Core Vct I Share Discussion Threads

[eye2] 10/4/2017 13:24

5.3 MILLION Buy over at 88E @2 .94.5p that's some money

[zico01] 10/4/2017 13:19

IDP think this years forcast's are very conservative:

t/o £6.95 m pre tax £0.7 m eps 4.92p

Half year t/o was £3.187m ( + 125% ). We had record January and March most likely April sales will have exceeded both January and March. Also May and June to come.
Broker is expecting sales of £6.95m we already done £3.187m they saying 2nd half sales are only gonna be £3.763m ( £6.95m - £3.187m ). According to figures mentioned by Croasdalelfc and by my reckoning 2nd half sales are gonna be at least £5.0m possibly £6.0m+ if they have record May and June.
Expect a trading update saying sales and pbt are significantly ahead of market expectations in the very near future

[cpap man] 10/4/2017 13:15

WRES



Another of MM's plays is WRES fission453

[eye2] 10/4/2017 13:10

88E 9.8% blue brokeout

[eye2] 10/4/2017 13:10

88E wowzers go on ya beauty look at that vol

[cpap man] 10/4/2017 13:08

DIS



Boffster10 Apr '17 - 12:45 - 2514 of 2518 1 1

I think a bit of balance is required here as this board has just become the same 3 or 4 investors hyping each other up.

I think a few points should be made. Particularly to make new investors aware.

The venture of RedLeg into the US is not guaranteed to be a success. Many years ago (I know because I've followed this company for over 10 years now) there was a push to establish Blavod in the states. It ended terribly. I do think RedLeg has more promise though.

Blavod & Blackwoods have been around for years. The Blackwoods brand was purchased by Distil for a pittance. In my opinion they are never going to be worth very much. If these brands were going to make it, they would have done so by now I believe. RedLeg is certainly the jewel in the DIS crown.

While a buyout of RedLeg could happen, who is to say at what price? £50m is extremely optimistic I would say.

The company now has a market cap of ~£13m. That is on annual revenues of only around £1.5m (maybe a bit more this year) and, as yet, no profit.

I'm optimistic on the company's future but I'm feeling that the shareprice may be starting to depart from reality a little.

[fission453] 10/4/2017 13:07

Never mind FITB cpap, have you bought any SRON today? I did warn y'all!

[cpap man] 10/4/2017 12:55

FITB



mudbath10 Apr '17 - 12:47 - 345 of 345 1 0

For no particular reason I feel pretty optimistic about the FITB shares that I bought last week around 0.115 and about today's 3 million at a low,for me,of 0.1139
It might go bump in the night,yet the activity surrounding the company suggests otherwise.
The forthcoming fund raise could be the catalyst for a reevaluation as it might be accompanied by some guidance as to the intentions of the BOD,or more importantly,those of the Concert Party .
Very interesting times.

[andrbea] 10/4/2017 12:36

kdnc

observer842

12:24@
mrcautious I believe BCN used $6,000 LCE as the baseline in their PFS.

hxxp://www.bacanoraminerals.com/pdfs/Technical-Report-On-The-Pre-Feasibility-Study-For-The-Sonora-Lithium-Project-Mexico.pdf

From table 22.4 on page 165, the baseline post-tax NPV@8% for $6,000 LCE is $542M. For each $600 increase in LCE sale price this increases by $134M. Therefore if we were to sell for $12,000 the post tax NPV would be:

$542M + $134M * (6000 / 600) = $1,882M

Staggering how the sale price impacts on the NPV!? I don't think it's sunk in yet just how much de-resking and upside to the project today's news has implied!

Very happy.

Ob.

[cpap man] 10/4/2017 12:30

ZEN



ZENGAS10 Apr '17 - 11:13 - 1102 of 1117 1 0 (premium)

Just checked and the production from pump installations was not part of the workover programme.

From Beaufort 2nd Feb. The 2017 10 well workover programme was -

* Muradkhalni - up to 7 workovers including M-195 and M-45.
* Jafarli - up to 2 workovers.
* Zardab - 1 workover.

Those 10 workovers would indicate an average of 70 bls/well out of a total 64 well workover options.

"The workover programme starts this week with M-195 and M-45" - just over 8 weeks ago.

So still in progress and the increased production today from the pump installations is outside of the 1,000 bopd 12 month target.

Beaufort also stated - "Current production is circa 300 bopd from 65 wells, 81% of which produce under natural pressure". Therefore 52 without pumps and 13 with ? Those are the producing wells but there are others shut in/not producing from the total 189 drilled - although all not successful, overall it indicates plenty of well stock for further pump work outside of the workover programme.

[tjbird] 10/4/2017 12:28

O/T


Been buying SGP Supergroup lately

less than a month to go to results

Bowl on chart

22 pound broker target

rising internet sales

[cpap man] 10/4/2017 12:27

ZEN



ZENGAS10 Apr '17 - 10:02 - 1093 of 1117 5 0 (premium)

I thought the RNS poorly worded also and have told them the Team A/B competition style is pointless and installing pumps to graduating to a a fully fledged workover team isn't the best for investor confidence. No room for staff that are learning the game. Get the oil out of the ground efficiently using the right people - end off rather than turn it into some kind of competition. Just give them a decent incentive to achieve consistent results. Also cut back on podcasts now the message is out and deliver results as those will speak for themselves regardless of any interview.

Plus side is - it is an increase and in the right direction and plenty more wells to come, but the actual workovers where there are expected material increases are what will really count especially in shut-in or repairable wells. My hope is that as they say - the workovers start to 'gather momentum'. Company management feeling its way imo with how they deal with news. With Gunsynd possibly still sellers on a day with not earth shattering news for some of the hot money here that want more results and faster than their timescale imo, it's put pressure on the share price as a result.

Is the arrival of the actual drilling rig getting closer, given further mention of it this morning ?

[daniel levi bmd] 10/4/2017 12:22

FYI

Zenith Energy. Update & RNS translation for the simple minded....

I can’t believe what I read today from Zenith Energy (LON: ZEN). It’s actually good news in a small way. However the RNS is poorly constructed and in my opinion there was no need for it. This information should have been tagged onto the well M195 workover RNS which sources indicate should drop later this we.....


Dan
x

[andrbea] 10/4/2017 12:20

kdnc

Sid_fiddler69
Posts: 2,207

tweetsToday 12:18
david Lenigas‏ @DavidLenigas 2h
More
Bacanora's news this morning of its Japanese Lithium offtake will certainly make the global Lithium world sit up and take serious notice.

bob‏ @bobbyifa 50m
More
great news, wish they could bring forward that feasibility study.

David Lenigas‏
@DavidLenigas

Replying to @bobbyifa
Feasibility studies usually get done in conjunction with off-take partners to match products for what off-takers actually want!

12:12 pm - 10 Apr 2017

RE: Quality of the depositToday 11:5910% up now....nice and steady...been a bit unusual today. I was expecting big spike early then drift back to not much.

Hopefully this is just news slowly sinking in and the rise might actually be real and sustainable! Damn well should be on this news....

[cpap man] 10/4/2017 12:15

Yes Graphene, Cobalt & Lithium to name but 3!

[yawn1] 10/4/2017 12:13

Careful of the ZIN ramp

[fillipe] 10/4/2017 12:13

Aren't we all.

f

[cpap man] 10/4/2017 12:10

AST



niceyman110 Apr '17 - 09:10 - 6687 of 6692 1 0

The rns will be soon and most likely telling us that production started in early April complete with video of Colin switching the gas on!

Clive20510 Apr '17 - 10:40 - 6688 of 6692 1 0

So when does 'early April' officially run until?

Chinese Investor10 Apr '17 - 10:55 - 6689 of 6692 1 0

Summit's Up !

lithological heterogeneities10 Apr '17 - 11:56 - 6690 of 6692 1 0

clive

mid april

:0)

blueblood10 Apr '17 - 11:58 - 6691 of 6692 1 0

This week for sure :-) Explorer to producer 10 years in the making #AST Producer!

sue99910 Apr '17 - 12:05 - 6692 of 6692 1 0

1000000 buy at 2.45!!

[the stigologist] 10/4/2017 12:07

I think that graphene could be the next big thing in the stockmarket like as big as dot com where we all had easy ten baggers and some of us even had 100 baggers

I remember when I used to talk about the Internet to people in the late 90s in the City and they were like 'huh?' what's the internet ? why do we need the internet ? that's not going to take off is it ?

Getting the same reaction nowadays if you mention graphene

Part of the reason you get the ten baggers is because the market doesn't believe the growth story so applies ridiculous valuations to companies where they trade below cash!

In about 2001 Apple was trading below it's cash level! Can you believe that ? Apple FFS !

[fission453] 10/4/2017 12:04

filipe is an amateur, should not be allowed out! Ignore his/her daily ramps!

[fillipe] 10/4/2017 12:02

HVE - take note....



f

[fillipe] 10/4/2017 11:42

REAT - very interesting news today, from the cleaner....



f

[fillipe] 10/4/2017 11:14

SOG + a few % to 103.5p mid.

7-4-2017 Panmure Gordon Buy on raised tp from 159p tp 190p.

f