Member Info for wraith

Good to see we have our Fund raise,....the guidance in a PMO interview was,....sea lion is on the shelf ready to go,...this raise, gives me even more confidence, in our Falklands (RKH, ARG & BOR) shareholdings.

BW

Thanks for interview link ( https://youtu.be/PTzcrfLPFrw ), andysmall,....been headhunted,...we've still got him for the next few months,....guess someone likes the results, achieved her at COBR, to date.

BW

When I read the RNS, at 0700 hrs,.....Craig leaving at this stage, left me feeling uncertain (was it for positive or negative reasons?),.....the rest of RNS was OK,....very good news, to see those 3 IOCG targets.

I was not surprised by the s/p drop, with the uncertainty I felt, as to why leave now,......decided not to sell any, not enough information in RNS, as to why Craig is leaving,....decided not to increase our COBR shareholdings either, due to the uncertainty of not knowing why Craig is leaving.

Have a good Bank Holiday all COBR shareholders.

BW

Very good to hear, that the blended AISC, is targeted, to come back below US$1,000 an ounce ( https://youtu.be/MnMNtWjsN2o from 8:55 into interview),.....Gold Exploration, is money well invested, especially at this point in time, (IMO),....extending mine life, that's also another thing I wanted to hear, excellent interview,....have a good Bank Holiday, all HUM shareholders.

BW

Thanks for link ( https://youtu.be/MnMNtWjsN2o ), Gettem.

BW

Agree, nice to see the IOCG targets mentioned.

BW

Yes, RNS reads well, I particularly like the sound of this bit,..."Drilling at SE revealed a bigger than previously known deposit which remains open along strike and at depth. It is currently being aggressively followed up with further exploration".
Source: https://www.londonstockexchange.com/news-article/HUM/mineral-resources-estimate-update-at-yanfolila/14918088

BW

Hi Blackdogtaff,....when it comes to drills, I have learnt over the years, to be cautious & not greedy,.....hopefully, it will be a commercial success,....our CO2 EOR, is shaping up very nicely,....don't here much about Corrib South ( https://www.predatoroilandgas.com/operations/ireland/ ) these days.

BW

Hi Blackdogtaff,....just had a look, on the ADVFN board,....hope the poster does well, with PRD,....our PRD shareholdings, have performed very well for us, to date,....I have top sliced back to Free PRD shareholdings, plus Cash Profits, for the drill period,....positioning us to take advantage, of any potential duster outcome,.....PRD have a lot more, than just this drill,.....if its a commercial discovery, I have retained Free Core PRD shareholdings, plus Cash Profits, which I will enjoy trading PRD up with.

In the interview, he seemed very confident, of a successful outcome with the drill, I hope this proves to be the case.....but if not, I have the down side scenario protected,...good luck to you all, with your strategies.

BW

Just been catching up here with RNS,....lending shares to PRD, to raise Funds, at no extra cost ("For the avoidance of doubt the transfer of shares from Paul Griffiths involves no consideration being paid to Paul Griffiths") to PRD, with shares to be returned at later date,....smart move, (IMO).
Source: https://www.londonstockexchange.com/news-article/PRD/placing-to-raise-ps1-785-million-update/14914381

Hope you have full recovery soon,hulltiger.

BW

Hadn't thought of that, Keving23,.....I will start to keep a closer eye on these, after the 6th April 2021,....I have not written our AAOG shareholdings off, yet,.....I don't believe, that I will have to,....not long to wait, to find out.

BW

No, I am not looking short term here at HUM,....I am building a shareholding in HUM, for the second half of 2022 forwards,.....I do expect gold to rise this year, from it's current level,....I expect gold to really start climbing, into the second half of next year, making new highs,....when I look at the 20 year chart, I see a cup & handle formation.

BW

Could take some time, going by the Industry analysts comments ("Talos said the energy ministry was now required to propose its own unitization deal. Industry analysts said the did not expect Mexico to do this quickly as the two sides were still negotiating"), at the end of this article,.... https://ca.finance.yahoo.com/news/talos-still-talks-mexicos-pemex-193152010.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvLnVrLw&guce_referrer_sig=AQAAAHs5cl3i3YZ4HvdAQV7eM8FZp-di1OIBscRcSFnEZ67S1aNQ_6tRCPB5rvE2gkYw2AVRaT3W7HPifIKktzikjkQQVJiHYpGYR8ijqBurWelrUgvf1CfBtw_guYEvy7nT3aVwT7DYiejy5-T4gEAKYZvetnmq_SC4IHMQwG_OpKao

BW

Still here, holding shareholdings in both CLON & PET (I have top sliced, to free shareholdings in both),....waiting patiently for ratification news.

BW

As an AAOG shareholder, when ZEN bought Tilapia oil field (at a fire sell price, in my opinion),....that is when I followed the asset, buying ZEN shareholdings,.... I am being pleasantly surprised, by other parts of ZEN,........ZEN is starting to shape up, like a phoenix rising, out of my disastrous AAOG investment,.....just need that positive, Tilapia oil field license update, now.

Tune for weekend: https://youtu.be/Ew4D36jzp00

BW

Hi bonker99,....I see potential double leverage, to s/p upside,.....if Gold starts to climb, into the second half of 2022 (IMO), whilst, as I believe, our AISC starts to fall,....then we have the Dugbe Gold Project ( https://www.hummingbirdresources.co.uk/operations-projects/liberia/ ), etc,.....nah,...accumulation period here at HUM, for myself.

BW

Thanks Mogger,....I picked up, on the same guidance, as fecm did,...." The ability of Premier to recover the carrying value of Sea Lion capitalised E&E expenditure is primarily dependent on its ability to secure the required finance to progress the development activities.",.....as this article ( https://www.insider.co.uk/news/premier-oil-set-complete-chysaor-22998436 ) points out (dated 12 NOV 2020),.....as the article indicates, making a much stronger, well-balanced business.

Also this comment,............Tony Durrant, chief executive at Premier, said the merger will create a group with diversity, scale and balance sheet strength. "We now have creditor approval and we expect to publish the prospectus in December.”

Looking forward to next update.

BW

That RNS, is good to read ( https://www.londonstockexchange.com/news-article/ZEN/completion-of-ezzaouia-acquisition/14912331 ),.....nice to see completion.

BW

Agree kkkrrr,....I also see Dugbe, as a gem,......I see Yanfolila production-issues, as short term,.....creating a buying opportunity,....welcome aboard.

BW

Hi Carribean2029,.....I have been looking back over the last RNS ( https://www.londonstockexchange.com/news-article/COBR/wudinna-project-update-barns-assay-results/14834779 ), dated 21 January 2021,....the RNS refers to "significant and high-grade gold intercepts at the Barns and White Tank deposits",......Craig Moulton comments, in RNS, have led me to form the view, that it is more probable, that the silence is going to be, of a positive nature:

Craig Moulton, Director of Cobra, commented:
"I'm thrilled with these results. Against any metric, results such as 3.25 g/t over 13m, 6.28 g/t over 5m and 8 g/t over 3m are incredibly exciting. It shows that, as we continue to methodically execute our strategy of applying sound industry-leading science, the Wudinna project continues to deliver.
Also, it will be very interesting to understand whether these new silver and copper results represent an additional value dimension to the project. The team is now fully focused on extracting every ounce of value from these data, updating our models, and finalising our plans for the 2021 programme. We look forward to keeping the market informed as the project continues to develop."

Been doing OK, in the Oil & Gold sectors,....we also hold, an ASX listed, Rare Metals shares,....they, are for two years from now though, just doing the pilot plant at present,......annoying thing is, we cant hold ASX listed stocks in our ISA's, or we would hold a lot more of them.

BW