Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
A director bought 2 million in July at the current price taking his holding up to 12 million (9.6% of the company):
https://investegate.co.uk/more-acquisitions--tmor-/rns/director-pdmr-shareholding/202207191155259911S/
Loading up again. Now up to 5.68% of the company.
https://twitter.com/DDS_DocHoliday/status/1567855383129079808
The flurry of director buys at up to 30.91p also indicating their confidence in where the share price is going. Great opportunity to get in early. As Paul McDade says:
"This is the start of a journey, it's not the end of a journey. This is the very first rung in the ladder for Afentra. Personally I've been in this journey before starting 20 years ago and that journey went a long way, and I expect this journey to go a long way as well."
https://www.youtube.com/watch?v=aKUbMdewOVs (from 30:40)
Of course, another deal could drop any time.....
"right now we're busy, we're not just busy on Angolan deals, we're very busy looking at a number of other deals that are out there and we want to bring them to fruition."
https://www.youtube.com/watch?v=X_L8VmP8JBw
"Angola is the first deal through. There's plenty of running room in Angola. I don't think we'll be waiting 6 months...the whole model of Afentra when we set it up, we felt there was a wave coming."
https://www.youtube.com/watch?v=wO4pNP-2Ouc
"The closing of the gap between the current share price and a share price that would begin to closely price in the new acquisitions could begin to slowly happen now and accelerate as we get closer to closing."
"The catalyst of deal closing in early quarter 4 offers acquisition upside of close to a doubling in the share price from today's current price of 28p"
https://seekingalpha.com/article/4536615-afentra-plc-closing-catalyst-offers-a-compelling-opportunity
https://twitter.com/brett1118/status/1564558405372608513?s=21&t=IGVdGsSG0wdBapwoMMWwLQ
"The catalyst of deal closing in early quarter 4 offers acquisition upside of close to a doubling in the share price from today's current price of 28p, in a CPR Brent price deck scenario (mentioned above) and 50% higher than that again in a continued scenario of higher oil prices."
"There is an upcoming election in Angola which some would argue adds some risk into the closing possibility but, if anything, the opposition is also aligned with the need to attract foreign investment in their oil fields."
Just been tipped by Simon Thompson
https://www.investorschronicle.co.uk/ideas/2022/08/23/cost-of-living-crisis-pledged-to-succeed/
Trever Brown is very keen on the shares judging by his buying in recent months.
18 Mar 2022 - 1775000 @ 4.52
24 Mar 2022 - 700000 @ 4.88
1-7 Jun 2022 - 350000 @ 4.82
8 Jul 2022 - 1000000 @ 4.956 & 250000 @ 5.1
He has also recently taken 531915 shares at 4.7 in lieu of salary which is a clear sign of confidence.
All the above adds up to £218k worth of purchases.
Holding 29.49% of the company equity he is very much aligned with shareholders.
Follow the money.
Malcy clearly sees massive upside too, suggesting "at least a ten bagger" and "maybe quite soon".
"As an equity investment Zephyr looks incredibly attractive, indeed as suggested above I expect it to grow exponentially and under pretty much any economic industry metrics. At 4p investors should park their increasingly incorrect views about the company and see it as at least a ten bagger form here and maybe quite soon. "
https://www.malcysblog.com/2022/07/oil-price-zephyr-and-finally/
CEO recently sounding very positive with regards the future and potential upside.
From 2:26 ...
https://www.proactiveinvestors.co.uk/companies/news/985685/zephyr-energy-hails-progress-after-a-truly-transformational-year-with-six-acquisitions-985685.html
"CHART OF THE DAY: European natural gas benchmark contract (Dutch TTF) rises above €190 per MWh, highest since early March (white line).
Importantly, look at the monthly averages (pink stepped line), showing that **sustained** prices are already at a record high | #EnergyCrisis"
https://twitter.com/JavierBlas/status/1551858491136131079