Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
True tragic.. Just shows what a monster of a rise coming.. SP sitting on its behind ATM.. Only upside from here :-))
Blog seems to have been down since Friday.. Yes, there's probably a lot of updates going on there. Looking forward to RP news on completion.. The market loves to see revenue coming in.. Scroll down to Blingbird post for figs.. x3 our current MC alone.. So much more also to be thrown into the mix.
Yes, on technicals the SP will rerate multiple of where we are now.. Needs volume of course,..And it will come.. Nicola Duke says @StuartRamsay4 "It should go much higher, need to see how it behaves on initially rally. will upate again." Add in poss board changes, LM14 oil & GAS (Seems to have been falling on deaf ears).. SC workovers X 15+, our RP ~ due to complete next week..Already revenue generating $$.. PPetro and our prize of a Mexico JV.. Plus a few other news items laying around.. Then I wonder where Nicola Duke will have her target price?? dyor :-))
When Eddie comes,. or should I say if he comes to Northcote, I am sure he won't come alone,. you have already mentioned one of his right hand guys.. Nevertheless, SC is going to be huge for NCT either way.. Once we get numbers on work overs and how many... some numbers going around saying 15-18... Anywhere near this fig. will be around x5 our curren MC, and that's putting aside LM14 (which is more than x2 our MC ATM) And put aside all other news coming our way- inc our Mexico JV.. ATM you can see why Northcote is so undervalued. We need RC, or if he has gone, which I'm starting to believe he has, the current/ new incoming members of the board to clarify the CO situation.. News, news, news now please!
IMO Randy has gone, or is very close to going.. If so, the name mentioned on the board here while back Heribero Gonzalez, just may be stepping into his shoes? and if he does, I hope we have a clean sweep TBH and a new company ethos.. Clarity and regular updates.. Re our few errors on our RNS.. Spot on Noli, after so long without news, you would have thought they would get this one right. These RNSs are 'Golden Tickets' for companies,.a chance to pat yourself on the back.. I am not knocking Randy, but he needs to show himself and clarify whats going on at board level.. On LM14, cracking update there and with gas etc.. But IMO the main Company changing news still to come.. Perhaps leaving this news until board updates come.. maybe at AGM, yet tbc...
I have just been number crunching on the gas production and can't seem to fault your numbers.. The market is slow to wake up on this for sure... Surely the figs. are worth more than our MC ATM? ;-))! I think there is also a relevant point that RW done this RNS and not RC.. Maybe those rumours on Board Changes go right to the top? Time will tell..I'm happy with this update.. All good IMO
The guy feels good scoring points from other posters, concentrate on what's coming.. I don't know exactly what it is, but it transformational.. I'm thinking we may hear about SC first, then lead us into the Company changing news.. I honestly believe it is that big..Take that as a ramp if you want..! I'm not spending another £40 on calls to RC unless he talks quicker! dyor..
There is obviously a lot of detail going into the next batch of news.. Got to let the board get this right.. If what were all expecting - LM19 SC and Company changing news? then IMO it's worth waiting on..
There does seem to be a bit of momentum building here on NCT now.. With news coming on many important fronts, SC RP Mexico and the BOD.. Possibly news at ADL and MXO (Warrants).. I think our mini conglomerate is about to wake up!
Yes.. Ha nice one! And the more often you post about placings, eventually one will come along? Then we get a 'told you so' from you and Ratty? We all get it wrong along the line, nothing is carved in stone on these b boards.. Chill out a bit.. And yes, I think we've bottomed! Again :-)) Can you also answer this question? "why you initially invested in NCT? Just wondering as it must have been a strong buy for you at that time?"
Can you tell us why you initially invested in NCT? Just wondering as it must have been a strong buy for you at that time?
A few guys getting in touch with me.. Just how easy / hard is it for us to get back into the teens> .20? As we all know, AIM share can easily bag up in a day, some x2 x3+, but can fall just as easy by the mm's and sometimes, shall we say, on not so good news..! The way I see NCT... We've already fallen from the highs of .30 .50> down to .025 (Too many zeros for my liking!).. I'd say confidently we are sitting on the bottom now and very unlikely to drop further seeing we are entering, what's rumoured a Company changing period..Transformational some might say? From .03 we can easily bag up to .06 and follow that through as news comes in.. I count around 4-5 good RNSs coming our way.. Push this on from .06 to say .10.. Complete my scenario with a possible JV.. Bag from here .20 and there we are!! Ha, sorry folks... A tongue in cheek moment :-)) Better get back to my empire! dyor of course!
Your getting paranoid ratty,. One of the problems highlighted time and time again is timescales.. Perhaps if a few more big oil names join NCT and a change in board members, comms may start to improve and timelines met.. I must admit it is very annoying when your told something (non sensitive info), and there's no delivery.. Nevertheless, the news is there, I just think RC gets ahead of himself sometimes.. Egg on face moments come to mind.. However, I do believe this is all about to change, Northcote WILL rise from the ashes and I'm very confident Northcote have a bright future.. Apologies to some if I get ahead of myself sometimes, but I am looking into a Mercedes garage this afternoon :-)) dyor
Wow! That's a big loss.. I think people normally get burnt on spikes.. For what we have ongoing and coming should bode well for a sustained rise.. We are not talking about a one off contract looming here.. IMO, yes there may be a spike, but I'm confident the company will still rerate from that point.. I hope this comes good for you and you end up with some profit..GL dyor
Seems to me a new direction is coming for NCT, if true on new BOD members, then I think SHrs need some clarification and as soon as.. Comms not the best from our BOD, but perhaps that may also change.. To get the max out of SC, workovers do seem to the best ST strategy.. Add in the RP and poss Mexico JV's (If any) and I truly do believe we will see a sustained turn around for Northcote.. I have added again this morning and if StepDownStefan manages to get flow rates out of MXO, I will add here again :-))
I've got to agree with you Ors,.. Re Herberto Gonzalez, he is a big name in Mexico and has an extensive broad sheet of experience.. Having him connected to NCT in some way will certainly get some eyes up.. Re BOD changes, I know nothing there but rumour.. Any changes in our BOD can only be good though, giving RC not everyone's best mate and not on anyone's Xmas card lists! Perhaps some new names and a more collective decision making process to start!.. imo SC already is a main focus, more research into work overs could throw more light into SC..but it's other news I'm interested in ATM.. The RP and MEXICO.. NCT need to clarify quite a few questions put forward.. Noli's list being most of them..
Ors mentioned yesterday you posted a cv on Herberto Gonzalez... Do you still have that link? Cheers :-)
Good post drill... :-))
Ha..Lol yes, I remember and his name..HG... Do I win a prize?
Scott... RP Yes, and the further we get into July.. the closer we are to have some nice contracts announced.. Anyone thinking the accounts are good are deluded, but... they are better than I thought they'd be! That year has now gone,.. thankfully and I'm more interested now in our future..Randy told me a while back he is not finished with Mexico... I truly believe we will show MXO how it's done.. Meanwhile, there must be so much more news to come.. I for one will be buying tomorrow on any decent dips..