Member Info for Stebol

If you have trust issues with the management then I don't understand why you would hold.

ditto that east-ender.
Much appreciated Bamps

As cransley says, this share was 0.0475 at the bottom. It was 0.38 on suspension and is expected to open above 1p.
We've had at least 3 placings over this period and yet Mcap has increased.
It all depends on what a placing is used for. If it adds value then I have no problem with it.
If I was worried about placings I would have sold out ...... and missed out.

We're going to see an awful lot of comments on here over the next few weeks about all sorts;

Trust
Placings
Dilution
Delays
Institutions
Mates rates
MM games

etc etc.

I think everyone needs to ask themselves the purpose of such comments. Do individuals have a genuine desire to save us from ourselves? Really?

If you've done your research and have a target then you should have the confidence to see it through.

Very much looking forward to the next few months and good luck to all.

I think if Noble Group had offloaded a wholly owned subsidiary then we might have heard by now.
Can't see it happening but I suppose you never know.

£100m not enough. Implied value, assuming Talaxis take up their option, was £100-150m - that was 2 years ago and prices have risen significantly since for our 'product'.

It's going to interesting watching this one play out for sure

Have to agree agree Sid. I do think this is a beginning but I understand Bobs point too.

We need some news first to be able to make a decision.

It's almost like investing in a new company; when we get Q1 figures and more detail it's all about how much you're prepared to invest. If we hit 2p on re-list and you're sat on 1/4 million paper profit (as an example), do you let it all ride or do you take some off the table?

I've no doubt there are plenty of catalysts to move us higher over the next 1, 2, 3 years but plenty of investors don't have the patience.

It's never wrong to take a profit but I honestly have no idea what I'm going to do yet. My gut feeling is wait for Nigeria, more drilling and increased production in Wyoming. The other part of me is saying if my holding has got some noughts on the end then maybe take some off.

It's a nice problem to have at least.

Here's hoping for a 'news' week - good luck all

COPL news can now be found in the BBC Sport website!

Only kidding as we're all in 'wait' mode. Enjoy (if thats the right word) the match.

Don't mind consolidation - at some point we'll need it as way too many shares out there.
There's plenty of institutions that wouldn't touch us at the moment but things will hopefully look a bit different when we start to see some production numbers.
I suspect there's plenty of holders here would be looking to get out before then but everyone has different objectives. Good luck to everyone.
It's a tricky one with so much more drilling planned for 2022/23 and the impact Nigeria could have.
The thing is, where you might have been comfortable investing £30k at 0.3, would you still be comfortable letting £300k ride if it hit 3p, despite the potential upside? I'm sure plenty of people had a nibble at much less than 0.1 too.
Decision decisions.
Re-list day is going to be a rollercoaster I suspect. It will be interesting to see if we do get more institutional buying - I've no doubt Art and the team will have been working hard to attract new investors and perhaps some of them would like to see consolidation first.
So many unknowns. What we do know is that we are a producer; the oil price is nice; we are surrounded by majors in Wyoming; we might get Cuda WI if they're screwed; there's loads more upside from future drilling; Nigeria hasn't gone away and Mr Mullholland is an excellent deal-maker.
Compared to where we were 12 months ago, you'd have to say we're doing pretty bloody well.
As for name change? I really couldn't care if they call it 'Bettys Burger Bar' as long as I get a significant return on my investment.
Enough from me, waffling due to cider.
Good luck all

XOP in Canada busymumof3

Quite right Impecunious2 thankyou.

I don't even have the excuse of the I being next to the A on the keyboard.

Hangs head in shame, reaches for coat.......

Buys reported as sells
Sells reported as buys
Who cares really?
If you've done your research and invested then I just don't understand the fascination with analysing every trade. It will make no difference to the outcome here.
Too much macro can give you a needless headache.
Sit back, relax and don't sweat the small stuff - it's all good in the world of GGP

Respect your view CawCaw but it all comes down to whether you trust the management or not.

I would much rather give AM the freedom to act as he see's fit, rather can constrain him and possibly miss a 'deal'.

Without the option to issue more shares the Atomic deal would never have completed.

I know dilution is painful but as long as it adds value then I'm not against it.

Let's see how this all pans out on re-list.

geordie - not a criticism but if you're a long-term shareholder then you should know better than to have a pop at SD after a few months in charge.
GH only attained God like status during 2020, with the rise in SP. For a very long time prior to that there was not a lot happening in terms of share price.
Plenty of time yet

Quite right. But they can potentially influence what you will do on re-list.
I have no more idea than anyone else but if it's as positive as we hope then institutions will be mopping up anyone selling early.
It all depends on news but my current thinking is run away from the keyboard until things settle down. It's going to be a bit manic i suspect but time will tell.
Best of luck to all

shaa - I don't trust 'credible sources', particularly when they're unnamed. I mean, anyone could say they've heard this or that from a 'credible source' as they often do on these boards.
Having said that, I do think Atomic is the dogs nadgers.
Would just rather wait for the inevitable RNS to tell us so.
I've no doubt this is going to be good and that's just based on research - no 'credible source' required.

Well that and Art putting his hands in his pockets when we were on the brink last year.
I know he gets a lot of stick from some of the successful executives on here who believe they could do a better job, but fair play to the man.
It's gonna be fun

Lovely!

The value of our shares is increasing even though we can't see it yet.
In a perverse kind of way I quite like being locked in at the moment. I might feel differently if the oil price was on it's arse though.

Much to look forward to but, like christmas, you don't want to get to the eve and find out it's been put back a month.

I would suggest more sozzling EP

I don't see the 'availablility' of funding being an issue, bearing in mind the strategic importance right now of rare earths

The funding question was asked on the BW interview posted here yesterday.

Will Dawes said they are in discussion with significant investors, presumably including Talaxis. Ongoing funding covered by existing working capital.

I'm sure it will all become clear in due course. Only guessing obviously, but the fact they've set up Mkango Polska would maybe suggest they sell a stake of this for funding?

I continue to be impressed by Mkango management.
Plenty left to do yet but all of the pieces seem to be coming together.
Amazing what you can get for a £40M market cap!!