Brady Explor. Share Discussion Threads

[hartleyhare6] 01/2/2012 13:23

Liquid...10p really?? What do you call short term mate?

[liquid millionaire] 01/2/2012 12:10

moreforus - 1 Feb'12 - 11:57 - 53524 of 53526


LM got a price target for BRDY..already paying close to 3p!



From everything that i am hearing moreforus BRDY are likely to do an LDP

My short term share price target therefore for BRDY is 10p+

[steddieddie] 01/2/2012 10:48

Following its amazing LDP success, another feather in the cap of VIR? Surely VIR's significantly-below-NAV market cap cannot persist if it keeps being in the right place at the right time.

[moreforus] 01/2/2012 10:25

Are you calling Midas ???

[liquid millionaire] 01/2/2012 10:20

Wait until tomorrow mornings newspapers get hold of this!

[steddieddie] 01/2/2012 10:04

Very interesting holding announcement. As I recall, ECK is an Ilyas Khan vehicle that, along with John McKeon's vehicle (Old Church St) was one of the main players in the rebirth of Crosby Asset Management, now ZOL.

[jeffian] 25/1/2012 17:20

Double6, (33)

No I haven't!

[theshareguru] 25/1/2012 16:59

watch out for stakebuilding see 500k and 250 k bought today stand out, I wondered
if zoltav where going to start buying,

[engelo] 24/1/2012 21:25

Lee's share options don't kick in till 3.2p though

[james t kirk] 24/1/2012 19:21

BRDY was bought by VIR at 1.15p so already over 100%

[flashheart] 24/1/2012 19:11

Yes but LDP had gained around 500% for VIR. BRDY hasn't even started yet in that respect. Once we approach double figures here, then consider VIR may off load.

[james t kirk] 24/1/2012 19:03

My concern here is VIR selling their shares as quickly as they dumped 500m LDP shares - however there's a lot of value in VIR as it simply hasn't moved anywhere near enough to reflect the gains on BRDY and in particular LDP. Either that or be in both..

[double6] 24/1/2012 18:53

Main shareholders...
Viridas plc * 16,977,675 29.4%
Rivington 8,695,652 15.03%
Ken Dulieu 6,095,225 10.6%
Paul Jackson 3,734,475 6.47%
Ian Jefferson 2,635,986 4.56%

Looks like IJ has dumped his load today, looking at the big sells going through (totalling 2.635mln) - bodes well for tomorrow....

[engelo] 24/1/2012 18:25

Wonder what the BRDY BoD do all day. Will they have enough energy to put out a 'No reason for the rise' RNS?

[theshareguru] 24/1/2012 16:21

looks good glad i got in at 1.78p, this could be better than zol, vir and ldp

[flashheart] 24/1/2012 16:20

Looking to close on the days high. Bodes well for tomorrow.

[bains123] 24/1/2012 14:02

Looks like 3p may be taken out today. Lots of potential here as the new LDP and could easily double in value this week.

[flashheart] 24/1/2012 14:02

Also don't know if ADVFN is correct but only 57m shares in issue? If so this will really motor when the real buying begins!

[bobs good eye] 24/1/2012 14:00

flash - My thinking too. I can get a firm quote to sell 300k at 2.25 so I reckon people are waking up to the fact.

[flashheart] 24/1/2012 13:51

If LDP/VIR are anything to go by we could see double figures here in the coming week!

[theshareguru] 24/1/2012 13:47

the word is spreading looks good for blue plus finish

[theshareguru] 24/1/2012 12:33

you have got to be in it to win, bought 100k, on the back of vir, i see a placing
comming.

[edcrane] 18/1/2012 08:28

RNS from ZOL .... sold investments to use funds elsewhere ... more speculation?

[sweepie2] 17/1/2012 14:50

Bit of a jump today, any ideas why?
Thanks

[liquid millionaire] 31/12/2011 17:55

VIR, TOM & TXO



From the 100% thread....



Skiboy10 - 31 Dec'11 - 15:27 - 77 of 81


Three stocks for 2012

VIR - Investment vehicle - 0.5p - Market Cap £2.9M

Investments to date

LDP shares 592m, cost 0.08p, total investment £473,600 bid price .22p, value now £1,302,400
LDP warrants at 0.15p, 166m, cost 0.0p, total investment £0 bid price .22p, value now £116,200
BRDY shares at 1.15p, 17m, cost 1.15p, total investment £195,500 bid price 1.7p, value now £289,000

Cash around £500,000

Total current NAV £2,207,600 or 0.382p per share

Market Cap 578m shares at share price 0.5p £2,890,000

However the big news surrounds the links between VIR, Russian Steel, LDP, Abramovic steel commpany Evraz, ZOL.

Apparently coking coal will be supplied by LDP which will be reversed into by Manas Coal.

The key to VIR is that it can supply an essential ingredient of steel manufacture. All is being set up for it to acquire a S African manganese mine next week. What`s more, its already producing + profit making.

Expectation is a move to 2p on completion of the manganese deal. Also the reversal of Manas coal into LDP would ensure a re-rating there and VIR's LDP shares at 1p would be work approx £6M.

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TomCo Energy - TOM - 1.725p - Market Cap £24.4M - Oil and Gas

TOM owns oil shale leasing in Utah, USA, conaining up to 230M barrels of oil. Around 123 million barrels of this resource lie on the main tract of Holliday Block lease, and have now been classified as an Indicated Resource under the JORC Code.

TomCo has entered into a License with Red Leaf Resources Inc (Red Leaf), which owns the EcoShale(TM) In-Capsule Process (EcoShale), to use this unique and environmentally sensitive technology to extract oil from TomCo's leases. Red Leaf is planning a 9,500 bopd commercial operation at their Seep Ridge site, which lies about 15 miles SW of TomCo's Holliday Block lease. First production is planned for late 2013 with TOM approx 12-18 behind. As part of the license Tomco also have a full collaboration agreement with Red Leaf which gives TomCo full access to all of Red Leaf's Technical data/experience.

TomCo's strategy is to develop the Holliday Block lease as a similar follow-on project to Seep Ridge using the EcoShale(TM) In-Capsule Process, with the same targeted production of 9,500 bopd. The Holliday Block could sustain a 9,500 bopd operation for 20 years.

Red Leaf Resources are rumoured to have signed a Joint Venture Agreement with supermajor Total SA of France who are investing up to $320M. TomCo are also thought to be talking to third parties regarding their own leases.

Also just tipped in the Daily Mail yesterday saying not for widows or orphans but could be a 5-10 bagger this year.

TomCo is worth digging up
by Ian Lyall

After being stung by the rather poor performance of Aviva, I have decided to go for it this year with a particularly speculative stock.
TomCo Energy is not one for widows and orphans. But if it does take off in 2012, it has the potential to be a five or ten bagger. Using a revolutionary new technique, TomCo plans to strip mine oil shale in Utah.

Close inspection of the shareholder register reveals the names of former Williams de Broe analyst Chris Brown, and Mark Donegan and Dominic Redfern, his former hedge-fund backers at Altima Partners.

So the presence of investors of this calibre on the shareholder register suggests TomCo is at least worthy of closer scrutiny.

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TXO - Mid Price 0.69p - Market Cap £2.4M - Oil and Gas

TXO reinvented itself earlier this year as an investment vehicle and has already made several deals.

TXO has a 20% stake in Empire Energy who will be drilling in Tasmania for oil and gas in the New Year and are in the process of securing $50M to fund these drills. The structures are prospective for up to 668M barrels of oil. $50M has already been spent on research and seismic data.

TXO also has a 10% shareholding with an option to increase to 42.2% in Grand Bahama Group which has two subsidiaries Morgan Oil USA and Morgan Oil Marine.

Morgan Oil is an oil producer in Kentucky, USA with reserves at current prices valued at $31.5M however using horizontal drilling this could be as high as $100M.

Morgan Oil Marine is a main supplier of BP Castrol Marine Products throughout the whole of the Bahamas. Servicing the 4,000 ships that visit annually could yield £20,000 to £35,000 in revenues per ship for the purchase of marine oil. Annual profits of $1.8M to $3.9M are expected.

TXO is also currently in negotiations with Empire Energy to enter into a JV for a potentially revolutionary and very lucrative gas to liquids technology in the USA.

At a cap of only £2.4M TXO have huge potential given the good spread of projects and the exciting drilling campaign due to start in the next few months in Tasmania.

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