The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Rak your decision are based on your thought process and risk analysis. Im still confident and Im hopeful of a strong RNS soon.
If I had a few spare grand it would be in BC at this price.
Unfortunately HMRC Corporation Tax bill prevents my company loading up more in my pension at present.
GLA
All, whilst the You Tube was posed by Luther yesterday he does refer to the fact "some of you may have seen this already", Im not 100% convinced that the actual footage related to yesterday or recently, but I'm not trying argue or be contrary, I actually thought it was another companies stockpile so I'm not across everything as well as Penstock or others on the board.
Bottom line if the stockpile is huge we are either without trains or we have had trains and the new 77 is already operational possibly?
Hope its the latter.
GLA and apologies for any confusion
Careful GWP, I think the video you are referring to is a one that Luther posted of another site. ( From the US Coal website I think) Talking about the process of washing and sorting coal, Im sure that is not BC and they showed a giant stockpile of coal.
GLA
I'm of the opinion that we will get an RNS on Unit 77 readiness on or about 28th Feb. I cant afford any more shares at the moment, I've topped up a little whilst it has remained this low but I would like the opportunity for me tobuy to close and start seeing the SP getting to a more realistic price in line with my expectations.
GLA
Cookoo12620, Your post is why I try not to bin anyone, you have a view and you have expressed it articulately and have pointed to some evidence you feel supports your view that someone could research.
The Snoopydog character on the 3 shares he has commented on comes up with a negative comment such as
****show
Dead in the water
Duster
etc but doesn't articulate anything that would cause me to do more research into his comments. So if he is paid for that I think he is robbing a living from someone.
GLA
I try not to filter people on any boards but I must say that the "Snoopdoggy" Character is one heck of a candidate for the bin.
I just cant see any purpose to their posts and I wonder if they are a part of an organised attempt to spread FUD if he is ever audited by his employers?
I would be calling them in and asking if they think they are contributing to the well being of the business, to be honest they would probably tell their employer that they are a **** show and are going nowhere and the bosses are robbing a living from the shareholders as that's about the limit of any responses that I can glean over the last couple of pages of their content on the LSE boards.
Strange life purpose / choice..... especially when you cant do it too well!
Yep agreed Penstock.
I wasn't for one moment suggesting we have to wait for a Capability Brown landscape to be realised, just that we need to wait to see the fruits of the labour of the BC team and our invetsments
I believe they are close to being a fully working mine at a good production and delivery capabilities for a significant period of time.
I too have noted that comments on the BB seem to be less in numbers and I believe that is down to the majority of LTH knowing what we have got, how much its needed and not prepared to let it go until we see some benefit from our investment.
GLA
Penstock, I think the majority of LTH are now just sat on their hands waiting to see the re-rate rather than their heads in the sand.
Heads in the sand would indicate we are trying to ignore / deny any adverse information in the belief that all will be good in the end.
Realisation of the age of the company and the amount of work involved in building the company to where we expect it to be is now fully understood ( I believe ).
I liken it to the work of a Landscape gardener, their work is hard and lawns look like mud until they mature and trees look like saplings until one day they are a tree.
Patience is the key now I believe, I know we all want to see the Divis but we need to let the company get on and do its thing.
AIMO and GLA
Just my musings!
Are Ben keeping radio silence on activity as they actually work the new 77 up for a couple of weeks production figures and a strong operational update RNS.?
AW has indicated in the past he's not going to keep giving a running commentary on train schedules.
I get that, as we should hopefully be fully aware of what BAU looks like and not expect such granular detail of BC activity, but at present we only have an idea of what BAU looks like and we are keen understand how close we are.
I'm half expecting a month end operational update stating benches cleared, 77 assembled and commissioning runs completed and some figures on increased production with numbers to give an idea of new monthly coal production capabilities.
AIMO
GLA
Yes I see what you mean and your right in the respect we dont want to pay standing charges, but I think the operation have spent enough effort in clearing benches to deploy the 77 at some cost and they will know the train availability scenario better than me.
AW has indicated that NS want guaranteed loads to schedule and pick up and not get adhoc calls saying the hoppers are full come and collect.
IMO having the 2HWMs in operation will build the stockpile and hopefully allow a regular scheduling to be created for collection.
GLA
Rob1967. I hope your wrong.
IMO the train situation is dictated by our ability to fill them, The 77 should see more coal available at the fast fill facility and ensure NS have plenty to go at as they schedule the trains.
GLA