Member Info for Spikeyj

are you seriously trying to suggest that randy connally
is going to buy the aje asset?? - what are you smoking?

… take a look at randy’s appalling history of destroying
shareholder value with NCT/MYN … why on earth would
anyone want to put any money anywhere near randy?

? … given the awful history here, why should anyone
take anything osa ever said about anything seriously?

trimmed c. 10%. nice day.

good morning K3, hope you and yours are
well and happy in these interesting times.

it’s curious that there has not yet been an RNS about the outcome
of the offer, but DVRG shares have not been suspended. this means
that people can freely trade DVRG shares, but some people will have
information about offer allocation, scaling back, etc, that others don’t.

that means there is some risk of a false market developing imo, as
knowledge about demand for shares, company funding situation,
& indeed how many shares the company will have in circulation, is
not evenly and transparently shared across the market as a whole.

musk’s an erratic arse, but i do give him a merit point for
giving the ukrainians use of starlink early on in the war.

still time enough for them to RNS about receipt
of monies etc before market open on monday?

nice enough, thanks shell/ market.
holding still for the longer term.
(no idea on likely short term swings.)

broadly agree with londonfish 18:30, altho’ not with the maths
on percentages (how could a share lose 600%?!). osa was utterly
(and very predictably) useless for shareholders, but he feathered
his own nest as much as he could while some suckers still fell for it.

now ADME is unlucky enough to have randy connally
dabbling - yuk! sensible pis should take a look back at
the utter mess & huge shareholder value destruction randy
connally presided over at NCT/MYN before he slipped out.

given randy’s previous entanglements with MXO(/ADME), i would
guess that he may be hoping to use some kind of fairy tale about a
prospective sale of aje to puff up ADME’s share price & then unload
some of his stock / get a placing away. he posted enthusiastically
about MXO and its aje stake several years ago, when MXO managed
to use a story about selling aje to puff up the price and get a big
placing away … but needless to say, that story about selling aje
for lots of money turned out to be complete codswallop and
the supposed buyer evaporated once MXO had raised money…

(funny coincidence, that?)

quiet chat board in recent times.

AZN s/p getting buffeted about, as plenty of other stocks, by
wider market issues, liquidity & risk on/risk off issues for funds,
currency fluctuations, prospect of nuclear armageddon etc etc.

but all that aside, newsflow continues to show AZN is pretty darn good
at progressing its IP & processes, particularly but not solely in relation
to oncology. (golly, it would be nice not to live in such interesting times, eh?)

gl and atb all honest folks.

hi robleo, not sure i understand your remark. surely, it is
pretty ordinary when investing in shares, to think about
some things that might happen which we can’t control?
… because then we can at least then take those factors into
account when considering whether to buy or sell a certain
share, what %age weighting to give them in portfolios, etc.

so for example i can’t do anything about solvency II
requirements, but they are certainly worth considering
when thinking about buying / selling aviva shares?

similarly, i can’t really do much about the course of
the war in europe that putin has started, but it seems
reasonably sensible for me to think about what might
happen, and then how that might affect stock markets.

at the moment, i guess that there’s something like a 10%
- 15% chance that putin will choose to use some kind of
low yield battlefield nuke in the ukrainian conflict. if he
does, i think that’s most likely to be as a kind of demo
to intimidate, somewhere in the black sea, rather than
directly against a major population centre. snake island
would have an obvious symbolism given course of the
conflict so far. if putin does that, i think it’s unlikely to
lead to a full-on escalating nuclear armageddon (though
there’s a small terrifying chance that it would!!) but i
think it would almost certainly lead to a severe military
response from the west, & savage drops in stock markets.

(i agree of course that if there is full scale, all out, nuclear
war then aviva share price etc. will be least of our worries!)

atb.

CJ39, what do you think happens to AV.
share price if vlad nukes snake island soon?

? kamikaze kwarteng thrown his hat in the ring yet?
that would be entertaining for financial markets, eh.

randy connally knows that MXO managed a big placing & a spike in
the share price several years ago, when MXO claimed that they were
about to sell aje for a good price. …but that claim turned out to be
false… ? perhaps randy thinks the same game can be played again?

hardly karma, karl.

osa bought / acquired only a relatively small number of shares,
in comparison to his hugely excessive pay and perks package.

so although he’s lost a bit of money on the ordinary shares, overall
he has extracted a very large amount of money from this company,
osa did very well parasitising this company. i doubt that the guy
ever really expected to make money off the shares (hence why
he bought so few, just acquired a few as window-dressing, imv.)

soz, “Tennessee Black Oil”, not “Tessessee …, my own typo!

randy connally /NCT had history with MXO (/ADME) even before aje …

https://www.investegate.co.uk/northcote-energy-ltd--nct-/prn/notes-mx-oil-announcement/20160317101500P27B5/

? so how well did that mexican venture go for randy’s NCT & MXO?

(messy tracing NCT thro’ MYN to AOGL into HE1!)

hilarious website, and some well dodge proof-reading. they even
get the name of their own company wrong at one point, referring
to themselves as “Tessessee Black Oil” under ‘Company Profile’.

interestingly, this is not the first time that randall connally
has been involved with trying to make money out of MXO
/ ADME, & with that same old story that they are selling aje:

https://www.proactiveinvestors.co.uk/companies/news/122066/northcote-boss-connally-pleased-with-mx-oils-us18mln-asset-sale-122066.html

so, how did that $18million aje sale work out back then?
& how well did northcote do for the pis invested there?

(? does northcote’s history inspire confidence in randy?)

? how long are you envisaging that it might
take until aje phase 2 is in production, dan?

sunday times re annuity rates & recent market conditions:

https://www.thetimes.co.uk/article/does-it-finally-make-sense-to-buy-an-annuity-rvmghhgf6?shareToken=9751b0ce526cae2d80978262641aab7e