Member Info for Tdaves

Rally will be after the RNS. Hopefully tomorrow.

Indeed, and the usual suspicious rise just before the placing...

Btw what report/news are expected this week?

That's why some traders here were saying that TO is likely after the news. That's a big short increase from Marshall... Assuming they are not total gamblers, they must be certain that no good news, not to mention TO is coming. Still at this price and all this unknown almost doubling your short is like playing poker unless you have good buddies in that company.

Not sure if it's a good follow... How is TTG both in the up and the down list... Seems some random made up list....

What happened here? Just looked at the sp graph and saw it went from around 1500 to 150 in three months.

Yes, but that's what they said in the previous RNS. Basically, not to expect rainbows until first q of 2025.

Yes if it's anything positive it will do well even now. If not we'll have to wait till q1 2025.

I don't expect much or anything positive at all. I mean not in such a short period of time. From the RNS "Clear plans have been put in place to rectify the issues during the remainder of the year and potentially into Q1 2025, including root cause corrective actions, improved factory planning and factory layout, however, these are not expected to sufficiently mitigate the impact in FY24.

Furthermore, over the course of August and so far in September whilst overall order intake has continued to be positive, the order intake for execution in 2024 in our higher margin components business has been materially weaker than anticipated with the orders received in Q3 more weighted for delivery in 2025, and recovery is slow and steady." And there's more in the RNS where they talk about improvements at the begining of 2025. So I'm quite sceptical about any quick fix. I'm expecting it to do well in 2025 though.

It's hard to understand some people these days. They talk negatively about the company, they recommend strong sell yet claim to be shareholders themselves... Why would anyone encourage others to sell when they haven't sold themselves? 😔

That's true, but I am more worried about BlackRock though. Who knows how much are they planning to reduce... I assume they haven't finished as most likely the sp would be going up.

And here I thought 90p was a bargain... Well, will wait and average if it drops to 70p.

Probably no one cares if some works start this year or not. Everyone just wants this deal signed. There are no season restrictions for signing it so it can still be signed in November or December. Will it be signed is another question...

Why are some people talking about October as some deadline? From the last Rns "The Early Works programme was launched in Q2-2024 to demonstrate readiness for Major Works and the next steps are to finalise second bank credit approval, sign the definitive detailed financing agreements, drawdown the equity funding and then launch Major Works - all targeted within Q4-2024." Says within Q4.

Sold all my shares in kefi more than two years ago as I got fed up with never ending delays and next month stories. Still on my watchlist, but reluctant to buy again seeing the same story going on for another two years. Not saying it won't happen, but clearly something's wrong here. Having such resources with current gold price - there must be some big stinky rat somewhere for the second bank not wanting to sign the deal for so long.

Sorry dvharrison if it was my mistake but weren't we supposed to get this "and provide the basis for full financial close and commencement of Major Works in October 2024" by the end of July? I mean the financial close. And the word "basis" gives me the impression that there will be more drivel to drag this longer for the final closure of the final whatever.

Sharezy you got a point about FG. On the other hand, I don't understand how you can still take HAA seriously after like 10 years of the same crap. I was only 99.9% sure another delay was coming, so today's RNS was a real shocker to me...

Maybe they did go, but who knows how long it takes for those committees to actually approve it. Could be one month, could be one year...

Of course nobody is going to take me seriously. Anyone taking anything seriously on this board needs to see their GP immediately. And btw you're the one comparing it to some company with 200 wells. Broker ratings are total rubbish most of the time too. So people read rnss for real facts and market reaction is always a hint too.

Why are some people so exited about those 0.5 million cubit feet flow and suddenly start talking about some other company having 200 wells... The market was clearly not impressed with the real facts. The rest is just wishful thinking and drivel.