Member Info for zanmantate

Lol The tranche i was referring to was for 12.18p to be precise, can’t remember the day. Adding small pockets here and there when I can.

Big trades at 13p just now

Me too at 12.2p. Wonder what will get this going back up to 20p... Surely some large holders will
Be thinking about averaging down at these all time lows.

From SDX’s Twitter account:

#SDX note the low oil prices, and would like to reassure shareholders that at US$55/bbl Brent planning price, approximately 80% of 2020 and 90% of 2021 forecast cash flows come from our fixed price gas businesses in Egypt and Morocco #OOTT

This bit in particular I was looking out for in reference to gold, silver and US markets.

“Your company's portfolio is overweight in precious metals and therefore could benefit from the rally in their prices since the end of Q2. Additionally, as our concerns about general market valuations have grown we have acquired a position in ProShares UltraPro Short ETF. The position cost us some performance in Q2, but in February 2020 they have rallied from $16 to $23.76, as at the writing of this statement.”

Hi Wiz, January investor presentation at the link below (think it’s only recently been added). Tactical portfolio info on page 10

https://www.mineralandfinancial.com/wp-content/uploads/2020/02/MFI-Investor-Presentation-January-2020.pdf

Reminder that as part of MAFLs tactical portfolio from there Jan 2020 presentation they hold the ‘ProShares UltraPro Short QQQ ETF’. Global markets have collapsed recently while that etf has jumped 50% in a couple days. Looks like JV knew what was coming!

If not intra day hopefully NAV update on Mon.

I’m betting on a NAV update tomorrow. That could set off a few sparklers :)

Maybe a hint out how JV is going to improve liquidity as suggested too

Gold through $1600, silver above 18.

30% of the portfolio in precious metals and we’re down.. maybe a share buy back is the way to go

Strange day of trading. Dropped first thing on no trades, failed to move up from (what look like) decent sized buys, then two 150k sells at close of play. Any ideas??

By accident or according to plan (can’t decide which)this looks like a perfect storm here.

First tranche of buybacks cleared out any large sellers. IC note bringing in a raft of new investors, then to compound that significant upcoming news flow and further buybacks to encourage people to buy and hold. Only one way from here.

Thanks boo, yes that adds up with the figures - cheers.

The only timeline we have for KIT-E drilling is ‘early 2020’ right?

Share buy back for maximum of 155,917,230 Shares with 37,095,690 so far bought and cancelled. So is it still ongoing? Not seen any RNS’s recently for the buyback?

Agreed on all front kamikaiza. Can see this hitting 2.3p resistance this month, breaking 1.5p with volume is very significant I think.

Will you folks stop buying the dips so quickly. Couldn’t grab any shares at 10.4p before it went NT. Having to use a FoK

Hi Quad, I have been here for a good few years now but can’t remember a premium placing. Maybe just before my time. I email JV a fair amount and he’s pretty responsive. Will maybe send him another this month with some ideas for spreading the word.

Informative interview, thanks for sharing. Looks like we can expect a healthy upgrade yet again in our NAV.

In terms of improving the liquidity JV seemed to reference the limited and tight supply of shares being held by a few individuals including himself. I would support a premium placing equal to say NAV (so maybe circa 18p+ with less conservative valuation of LS) as this would be a great show of support however not sure how likely that is. It would also increase their spending power in other projects. Exciting times here either way, I hope whatever they do involves meeting institutional investors and bringing them onboard.

https://mobile.ghanaweb.com/GhanaHomePage/business/GPHA-commissions-three-tugboats-capable-of-handling-vessels-854035

Another good step up in infrastructure at Tema

Beat me to it. Revenues in 2018 were £6.7m, so we already have more than £6.7m booked as recurring revenue for 2020?

Anyone have the rough copper and zinc break even prices to hand?

https://www.linkedin.com/posts/mohamed-samara-826544a2_tema-expressway-project-activity-6628308603944214528-UTLr