Member Info for Urraca

If this rebounds strongly it will make the big mark down on Friday look a bit fishy.

And here is the news. Another day, another SDX drill, yawn. Lol. The price was recovering strongly on Friday, lets see if it continues today.

From a management accountant perspective, the key factor is fixed v variable cost against cost v income. For HYR, where I remain invested, the biggest factor is the capacity underutilization of plant. IF they can get enough feedstock to keep the plant running at 90% capacity, they will be generating very decent cashflow. The final results suggested that Canton is currently running at as close to 100% as a manufacturing process can get, now post y-e results. Any deal that could see this being sustainable going forward would be a game changer for the company. Everything is in place, except the raw material input. Everything else is window dressing imo. I don't fully understand why they have not been able to secure this before. There are alternative processes, sure, but hopefully the carbon credit angle will give HYR a competitive edge. Otherwise, well, not all best in class techs succeed. Don't want to be down, but they need a deal.

I think Clint Eastwood has the best investment advice on PANR at the moment. "Are you feeling lucky, punk? Well, are ya?" I've rarely seen delays in the O&G business being the source of good news. And there's been quite some delay now. It's spooking the market, and that's why people are bailing, and the sp is dropping. It's not some conspiracy 'to get your shares cheaply'.

Always get the sell on news brigade. Its annoying for holders, like late frost is for farmers, nothing you can do about it. Up to you Eddie, but if you wait for deals to start coming through, I think you'll be rewarded.

Looks interesting. He must know this niche market inside out. I hope this signals that some announcements that deals have been closed will be announced shortly. And his appointment might bring some interest from American investors.

He's hardly going to want to delist having just pledged his stock as security for a loan. His creditors would be rightly pretty pi**ed off. Can't ever know, but I took it to read that he's going to be developing something else, and using his pf to fund it.

Not too bad. Increasing feedstock supplies, with all six processing trains in Canton operating recently, which should improve Q2 results. No deal to secure this yet, but still working on it.

The 2m trade after close yesterday is above the mid price then. Gotta be a buy. The 1m trade from today was a sell. As for TR1s, don't hold your breathe. They seem to be widely ignored on AIM these days. Seen it in multiple shares.

I thought the two 1.206m trades, bth listed as sells, was actually the same trade, one sell, one buy, with a very small spread. At the size, someone put in an order to either buy or sell, and a broker built it up.

Still in an upward channel, higher highs and higher lows.

I'm hoping they're pushing it to the last day in the hope of having something good to report. Anything at all would be helpful.

There's been more trading activity this morning than there was by 11 yesterday. It only picked up after that. Be interesting to see if we can hold yesterday's end of day high close.

SCC06, it's worth reading their prospectus. Up on their website. Ok, it's 90 odd pages lng, but you can skim some of the more turgid stuff. I found it very interesting, and got a pretty bg stake here, for me, on the back of it. We need to see some deals struck. Then, boom.

That whopper was a buy. Free float drying up.

MMs dropped the bid down from 1.55 to 1.45. So mid point is 1.52, giving a rise of 9% on the day. And keeping us off top risers board. It's okay, the more strength here, before news drops, the better. It should multibag from the base price before news.

That is right Eddie. Roughly 1.5m buys and 1.5m sells. This is just being shuffled between traders, and MMs are working hard to try and balance buys with sells so they don't get over exposed. The gradual increase in so is because of the restricted supply. If good news sparks a wave of buying, they will ramp the price up quickly to try and flush out sellers.

Were you the 250k seller? Good luck.

There is still news about flow rates and more drills to come, then production ramping up through H2, so I very much hope we don't have a repeat of last year, or if we do, it's at a higher level then this. There's a bit if a sector sell-off at the mo, what with the oil price having topped out. All eyes on OPEC/NOPEC next month. Although thanks to the miracle of socialism in Venezuela, and Iranian sanctions creeping closer, they do have some capacity to ramp up and still stay within the production envelope. If they decide to keep it that is.

You beat me to it DickyH. So I'll just add that SDX has far fewer shares, and a substantially lower market cap, that pretty much reflects production as it is today. There is no hope built in to SDX that production will more than double before the end of the year. But there is substantial hope built into the Sound market cap that they will find huge volumes of easily extractable gas.