Member Info for Stebol

I'd agree - very much on the low side.
It's very much guesswork but potential is there; ROW, HABP, CF, anticipated revenues from current indication.
Even on a P/E of 10 the numbers are quite scary. One step at a time though - lets get approval first.
GL to all

Many thanks Ivy

Just wondering what peoples thoughts are on the benefits of a partnership post approval versus an outright sale, from the perspective of an interested suitor.
Obviously cost is a potential issue but taking Motif 'in-house' would surely have a number of advantages? There are still worldwide approvals to be applied for; Phase 3 for HABP to progress etc. Surely the potential market size and exclusivity would be attractive to someone?
Market Cap is currently £100M - it appears criminally cheap just now. Assuming we get approval this will obviously change but even at £1 per share there seems to be a real disconnect versus the potential sales of Iclaprim.
Grateful for any thoughts - there's some clever people on here whose knowledge of the industry far exceeds my own.

I hope you're right. It's all down to interpretation of a translated document. To me, it says 'this is a project we would welcome investment in', nothing more.
Until I see confirmed amounts, company involved, %stake etc etc then I will continue to be patient and wait for the PFS.
Tomorrow will be interesting at least

Semantics aside, there is no confirmed investment.
I'm quite sure there will be but we won't get confirmation until PFS is released.
My own view is that we're close - in the meantime, it was nice to see a bit of a bounce and lots of interest. Won't be long now I hope

Not saying you're wrong Sub but strange that you need to repeat yourself re timescales on an almost daily basis.
I heard you the first time

Thanks NoEasy. I agree re Agamore - I suspect the smell of the filthy lucre has woken them up. Hopefully the motions will be thrown out tomorrow and approval follows swiftly.

Many thanks R_Dunc. Fingers crossed

I see from the quarterly report that there is a court hearing tomorrow in respect of the 'Agamore' farm-in to OPL226 from back in 2010.
This has been ongoing for a while now and I was wondering if this is likely to impact the timing of the NNPC consent for Shorecan's 80%. Would the NNPC want this resolved before giving consent, bearing in mind that they are one of the parties named? Interesting that NNPC are represented by Shorecan's lawyers.
Hopefully, the motions will be dismissed but I'm not sure of the process and whether this may happen tomorrow. Possibly a final hurdle removed if it does.
Just interested to hear peoples views on this as its clear that many of you have been invested here for some considerable time. Thanks

28th January

Just had a look in here and wow, so many posts. None about the company though, just people fueling the flames rather than letting them die. Exchange emails, addresses, phone numbers, whatever, but please take your petty squabbles elsewhere. Or just filter ffs.
Two of you should know better but if you want to get sucked in then fair enough.

And now, Topless darts from Roehampton........

Hi Axe. I have zero interest in doing that - it'll either go up or go down. Just putting my thoughts out there, no agenda as I'm too chicken to trade. Hanging on and hoping

I'm also hopeful of an RNS Monday morning.

Agree Henners, the short notice and stated reason for the meeting do seem a bit out of the ordinary for Amur, particularly with an AGM just around the corner.

My thinking was more along the lines of RY being in London at the same time as Nornickel were hosting their Capital Markets Day last Monday. I just have a nagging feeling that they will be involved at some point (wishful thinking maybe, but I try to remain positive). They have their European supply sorted through their deal with BASF - can't help but think that maybe they would want a supply going East as well and Kun-Manie is convenient to say the least.

Time will tell.

For anyone interested, this is on a webcast from around 9.45am. Link is on their website

Not directly but who knows?
They are a logical fit for a number of reasons;
1. We have Nickel
2. They are Russian and are vastly experienced operating in the climate
3. As a strategic resource, my view is that the Russian gov't would want this run 'in-house'.
3. They have agreements in place with BASF re battery metals
So, although we might like a bid / JV with them - it's really a question as to whether they want Kun-Manie.
There is no doubt that they will be fully aware of our resource. It just depends on whether it fits with their ongoing strategy. Tomorrow may give us a clue.

I like your dream

I particularly like the slightly seedy nature of it: RY in a backstreet somewhere saying 'Oi, cop a load of this PFS. A tenner for a peep. For a fifty I'll let you mess with it a bit.'

Sure beats the doomsday scenarios that are endlessly repeated on here.

Nice to listen to such words of wisdom from someone who has been here for so long. Oh, hang on a minute, you've been here less than 24 hours??
Way too much muppetry on here - it's a shame as there are some excellent posters

It was an allotment of shares to maintain their % holding. Assume as a result of the grant of further options.
I think!!

Unless of course they were questions received in September, which they would appear to be.

In which case, excellent attention to detail.

Would be nice to the October update though.

Have been updated. At least, they have since I last looked.
Apologies if this has been seen already