Member Info for Taverham

Hellyeah, as i see it merging anything with Centrica would bring on lots of grief from the politicians and press - that is something it does not need.

Fair , I have been through similar delistings before and the key issue for cgt purposes is the date At which HMRC deem the shares worthless. Imv this is months away.Until the disposal process has gone much further and the receiver s published accounts the delisted shares could in theory have value. So little chance of HMRC declaring nil value yet . Maybe you could sell your delisted shares somehow and crystallise the loss -ask an accountant would be my view.

She’ll are too savvy to invest anymore cash in U.K. oil and gas.Everyone hates them already!

I think they should use Savills to sell this business.

people can choose the conventional agents or the no fee agents -purp are in no mans land imv.

I think the 2023 production forecast has been set to allow outperformance.

I also think that there is value in our tax losses which AB will hopefully use to advantage in M and A.

Give it a day or so for the analysts to do their thing and we will be back up imv.

Bought a further £2k- in expectation the market will see what a bargain this is just now.

Just bought another £2k - bargain.

In summary , trying to convince the cement producers to use our products is like pushing tripe uphill.

Where else can you buy a company with such enormous cash flows for just $500m?
IMV the sp is way too low and will hopefully re rate upwards today. Furthermore there seems to be a determination within opec plus to keep the oil price high so not much downside risk as I see it.

With 10% buy back and 3% divi am expecting double digit rise today/tomorrow. We shall see.

Results not too bad .......Doubt sp will move much.

RNS is telling us that the performance of the exec team is so poor we need to give them more cash as they have no chance of reaping any rewards because they have been rubbish- whatever next?

RNS and special divi should lift sp today and beyond imv.

Flash, why no interest in buying us out? Would any organisation with deep pockets want to be a junior partner to NCM with Sandeep as a ceo? I think not - they would want control ideally and/or confidence in ncm. Whilst there is risk wrt ncm future there can hardly be a worse scenario than a cash strapped partner run by sandeep imv.

Flash, No challenge to your points 1 to 3 but wrt 4 and 5, the way I see things is that the Asset is so valuable some company will want to finance the mine and Telfer for years to come and as the weeks and months go bye the risks diminish and value grows for ourselves. No worries from me on those points.

Not sure what to make of this - was it to impress the Paragyuains or to drum up enthusiam for wider participation?

Whilst this is certainly later than we wanted the positives from the injection system could help with finding a partner given the many billions of dollars of annual profit currently being made by big pharma. Even if no partner is found the positives from the delivery system and tolerability are good news for the other programmes.