak into the next quarter. Maybe the 11th was a little close to the past quarter. I still maintain there will be no news on the ongoing plans until the SCIR deal is finalized. SCIR was popping and fizzing yesterday - not sure why, they are also waiting news on KN. Going to go for Wed 19th, hopefully that'll trump some of the carp that's probably still getting plastered on here on a Wednesday. (and every other day come to that) ;-)
Lots to look forward to.
Last day to use this years ISA allowance.
Those of you that haven't filtered Prosi-wotsit will get to read a Drewky style list. No shortage of hypocrisy from the supporter (if not the same person).
Reminder of news to come...
https://www.oilnewskenya.com/index.php/tag/tanzania/
Have I read this this right? Rojo is predicting an SP of 50p! It's either had a bang on the head in the school playground or that comment is representing his/her latest trading position. Glad to have him / her on the naughty step.
Tough one to call Aimster. Global gas prices have declined since August 2022 peak down to the war. Not sure that the global gas price comes into the equation, though as it's internal. I do think we cannot get on and finalise the negotiation without the full SCIR conclusion. $3 looks a bit cheap at today's prices, you wont get a bag of chips for that.
Agreed Aimster. They need the SCIR deal finalized and the GSA in place. SCIR suggested it could nudge into Q2. Again, it's only my opinion that the deal needs to be finalised as it is price sensitive for everything that comes after. Think AEX posted the more optimistic time scale for this happening in the last RNS. Only my opinion but I'm still sticking to April 10th. Time to throw some more in the ISA.
Ah, looking at the thread titles a few more of you should have filtered a certain two posters (if indeed it is two).
Makes for a more peaceful experience on the BB. Love to see opinions, both positive and negative from knowledgeable posters, backed up by articles and news. Trolls are for filtering.
Still think this is the hangover preventing the news flow. Not long to wait according to AEX (Overdue) and SCIR (Just in Q2) expectations. Agree to disagree. Good to having a sensible discussion today to share opinions, not filtering absolute thrusters like yesterday!
If an RNS drops tomorrow announcing a better than expected 3D result what effect would it have on the SCIR SP. Would it rise? Probably yes. Should it rise, absolutely No. They are not part of the plans going forward and it is unfair to mislead the market, even if it is not deliberate. An RNS needs to clarify SCIR deal completion.
It is not fully finalized and therefore is price sensitive. In my humble opinion, of course.
Let's see which info drops first SCIR completion or 3D interpretation. Could come in one hit. If it's SCIR completion my hunch will be vindicated. Without the full SCIR completion I think it's still price sensitive. Just my thoughts and hence my best guess on next news in Q2
I think the 3D processing is in place but we will not get an update until the SCIR situation is finalized. As released by SCIR, this completion could squeak into Q2. Makes no sense to RNS the plans going forward until the SCIR situation is fully boxed off. Both SCIR and AEX know it's close to completion.