Berkeley Energia Share Discussion Threads

[herlat1] 12/1/2016 22:54

QP and GWR7 would you mind posting your squabbles elsewhere?

[quepassa] 12/1/2016 16:11

Or is it perhaps because APF highlighted their investment in Berkeley recently so I decided to take a look?

As I said before, I think nuclear is the way forward and that the uranium story has legs.

However, there are significant questions in my mind about Berkeley's financing of the project.

I have held back from talking too much about those issues for a variety of reasons.

But if you push me, on your head be it.

ALL IMO. DYOR.
QP.

[gwr7] 12/1/2016 16:11

And a hypocrite for using multiple user names while decrying the practice, and for trash talking a company because it takes royalties from coal miners then trash talking a green energy company for no other reason than to satisfy your stalking habit.

[gwr7] 12/1/2016 16:08

And a liar for saying I've had more than one post moderated (and that one was by you, the stalker).

[gwr7] 12/1/2016 16:06

Whether it was Piedro or me you were stalking when you appeared on here makes no difference. Either way you're a weirdo stalker.

[quepassa] 12/1/2016 16:05

Both. Pitied and medicated.

Unoriginal. Pathetic come-back.

Like the dunce that you are who has to repeat things back because he can't think of anything original to say.

QP

[gwr7] 12/1/2016 16:02

Pitied or medicated? You seem to know a lot about lithium. Perhaps from personal experience?

[quepassa] 12/1/2016 16:00

I work on the basis that the needy and sick need to be pitied.

QP

[gwr7] 12/1/2016 15:59

Ouch, you're so harsh.

[quepassa] 12/1/2016 15:58

Try a larger dose of lithium please, it may help.

QP

[gwr7] 12/1/2016 15:55

School must be out as Que Passa is back from staring through the railings.

[quepassa] 12/1/2016 15:51

Unlikely. You are an unvalidated user. You are a troll. You have had your posts removed.

Question. Am I really stalking Piedro? If so, why have I never posted on his Highway to Heaven thread? You are an idiot and a fool.


I would have thought lithium was more your thing rather than uranium.

And that's taking it in increasing doses to curb your disturbing mental delusions and growing persecution complex.

ALL IMO. DYOR.
QP

[gwr7] 12/1/2016 15:22

Afternoon Que Passa.
"GWR7 is a troll who has had his posts moderated and removed elsewhere such as the Avanti Communications thread."

I've only ever had one post moderated so you're a liar. It was for calling your Avanti tip a mickey mouse company so you're very sensitive.

Only one person on advfn calls me a troll. You and your alter ego michaelmouse so you're a hypocrite for using multiple user names while decrying the practice. You trash talk APF for being climatically incorrect then trash talk this green energy company. Hypocrite.

You only came on this thread to stalk Piedro as you also stalk him on the APF thread. You also stalked me on the APF thread, along with the BVM and BOOM threads.

So there you have it. You're a liar, hypocrite and weirdo stalker.

[fatboy20] 11/1/2016 13:01

The CEO is Paul Atherley. He has a strong track record in putting together packages starting from very little see the gold mine in China where he significantly increased value. Despite Leyshon not being great the problem wasn't financing it was finding the product at an affordable price. Here we have the product and a favourable marketing climate. Gotta be great! IMHO

[bookvan] 11/1/2016 12:53

In one of the presentation Q and A sessions he talks about financing being done all at once in April/May.

You've been helpful to me and I am going to be helpful to you. There's some very large volume activity going on at KEFI and possibly something to justify it in the next few days. Maybe worth a look but DYOR as they say. Ask some difficult questions on the board like I do.

Good luck all and thanks again.

[1628386] 11/1/2016 12:47

Hi Brookvan

I rate Paul Atherley and I must admit, I'm judging him very closely in the here and now of BKY.

I tend to think of the management team in a broader sense in that yes, there is the Chairman & CEO, however there is also the senior management team around them. Right now, they are doing a fantastic job. Progress is there for all to see.

Paul is clearly on top of the financing plans. One only has to listen to last weeks interview to get a real feel of where he's up to and what the near term is shaping to be....

[...]

Edit: For some reason, the link gets auto deleted when I post it. Just google directors talk Paul Atherton and there was an interview last week where Paul was in China talking to potential partners

[snowyflake] 11/1/2016 12:47

I expect the DFS in May as stated. Then final construction permitting.

Off take agreements, debt arrangements and /or equity mix at any time.

Resource update at any time.

Last quarter's report end January.

One possible concern are the views of political party Podemos but their anti nuclear stance is likely to be overruled (even if they have a say) by a desire to relieve unemployment in the area where Salamanca is situated.

Take a look at the recent Chinese interest in Fission.

[bookvan] 11/1/2016 12:19

So, you are all waiting for equity/debt mix financing in April/May according to something said in one of the videos.

[snowyflake] 11/1/2016 12:03

bookvan - I know little about the ceo and have only watched certain of his presentations. I have confidence in the chairman, Ian Middlemas and Messrs Behets and Schumann. There is imo a decent BOD.

For what it is worth I agree with the comments made by 162 - well balanced and thoughtful and made by someone with a background in corporate banking.

I do agree with you that the resource sector is going through a torrid time; however all sectors and markets turn and one can find exceptions in any market and sector (one imo is BKY). The keys to me are the asset, licence(s) to mine, management, cost of mining and development, sale price and especially financing. Without financing BKY will go nowhere unless taken over. As to the value of the product, if uranium was priced at $20 per pound I would be very concerned. I do not see it going to that price but then anyone can be wrong in their views.

[bookvan] 11/1/2016 11:38

Thanks, 162 etc. I don't know who it is that keeps red-ticking you because these are good answers to blunt questions. That doesn't mean I always agree but it does mean I read them with interest. Does the CEO have a record of making the best of such opportunities?

Herlat - you keep saying the company has done it before but it's a 're-invigorated management team' not the same thing. Has he done it before?

[herlat1] 11/1/2016 11:35

Bookvan i disagree the (rise in the price) of Uranium is not 'crucial'.It hasnt been so far. In fact the share has doubled - despite the Uranium price falling.You will be posting exactly the same thing in six months time - even if the share price doubles again!

[1628386] 11/1/2016 11:23

Bookvan

I agree buying ahead of the curve requires research, due diligence, patience and of course the resilience to see the plan through. Most investors rarely invest at the bottom.

This is where I see BKY as different. The share price is in a 6 month established uptrend (not a spike). It is reflecting company specific progress and there is a clear strategy unfolding which the market is progressively pricing in.

I really don't see the Uranium price as the key short term influence on BKY; yes it's crucial to the medium/long term but I see more company specific news/progress as driving the share price near term and these events are more controllable to the BOD than the uranium price.

From a BKY point of view, the 'catch a falling knife' scenario was early last year and we are now in an uptrend. If for example there is another Zona 7 style discovery, the uranium price on that day will be ignored and the market will price in the new metrics of the discovery.

[bookvan] 11/1/2016 10:50

Thanks, 162 etc. for the links.

The trouble with positioning oneself ahead of the curve is that it is too often the same thing as catching a falling knife. Rick Rule famously tried to call the bottom in uranium a couple of years ago and got egg on his face.

Mariana Resources have a decent gold find in Turkey but there's no clear sign that the management have a clue what to do with it for the benefit of shareholders. It's like it's too big for them and they're stuck in the headlights.

If this is as good as you say it is, is there anything in the CEO's record to suggest he can do something with it?

[bookvan] 11/1/2016 08:59

1628386

"Most agree the uranium price is set to rise."

Can you back up this assertion? Maybe a link or something.