Member Info for wraith

Thanks for sharing your on the ground knowledge, Market-Dealer.

BW

Thanks PortStanley & fecm,....with our Market Cap of £57m, I'm patiently awaiting the enforcement of the arbitration award, the interest will start to build nicely, the longer it takes,....your Navitas comments, are encouraging.

BW

Hi brezhnef,...Inishkea prospect is well & truly in the spot light now,.....if we get a (Inishkea prospect) farm out by the end of this year, with a full carry on a well,.....looking at wressle oil field etc,.....with our Market Cap of just £12m, there is a lot of potential upside on offer here at EOG,(IMO),....as you say, "Hopefully a drill in 2024",.....the only reasons, I have not increased our EOG shareholdings, on the Inishkea prospect guidance given, is:
(1) We already hold good size (% of our portfolio's) EOG shareholdings.
(2) I'm unclear on the time line, when further Funds (Placing) may be required, for future investments.

BW

Thanks for posting interview link ( https://www.youtube.com/live/f7pCYkQwWlo?feature=share ), chasrutledge,.....that's very encouraging (the Inishkea prospect in FEL 4/19 in the Slyne basin and near the Corrib gasfield) guidance given on Ireland,.....the, Inishkea prospect, is the main reason I have been quietly holding our EOG shareholdings,.....hope we get the Inishkea prospect farmed out, before any further dilution.

BW

Hi Tacuma,....in return, I also wish you the very best of luck for the future,....will carry on holding EOG shareholdings, myself.

BW

The last quarter & guidance given on the start of this quarter at YAN, is what I wanted to see,.....YAN turnaround, combined, with the recent fund raise, gave me the confidence to increase our HUM shareholdings, ChirpyCheep,....looking forward to the second half of 2023 & the coming years,.....I'm certainly not looking in the rear view mirror, at this stage.

BW

Interview links:
https://www.hummingbirdresources.co.uk/
https://www.**********.co.uk/articles/hummingbird-resources-discuss-their-latest-strategic-investment-and-what-to-expect-in-2023-177c239/

After the Strategic Investment, Issue of Equity & TVR dated 07 February 2023, I decided to increase our HUM shareholdings,....started increasing on 10/02/2023 (s/p@7.37p), then further increasing on 24/02/2023 after listening to above interview, these two tranches have been bought at a Gross Average s/p@7.76161p,.....this has increased our HUM shareholdings by 34%, once I have taken up our Full Open Offer (s/p@7.79p) entitlement, I will have increased our HUM shareholdings by just over 40%,.....as I have said in a previous post, I don't like dilution, but in this case, I can live with it.

BW

There are a couple of points in the RNS, that caught my eye;-
"A 50:50 joint venture company to be formed on completion of due diligence covering the exclusive rights to the marketing, testing and deployment of the NCX DLE technology in Bolivia."
&
"we have worked to reduce water use by 95%"
Source: https://polaris.brighterir.com/public/clontarf_energy/news/rns/story/xely6zr

BW

That's mainly (Ghana Ratification), what we have been holding our CLON & PET shareholdings for,....this Bolivia lithium news, is most encouraging,....looking at those late trades, that looks like a very strong finish, (IMO).

BW

In the 16 November 2022 RNS it shows;-
11. Additional Information
Ruffer LLP now controls the voting rights over 42,099,803 shares (10.692718% of the voting rights) of Hummingbird Resources Plc which are held by the discretionary clients of Ruffer LLP and its subsidiaries (the voting of which is all controlled by Ruffer LLP).This change from 11% to 10% is due to the sale of 1,512,500 shares on 15th November 2022.

In the 15 February 2023 RNS it shows;-
11. Additional Information
Ruffer LLP now controls the voting rights over 20,707,863 shares (4.543453% of the voting rights) of Hummingbird Resources Plc which are held by the discretionary clients of Ruffer LLP and its subsidiaries (the voting of which is all controlled by Ruffer LLP).This change from above 5% to less than 5% is due to the change in number of shares in issue and sale of 138,995 shares on 13th February 2023

Looking at the size (sale of 138,995 shares on 13th February 2023) of the latest sale, iWantThatOne,....looks like they have been selling down steadily, since the RNS dated 16 November 2022, (IMO).

BW

Thanks for posting interview link( https://www.proactiveinvestors.co.uk/companies/news/1006264/clontarf-energy-pursuing-lithium-joint-venture-in-bolivia-1006264.html ),Troajan,.....with the new NCX processing technology, it sounds like the water requirement, will be reduced by up to 95%, when reading the RNS,.....looking good, (IMO).

BW

Thanks for posting link ( https://wp-hummingbirdresources-2020.s3.eu-west-2.amazonaws.com/media/2023/02/2023-Indaba-and-121-Investor-Conference-Corporate-Update-Final-1.pdf ), Agricore,....the AISC target ("Targeting Group Wide AISC Profile of c.US$1,200 by 2024"), also caught my eye, when reading through.

BW

I don't like dilution, bbuyzNsells,.....but in this case I can live with it,....I've already passed our targeted Core HUM shareholdings levels, with a Gross Average s/p mid teens,....I have also been considering increasing further, on this weeks news flow,...not only to average down further, though.

BW

Hi sstarski,....Still here, holding both LOGP & BEY shareholdings.

BW

That's the sort of news ( https://vimeo.com/775829014/456be32e2c ), I have been waiting since 2014, to hear.

"Global regards Welwitschia Deep and Marula as drill ready, and if a
farm-in partner were to agree with this assessment there would be the option, with the
consent of the Namibian authorities, to proceed directly to drilling"
Source: https://globalpetroleum.com.au/wp-content/uploads/2022/11/22-11-30-GBP-Ops-Update.pdf

Happy New Year, to all here.

BW

Also feeling positive for 2023, substantially increasing our LOGP shareholdings, recently,.....we are holding both, LOGP & BEY shareholdings,.......believing, that common sense, will eventually win the day.

Happy New Year, to all here.

BW

Happy New Year, to all here,.....I also feel 2023, is going to see gold start to shine,.....the 20 year gold chart, looks like a cup & handle formation, (IMO).
https://www.bullionvault.co.uk/gold-price-chart.do

BW

Thanks for the link ( https://live.euronext.com/en/product/equities/CA98936C1068-MERK#CompanyPressRelease-12003036 ), Hedgehog100,....that's an interesting development.

Happy New Year, to all here.

BW

I've been investing in the Aim Market, for many years, Jetla,.....with mixed results, some of our shareholdings still underwater, others (one of them being RKH) have done very well, for us,....RKH recent arbitration win, will certainly keep me holding here.
Tune: https://youtu.be/rgc_LRjlbTU

BW

That's why we are holding shareholdings, in both CLON & PET ( Tano 2A Block ratification ), EarlofAim,....awhile back, I top sliced both our CLON & PET shareholdings, to free CLON (7 figure) & free PET (5 figure) shareholdings, plus crystalized cash profits, with each,.....just been sitting back since then, waiting for the ratification news to drop.
https://polaris.brighterir.com/public/clontarf_energy/news/rns/story/wkono2x

Happy New Year, to all here.

BW