Member Info for unvrkw

i'm not expecting to see such a drop in gas prices especially in the US with recession. whilst demand may drop i think they'll be supplying as much as possible to the EU which will support prices.

i bought yesterday at 111.8 so close

This really is one of those companies you can completely forget about and hope one day you’ll be surprised. Never know something promise so much but deliver so little over such time. It’s in the draw and maybe one day something will come if it

after 12 months if they havent relisted then then get delisted from the exchange, become a different type of business all together. i've had two or three examples like this before and in every case they have never come back to the exchange or not for long and you see the business drift off in both comms and our ability to get info or cash from them.

i'm not sure on the next steps as in what they choose to do. i think we should recieve an update however its not unusual to see nothing and in this case i hope it is different. benefit of being private is they'll say less cost. with the wars and recession coming i'm not sure on the near term future of fox, they need the court win

https://youtu.be/FmhDmbAjTfg

.

there looking and i think, why arent there development areas in kaz. i assume energy costs havent increased anywhere like eu as their still taking oil from russia, now at discount?

https://podcasts.apple.com/gb/podcast/odd-lots/id1056200096?i=1000564501284

good update through investor meetings company. update from agm and then slides for company overview. clearly hear they are starting to now look at other options, clearly think kaz is going to see many ipos that might not involve them but a safe environment to see them happen. also said debt gone on schedule by august. a very good, smooth, as expected update and they sound very confient about the future. holding at the moment but more to do with thinking a recession is coming but ceo highlighted good year expected ahead

i would think so if you ever wish to break even. saying that i guess you neither want to loose loads more money so i would'nt go anywhere near it at the moment. the theory, the updates all make sense, great oppourtunity in this industry but personally i need to see some evidence of sales being created and shipments out the door.

the idea, business future and growth in this sector must and is absolutely huge, just actually starting to see it come to life

last time i sold was in the 270s, sold £35k then dropped back and picked another £20k up at the recent lows which is now picking back up again

whats the % that is always unhegded and continuioulsy being agreed? i thought theres around a 20% float which is unhedged and managed at the time, some coming off from a year or two and new being dealt. therefore surely if and when the price drops we then continue to gain and that is the point.

we are expecting a recession later this year, big drops as demand slows and inventories fill. the dynamic is slightly different for US gas as its now feeding a demand that isnt going to drop into europe too hence the price rises continue. unless russian comes far more back on line these prices will continue and as US supplies uk we supply europe too, everything against russia. price drop maybe but then 2023 onwards huge rises.

its now my biggest holding

US benchmark natural gas jumps above $9 per mBtu for the first time since in nearly 14 years. Strong local demand, massive LNG pull into Europe, and muted shale response combine into explosive ****tail.

https://twitter.com/javierblas/status/1529458237518512129?s=21&t=j4I_iEcmcozNNzc0APmU6w

Worth a listen

https://podcasts.apple.com/gb/podcast/palisades-gold-radio/id1439485214?i=1000563538278

its expected pretty soon

yes i thought that, small win, i'm sure the uk ones will drop for a week or two and then jump back again above current levels

i think results will be good. the overall value based against there portfolio holding may be down but as mentioned their model works better in hard times when liquidity is drying up and thats a fact. i like the income side they draw on and this has been improving.
bought 10k this morning just over 1 pence, its one of my riskier portfolio positions and i also think based on metals, commodities as investments this will have a long term good position

Yes natural gas going up!!

this will do well to stay blue when new york opens

followed your lead and put a buy order in at 115, lets see if it happens