Core Vct I Share Discussion Threads

[cpap man] 27/4/2017 09:10

CLNR



CLNR red to blue and looking really rather horny!

[cpap man] 27/4/2017 09:05

FITB looking good as well again this morning....

[fillipe] 27/4/2017 09:05

BNR + almost 10%

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[fillipe] 27/4/2017 09:00

FCR - same here? To me, the bid/ask on 0.13p - 0.135p territory looked to be in the pits, down from the plateau of average 0.25p through much of the H2 2017.

Anyhow, I've chanced some of this Zinc/Lead outfit, given the current lowly prices/bottom(?) for those metals.

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[equity growth] 27/4/2017 08:56

BNR coming to life...

[cpap man] 27/4/2017 08:47

ZEN



ZENGAS26 Apr '17 - 20:45 - 1564 of 1581 1 0 (premium)

They started the workover on the 19th so 8 full days now. How old are the photos,? today ? and they are 3 hours ahead of us.

What we know re M-45.
Drilled 1980. Put on production in Jul 1981 bewteen 74 and 86 bopd (i presume not fracced or acid stimulated at that time and not known how many or large the perforations were over x amount of net pay then).

Produced from 1981 to 2017 a total of 353,700 bls (so 27 bopd overall average for 35 years).

Produced an average 14 bopd from 2014 to 2017 (so 15,300 bls approx in this period). Early 2017 it dropped to 1.5 bopd.
========================================
What they said they would do -
1. The team will retrieve approximately 1,400 meters of production tubing.
2. Then proceed to remove an additional 162 meters of tubing using fishing tools.
3. Re-perforate the casing at the producing level.
4. Possibly perform an acid stimulation and/or hydraulic fracturing of the Cretaceous reservoir to improve the well's productivity.
======================================
From the photos. - first 2 - oiled tubing coming out ?
3rd - Stack where there's only a quarter of the new tubing left on the top layer ?
4th - Looks to be putting in the new tubing being pulled up from the stack ?
So have they got all the tubing out as they planned to do in 1 and 2 and now proceeding to replace with new tubing as per the 3rd photo of the stack ?.
Are they then close to 3rd step ie re-perforation for production start ?

One to ponder on reperforation - Will there be more perfs than previous or possibly over a larger area of the net pay zone? - these could influence production rates.

Depending on results - Possible step No 4 perhaps decide on acidizing or frac - or employ on a future well ? I wonder when it initially produced at 74-86 bopd and if not fracced or stimulated then, how much could it have produced if done so ?

Either way, they seem happy to post progress photos on both workover wells.

[fillipe] 27/4/2017 08:42

HER - recovering after the latest drop?

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[cpap man] 27/4/2017 08:40

KOD



Very interesting chart patterns at KOD suggesting another sharp move northwards for KOD shortly.

Short term KOD could go on and hit 1p+

[cpap man] 27/4/2017 08:39

FITB looking a bit lively again this morning!

[whites123] 27/4/2017 07:54

ASH : Ashley House.
Recently increased stake in F1 Modular to 76%.
To benefit from Government £2 BILLION cash injection to stimulate the Modular market.
F1 Modular acquired Swift (From Administration) saving 50 jobs, but more importantly having a readymade 50 strong workforce ready to go.
Implementing the Modular into current builds.
Government to complete Social Care Housing fiasco as a matter of urgency (Helped by the upcoming election no doubt)
WHI had target of 15p prior to F1 Modular.
Share is very lightly traded, thus persistence can be required to obtain more than the online buy amount available.
However no problem selling as the share is very oversold.

DYOR etc. But certainly a multibagger in my opinion from these levels.

An example of Modular:
hxxp://www.constructionenquirer.com/2017/04/19/europes-tallest-modular-tower-rises-at-wembley/

Old but relevant:
hxxp://www.building.co.uk/lg-hunts-for-modular-homes-delivery-partners/5085179.article

I could post links all day long.

Taylor Wimpey,
Legal and general
Persimmon
Your Housing
F1 Modular

The absolute fact is that F1 Modular have advantage as they are up and running and have acquired a skilled workforce via the Swift acquisition.

The Modular sector is obtaining grants totalling £BILLIONS.
Government Grants, L&G Grants to name but 2
WHI had a 15p target for ASH prior to the excitement of the increase to 76% of F1 Modular.

Seriously oversold stock.
Minimal trades have the effect of increasing the share price quite dramatically.

DYOR etc etc...

Great building sector news today from TW and PERS

[blueblood] 27/4/2017 07:54

NUOG more news building towards the big one!

[cpap man] 27/4/2017 07:45

KOD



Equity Growth26 Apr '17 - 23:43 - 2333 of 2335 1 0

First to receive 100 gets the KOD n CHIPS in on Friday!



cpap man26 Apr '17 - 16:05 - 2315 of 2335 94 0

KOD bless all of you new KODDERS!!!!



Feeling the love of my fellow KODDERS - please keep ticking that post up as E G has promised me a slap up KOD an' chips meal on Friday if the magic 100 tick ups are reached!!!!

[duxy786] 27/4/2017 07:29

HNR should have an interesting day.Watch this space

[timw3] 27/4/2017 07:20

GEO going to go orbital today. Look at todays RNS.

GEO fantastic announcement at KBE. 15% Cu seam!! and very likely of a 50mt deposit across all 3 zones. More news to follow next week. multibagger coming there mate. directors bought #88k worth of shares recently.

[tjbird] 26/4/2017 22:50

Interesting interview with SGP

Euan Sutherland - Superdry, CEO

You started your career in marketing with Coca Cola, and also worked with Mars Confectionery, Matalan, and Currys. Tell us about how you got started.

I was very fortunate to work with some of the biggest brands in the world including Diet Coke in the UK. This experience gave me a really interesting perspective. I used my marketing background to come into retail. I worked in many different retail sectors including: health and beauty, consumer electronics, fashion, as well as groceries. A lot of people will just stay in one sector. Having experience in so many gave me the advantage to see how retailers work across sectors. Some things are the same but some things are very different. I met Julian and James, the original founders of Superdry, and began working for them. Julian is still very much involved with Superdry, and James is now a consultant working closely with us from The Design Lab on special projects like sport and Idris Elba. Julian’s focus is all around product selection and buying whilst I run the company.

What are Superdry’s biggest initiatives?

We’ve laid down a five year plan. We’re an opportunity rich company as well as a young company. We’ve really organized where our priorities are. We’ve driven a lot of innovation in the business. We can’t survive giving the same that we’ve always given. We have to offer customers something new, different, and innovative. For example, we’ve innovated men’s and women’s sport into skiwear. We use our natural DNA and heritage of the business but give it a different twist. We’ve been focused on the global expansion of Superdry. We not only accelerated our expansion in Europe but also bought back lots of franchises in Europe and the US. We have a big global footprint, we were highly UK centric but now 55% of our revenues are happening outside of the UK.

Tell us about your company’s growth.

70% of our clothing was men’s but now 56% of our clothing is men’s. Women’s is our fastest growing category. We really concentrate on producing amazing products with amazing quality. The benefits of this focus we’re really apparent when we did our annual update: we were double digit in sales, double digit in profit prices which was really great. We are driven by four pillars: fantastic quality, design detail, new innovation, and prices everyone can afford. That is our formula, our DNA. We never want to get too expensive but still maintain amazing quality. We’re creating the best product on the planet for the planet.

You are very much a family man. How do you balance this?

Well we go everywhere during the week and always get back for the weekend. Here at Superdry there’s constant change, which is really exciting for everyone because it’s constant progression. We just celebrated a great year and now we’re looking ahead. We have some great people at the top of our business. We’re a bit more rock n roll in terms of our product but very conservative in how we do business. We’re very cash generative, we have no debt, and we’re very conservative when we lay down new space. Every store has to make money. We don’t have stores that are simply there for marketing.

What’re you most excited about with the business?

Landing sports for product. Our collaboration with Idris Elba was huge. We literally bumped into him in our flagship store, he was buying some things for a DJ gig he had in Germany. We had dinner, had a few drinks and then broached the idea of a collaboration. It was a very collective, hands on collaboration and one of Superdry’s most exciting ventures.

Breakdown to breakthrough?

Probably when I was working for this 11 billion pound business. It was a mutual organization, meaning it was owned by its members. I had the job of saving their bank, which was in deep trouble. I felt completely out of my depth and had this insurmountable amount of pressure on my back. There were 100,000 colleagues in the business, thereby there were 100,000 families relying on me to save this business. It was an 150 year old business. I really had to learn on the job and create this balance and constant reassurance that we were going to make it. My breakthrough was saving the company, it was the only bank in the world that had been saved without taxpayers money. It’s still in existence today. We were successful because I pushed through radical reforms in the government. In order to be successful you must have an equal balance of arrogance and empathy. Arrogance, meaning I know I can do a good job, balanced with the empathy, which reminds me that I don’t have all the answers and that I’m constantly learning.

What is your legacy?

We are going to create a global lifestyle brand. I still carry that same paranoia—I want to do something that has meaning. I don’t have a huge ego need in being recognized or remembered. My legacy lies in the success of Superdry and having its core values and success being easily carried by the next generation.

Follow Renata M. Black on Twitter: www.twitter.com/Renata_M_Black

[mick113] 26/4/2017 21:30

EQT!! +7% 4p close today points to a BUY. Low float means could move back up quickly on volume. Also News due on Newry project.

[mick113] 26/4/2017 21:28

EQT!! 4p close today points to a BUY. Low float means could move back up quickly on volume. Also News due on Newry project.

[noirua] 26/4/2017 16:31

MWG, a good performance today.

[fillipe] 26/4/2017 16:22

KENV + 12.5%

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[cpap man] 26/4/2017 16:16

KOD also building a head of steam!

[cpap man] 26/4/2017 16:12

CLNR now taking off!

[fillipe] 26/4/2017 15:49

BBSN - was being well liked, now being much luvved.

Existing holders include;

Woodford 19.85
Invesco 19.39%

These plus other firm holders make for a below c25% free float.

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[noirua] 26/4/2017 15:21

MWG gradually moving up now.