Member Info for zebbo

Great update last night by CF
It is very clear there is a shed load of value that is being unlocked here. CF was ultra confident on our direction of travel. We are profit making and growing strongly.

People need to stop bleating about the SP. But your shares away for 6 months then see where we are. This aint a covid double in 1 day stock. Nor will it deflate like a covid stock.

As investors or traders, we all have options. Nobody is holding a gun to your head

Lots of armchair CEOs on this BB who dont have a clue about what is required to run a multinational

Overall good results, lets give the CEO a chance

Good to have production, but feels like the timeline is slipping

You wait for the JVs land it will be NT to buy/.....

Hawkspear - 19k trade is bugger all in the scheme of things

Great update from CF. I'm feeling as bullish as CF for the future. OO will grow strongly over the months ahead

This is not a bubble covid stock. Buy, throw in the bottom draw for 12 months. Nobody can predict the future SP, when it will rise and fall etc inc CF. There are a lot of triggers in the pipeline and we are now profitable, progress has been immense at OO and we are on a clear path to value realisation

UT was at 287, so seems like an erroneous entry / fat finger somewhere

Personally I am looking for the following and these should have relative impact on the SP. If AV tick all the boxes we could be up 3 - 6%
1. Strategy (unlocking of value)
2. Trading & outlook
3. Further clarity around divi

Up $50 @ $2037
March towards 4p ST target expected. Could be an interesting day tomorrow

Perhaps "work with steakholder" is a modern take on a butcher

Jbrier, think you want to try reading the info in the public domain.

That aside is all about levels of acceptable risk. Everyone has a level vs the capital deployed

I have decided to dump some of my ARS this AM. Rational - Not confident AE will get what ever funding they need due to the current fraud charges. Reading through the articles relating to the fraud is does appear that AE have serious questions to answer.
Who knows what will happpen, but if I was a bank I would not lend them anything, having read what I have read
Worst case we get diluted to oblivion (lol, we are half way there already)

I think when you look at the OO business as a whole, what CF is doing is transformational.
There are many steps to take within the different areas, as CF outlines in his interviews. The key point is he is taking those steps and doing what he says he will do.
My only reservation is the timeline for Imutex, feels super aggressive, but Im no expert in Sale of, or Nas listings of business subsidiaries. Reckon a listing would be more valuable than a sale IMO, so may be the chosen route to take

The RNS conveys a simple message. Dont over think it....
In laymans terms it says:- we are building revenue and generating profits. Our customers are happy, coming back and spending even more.
Dont forget Venn was 80% underutilised, under the old guard, not any more...:-)

Warrants are already in the SP at the warrant exercise price

Dont forget......
Challenge studies facilitate all phases of vaccine development. So a pharma may do a CS to speed up, or provide supporting evidence against any of the 3 traditional phases. Thus providing more evidence to move through the phases or achieve regulatory approval. Its not an either or situation, pharma may go down the traditional route and use a CS to support and evidence a final outcome.

Im sure this will also help negotiations along and/or bring new blood to the table
https://www.aseanbriefing.com/news/indonesia-amends-mining-law-encourage-downstream-investment/

....and I will not be top slicing until we hit double figs

Spot on Kabaa, the irony of this is I picked 20% of what he sold...lol
Well happy....:-)

I expect a lot of COVID traders will start to move into gold miners. Seems like this has yet to really pick up steam. Break $2000 junior gold miners will go parabolic

Looking forward to our new CEOs guidance on the strategic direction. I believe the "right" strategy will provide an uplift in SP