Share tips thread
Discussion
supercommuter said:
NRS said:
supercommuter said:
FredClogs said:
See UKOG post 3 up then look back on these pages 6months or so, ZIOC is, in my opinion, a similar stock, priced on pure speculation rumour and ramping. Congo is in a period of higher than normal social unrest and full blown civil war in the north and that's a high bar because at the best of times the territory is a complete clusterf
k. Good luck i wouldn't invest anymore than you'd be happy to lose.
Completely different IMO, it is a proven resource with a mining license?k. Good luck i wouldn't invest anymore than you'd be happy to lose.Yes, there are challenges...location and civil unrest. It could go either way, like the rest of AIM stocks, but IMO this has the underpinning credentials that will, at some point, come through.
Nevertheless, I agree with your statement, some people are balls deep on this with their whole SIPP etc gambling on it. I would not be that confident.
Gamble what you can afford to lose, like you would in any other casino...welcome to AIM
Chinese demand for high grade iron ore could mean a buy out - but that is the holy grail of results.
Maybe I have read so much bulls
t I have started believing it, maybe not. It is worth a punt in my opinion as it has a potentially massive upside. Worst case I lose a few quid, best case it is a multi bagger.I believe the BoD also bought a load of shared back at a significantly inflated price, which is not your usual pump and dump.
FredClogs said:
Greshamst said:
It's been very quiet on here for forum favourite Motif Bio...
When's it due to go to the moon?
Any day now When's it due to go to the moon?
I was previously invested in them but lack of traction in the share price given all the positive news baffled me, it still does...
HarryW said:
The reserves are proven under a recognised standard, JORC code... it is infrastructure and finance that hold it back. Let's see what comes up over the next week or so, as AIM goes it's a very good punt.
If it's like some of the oil companies on AIM I know they play with the stats a lot to make them much better than a 'proper' company does. I'm a geologist so have a lot better understanding than most in regards to what might actually be in the underground from reports, and how things can be manipulated. However you'd hope with Glencore there that it is a lot more robust than some.FredClogs said:
Greshamst said:
It's been very quiet on here for forum favourite Motif Bio...
When's it due to go to the moon?
Any day now When's it due to go to the moon?
Motif is seriously testing patience at the moment.
It’s down to levels pre publication of the second phase 3 trail, which is ridiculous.
That said, sentiment for antibiotics is pretty low at the moment and so iclaprim is being lumped into that general bucket despite its characteristics.
They’re due to submit to the FDA in the next 5 weeks so hopefully that’ll set the 8 month timer ticking and encourage a modest uptick in sp.
However, the real rerate will need a significant news event imho - a partnership agreement or approval by the FDA
It’s down to levels pre publication of the second phase 3 trail, which is ridiculous.
That said, sentiment for antibiotics is pretty low at the moment and so iclaprim is being lumped into that general bucket despite its characteristics.
They’re due to submit to the FDA in the next 5 weeks so hopefully that’ll set the 8 month timer ticking and encourage a modest uptick in sp.
However, the real rerate will need a significant news event imho - a partnership agreement or approval by the FDA
Mezger said:
NRS said:
Wouldn't want to be out over the weekend for sure!
Hi NRS, Any view on Bowleven (BLVN)? From a geologists perspective.
Thanks
It looks high risk in general - not sure what happened to their Bomono area but potentially quite a big risk as one strategy for VOG is to mess around until license expires, and then pick it up for a lower cost when it is free again (I don't know if this is possible there - I just know it is a strategy sometimes used).
A 3rd risk - and presumably you know more behind it is if there is a interesting commerical development possible? I know for the east Africa gas discovered there is big issues related to the commerciality of developing the gas discovered, due to the lack of infrastructure/ terms they are offered by the government. Is there already offshore gas infrastructure in Cameron that would reduce the risk, or is it completely new even if they make a good discovery?
blvn have already drilled very successful wells on Etinde its a large gas/condensate structure shallow water offshore cameroon , forget bomono there's not much value there ,there's a couple of wells to be drilled this year iirc appraisals on etinde , fid will be made after the appraisals floating lng is new age way forward , cam gov want ferilizer and onshore lng plant , not much risk to the downside IMO apart from the usual fked up african politics , they also get a chunk of cash on spudding the appraisal.
coc bought them out to make a large amount of cash and I suspect they will (new age will buy them out IMO) , I currently don't hold (too impatient & wary of african politics) but can see the upside
ked up african politics , they also get a chunk of cash on spudding the appraisal.coc bought them out to make a large amount of cash and I suspect they will (new age will buy them out IMO) , I currently don't hold (too impatient & wary of african politics) but can see the upside
Edited by dingg on Friday 23 February 14:40
86DA said:
This'll go OT a bit, but I thought when I listened to that Podcast I recognised the voice of the presenter. He submitted a shorts film in a Virgin Media competition years ago that was class! The Hobbyist!https://www.youtube.com/watch?v=XaxcFP36ahk
Some information on FDA approval for Motif Bio enthusiasts
https://www.fda.gov/Drugs/ResourcesForYou/SpecialF...
https://www.fda.gov/Drugs/ResourcesForYou/SpecialF...
86DA said:
AMP now at 1.25p lots of debt but owns 13% of Motif Bio.
Could go bust or multibag.
One of the AMP fellas is now acting CFO of Motif, I'm no expert but have been in motif for over a year now and keep an eye on things, i suspect AMP position in Motif has been a drag on the SP all year and it won't resolve until the NDA is in at which point i expect a buy out by big pharma or AMP to start to dissolve their position. I won't sell now for at least a year (unless we see over £1 which is beyond optimistic) and can't see why AMP would. Their other investments are certainly what is giving AMP issues, law suits and in certain IPOs, Motif is their only hope of survival.Could go bust or multibag.
WEHGuy said:
Anybody still in Provident? Up 75%/450 points so far today!
I got out last year at the very first sign of trouble. This morning they’ve been fined £171 million in fines and compensation, they also announced a rights issue. Sounds awful but I guess it means that all the bad news is now known. They’re also going to start paying dividends again.I’m not getting back in at this stage but sub prime lenders can be very good business.
FredClogs said:
One of the AMP fellas is now acting CFO of Motif, I'm no expert but have been in motif for over a year now and keep an eye on things, i suspect AMP position in Motif has been a drag on the SP all year and it won't resolve until the NDA is in at which point i expect a buy out by big pharma or AMP to start to dissolve their position. I won't sell now for at least a year (unless we see over £1 which is beyond optimistic) and can't see why AMP would. Their other investments are certainly what is giving AMP issues, law suits and in certain IPOs, Motif is their only hope of survival.
Presumably AMP would sell because they potentially have to. Didn't the deal they signed mandate they sell to repay their debts in a few months? I remember June, but that may not be accurate. Gassing Station | Finance | Top of Page | What's New | My Stuff