Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
GS
I seriously do think that you need to take a break from social media and have a think about how it affects your train of thought.
There is a very interesting piece on BBC Iplayer you might want to watch;
https://www.bbc.co.uk/iplayer/episode/m0012kf0/david-baddiel-social-media-anger-and-us
My, my, my....
We might as well be watching "Country File" as the rutting season approaches.
What I fail to understand is why some choose to spend their time writing derogatory posts rather than read and make factual comment on either correct or incorrect statements. Why on earth does it drag posts down into the gutter with spurious remark and vilification?
So you don't like scot126...OK. Don't read it then! Do you know him? Do you know where he works? Does he know you??
Give it a rest and let's all make some money, ffs. The more effort you put into ****ging eachother off, the more off-putting it is to other LSE poster's and so on...
A lot of clever people on here, far better than me on the subject.
Why doesn't somebody answer Scot's questions?
It would be foolish and poor buisiness acumen to have not prepared a full risk assessment, procurement and logistics analysis as well as risk mitigation study on rig mobilisation this late on. Imo they are chosing when to announce it, not trying to find one.
12.29
Seems that our debate has kept us thinking, unlike some. We'll done, Joe. Way to go....
https://www.dailymail.co.uk/news/article-10153007/Biden-appears-fall-asleep-listening-speakers-COP26.html
12.29
I wonder how the COP26 panel would react and offer solution to the points made in this article?;
https://www.energyvoice.com/renewables-energy-transition/300058/coal-use-set-to-surge-in-india-despite-renewables-boom/
12.29
Imo I think COP will have an impact on the markets, all be it possibly hesitance to invest or knee-jerk reaction (or over-reaction) to what might be discussed. Agreement and finalisation of final resolution to fossil fuel mining and use will remain in debate, and as somebody has pointed out it's going to be around for quite some time yet. How can they draw conclusion when our friends in China can't be bothered to attend? Are they not one of the biggest consumers and producers of gases?
Mr. Biden will have a problem on his hands if he signs a deal with Gazprom to import from Russia, as the opposition will immediately rally the populous in asking the simple question; you have blocked the U.S. producing, but want to buy from our adversaries and have the state controlling the valve?!? Western Europe is in a similar dilemma, with control of flow being subject to whatever Gazprom feel fit to offer 'after' they fill their own storage for the winter.
Politics asside, PANR are in a strong position and I doubt if the rig, tooling and logistics aren't already lined up awaiting official order. They don't strike me as being a last minute. Com type of outfit, and I would have thought their supply chain is chomping at the bit to serve them.
Adz
It cannot be denied that the hype and hysteria surrounding 88 has created unrational spikes (and drops) that many have capitulated on. It will go down in history as being one of the most hyped shares on AIM for a long time....IMHO PANR has to some extent avoided the huge social media attention that 88 did and still does. Again IMO I think there is mileage in 88e over the next few months to make money, but as I have learnt over the years you need to be on the ball with your own targets and what you believe to be a realistic return in what can be a volatile share when it dips.
With regard animosity on the 88e bulletin board, I would suggest reading everybody's posts thoroughly, as some posters do leave huge footprints or clues that aid you in making your own calculated decisions.
May sound like head-work, but let's remember it's your investment and your decision as to how it progresses.
Hope it makes sense!