Anglo Asian Mining Share Discussion Threads

[king suarez] 17/6/2020 10:29

My link was on (stolen from) the LSE thread - usually quiet for JSE but occassionally some interesting posts. ADVFN usually the place to go, as we know :)

[wanobi] 17/6/2020 10:28

nice find KS,,, yep, could be,,, many thanx Cheers Wan :-)

[king suarez] 17/6/2020 10:26

Wan, I think it could just be the Peel Hunt broker note on JSE issued on 15 June with a 100p target price. Share price has re-gained the upward trend the last couple of days coinciding with that release - guess it got a lot of market attention?

This too on the same day:

[wanobi] 17/6/2020 10:19

yep I know cmb,,,, my post was clumsy,,, it should have said 'you're back in the money on your most recent purchases',,, apols :-) Cheers Wan :-)

[callmebwana] 17/6/2020 10:16

Wan,my average is quite low,don't forget I had quite a few in a free ride and the ones I sold bought me more shares. Oh'what a game this is !! As you say.
ATB.

[wanobi] 17/6/2020 10:15

JSE must be leaky KS,,, this has seemingly come out of nowhere,,, but then again I suppose if it's being accumulated by a big fish for a LTH it all makes sense :-) LOL,,,, certainly climbing the ladder again right now :-) Cheers Wan :-)

[wanobi] 17/6/2020 10:11

:-) LOL,,, you're back in the money cmb :-) nice :-) who knows what's going on there LOL Cheers Wan :-)

[callmebwana] 17/6/2020 10:06

AVCT on the move guys,perhaps a leaky ship !! Wan, that top up in AVCT don't look too bad now.
Traders,shorters,all sorts invested in there LOL !! That included the mole man too!!

[baddeal] 17/6/2020 09:55

Interesting read BD after which I concluded he has no idea which way the markets are going so completely hedged his bets!

[wanobi] 17/6/2020 09:42

Courtesy of Pro on the main TXP thread - a good reference post for TXP events to come :-) GLA Holders, Cheers Wan :-)

Pro_S200917 Jun '20 - 02:16 - 9965 of 9973
10.000 15 0
Expecting a few delays to the Cascadura production start up (for good reason with more discoveries) but..........

Updated events summary :

DONE ON TIME - Cascadura pressure recorder readings maybe next week or second week of June. These will inform on the MINIMUM pool size of Cascadura as well as likely production flow rate. (JUNE 2020)

Cascadura reserve report should be released around middle of July with P10/50/90 figures. This is the big one as it tells us how big Cascudura might be but that could all be upgraded again with Cascadura Deep results later in 2020......... (MID JULY 2020)

Chinook well spud. Top drive added to the rig for better drilling performance. (END JULY 2020)

NGC deal done on gas pricing for TXP gas production (JULY/AUGUST)

Chinook well result. (LATE AUGUST 2020)

Chinook testing if successful (SEPTEMBER 2020)

Cascadura Deep well spudding (SEPTEMBER/OCTOBER 2020)

Coho production on line from October 2020 (OCTOBER 2020)

Cascadura Deep result and testing if successful (NOVEMBER 2020)

Cascadura production (potential 2 wells) on line (APRIL 2021) (MAY if Chinook as well)

Chinook production on line if successful(MAY 2021)

Royston well planning now to be drilled in Q1 2021. (Q1 2021)

[wanobi] 17/6/2020 09:39

indeed KS, sat here watching the JSE buy trades roll in this very second LOL,,, interesting :-) LOL, Cheers Wan :-)

[king suarez] 17/6/2020 09:37

Wonder if something (news?) is brewing at JSE with the rise the last couple of days?

[wanobi] 17/6/2020 09:37

beeuuutiful :-) well done fozzie & others :-) cheers Wan :-)


free stock charts from uk.advfn.com

[cordwainer] 17/6/2020 09:35

^remove zeroes please

[wanobi] 17/6/2020 09:34

many thanx KS, greatly appreciate you clarifying that for me,,, cheers Wan :-)

[king suarez] 17/6/2020 09:32

If a spread of 50p represents 10% in 5 years time, I think we will all be pretty happy ;)

[fozzie] 17/6/2020 09:29

Thanks Cmb I will have a look. EQT continues to rise, what a ride.

[king suarez] 17/6/2020 09:26

Wan - STCM - I think they will announce the div and ex-div dates after the resolution is formally passed at the AGM on 8 July. Last year the dates were announced on the same day as the AGM results and the ex-div date was a week after the AGM, with div paid 2-3 weeks after ex-div, so expect same this year? = dates slightly later than prior year. Probably end of July dividend paid.

And yes, nearly 12% yield - which is well covered. As I have pointed out on the STCM thread - the div cost them $8.4m to pay (3p) last year and they had $20m operational cash flow. Same no. of shares in issue this year so will cost the company a similar amount. I expect if Covid-19 hadn't hit and caused caution regarding cement demand for 2020 then they would probably have increased the dividend a bit. I am anticipating/forecasting an increase after the bulk of the debt is repaid (most has a maturity date of Nov 21).

[gold finger 1] 17/6/2020 09:14

well i have just taken another 5000 pounds worth.

[wanobi] 17/6/2020 09:13

Courtesy of Mj, who posted this link on the CNG thread,,,



should be news there any day now :-)

GLA Holders
Cheers
Wan :-)

[riggerbeautz] 17/6/2020 08:43

It was Bumpa that led people there and I keep an eye on it, reckon my was it a duffer post prompted him to dig a bit harder lol he’s done his homework as always.

[wanobi] 17/6/2020 08:41

EVG - well done Bumpa, Rb and others,,,,, nice detective work Bumpa :-) cheers Wan :-)

[avsome1968] 17/6/2020 07:41

DDDD

Major shareholder list updated on company website and some well named institutional investors moving in.

Information was last updated as of 9 June 2020.

58% of the company not in public hands and professional investors can see the value in the company.

hxxps://www.4dpharmaplc.com/en/investors/shareholder-information

[wanobi] 17/6/2020 07:35

STCM - I notice last year ex-divi date was 20 June 2019,,, will it be the same this year KS,,, did I miss something? thanx, Cheers Wan :-)

3p/25.5p = 11.76% to be paid on 15 July 2020 - is that correct to ?

edit - aha,,,, doh!!

AGM - Wednesday, 8 July 2020

Resolution 2 - First and Final Dividend for the Financial Year ended 31 December 2019

To approve the payment of First and Final Dividend of GBP0.03 per ordinary share of no par value each in respect of the financial year ended 31 December 2019.

Does that mean it'll go exdiv on the 8/9th with payment on 15th still ??