Member Info for triumph1

We have all seen the balance sheets, cash flow and dividend declaration. The way some are acting, its as if the company doesn't have the cash to pay the dividend, they have suspended the dividend or have lied about giving a dividend. Ask yourself what could have possibly gone wrong with the company for them to not pay the dividend. For something to go majorly wrong with a dividend, the company would have to by law release news immediately regarding this. No news means no problems, so an easy choice to add on weakness from jittery investors. And why would the directors be buying up shares if something was majorly wrong? They are also clearly adding on weakness from investors with the jitters. I would be the first out the door at any whiff of dividend trouble. What could have went so seriously wrong? The cash evaporated? Its just a bank delay, simple as that. I really cant see anything more sinister than that. And the company can't say much more than what they have released already. A bank error is out of the company's control so they probably don't know themselves. We should just sit back and chill. Once sorted, up we go.

To increase holdings on days like this. Snapped up another 10k shares at 150.98p, a price i didn't believe I would see again. I am taking my lead from Ory, and buying on the dips. I have every confidence the bank processing delay will be sorted out very shortly, then back to business as usual.

what a run we are having here, up another 6% to 170p. The market is certainly catching on to this little gem judging by the size of some of the trades going through. And about time too, was primed for a large rerate considering our growth and cash generation. Fair value relative to xlm peers' valuations would certainly suggest north of 200p from here. This rate we will be there in no time.

Your thoughts and time in constructing this are much appreciated. Great read! You are spot on in saying that this company has been under the radar for so long. The market are now only starting to cotton onto how much of a powerhouse XLM is. A real AIM gem this, and value will out!

To pull the trigger here. £1.9bn valuation is very low considering EPS. However it is all about future outlook. Do investors have confidence in the board to sail this ship through the very choppy waters we are seeing. The answer from the AGM is a categorical no. Comments from top investors such as "asleep at the wheel" say a lot and i believe the low valuation can be justified because of the lack of future outlook. The board appear to have no strategy in place. Hoping that iphone 8 sales are high is no strategy. Increased EU roaming fees was long in the making and should have been anticipated by the board a long time before it was in effect. The only way I can see forward is for James to step down.

As expected. Fantastic little company which has, until now i believe, been firmly off the radar. XLM is a large portion of my core portfolio, and with results like that will continue to be. Well done XLM!

They have a lot of debt to service with wafer thin margins and no room for error. With that last debt issue, it seems as though they are going for all or nothing. There really needs to be a big uptake of their automated warehouses or this will fall flat on its face. We are not seeing this uptake at all. Definitely see why this is one of the most shorted stock on LSE. Looking very risky IMO.

Still bashing barcays lol. Perhaps I should recall your sp predictions a month after brexit when it went from 150p to 240p and everyone made a ton of money. Made a small fortune in that period. 110p i seem to recall your prediction then. Banking lull is industry wide, not just isolated to barclays. Yet i dont see you trolling other boards. Why? You clearly have a personal vendetta against barclays for some odd reason. If you are so certain in your predictions, put on a massive short! Before you place, tell us the amount you are going short to prove you are not just a troll. Put your money where your mouth is....after all, you have nothing to lose, right??

Those buying now sure have a strong risk tolerance. I suspect most of the large buys are short covering. The bounce is clearly technical. Insane, people here talking of a 250p takeover?? Who on earth would pay that before the investigation is complete? Definitely look to short this one. Good luck regardless of your positioning.

Showing some gutsy resilience at 128p support. If this was to drop before results on the 11th, I would be more than happy to double down. Fantastic little company, some nice growth figures and a great dividend. If the previous years are anything to go by, I will be expecting a 4.9c per share dividend in Oct, or approx 5.2% yield. Very nice indeed. They wont stay at this price forever, that's for sure!

A company with $100m+ in revenues now worth just £25m. Bizarre, irrational and oversold to the extreme. Then again, this company is the perfect example the damage Tanzania have inflicted on themselves. Confidence is now so low after the threat of stripping away mining licenses and nationalising all mines that no matter what the current revenue, this threat has decimated company values operating in the area. You cant really blame investors for dumping this. Until the stuff with ACA is sorted, this is going nowhere. After such a threat, i feel this will never fully recover. Those few words have probably set back Tanzania's goals on revenue from mining activities a decade at least.

Explains the big trades the other day. All buys. II's love this stock. Done very well over the years with this share

If it does wake, it will be a miracle like the resurrection of jeeesus, but without the rejoice. Lets hope she goes with what little..... dignity...... she has left, and not become some sinister zombie. Now that would be a horror film....Dawn of the PTV

This dog has been put down. A year too late IMO. Sorry to all those that lost so much due to these crooked f****

Oil plummets 5% due to some net short analysts outlandish, unjustified predictions. Don't be fooled! These analysts "predict" based on their positions and change like the wind. Hopefully wednesday's much needed EIA data will give us some direction. In the meantime, bets are hedged with a 3x leveraged inverse wti ETF.

I honestly don't think shell would cut dividends. Times have been more dire than this since 1945 when shell last made a cut. Oil was lower than this throughout the vast majority of this time. I for one would be extremely surprised if shell cut the dividend. Not only would they cause the SP to tank upsetting many shareholders, but lets not forget shell still make a ton of cash, enough in my opinion to sustain the current dividend level. Shell will weather this storm as OPEC will implode way before shell start considering cutting dividens.

unfolding here. If it is any consolation we all know that with this deal, in the long run, shell will emerge victorious. Shell are not some two-bit company, and will prevail a better and leaner company after this is over and are better equipped than any other oil company to weather this storm....IMO today's new low presents a fantastic long term investment, with emphasis on long term.

I do have the intention of buying here and always have done but i don't buy shares on hype. I need to see the assets first before I make any decision. Perhaps i have missed the boat, perhaps i can buy in cheap if there is a placing but I win far more times than lose out with this strategy. Anyway i am not being negative, i have said on many occasions this company looks to have a good future...besides, the share is suspended. Some people just need to be brought back down to earth and realize any worthwhile asset is going to cost money. If everyone is lead to expect a huge 80 well field and 400boepd wells for nothing by ramping the hind legs off it, and DW does not deliver this, those naive enough (80% i would say) who expected this will sell first thing, and create opportunities for people like me to buy in cheap first thing. I am actually doing investors a favor if anything. Everyone here needs to keep it real. Underexpect everything and expect nothing (or very little)!

What was wrong with that post. The crux of the post was illustrating how conservation of value works when dilution occurs. Yes i missed out adding value raised to Mcap, but i thought that was a given. Perhaps not lol. Anyway, perhaps you could then explain how CEB are going to purchase a field of wells, some capable of producing 400boepd like some on here say for just $1m. Not even taking into consideration administrative expenses and reworks. I would much rather be locked out of a share to invest and trade elsewhere than locked in lol.

Wow, i wonder why they did not just buy the desired shares on the open market? I think there must have been a very short supply in shares and could not obtain the desired quantity of shares. That's the only explanation i can think of. Or perhaps they negotiated a placing price and the SP suddenly tanked?