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zebbo
Posted in: PAT
Posts: 5,083
Talking of spin outs, do we have any potential buys/farm in candidates?
Posted in: SEA
This is where patience pays off. I've bought size in PAT and that will be a 2 yr wait :-)
Another 50k, getting close to the 1m mark. Mad cheap, thats all I will say
Every chance there will be no funding requiremens, if they can secure the right deal in Africa. That was hinted in the interview
Posted in: VTY
Confidence needs to be earned. Any more banana skins and we are toast. I expect volitility to continue short term
Or break down :-) sub 9
Yeah, but long will this take. My expectation is 2yrs, but that is just a punt
Back here in 2 weeks as long as the market does not totally tank IIs buying in at the bottom, blood on the streets and all that jazz
Been filling their boots, thanks to the SP downdraft
Expected. Lots of comment on the subject. I dont see it personally
Taken a good slug this AM
Have 250k of these blighters. Confident we will see some action at some point. Hopefully upside :-) They already owe me 4k
Posted in: GBP.L
With GBP and SEA (next cove energy) I remain 100% confident that there remains massive upside in the coming months. With 25Yrs+ investing truley big opportunities take some finding and are thin on the ground
StanA, depends on how you measure value and how patient you are willing to be. Ask Geraldine Murphy why she joined SEA...lol
For me anyway, picked up another 200k 8.5m Mcap, 9TFC - enough said
DROs can be funded in many ways, the key is getting the DRO Fund raise is inevitable and should form part of your investment thesis here
Looking forward to the results and presentation. Hopefully we are still on a good timeline trajectory
Cannot work out if we will need any further cash, or we can spin this out until India cough up (assuming they do)
Posted in: CHAR
Based on the current rate of burn. They need to look at the wage bill
Posted in: SQZ
Why buy decom and debt burden
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