Member Info for viable

https://www.emmersonplc.com/investors/shareholder-analysis/#:~:text=Shareholder%20Analysis%20%20%20%20Shareholder%20%20,%20%205.30%25%20%204%20more%20rows%20?msclkid=b8e8e50cc47811ec84599b0d03563651

One or more of the above are releasing stock this morning.
The "reds" are mainly buys.
It will take time to settle.

A fine endorsement which should attract a few more punters.
All being well I should be here for quite some time.

https://twitter.com/emmerson_plc/status/1517428930449494016/photo/3

Time to get serious.
What catalysts and roles for UKEF and DIT?

SP held its ground.

Seeing this is Morocco I hope CHAR, SOU credentials are not lost on anyone.
TP, vis a vis EQT, as you are in it: I threw a lump at the company because of desperation to see
solutions for all the junk we are chucking into the environment. A must . . ..

Significant. The dyke held into the close.
Bodes well for next week.
? Late reported trades to come?

TP, accepted. But I have accordingly put all surplus dosh into the likes of EML (admittedly not much), HMI, THS and others. Also, I have added 2 x £3k - the annual permitted limit - to my son's trading account in preparation for some big impacts to come. From the time of the London blitz to the present the lessons have been learnt.

Putin has wrecked his economy for a long time and Ukrainian reparations are very distant.

We are on the cusp of global realignment and restructuring.

Circa1970 together with my father several visits to Pretoria (Planning Department) were made because our hackles were up: Washington and Whitehall were busy screwing SA with sanctions and the idea was to convert salt from our idle Swakopmund salt pans into potash. Capital costs would be high but a strategic need would be fulfilled.

Fortunately the crisis passed but the country still doesn't have local potash resources.

Whilst facts need checking I believe Belarus is the primary source of the mineral, and Belarus/Russian sanctions are going to have global repercussions. Morocco and Emmerson are now an ideal springboard (cheaper shipping costs) to supply the western hemisphere.

Dillydallying again but took up a modest 20k before the bell.
Already have a fair sum in HMI but I feel EML fills another gap.

https://ws.ogb.state.ms.us/MSOGBOnline/DataMining.html?EntityType=Well&EntityKeyName=WellID&EntityKeyValue=2306521088&DETAILSONLY=True

The two southerly horizontals are parallel to an existing hole at a similar depth.
Monthly gas production from it can be found in the above link.
See "production" column.
Decline rates have been negligible.
The Mt Olive completions should exceed numbers shown with extra perforations.
I am unable to provide figures for a northerly horizontal comparison.

I shall write to SOUC after new well results are advised.

From admittedly uncertain beginnings HMI has quickly become a core holding.
I should, because of my southern African knowledge, been more assured when @ 10p.
Those who have endured lasting punishment with the stock should soon see 20p.

"Gold gets smashed".
Are we really meant to believe some of this stuff?
I thought the experts were assured that Au was en route to $2,200+ in 2021.

That's more like it.
45p v 46p
Beware profit-taking on the TSX.

Offhand, I'd say we are still behind on the arbitrage.
Another 1p should go part way to restoring the balance.

By focusing on Canadian and US stocks I missed an opportunity to top up this morning. My impression is we are unlikely to see sub-16p again but I might be wrong. HMI has a big future ahead. My hope is BMcM resists all suitors.

Whilst improving on Alberta status I haven't known enough about the company.
Am now steadily warming to the Clearwater potential.
If anyone wants to add a line on NorthSea please do so.
I generally consult with a few companies that have been very responsive.
Currently out on a limb with ITE but hope to ask them a few questions.
It does, however, seem they will reach objectives by Q4.
Very encouraging.

https://money.tmx.com/en/quote/ITE

Apols, Tom. I am fiddling with half-dozen TSX stocks.
Have a fair slice of PTAL(TAL), SOUC(SOU), ITE(I3E) plus others.
Careless, but lining some ducks up for 08:00.
Your 15:03 assessment caused me to go back and recheck I3E presentation.

Now 56c.
@ 15:03 - Tom, in view of

". . . may expand its 2022 drilling programme to take advantage of operational momentum and the current favourable commodity price environment, which i3 is well-funded to do"

would you deem it appropriate to amend your conclusion?
They are raking in a fair cash surplus at present.

https://money.tmx.com/en/quote/SOU

Looking for 57c all being well.

https://money.tmx.com/en/quote/SOU

Anticipating more to come . . ..

Yes, riveting times for I3E, and the Canadians are stealing a march on us.
It was someone, thankfully, on the JSE thread who caught my attention here.
. . . Should have been awake sooner but bought a fair sum smartish.