Member Info for WLondonHunter

"The only relevancy uranium prices have to URA is securing more funding or a JV to prove the site" I actually disagree with that.Even for a non producer, the price of uranium should be relevant and have an impact in the price this share is trading at, don't you think? Keen to know more about your rationale...

i meant research on the uranium mining industry, not on uranium resources specifically

Keeps dropping, below USD 40 now. Not an expert in Uranium, but i wonder if at these current prices, many of the mines are just not profitable. I can see a lot of mines are developed with the assumption of prices around USD60-75. I am not in yet, but watching it closely, waiting for a reversal in the uranium price. If anyone here has any research regarding total cost of production per pound of uranium or any other economics related to this please feel free to share!

Well that probably explains that big transaction of yesterday. Tomorrowvus Friday, a good day for results imho

it looks a bit painful, yet, but has not affected the sp, at least not yet. Also interesting to see that a transaction of that size goes through at PAN, not the most liquid stock out there!

Nah, I bet you it's because Putin has been promising the earth and heaven once he cashes in his PAN's stock at £1 a share, but Ms Putin just got fed up of waiting for Rosbunker's resolution and has damped him! I fear my missus may do the same one day soon, ha! Anyway, even if we don't get the other Russian news, at least it will be good see the RNS with good results to keep the trend up...will it be thiscoming week ?

at historically strong support level now. watching this space to see if it turns around..

Clainy, knowing PAN's management, I think you could've extended your stay in Tenerife for one or two weeks longer and still be on time for the news :D Anyway, let's hope the results are bloody good and we can all go to Tenerife(maybe that's where boy inthe bubble is too!) on another note...do people here have any specific expectations re revenues and profit?

OK, we are about to enter june; countdown for results starts...

Thanks a lot for the info. Very useful

Was here a couple of years ago and made a nice profit. Looking at it now as may want to invest again. Any hot info on this would be much appreciated

And good to see that for the 50K of today they paid 21.50 p. Also, interesting to see that the RSI is at its highest since mid Feb after being in no man's land for a few months; although that hasn't helped us break through that massive resistance area we are at the moment. i guess, just sitting tight waiting for results and update on the Russian front.

for quite sometime. keep watching this....

Up today even if only a couple of percentage points on no volume. At least I can't see any trades.. good to see this on the good side of 20 p

yeap, it looks like buying activity continues here today, but it's difficult to keep track of the trades as its becoming increasingly normal to get trades undone on this share. Good to see price up anyways

I am tempted to think more chunky buys to come...

you got a point there. It does seem the price drop was done on purpuse....

well, someone out there also thinks this is getting very cheap, ha!!!

I agree. On a quick glance, the sp has been testing previous support for the last few days and on no much volume; we will need to be back up to the 20-20.50 level soon to be above our previous support (rough guess as haven't taken my ruler out); otherwise, new support levels will need to be found. My view is that 17.50 (200 dma) will be a strong support level so it should hold well if it reaches that price, in addition to being clearly cheap as chips at those levels! Also, indicators say we are getting oversold, so we may time for a little bounce up soon too-never guaranteed, of course. After a few weeks of trading flat, this small drop in price is probably related to the more noticeable drop in price in commodities (including oil) in recent days, which obviously affects us from a sector perspective. I don’t think this should affect PAN’s cash flow in any way because all our contracts are already in place for this year. In general, it would certainly help if we got some more updates to give the share an “extra push” it needs to continue its trend up, started nearly a year ago. In any case, PAN has been showing great resilience and been much, much stable than its sector or AIM peers. Pleased to see that. Watchthis space for a very long awaited RNS.

Ditto! I understand you are not expecting fireworks, but do you have any specific expectations regarding revenue or profit? On a very high level, I notice that in 2011 we made post tax profit of £4.7 milll. For the first half of 2012 we posted a post tax profit of £2.6, but we should also note that on the second half of 2013 our capacity in Rotterdam doubled. So as a rough guess, we could easily be expecting a post tax profit of £5-6 mill?? Uhmms,and our current market cap is £20 mill.....:O