Berkeley Energia Share Discussion Threads

[bookvan] 08/2/2016 18:07

Guys

I turned up on this board a few weeks ago to ask some challenging questions. The poster 162 in particular was helpful and I am grateful. I haven't bought any yet but I would like to at some point.

Just catching up with the board and I see that 'langostino' has turned up. I followed the EMED board for years where langostino was a regular poster. He was one of a tiny handful of reliable posters on a crowded board.

I learned to respect him and take his often unwelcome opinions seriously. He was usually right and has an excellent knowledge of domestic Spain. Some of you are mistaken to dismiss him too easily as a 'deramper'.

BV

[fatboy20] 04/2/2016 12:17

Yeah

I'm thinking of topping up as well but can I really spend my Dad's legacy on them?

[1628386] 04/2/2016 11:45

Yet another top up...

£4900 more shares for me at 23.78p ... Bargain!!

[aim_trader] 02/2/2016 12:41

Berkeley Energia MD Paul Atherley will be presenting to investors at the Proactive One2One forum in Manchester on the evening of the 24th February. To Register to attend, please click here:

[langostino] 01/2/2016 11:00

Price still stalled by lack of progress in forming a government. Finance dependent on political stability. IMO

[1628386] 31/1/2016 18:22

Me too .. Have a rec

[philjeans] 31/1/2016 17:56

Well said Snowy - agreed.

[snowyflake] 31/1/2016 12:18

Yes it is a balanced article.

"not that funding should be difficult" is an early comment in the article to which you refer Que Passa which I read when it was first published on 13th January and there is a great deal of discussion about value and dilution in the article.

As an expert, Que Passa, in mining companies you will well know that funding exercises take a lot of time to put together. There are various ways the company can go about the task. One route could be to proceed along the Fission Uranium way (see TSX:FCU) RNS 21.12.15 and subsequent RNSs. But that is just one way. However a strategic investment by an investor requiring a supply of uranium with an of take agreement is a possibility. Fission is capitalised at a much higher level (£300 million) than Berkeley's £45 million.

One thing that has struck me with Berkeley Energia is that unlike many or most miners be they senior or microcaps whose share prices have been slashed with the recent market carnage, Berkeley's share price has been remarkably resilient. That takes support and it will not have escaped you as an expert in mining companies, Que Passa, that there would appear to have been a buyer of the stock.

I agree with the conclusion that there is no rush to buy Berkeley but in case there is further beneficial news I have been adding slowly and gradually which suits my style of investing. I appreciate that if news flow quietens down the price may slip but that will just give me the opportunity to add at a lower price; having said that I would prefer to add at the current price than wait until the price reaches 35 pence or more which is a possibility.

One always has to look at the negatives such as the politics, potential funding hurdles,dilution, the price of uranium collapsing in a contracting supply market against what seems will be an increasing demand as well the positives which are that resource and quality of resource are increasing/improving and that funding should not be difficult.

[quepassa] 31/1/2016 06:18

A very balanced report by John Cornford on the MasterInvestor website dated 13th. Jan 2016.

An in-depth examination of the valuation complexities inherent in Berkeley. And important commentary on the time-line for funding and for the implementation of the project.

Concluding " But I, personally, wouldn’t buy right now, if only because I try to avoid publicity spikes."

His comments about shareholder dilution are, in my view, a real concern and the Company RNS's this week also mentioned the dilution word a number of times.




It seems to me in my opinion only, that the hectic pace of media appearances and presentations at a welter of recent and forthcoming conferences may or may not herald a not insignificant equity fund-raising in the not too distant future.

ALL IMO. DYOR.
QP

[philjeans] 30/1/2016 17:17

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[1628386] 29/1/2016 12:34

Agreed. I enjoyed that read this morning

[philjeans] 29/1/2016 07:28

Very positive report here this morning - into the 30s now.

All looking very good and the nay-sayers nicely put down.

[rhuvaal2] 27/1/2016 17:23

Quite a few want this share price lower, for entry.. Obvious to see

[1628386] 27/1/2016 14:11

Nice update this morning.

A new drilling campaign is imminent.

I had a few more at 25p :-)

[philjeans] 27/1/2016 09:42

More resource - easier to finance.

[philjeans] 27/1/2016 09:41

Nice strong positive chart - blue sky for miles.

[philjeans] 27/1/2016 09:40

There are none so blind as those that will not see.

Wake up.

[quepassa] 27/1/2016 08:42

At time of writing, my advfn trade report shows some 42,000 purchases of BKY shares this morning. That's about £10,000 of shares in BKY.

Does that really merit a 6.5% increase in offer price of share - or are the market makers having a laugh?




ALL IMO. DYOR.
QP

[piedro] 27/1/2016 08:22

QP,

If you were really interested in this stock you would have entered the new data in your mineral spreadsheet and have been able to give us the wisdom of your conclusions.

Not much of an opinion IMO and certainly not DYOR

- back on filter.

[philjeans] 27/1/2016 08:19

Bingo - more good news.

Transformational. Again!

30p next stop.

[piedro] 27/1/2016 08:11

FWIW,

Metals & Mining January 13, 2016
DUNDEE CAPITAL MARKETS Page | 21
Uranium Sector - David Talbot
2015 IN REVIEW: URANIUM UP 10% OVER 2014…BUT NO ONE NOTICED

[quepassa] 27/1/2016 08:01

Today's RNS.

Yawn, yawn, yawn.


ALL IMO. DYOR.
QP

[quepassa] 26/1/2016 11:05

Mantra sold at peak price at the zenith of the mining super-cycle to the Russians in a very different and buoyant market in late 2010 when uranium concentrate was US$62++ per pound.

Uranium concentrate is now $34 per pound in a much deteriorated and depressed mining market.

Glibly bandying around a figure of sterling £500m is fantasy-land in my opinion and has no bearing on reality - hardly surprising given the flakey source of this oft-repeated figure.

Some investors are old-school yesteryear lucky-shamrock type investors who don't understand detailed fundamental analysis.

ALL IMO. DYOR.
QP

[herlat1] 25/1/2016 22:33

Thanks SF - we would be very happy with that outcome this time round!