Oxus Gold Share Discussion Threads

[wilfy75] 03/11/2015 13:34

Thanks kcowe, Stig's approach so often reminds me of something a judge told me when I was a young lawyer (which was advice he had been given early in his career):

"If you've got a strong case on the facts: hammer on the facts. If you've got a strong case on the law: hammer on the law. If you've got no case at all: hammer on the table!"

I think we know which that one was ...

[kcowe] 03/11/2015 13:30

Thats Stigs way of saying he can't justify his high valuation..as its pie in the sky wilfy75.

[the stigologist] 03/11/2015 13:10

Could still go either way in short term (down as much as 0.3p and up as much as 96.9p)

[the stigologist] 03/11/2015 13:07

Sorry wilfly I suggest you do your own research rather than act like a parasite off others hard work

[wilfy75] 03/11/2015 13:01

Stig - do you mind sharing the basis on which this could reach £1 (or 96.9p) bearing in mind (a) the continuing dilution, (b) the Calunius cut and (c) the haircut to be applied to incentivise someone to buy our claim from us?

I'm bullish on the stock but I can't see that a price at this level is realistically achievable. My own model shows even an award at US$1.5 bn falling short of this but I'm genuinely happy to hear if I am missing anything.

Dave - if we're going to go with beachwear, could we wait a month or so after the award is made for me to have a few weeks on the beach to top up the tan? I got told I had legs like pieces of uncooked spaghetti earlier this year and I don't really want to repeat the effect.

Thank you for your understanding.

[dave444] 03/11/2015 12:54

Dress code is easy - a beach party with everybody buying villas on the proceeds

[the stigologist] 03/11/2015 12:50

Yes it could go either way but most investors are thick/risk averse so would err on the side of caution.

The ones with foresight are already planning venues and dress code for £1 party

[giant steps] 03/11/2015 12:48

Volume on aim 1.02m, on isdx 0.65m, total c1.67m

[giant steps] 03/11/2015 12:48

More likely to see a slingshot as news beckons (imo)

Clue : in the very near future

[the stigologist] 03/11/2015 12:30

Could see an intraday spike back down to the 50 day Moving Average line at c. 3.7p if that is the case so downside potentially 0.3p and upside potentially 96.9p in next few days

[the stigologist] 03/11/2015 12:28

Expectation of the next Darwin tranche may just be holding this back short term.

The headline 'placing price' for next tranche should be circa 3.5p

[giant steps] 03/11/2015 12:28

Sellers dried so probably a good time to start the Oxus re-rate

In the very near future folk expect Oxus to be fairly compensated,
for not less than $400m, so it should be interesting to see what
projects make it into the new stable.

[papillon] 03/11/2015 12:03

welshwiz
3 Nov'15 - 05:03 - 27380 of 27401 8 0


One greasy flag pole,2 itchyfannies,3 pennants forming,4 failed fibberarchies and a moonshot up stigy's pear tree

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

Good one. LOL.

[luckyman3] 03/11/2015 10:10

Next leg up towards 5p soon

[the stigologist] 03/11/2015 09:47

Short term trading picture, looking very oversold

[the stigologist] 03/11/2015 09:43

What's the dress code for the £1 party going to be GS ?

[luckyman3] 03/11/2015 09:22

What everyone has to remember is that it would pay to confiscate a company if you made a few billion profit from their assets/mines but only had to pay out 500 million in compensation for acquiring the company.

[orgasmicbeef] 03/11/2015 09:21

If you take the Chinese Proposal of 185m and calc the FV at a reasonable risk % return, the value they saw gives a good indication of value in the 'cause' I feel.

[wallyjumblat] 03/11/2015 08:55

I don't think we are in the very near future yet, but the very near future must be very near now. HELP

[evil_doctor_facilier] 03/11/2015 08:52

The "very near future" comment seemed to work very well for getting the Darwin agreement away and also sorting out the CLN issue, but so far less so for the time-span of the arrival of the actual decision.

[marmar80] 03/11/2015 08:48

Don't forget all that decision can hit the market any day, any time. We are in the very near future.

[evil_doctor_facilier] 03/11/2015 08:42

Indeed Gs, Drawin could also be selling, but since the mid-end last week someone has been loading stock at that level, probably significantly more than the monthly Darwin amounts.
I dont think they would forward short their monthly allowance past 1 month worths with the potential buy back being x50.
the risk reward for that would be suicidal.

[marmar80] 03/11/2015 08:41

Good posts Ed

[edgein] 03/11/2015 08:39

One of the most significant lines in this document as both of these assets could have been in production for more than 10 years and contributed significant profit to OXS. It probably doesn't sit well though with those that have hinted that we may be awarded just costs! :) While some of us now remain confident of fair compensation.

"lost profits that Claimant would have realized under its various agreements and associated development and feasibility plans over the course of their full term."

Regards,
Ed.

[maytrees] 03/11/2015 08:39

TX Ed - interesting.
Investing in OXS thus far has at least given me much needed education about patience.