Member Info for zanmantate

The guys a joke, I would prefer SDX to distance themselves from him. Reckon he was chummy with PW so hopefully any relationship with Malcy has/will subside.

Hi all, well after a long sabbatical I rebought my position in SDX last week. Think my highest buy was 60p a year or two ago, getting back to there would certainly be nice! Looking forward to drilling updates soon and year end results in March. Hopefully be a lot higher by then. ATB All

Surprising to see ascendant 6% down on that PEA announcement. Maybe some profit taking after the good run they’ve had.

Fantastic update, will need to look into the detail later on but those headline figures look impressive.

I see we’ve acquired some new long term shareholders with that update today! See how many are around in a few weeks/months. This share brings a new definition to the phrase ‘slow burner’ having held for many years now, but the outlook for the next few years looks portfolio making. Good job JV

Yep been keeping a close eye on ASND and it’s up again today. That move plus the further ascendant payment, plus gold at 7 year highs will do our NAV a world of good. I certainly like the sound of testing 15p, tomorrow should be good given we closed NT. Hopefully PEA next week to get some momentum going.

Happily surprised as the NAV update yesterday, expected our ascendant shares to have a larger negative effect but looks like our precious metal holdings made up for it.

Ascendant announcement last night announcing that Lagoa Salgada PEA won’t be released till early Jan.

Conservative majority, Trump trade deal and contract announcement tomorrow. Might happen? :)

My intention wasn’t to bring other shares into it but as a general point. Nonetheless as you’ve asked I made a post on the shares BB I’m referring to this morning. The daily volume there is so large any of you guys buying wouldn’t making a jot of difference so I’m not trying to ramp anyone in, simply making a point about the alternatives for capital. Btw I think there are others too but that’s the most obvious one.

Indeed nice update. Looking forward to those full year results, interesting to see what the unrestricted cash pile has grown to. It was circa 1700p’s worth on relist right?

Evening folks, never thought i'd see the day SDX are ahead of schedule, or at least the revised schedule. Great update.

A lot of people are rightfully pointing out the low SP and poor valuation and looking for reasons to explain this. My view is while there's no doubt SDX is cheap according to traditional measures, ratios, future cash flows etc it may not be cheap compared to the competition in the market. I won't mention other stocks but theres some super cheap O+G plays out there, perhaps they are taking a lot of the liquidity which may have been going into SDX? When you match the various companies up its hard to argue with and that's the reason I haven't reinvested into SDX yet, still very much a follower though. Plus the oil and Gas sector is in a pretty tough going right now, so industry interest is fairly thin anyway. Just my view.

https://www.linkedin.com/pulse/another-record-breaker-mps-terminal-3-mohamed-samara

“ Saturday 7th December 2019, The MSC RAVENNA is the record holder for the largest Neo-Panamax vessel to ever enter Tema Port and Berth at MPS Terminal 3. Her Length Over All is 366 m, beam is 51.2 m and maximum draft is 16 m. Her gross tonnage is 153,115 and deadweight is 165,963.

She has container capacity is 14,000 TEUs.”

Apologies if already posted.

First time I have ever filtered anyone. Absolute garbage, was hoping to catch up on any WSG insights i've missed from the hard working folks of this board. Bring on next week for that contract.

Almost 500,000 shares bought in the last hour. Someone’s hungry

Struggling to get my head round what’s holding back the contract now. I mean I think it’s mad that work has started from WSG’s side, and income is coming in from a project where nothing has been officially agreed and signed off in a contract. Am I the only one that thinks that’s bizarre?

But putting that aside and accepting that is the case, unless there is further unknown disputes i can’t see what’s holding it back. Surely terms of agreement have been mutually agreed by now, can’t imagine at this stage they’re squabbling over figures.

I reckon a trader took a position post yesterday’s RNS. Didn’t pan out as they wanted and sold for a quick 20% loss in 24 hours. This share is for the patient not the day traders.

What I’m more interested in is what’s going on with ASND?!

Everyone was waiting for that gap to close, including me :) onwards and upwards from here hopefully

WSG have a stand at 2019 international security expo, Dec 3rd to Dec 4th. Wouldn’t it be nice if they had a large transformational contract to talk about and present... Aren’t fees agreed for Dec 2nd?

https://twitter.com/wg_plc/status/1199379097425784832?s=21

Great set of results, testament to the board and JV.

Only thing I note is this is based off figures from 30th of June. ASND has fallen 55% from there so that will have a hit on our current NAV. But $500k CAD coming next month will certainly offset that.

I was blindly hoping for maybe a possibility for a dividend given our cash sums but no luck. Can’t see any fireworks coming but what a fundamental business the board have put together!

Jeez it’s been a long time since an RNS! Zinc nicely above $2500, come on JV!

Well ASND 18% up today (albeit from recent lows) and Zinc now north of $2500. Hopefully NAV update next week?