Thalassa Share Discussion Threads

[jmf69] 21/6/2018 10:04

Thal going private?

[gfrae] 21/6/2018 09:26

I hope they aren't negotiating to buy the rest of LSR ?

[jmf69] 21/6/2018 07:26

Not a fan of any kind of news that comes out on a Friday

[ntv] 21/6/2018 07:23

9 days til suspension?
beginning to worry a bit if it hadn't been for the buybacks
auditors maybe?

[jmf69] 20/6/2018 17:29

Results tomorrow?

[ntv] 18/6/2018 07:20

agm notice but no results or is it a news feed problem
2 weeks notice for the agm is a bit short
i thought they had to give a months notice

[ntv] 14/6/2018 14:10

what is that all about?

[jmf69] 14/6/2018 08:12

Next week now

[jmf69] 12/6/2018 14:46

My money's on Thursday

[gfrae] 25/5/2018 21:08

Disappointing LSR figures.

[varies] 12/5/2018 12:30

It is difficult to tell how seriously we should take AR.
I have just watched its 3 minute video on the THAL web-site again.
I do believe that the sea-bed is likely to attract an enormous amount of exploration for one purpose or another in coming years but the Flying Nodes seem to designed for underwater mineral exploration. Extraction of any minerals found prove politically difficult.

[ntv] 12/5/2018 08:04

AR must be running at a loss and i guess we will find out what that is
is it just a fantasy company or have they got the ability to make it work
i hope it is not just a pay packet for those involved
sticking with because of the discount

[varies] 11/5/2018 09:52

I see more good news here than bad.
The price agreed with Fairfield (FFN) for WGP was US$30 million of which $10m was "contingent on certain customer contracts being entered into within 5 years of completion".
It sounds as if FFN is finding WGP a satisfactory purchase but we cannot, of course, be sure that this condition will be satisfied.
On the other hand we were led to expect that FFN had decided to invest $2m in a 20% stake in Autonomous Robotics whereas it transpires now that this was only an intention which FFN has now given up.
I continue to regard Mr. Soukup as a shrewd investor and would not be surprised to see a sale of ARL to some big underwater operator such as Technip if he cannot arrange a joint venture on attractive terms.

[gfrae] 11/5/2018 08:57

Now we know why there has been a delay in the announcement.

[horndean eagle] 01/5/2018 15:04

Suggests Duncan is lining up something to acquire.

[cockerhoop] 01/5/2018 15:01

It's Baintree not Braintree though

[jmf69] 01/5/2018 14:54

From what I can see Braintree Ltd is an AI company

[gfrae] 01/5/2018 13:53

Most likely to do with the recent sale I imagine.

[gfrae] 01/5/2018 13:52

Most likely to do with the recent sale I imagine.

[cockerhoop] 01/5/2018 12:04

JMF, isn't he a director of Baintree Ltd which I think is an O&G strategic consultancy.

[jmf69] 01/5/2018 09:50

Is this the potential conflict they refer to?

[jmf69] 01/5/2018 09:49

If I'm correct... Mr smulders is also a director of Braintree Ltd which is involved in AI

[gfrae] 23/4/2018 13:06

As you imply JMF69, it is surprising that we have still not yet had confirmation of conclusion.

[ntv] 20/4/2018 09:44

added some more
nett cash i like
discount to NAV i like
local shopping should release more cash in the longer term
not sure why they didn't buy the whole thing but i guess there were just too many problems/fees to break from current so called managers
more cash from earn outs