Anglo Asian Mining Share Discussion Threads

[chrisalis1] 22/11/2020 19:06

odsjpI will stick with VRS.Many thanks

[wanobi] 22/11/2020 19:02

many thanx Brasso, Pp, cheers Wan :-)

[brasso3] 22/11/2020 19:01

Wan

PPC are addicted to placings. That is why the share price has collapsed 95% in the last 7/ 8 years. Look at the exponential growth in shares in issue since 2012:-

Oct 2012 - 249,949,887
Feb 2014 - 395,581,763
Nov 2015 - 525,320,628
Dec 2016 - 953,597,617
Oct 2017 - 1,020,254,127
Oct 2018 - 1,072,840,262
Mar 2019 - 1,126,560,677
Nov 2019 - 1,135,282,890
Jan 2020 - 1,216,925,264
Apr 2020 - 1,266,272,332
Jun 2020 - 2,007,914,603
Oct 2020 - 2,023,576,238

[piperpeter] 22/11/2020 18:57

Wanobi, a bit of feedback, as requested.....

PPC has been (and still is) working on an extensive workover and drilling programme which will very shortly lead to a sharp increase in production of gas and oil.

They have just successfully completed and tested two new wells, one a development well and one, more importantly, a discovery well.

An enormous amount of work has been carried out on infrastructure, funded from cash flow and the Company probably has never been in such a strong financial position.

Also in advanced discussions with a National Oil Company with regard to a farm-in to the Company's vast acreage in Paraguay.

Unfortunately, most of the bulletin boards are hijacked by posters pretending to be investors, but their underlying goal, so far as I can make out, is to keep the boards as negative as possible.

Of course, they have no influence on free cash flow and increasing revenue and EBITDA.

Pp.

[brasso3] 22/11/2020 18:35

Wan

The spike in volume at PPC was IFC (World Bank) selling out from around 6%.

They have been a long term holder for about 8 years so took a massive loss!

[mattjos] 22/11/2020 18:32

Please, I would now like to switch my pot from solely GFM and put 50% into CPX & 50% into AAZ.Many thanks for running the competition .. it's a great way to focus the mind towards short term trading which, i generally loathe but, this way i can have a crack at it in theory.Good luck to all for the coming week :-)

[wanobi] 22/11/2020 17:24

hi Pp, just took a look at PPC charts,


free stock charts from uk.advfn.com



free stock charts from uk.advfn.com



free stock charts from uk.advfn.com


I see a recent volume spike which begs the question why?

Also, what will be the catalysts for PPC's share price to start moving up from its current sideways trend?

Could be a great entry level / accumulation level if there are good reasons to do so?

would greatly appreciate any feedback, thanx :-)

many thanx
Cheers
Wan :-)

[piperpeter] 22/11/2020 17:13

odsjp,

President Energy, PPC, again for me please.

Pp.

[odsjp] 22/11/2020 16:37

Nice try fozzie

[jamiedodge] 22/11/2020 16:29

Odsjp.
Can you do me an even split between AVCT and ORPH please.
And also thanks for all the effort you have put into this.
Very much appreciated.

[fozzie] 22/11/2020 16:25

Can I have my pot amended please odsjp as PANR had a primary Bid offer at well below fair value 😜

[odsjp] 22/11/2020 16:24

Thanks ARPhillips for the info.

I have amended 11_Percent's CAML holding accordingly. The closing price of 188.60, I have changed to 194.60 resulting in his CAML holding increasing in value to £11,120, so an increase of £343. This will be his starting balance for his CAML holding for next week.

[bwana4] 22/11/2020 16:20

Odsjp.
Can you put me all in into AVCT please.
Many thanks.

[arphillips] 22/11/2020 15:41

Odsjp - Hi, I'm a lurker on this exceptionally good board and interested to see different posters pick each week, hoping that my own shares are a popular choice. I note 11 percent had CAML last week which went X-div on Thursday (6 pence) and just wondered whether his investment pot should be amended accordingly. Keep up the excellent work.

[fozzie] 22/11/2020 15:35

Another good interview from Taj Singh Rodders. I don’t have a large position in DSV but I may have to move some more funds into it soon.

Been a beautiful day today, blue skies and bright sunshine most of the day here in North Yorkshire, hope you have all enjoyed the weather today and been out and got some exercise and fresh air.

[odsjp] 22/11/2020 15:30

hxxps://apnews.com/article/azerbaijan-handover-region-armenia-2d0d88c012fdd16732cecd35d134cabf/gallery/c27bbdd9128b4bdc8466cf7d1200ab59

[odsjp] 22/11/2020 15:18

11_percent:
Not sure if you read the MF view on LOOP from Friday. It is now on my watchlist as the potential looks really good.


qaz:
See you also picked IMM. A bit of a gamble but could rise building up to Dec 4th with investors hoping for conditional approval of Lupuzor. If it does get the approval then Mon Dec 7th would be interesting. It was also mention in the DM weekly report.

[jbravo2] 22/11/2020 15:02

@TTM
Re:41730


It’s a small hydro electric plant. There are many small hydro plants all around Kalbajar it would seem. They simply use the river rather than a dam so each one is small scale.

Here’s a video of one being destroyed by the leaving population. Note, the “journalist” concerned is far from independent despite his proclamations, he’s been documenting from the Armenian view point the whole war.


And I’ve even gone so far as to geo-locate it!
40.189853 46.195148

[wanobi] 22/11/2020 15:00

Really really really Worth a listen if you're into Crypto, PM's, commodities & US$ purchasing power :-)

Cheers
Wan :-)

[fez] 22/11/2020 14:50

Thanks odsjp - I had a good week - as did my real portfolio (which also contains AVCT)

So this week I'm going to stick with 50:50 DDDD & ARB

DDDD: Surely THE most undervalued pharma

ARB: Riding the Bitcoin Bull - this has slightly underperformed BTC over the last few weeks which I think will rectify

[qazwsxedc69] 22/11/2020 13:48

Equal split EML, IMM and CNGR please. Thanks!

[onedayrodders] 22/11/2020 13:13

Discovery Metals (DSV:TSX) CEO Interview ..

[wanobi] 22/11/2020 13:12

'picks & shovels' DP :-) Cheers Wan :-)

[11_percent] 22/11/2020 13:11

odsjp,

Can I have, for this week.

Keep CAML

Drop PUR, and substitute BSIF.

Drop ARB, and substitute LOOP (LoopUp Group PLC)

And, thanks for your work in this competition.
Cheers.

[donald pond] 22/11/2020 12:25

I think with Pharma you have to distinguish between different sectors. I think diagnostics/support is a very good area, where you have repeat revenues and big barriers to entry. So companies like ORPH, IXI and RENX could be fantastic compounder for years. Also, many of them have an AI element and so as they undertake tests on more patients they build a library of knowledge that becomes a moat (as Tesla have done in respect of driving behaviour). Drug development is a lottery, but the attraction of 4D is the number of prospects they have (over 1,000 patents) and the comparable pricing of businesses in the same area (smaller US businesses have a valuation 20 times 4D). But in general I won't invest in single product drug companies for the reason you say.