Fair Oaks Income Share Discussion Threads

[fairdeal2008] 14/3/2011 22:38

yes a lot of alo ;-)

[keya5000] 14/3/2011 22:29

FD, still holding ALO?

Should see decent newsflow from early April onwards..

[fairdeal2008] 14/3/2011 22:28

ok will do

[vivgav] 14/3/2011 22:25

FD

Have you looked at RED? See CR's new thread on RED and that chart!

[fairdeal2008] 14/3/2011 22:21

lol

for now am into summ:

[eelbuoy] 14/3/2011 22:14

FD what is your share of 2012 so we can all load up now :)

[cyberbub] 14/3/2011 22:11

Hear hear Fairdeal!

[fairdeal2008] 11/3/2011 11:00

I started this and other threads in the hope of helping share information about undervalued shares. When I started posting in 2008 the markets were dire and incredible buying opportunities were available.

Today, three years on, stocks have been battered down once again and the opportunities now are comparable to 2008 if not better.

Right now the discussion sites should represent an open forum to discuss shares and suggest opportunities.

Regrettably the boards are increasingly populated by malevolent posters and some utter rubbish is posted, often to damage the price of perfectly decent shares.

I have decided that the best approach personally is to focus on the markets and reduce my exposure to the negativity of the bulletin boards.

There is a substantial amount of potential gains coming to those with the ability to hold and build through these challenging times.

Wish you folks all the best.

[liquid_bull] 06/2/2011 14:43

Great thread! but very quiet as of late?

[mingle3] 24/1/2011 15:33

Hi Fair, seen youve been building a nice position in ALO. The company is currently firming up a work programme for the 5 licenses in Mauritania and they are looking to spend the £2mill on further acquisitions with a key focus on Gold and Africa, mainly grass roots or little work.

Mauritania is very attractive at the moment and as i understand O'connor has a good relationship with the authorities so expect more licenses in this area imo.

Cheers

[imabastard] 13/1/2011 06:34

FD .... EUA just starting to break north from a chart perspective. Look at the five year chart.

[vivgav] 09/1/2011 19:23

Like the look of AME. Started to move last week

[kennyruss] 09/1/2011 19:14

Ok Fairdeal2008 has gave me permission to post here:)

Check out sound oil (sou) - unloved and off the radar but 2011 should see that change:)

Mkt cap £18m fully diluted
Cash in hand (my calcs) £9.1m
New £10m SEDA facility from Yorkville

Core Assets - Italy and Indonesia (Oil and Gas)

Italy - recent acquisition from Consul Oil and Gas (96% owned with option for further 4%) - 17 Licenses - 2 drills planned for 2011

Indonesia:
Java - 3 exploration wells in 2011 (20% carry)
Kalimanantan - 2 exploration wells in 2011 (5% carry)

Summary, 7 wells drilling in 2011, cashed up to Q3 2012, £9m cash and access to £10m SEDA from Yorkville. RAB Capital now own 25% of Consul. Large seller in background from recent placing, should be clearing soon. Many of the
new shareholders are locked in for 12 months.



Circular, some good stuff in here



Italian assets - bit over my head, but some good info



Dec 2010 presentation - easy read

[mingle3] 07/1/2011 12:00

massive buys going through at VML.........

[billbyrne] 30/12/2010 14:48

Fairdeal, have a look at ame, surrounded by multi million oz gold mines in Mali. I have just posted a few of them on the BB, work currently being carried out, could be interesting.

[bert31] 23/12/2010 02:44

take a look at PTCM

[big_dawg] 13/12/2010 22:41

FD, and all What do you make of PPA?

[vivgav] 13/12/2010 20:53

FD take a look at VPHA (2 RNS today) See website-How many homes in Britain?

[saturdaygirl] 13/12/2010 20:43

Kefi and Cnr would make 8 !

[fairdeal2008] 13/12/2010 20:42

oh and tpj but that would make 6 ;-)

[fairdeal2008] 13/12/2010 20:41

aau,ecr,kibo,snrp and thr

[edgar bruce] 13/12/2010 20:19

fairdeal old bean

1) what are your 'top five' for the next couple of weeks

and

2) have you looked at edl, and if so do you like them?

personally i like THR for now, though i still havent' bought any

kind regards

[rico_suave] 12/12/2010 14:21

CONDOR RESOURCES

robson1975 - 10 Dec'10 - 08:18 - 8010 of 8203


just to remind myself really and for any newbies..

Potential for the stock to reach 30-50p in medium term...

Why ?

Potential for 4 material JORC announcements on 4 separate projects possibly with 4-6 months ?

1. La India (80% owned : 20% owned by $900m Canadian miner B2Gold (TSX:BTO)) awaiting JORC-ification by Dec 31st on 1.84m oz Russian resource. That Russian resource could be worth 20p per share on Edison valuation basis.

2. Rio Luna (plenty of good grades including 450g/tonne)

3. El Rodeo (2km strike length, sampling/drilling programme currently underway)

4. El Salvador 1m oz Gold and Gold equivalent (i.e.silver) resource equivalent to one third of Arian Silvers silver resource - currently being discounted as El Sal have a moratorium on mining but a simple decision by the Govt could see 1m oz of potential value to CNR (i.e. 10-15p on Edison value basis?)

[asil nadir] 09/12/2010 21:45

SNRP
Coal explorer/producer in South Africa. Has 150Million tonnes of coal from just 3% of the licence area. Informal adits and coal outcrops provide evidence of continuity of resource. In theory could be up to 3 billion tonnes of coal within the licence areas which are 74% owned by SNRP.

Funded for the next year or so, with major shareholder/investors including Coal of Africa with 19%. Media, Website and Key points below:

MEDIA:


WEBSITE:




WHAT WE KNOW:

-Two takeover approaches both rejected!

-Coal of Africa owns 19% of SNRP / cooperation agreement to come? !

-Resource 2007 was 15 MT of coal !

-Resource 2010 is 155 MT of coal !

-Only 3% of the area drilled !

-Could have a potential of 3BT of coal!

-Next major news next week !

-Production starts in 2011

-Many inquiries from China, India and South Korea / offtake agreement imminent !

-Mining licenses in place !

-Fund is buying lots of shares !

-Already a customer at the front door !

-Sufficient cash for 1 more year !

- 'Additional opportunity' to be reported soon

- In talks with a 'number of parties' over contract agreements

- Feasibility study favourable and detailed analysis to be issued end of October