Ocean Resources Capital Share Discussion Threads

[giant steps] 30/3/2006 14:07

Vassily - yes, completely crazy to wind the fund up, and messy for resolving AR.

[vassily] 30/3/2006 13:56

The ways metal prices are going, silver in particular, can anyone see OCE being wound up in early 2007? Surely OCE has something more to give over the next few years, despite some laggards in the portfolio.
I look for ward to the NAV for April and May.
V

[vassily] 18/3/2006 03:19

GS:

You mentioned earlier on this BB that OCE has some Mercator warrants.

Giant Steps - 9 Feb'06 - 11:16 - 377 of 394

Mercator Gold Plc 3,750,000 wrts (no price in report)

Article about Mercator:


V

[vassily] 16/3/2006 16:45

GS:
You mentioned a while ago that OCE had some money in Zedex and they in turn had a large stake in Olympus. This report should be good news:

V

[vassily] 13/3/2006 16:42

AR. up again. Tip posted on AR. BB.
V

[Abuse team] 11/3/2006 04:50

Post removed by ADVFN

[vassily] 11/3/2006 04:43

GS:
Not bad. You were right. NAV Tempered by AR. in the main, though AR has recovered a bit since then and clarified its current position.
V

[giant steps] 10/3/2006 16:11

RNS just released, FEB 2006 NAV 30.93p

[giant steps] 04/3/2006 14:30

AR has taken some hit in the last few days.

Looking on does shed some disturbing light facing Archipelago.

OCE still seems to be stuck in a rut and this looks likely to continue.

[giant steps] 01/3/2006 13:08

Vassily - not had a chance to look yet, but suspect decline in AR is
compensated by rising RHEP, so may be fairly neutral (guess)

[vassily] 01/3/2006 12:58

GS:
Any predictions on the Feb 2006 NAV? I think it will be slightly higher as RHEP has made a come back, though it might be tempered by some declines in gold stocks.

[rambutan2] 23/2/2006 09:12

odd how rhep jumped up yesterday wasn't it!

[giant steps] 23/2/2006 08:19

OCE should get a deserved boost from the commendable RHEP interims (just released)

[giant steps] 20/2/2006 14:43

RHEP 32.1875m ords, 2nd largest OCE investment

[energyi] 20/2/2006 14:17

10.8mn : Terra Nova Gold (v.TGC) .. : 1.5mn : Bralorne-Pioneer Gold (v.BPM)
:

[giant steps] 20/2/2006 14:14

vassily - yes, no surprise

[vassily] 20/2/2006 14:10

Not a bad jump in NAV.


Ocean Resources Capital HoldingsPLC
20 February 2006

OCEAN RESOURCES CAPITAL HOLDINGS PLC

Net Asset Value per Ordinary Share

Ocean Resources Capital Holdings PLC announces that the unaudited net asset
value of its Ordinary Shares as at the close of business on 31st January was
33.67p per share.

20th February 2006

[giant steps] 13/2/2006 16:51

Given a fair wind golden cross is on the agenda in couple of months

[vassily] 10/2/2006 03:19

GS
Mercator Gold plc warrants: exercise price ranges from 0.06p to 0.10p.

Some of the OCE' warrants listed have more potential return than the shares. Good news?
V

[giant steps] 09/2/2006 14:16

AR. , the overlooked 160K/oz 2006 producer-to-be starting to advance

Worth remembering 3p AR = 1p OCE

[giant steps] 09/2/2006 11:16

Bralorne-Pioneer Gold Mines 750,934 wrts cnv C$0.50
Scorpio Mining Corp 800,000 wrts cnv C$0.60

Mercator Gold Plc 3,750,000 wrts (no price in report)
Rheochem 1,093,750 wrts (no price in report)
BPK Resources Inc 250,000 wrts cnv U$0.20
Terra Nova Gold Corp 2,000,000 wrts cnv C$0.45

[vassily] 08/2/2006 04:18

Does anyone know what other warrants OCE has on its books.
GiantSteps has provided the following:

Bralorne 750,934 wrts cnv c$0,50
Scorpio 800,000 wrts cnv c$0,60

V

[vassily] 07/2/2006 09:33

GS:
Would be good to hear some news from AR. about the main batch of mining equipment. Do you think this will happen in next month or so? It's been a year, I believe, since they cleaned and packed this stuff up.
I wonder what the hedge funds in OCE think about the gold/metals price and its future. I assume that is what they were speculating about when they got into OCE. Perhaps what is happening is exactly what they thought would happen, but I am surprised with the cut off date for OCE. Oh well, we shall see.
V

[giant steps] 07/2/2006 09:19

Terra Nova will add nicely to Feb NAV

[vassily] 07/2/2006 09:10

Terra Nova Gold Corp. jumps 66.7% yesterday to c$0.20 on no news. More interest in gold juniors I suppose. Bralorne and Terra now appear to be following the rise in the spot gold price.
Merit Mining is also up, by 16% yesterday. Not sure if OCE still has stake, but like Barlorne its share price is now firmly linked to the gold/metal prices.
Edit: It's strange the AR. share price has not shown a similar link to the gold price. Comments anyone?
V