Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Regency Mines Plc LSE:RGM London Ordinary Share GB00BYVT4J08 ORD 0.01P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 0.06p 0.05p 0.07p 0.06p 0.06p 0.06p 750,000 07:48:39
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Mining 0.0 -1.5 -0.2 - 0.90

Regency Mines Share Discussion Threads

Showing 43626 to 43649 of 44350 messages
Chat Pages: Latest  1750  1749  1748  1747  1746  1745  1744  1743  1742  1741  1740  1739  Older
DateSubjectAuthorDiscuss
23/10/2017
11:16
zhocket, you may have a long wait.
backmarker
23/10/2017
09:23
Someone is dumping stock in 1 and 2 million chunks
zhockey
22/10/2017
22:34
FROM TWITTER FEED ← Regency Mines #RGM update due. Is Regency Mines a steel at this price? #RGM Posted on October 22, 2017 | Leave a comment Disclosure: This blog is the work of Sunil Mark-Singh (Silky). Sunil holds Regency Mines shares. Overview: Regency Mines Plc are a small cap resource exploration company creating value mthrough strategic investments and project development at bottom of the global commodities cycle. Like many small caps, diversification is often key, however, RGM have a very interesting portfolio and one which has the potential, in my opinion, to not only create serious momentum, but to be extremely profitable at these levels for seasoned investors. With a potential Metallurgical coal deal about to be announced, a world class Nickel-cobalt project in Papua New Guinea and one of the world’s largest underdeveloped Niobium-Tantalum deposits in Southern Greenland, RGM are not skimping on the asset front. Alongside this sits our 10% in recently AIM listed Curzon which has its focus on gas in Oregon, USA. What has really turned the company’s fortunes was its investment in UK Oil and Gas (LON:UKOG) and Horse Hill, based in Surrey. The remarkable share price rise over the last months has created liquidity in RGM’s books to really get it’s projects to a level of tangible value.  The real short to medium value comes through our coal projects. This is due to them being able to generate revenues which can then help develop the rest of the company’s exploration assets. So why coal? When anyone first talks about coal, it sounds dirty and old fashioned. Not so attractive. However, when we talk about coal for RGM, we are talking Metallurgical, rather than thermal. Metallurgical or ‘coking’ coal is used to produce coke, which is needed in steel making. Perfectly synonymous with the US’s industrial gearing. To put this into perspective . US coal exports totaled $3.6 billion in 2017’s first half – a 163% increase over the same period in 2016.  RGM and it’s Coal journey As everyone knows it’s not been the easiest of relationships. RGM ownership of 20% of Rosa mine was initially a fantastic investment ‘once it got producing’. Getting it producing has been one of Andrew Bell’s biggest challenges over the last few months but could well be one of the most rewarding experiences. The difference a few months has made is in the sale of the UKOG shares and HH weald basin % which has seen a ROI of over £2 million. This money as previously RNS’d is to be used for: deleveraging the business furthering our interests in metallurgical coal provide working capital for the development of other opportunities. Which is why at the lowly price of .6p means that the upside could be potentially massive if RGM can time this right. We also have a management company in the mix which means our coal investments will be run with ‘partners or a partner’. This gives the much needed support and experience for this to really take off. Other investments Whilst it’s important not to get carried away, the other assets we have with RGM are second to none. Mambare I see the 50% owned Nickel-Cobalt deposit in Papua New Guinea, has a JORC Resource of 162.5 m/t @ 0.94% Ni 0.09% Co. Whilst the nickel price is sitting pretty at $12,000/ton from its bottom it’s nowhere near the highs of 2008 which were $30,000/t. – Nickel-manganese-cobalt batteries are set to become industry standard over the foreseeable future which means demand will look to increase and this project could well be another company maker with the right guidance.  Motzfelt Our 100% owned Niobium-Tantalum deposit is another project picked up by Bell in 2014. Whilst it has had exploration it still needs some work to find its complete potential. It is already known to be one of the largest undeveloped Niobium-Tantalum deposits in the world. What happens to this depends on company’s liquidity for developing this. However, once it does get underway, could quickly find itself on a lot of people’s radars just for scale. It has a JORC inferred mineral resource of 340mt @ 120ppm Ta2O5, 1850ppm Nb2O5 and 4600ppm Zr02.  Curzon Recently listed at 10p on LON:AIM, Curzon is the 100% owner and operator of coalbed methane gas accumulations on c. 45k acres in the Coos Bay area of Oregon. RGM recently took part in the IPO which it took 8.28% of the company. Curzon will be targeting first gas by the end of this year (2017) deliverying $1m of annual operating cashflow within the first 6 months of listing and a Net Asset Value of over $30m by end of year 1 giving RGM significant uplift if Curzon delivers on its strategic outlook.  Conclusion Whilst RGM has fantastic looking assets, it really comes down to the coal as the spark. Global economic growth has a lot to do with steel demand with first-half GDP growth higher than expected both in China (6.9%) and globally (3.6%). If we get the coal deal that we think we can, with the capital we have then RGM could be a real winner this cycle and at this price and market cap, it looks an absolute ‘steel’.
graylyn1
22/10/2017
21:11
Thanks Seagull, I hope chooses to spend the money wisely, I'm here for the Nickel
zhockey
22/10/2017
21:08
zhockey - RRR need the money because Bellend staked the Jupiter stake against the back water rusting steel factory owned by Steelmin and who haven't made their first monthly repayments of circa £400k. Then again if you like knackered out factories then pile in here and help fund Bells retirement fund. He likes his winter sunshine breaks too ( I mean due diligence trips)
seagullsslimjim
22/10/2017
13:40
'Ok see 162.5mt Resource #RGM has 50% of. Cobalt in situ is 162,500,000t x 0.09% or 146kt @$60kt is $8.8bn or $4.4bn or £5.80 per Rgm share.' hTTps://twitter.com/pauljohnson9691/status/921782879415398403
tromso1
22/10/2017
13:39
'if investors switched onto the basics with #RGM they would be astonished. It's kind of obvious even if Mr Bell deters a few' hTTps://twitter.com/pauljohnson9691/status/921777992711405568
tromso1
22/10/2017
13:37
hTTps://greetsecho.com/2017/10/21/regency-mines-rgm-update-due
tromso1
20/10/2017
14:42
Going to fly along with CON PML and others
bambos22
20/10/2017
13:21
Why do RRR need cash, I have done some research but can't find anything obvious?
zhockey
20/10/2017
12:15
it's RRR who may need cash shortterm. anyone running a book on whether RGM will loan cash to RRR before April 2018 ?
backmarker
20/10/2017
08:34
Ramp alert... dyor
yes yes
20/10/2017
08:25
Rgm have plenty of cash dyor
graylyn1
19/10/2017
22:53
I have read, as you know much is subjective hence interested in the views of others. Afterall, isn't that what these boards are for?
zhockey
19/10/2017
22:43
I’d suggest a read up and make your own mind up, I did it and made mine up. DC
daicaprice
19/10/2017
22:15
As a new investor here have a couple of questions for anyone kind enough to answer. The spike earlier this year and subsequent sell off, was this due to Rosa not producing on schedule? Also if that believed to be due to short term factors or a structural issue? On the alba thread today, someone posted that RGM were in financial trouble and are having to sell off assets to stay afloat, is there any basis in this or just BS? Cheers! ZH
zhockey
19/10/2017
14:13
UKOG might yet trump the deal, they seem to be buying up all things Weald related - they could yet offer more than ALBA , they have first call/refusal. tintin
9tintin
18/10/2017
23:09
And the sale made to his good friend and Alba director - Mike Nott - well what a surprise!!
seagullsslimjim
18/10/2017
21:59
I think to say pure luck is nonsense.
zhockey
18/10/2017
19:21
Degree of pure luck more like.
on target
18/10/2017
19:15
The Horse Hill entrance ticket cost £0.4m, the cash profit on exit £1.2 million plus ALBA shares retaining some indirect exposure. There is a degree of excellence in such a trade and successful ventures bring joy and confidence. Well done Regency Mines!
atinos auntie ettie
18/10/2017
18:03
market cap £3.5m - cash £2m no brainer from here
bigboots
18/10/2017
17:24
more coal......more money down the drain more likely! He was lucky with HH (the 2nd time around mind), but even a blind chicken finds a grain of corn sometimes!!
rrrensch
18/10/2017
17:18
re the RNS - "....working capital...." :-)
seagullsslimjim
Chat Pages: Latest  1750  1749  1748  1747  1746  1745  1744  1743  1742  1741  1740  1739  Older
Your Recent History
LSE
RGM
Regency Mi..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20190519 16:27:14