Member Info for Traa-dy-Liooar

selling continues, may see 50's again.

Agree LM says as much. The lag in pricing - so long high pricing is maintained - should even out this h1.

' Due to the peak harvest in Cote d'Ivoire falling in the first half and the recovery in CPO prices only taking root in the latter months of the year, the improved trading conditions will not be reflected in the financial results for the year ended 31 December 2019. However, with prices currently trading at US$870 per tonne and this year's peak harvest season due to commence imminently, we expect to deliver a substantial improvement in financial performance in 2020. '

One to be patient with. Loose stock from HC sale, today may prove pivotal in flushing the remained out. Strong business and we will get detailed figures in Feb interims.

Don't think last years update had profit figures. Obviously wasn't what some were looking for. Bit of PR would assist with update.

Agreed. Seems there are some way from a commercial deal.
'Candidate nomination studies are underway post-period end, potentially resulting in candidate selection in Q1 2020.The C4XD Board believes that upcoming C4XD data will be valuable in driving a competitive out-licensing process focused on SCD and PAH.'

Be interesting to see what CD has to say in his call at 11am.

RT if you missed the early entry don't worry it will keep going up. If you have a short then close it. GL

* incorporated

Good time to be invested in DKL, full year update due in January, be nice if this inthe every aspect of this growing company and forward looking statement.

On paper this is a good growing company. However, there is something fundamentally wrong - evidenced with the continual decline in the SP. It is clear there is a drag on the stock and has been for some time. I have no criticism of the BOD and the numbers they release, although more updates would be welcome, but the market clearly wants this lower. The M/c was probably too high when SP was in the 40's and 50's and i see a price in low 20's as reasonable .

Big placement at this level will lead to knee jerk fluctuations. MM's, as ever, have the handle. Easy - if or until CEO delivers on his rhetoric - IE a deal.

Another big buy at close. Sit and wait for re rate. No worries.

from BOD at AGM leads to 22% decline in SP ( yes over a fifth!) Company seems detached from PI's, which is rather sad.

I would be surprised if there was not a pre AGM statement as there are some outstanding timelines that require clarification and, quite rightly, should lead to several questions for the BOD. In particular an update about the machinery due at the Ethiopian manufacturing site for end of Sept. '19, and the current position of the strategic partnership with Shandong Ruyi.

Hard to draw any positives from the RNS. Obviously felt obliged to release an update - may as well had said as you were nothings changed! Red day today. The company is not performing. This one liner sums the inertia that abounds-
"However, due to a lack of comparable data in the Company's operating environment (being that Tlou is the first to attempt dewatering of the Lower Morupule Coal at depth in Botswana) the Company cannot predict exactly when potentially commercial gas flow rates will be achieved. "

Both valid posts imo. Unfortunately we have all been on the wrong end of a placing reducing a SP considerably, and by the same token have also taken advantage of a sharp decline of a company caused by such actions. It is part of AIM. That said this does offer an excellent entry for new investors, particularly if Clive Dix's assertion of potential deals for 1, possibly upto 3 licensing agreements, similar presumably to the Indiviur deal. I do think there will be some short term flipping but that if a deal suddenly transpires it will move expeditiously. Here's a reminder of Dix's outlook post placing.
https://www.proactiveinvestors.co.uk/companies/news/905650/c4x-discovery-fully-cashed-up-and-sees-big-potential-for-its--blockbuster-molecules--905650.html

august 22..

from Sept 22 RNS - Lesedi 3 and 4 have each achieved an initial sustained gas flow of approximately 20 thousand cubic feet per day (Mcfd);
· Rates are anticipated to increase steadily, leading to a peak and commercial flow rate;

Is it unreasonable to want an update on the rates. TG needs to acknowledge the markets scepticism and address his PI's accordingly.

Whizzer - most TLOU PI's will share you pain at the snail pace of TLOU's newsfeed. Perhaps they would be better served if they set out a reasonable time line for flow rates ( By now they will know how long the dewatering etc will take) what is unacceptable is the radio silence. A pro active company should seize the initiative and provide regular informed updates, with explanations as to future developments. Patience has always been a requirement for TLOU but TG is really pushing PI's patience now. Time for a comprehensive updated TC!

see this rising on the run up to the AGM, whether there is any update prior to AGM is open to question. Susopect there will be an update, although generally the company is too insular in the required PR.

couple traders sell and take their loss (Mr418,299 and Mr388,824) after holding for an hour or two, should have done some research.