Member Info for Spec

KRS its shares in CAI valued at 35% more than its MC, will be some dilution I expect. Has its other assets as well. Will distribute CAI shares to KRS shareholders

RBD placing at 1.10, equal to yesterdays SP.
IRR wants to cash in on its main asset

ECK 'significant contract win' is actually a contract extension.

Went long oil & Dow Friday, closed on last night's open for a quick profit. Probably more to come but I'm not getting carried away as theres already powerful opposition to the relaxing of measures against Huawei. EOG armour discussions with a major ongoing, awaiting decision, new Morocco license soon HUM second ball mill completed on budget & ahead of time. Increase through put by 25% to 1.24Mt RM2 doubt that comes back DFX suspended due to accounts, never a good sign. HUR a duster, opportunity BCN offtake agreement late Friday, shares shot up CLNR dewar numbers, farmout process commenced.

Glad you made a profit m8 & no hard feelings.

Nice 1 Mikey

Cant wait to read the GEO finals later.

A lot to look at and not enough time. WEN net cash and expected debt free Q1 2020 SLE transformed, needs more payments to come through ARCM visible mineralisatuon, ramp ramp. IGAS/EDR shake find IMMO VR at the 02

You look at GLR and you know he’s been reluctant to dilute it over the years, that’s what ORE was for :D. Anyhow, those numbers are mental for its MC, whiff of that mining permit and this thing goes boom. Tie in with JLP a plus as well. I make it a 50/50 deal with $15 mill each at $2500p/t Zinc.

Think there’s probably a fear of a fundraise, learnt they were on VOX today as well. Still, looks good for another at some point.

Bought #GLR

Colin Bird to utilise the #JLP Kabwe facility 120km north to process 12kt Zinc per year with projected in house revenue of $15 mill p/yr with AISC $2mill p/yr.

To immediately apply for a mining permit.

AVG ahead of Market, PBT £5.2 mill.

FOX acquisition & cash problems, making a loss although tonnage mined & order book looks improved. Placing on the way as outlined by the Co.
PXOG Barnet 2 spud yesterday, 15-20 days
SDX heavy oil discovery, initial production 415 bbl/d gross (50% net interest). Not gonna make much difference here

IQAI 250k @ 3.5p seems a bit shit to me
IKA ahead of competition?
IGE profits warning, bad or worse?
AFC framework agreement
SMS uh oh
Two fatties farmout near complete for 2020 drill
RM2 no woodford to keep this shitshow on the road
LOGP loan from major shareholders

Much anticipated D4T4 results look good at first glance, 3p a share divi. SML steeply discounted placing of 890k at 1.4p, wont last long if no resolution to current customer payment issues. CER another major contract IRR XRD confirmation

*Highest COT

Highest cost long gold position for 16 months, silver turned net long. It's been pointed out that the Nat Gas net short position is very heavy.

Joke m8, I get a few long term bag holders in there but who's been buying recently?

Is it time?

Joke Suspect this WVRH funding will go down well. Wonder if theres a tree shake.