Member Info for wraith

Yes, agree Jimarillo,....a deal, does look to be on the cards,....why else would they need, "Resolution 4 - Approval of 10% Placement Capacity", to go with the 15% Placement Capacity (giving a total of 25% Placement Capacity for year), they already have.

Resolution 4
Voting Exclusion:
"The Company will disregard any votes cast on this Resolution by any person who may participate in the issue of Equity Securities under this Resolution and a person who might obtain a benefit, except a benefit solely in the capacity of a holder of ordinary securities, if the Resolution is passed."
https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GBP/13845117.html

BW

It will take a long transition period, to switch, from what I have read,....see no threat to Barryroe myself ;-

https://www.irishtimes.com/news/environment/ireland-could-keep-lights-on-with-100-renewable-energy-1.3560624

BW

Agree ChameleonMan,.....researched SAV & Lithium over weekend,..... picked up my first tranche today.

BW

That Morgan Stanley report,.......the Bears must have loved it ;-

Morgan Stanley got it wrong on lithium over-supply, says this mining boss,
https://stockhead.com.au/resources/morgan-stanley-got-it-wrong-on-lithium-over-supply-says-this-mining-boss/

Output will likely stay in line with growing demand, according to experts.
https://www.greentechmedia.com/articles/read/lithium-insiders-move-to-quell-fears-of-market-collapse#gs.nXNWfQg

BW

With the high COS figures, on first two horizons,...that is exactly what I am doing, Hardy78,....its been a long wait, to get to this point, in the drill,....just looking forward, to results now,....which should be with us, over the coming days.

BW

My focus, is also on Offtake Agreement, Osaka,....guidance in video clip below, is along the lines, "one of our Key Milestones to deliver on, is Offtake later this year".

Source : https://www.proactiveinvestors.co.uk/companies/stocktube/10415/savannah-resources-reports-44-increase-to-resource-at-mino-do-barrosso-10415.html (mentioned from 5:33 into link).

News on Offtake, by Year End, is what I am looking for,....not what NOMAD SAV have.

BW

The Final Countdown, to an interesting December,....we are going into this period, with a much lower s/p, than I anticipated,....on any good news, s/p should re-rate strongly, upwards, (imo).

Tune : https://youtu.be/9jK-NcRmVcw

BW

Looking at page 6 (FIGURE 2 - Map of Southern Adriatic showing Italian permit applications), of September 2018 Quarterly Report ( http://www.globalpetroleum.com.au/uploads/files/reports/18-10-29---gbp_sept_quarterly_final-1540889448.pdf ),...that is acreage, with a good postcode,(imo),....with our present Market Cap of £3.55m = Cash balances at 30 June 2018 amounted to £3.85m approx (US$4,928,998), as shown under Financial, on page 2 of ;-

ANNUAL FINANCIAL REPORT
30 JUNE 2018 ( http://www.globalpetroleum.com.au/uploads/files/reports/18-09-26-gbp-2018-annual-report-1538121361.pdf ),.....not forgetting "Namibian Interests - Competent Person's Report";-
https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/GBP/13495571.html ,

with mention of, Gemsbok prospect which contains unrisked Best Estimate prospective resources of over a billion barrels & Oil seeps seen on satellite close to the mapped prospects.

When considering the above,....we do appear, to be a tad undervalued, (imo).

BW

Yep, excellent news ( https://www.asx.com.au/asxpdf/20181210/pdf/4412vltm304bb0.pdf ), thanks for link Marmited.

BW

With a high COS, on first two horizons,....Monday to Monday RNS would be great,....especially for myself (17th December, is my birthday), cventer.

BW

You are welcome spike912.

BW

spike912,....When RNS are mentioned, I always go straight to, https://www.londonstockexchange.com/exchange/news/market-news/market-news-home.html

& check, for myself.

BW

The most recent RNS I can find, is dated 30 November 2018 ;-

RNS : https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/AAOG/13887685.html

BW

I'm only 5% over my targeted AAOG Core shareholding TIPTOP,....was tempted to increase further today, took to long thinking about it & s/p had shoot up,....as you say, these prices do appear to be cheap (ASK s/p@7.4p),....having averaged down myself, from first tranche bought s/p@12p Gross (just slightly above) approx, to my present sub s/p@8.5p Gross average,..........ASK s/p@7.4p & above, does not have enough impact, on my Gross s/p average (which is what I work on), for my strategy.

Comfortable holding what I have,....will add further though, if another tranche, had adequate impact on my Gross average s/p.

BW

It certainly does, move quickly,....Jiggery-Pokery !!!,......would never of thought it, I mean, this is AIM !!! ;0)

Regardless,.....I'm holding in excess, of my targeted AAOG Core shareholding, for full drill results.

BW

The interview link, does outline the potential s/p upside, here at PRD, very well, Auc1.
https://audioboom.com/posts/7109388-botswana-diamonds-bod-and-predator-oil-gas-prd-on-the-daily-podcast

BW

I just have, thanks for link Auc1,....agree with you, on both thread headings, (Brill interview. Uber bullish / This is a bargain).

BW

Yep, can agree with that,..."Undervalued",....good to be in, at this early stage.

BW

Agree, Market Cap is the way I look at it,....if we use the 7 to 1 odds (Mengo 60% pays 7 to 1), in earlier post today, on a different thread, that would give us present Market Cap of £12.26m x 7 = £85.82m divided by 173.96m shares in issue = s/p@49.3p approx.

I would be more along the lines of ; Mengo 60% pays 4 to 1,(giving an s/p@28.19p approx),.....but the 7 to 1 figure, would be very welcome.

BW

Likewise, opulentia,....bought my final tranche today, (s/p@7.2p).

Strapped in, ready for an interesting December.

BW