Aminex Share Discussion Threads

[greyingsurfer] 26/6/2017 08:40

They're going to need a lot of gas!

[warbaby43] 26/6/2017 07:30

However chronic the problems of Tanzania and Africa might be now, they ain't nothing compared with what's just over the horizon:



More detail on the population explosion at 55267

[haideralifool] 24/6/2017 11:45

Belt and Braces! That sounds better than the real name 'Belt & Road'. Where the road refers to maritime routes...

[bunbooster2] 24/6/2017 09:30

Yeah I think the railway is part of the Chinese Belt and Braces initiative, and looks like the extension of the oil pipeline (to also carry gas) is part of that.

Interesting recent article on Chinese involvement -

[foolsandcows] 24/6/2017 07:56

They want Zambia's copper. Chinese building new railway through Kenya to the port also..

[foolsandcows] 24/6/2017 07:17

I wonder who will build the pipeline..Chinese no doubt?

[bunbooster2] 24/6/2017 05:59

Zambia mega gas power project -

"He said with the discovery of huge reserves of gas off the coast of Tanzania and Mozambique, supply of gas to Zambia is guaranteed, and that Government will ensure the combined cycle gas-fired power plant is set up.
“In recent years, the supply of electricity has been hampered by relying on an undiversified source of electricity generation. Effects of low water levels in water bodies have been cited as among the causes of the reduction in generation of electricity.
“The power generation plant to be located in Chinsali will be supplied with gas from the port of Dar es Salaam via a 36-inch pipeline.The pipeline will be laid alongside the crude oil pipeline in the existing TAZAMA wayleave, with an estimated length of 1,100 km,” Mr Mulusa said.
He said if Tanzania and Mozambique fail to meet the demand for the supply of gas to Zambia, Government will source it from international suppliers, especially the Middle East."

I think the power plan sees this as mid twenties so years away but I think everyone on this thread agrees Aminex is a strong buy at the moment.

[dan_the_epic] 23/6/2017 17:36

STRONG BUY




said no-one ever.

[timw3] 23/6/2017 14:24

o/t UKOG massive OIL hit!!!!

More news next week by the looks of it. Weekend press will be all over this,

Politcally stable, funded, oil seeping out, Whats not to like.

Can see 3-4p easy next week imo

[dunderheed] 23/6/2017 11:31

64517 - yes and it has had a great impact on the share price
Well done Jay!

[foolsandcows] 22/6/2017 06:59

LSEG China Conference

hxxps://www.lseg.com/Beijingconference

Jay is speaking..

[dan_the_epic] 21/6/2017 23:20

IMO a useful NPV is one that is meaningfully positive after accounting for a fair cost of capital.

I don't get to a useful NPV when running through what Solo paid for their Kiliwani stake

[dunderheed] 21/6/2017 23:15

64513: what us a useful Npv?!
Also surely that is what we pay mgt for, to spot anomalies which can increase our enterprise value. If it was a about investing in assets which had a useful Npv (in the first place) a lot of projects may never receive capital investment!

[pj 1] 21/6/2017 22:06

p.s. I'm not making an effort to see SOLO, its just that they are presenting by coincidence.

[pj 1] 21/6/2017 22:02

LOL-I was thinking more along the lines of Rovuma and the AEX ''connection''. I don't understand SOLO business model at all

[dan_the_epic] 21/6/2017 21:13

Be straight up and question the rationale behind why any sane investor would invest into a company that can't even demonstrate an ability to cover its cost of capital

[pj 1] 21/6/2017 20:53

I am due to attend a presentation at the end of the month which includes SOLO. If anyone does have any questions I shall do my best. Either post here, via the mail option, or

[foolsandcows] 21/6/2017 20:40

hxxps://www.lseg.com/Beijingconference

[driver101] 21/6/2017 07:32

war43

Always need gas even in an economic down turn.
Can export if needed, always been an option.

[gerryjames] 21/6/2017 07:21

Ivory exports up?