OmniChart

STG Newapple 23 Nov 2014

Out of interest Posted by Blue1 on lse very busy bb over the weekendLets not forget there are more mines than just St Davids. I live in Wales and have visited lots of mine sites in the Dollgellau Gold Belt, and i can tell you GMOW are looking at many different sites, St Davids is the main one and new Electricity, fencing and security have been put in there over the summer. The last thing i will say here is a miner that worked those mines in the past has told me that there is good money to be made just on the mountains of discarded ore outside many of these sites. The technical ability to extract gold is far more advanced now, that coupled with the price of Welsh Gold makes this a mouth watering prospect IMHO.

AMI nomnom 23 Nov 2014

Cape,AMI,Timis and SISG - From LSE bbAll are heavily invested here and all are interlinked here. They either get together a build a really valuable business between them or they are all likely to lose everything in the area. The mines are un-profitable without a single infrastructure at its core to get the IO transported cheaply. AMI underpins it all but needs short term help. The mines on their own would go cheap if not as they fail to meet delivery cost issues. I think they all need to sit down work out what's needed and start to think about a single company with shared assets based on contribution. This could easily be a massive operation with great cost synergies as they share costs. Just need to be sensible rather than play a game of winner takes all as they will more likely all lose out.

AMI nomnom 23 Nov 2014

From LSE bb by drone drone posted:I think FT trapped himself. He don’t have now any other alternative for Marampa to survive than having an agreement with AML. The LOND mining logistical chain has been already dismantled. So now cash flow...... even if some Off takers show face can only be for or via AML logistical chain. So Chinese hold the wheel...And may be now with somebody else under their elbow....The Opex in Marampa, if I compute well, will burn the 20$m in circa 3 months without any cash flow in. And this since November 1.For care and maintenance GoSL made it paramount no stop for Marampa, so I do suspect they issued the same for AML: too tense situation in SL with Ebola to play with this. For hitting the wall: I don’t see AML going under administration: too much stakeholders around and particularly Chinses who have a lot to loose. For Marampa this a very different story an other "pass by » via admin or a change hand at the 11 hours again can well be.If, i say IF, Chinese and FT divorce, than chinese will wave the put option for FT to quit the BoD , this will also improve the last line balance sheet no?? Agreement with Cape will follow Marampa and end up in AML no?Hum ......Interesting isn’t it??---------- ---------- ---------- ---------- ---------- ---------

STG guru310 23 Nov 2014

Last chance To get in here at these prices. More good news imminent this week on the gold. Equally more good news on the K imminent. Would we see 4P this week?

SPH 5o waw 23 Nov 2014

Re: Trades I have never understood why Tosca built up their holding to 29+% and stopped i.e. 30+% they would have to make a bid at the highest s/p over the last 12 months. Just maybe the 16m missing shares are heading there? IMHO.

FLG jaxonsax 23 Nov 2014

Re: FLG Chart Breakout, very positive we are now completely tied to the aviva price so question is what will the reaction be to aviva price on monday morning as our 'offer' will change every time that goes up or down.I'm presuming its unlikely any other bidders will emerge

LDP armagain 23 Nov 2014

Re: News yes, noticed & thought it when sp was much lower

MXO Stuartyboy999 23 Nov 2014

S France Good post. On sentiment alone we reached 5p, with actual confirmed news, the sp will get back to this level. However, It would be good to get a gradual increase up towards 4-5p prior to this RNS that's due.. It would be an excellent starting base.. Only my opinion!!

TRAP Stag 23 Nov 2014

Re: athena Given this positive post and the fact that you "sold out" on 4th Nov, may I assume that you are now "back in"? Always good to read your updates Vincent.

FITB mjbeginner 23 Nov 2014

Re: TESCO SOLD OUT!!!! That was my concern, we all dreamed about big sale but I asked question at the beggining WHAT THE PRODUCTION CAPACITY FITB HAS GOT, is it able to fulfill demand before Christmas???

FLG onlookout 23 Nov 2014

Re: FLG Chart Breakout, very positive >We get 15% on SP and yield drops from 6% to under 3! Good deal for >Aviva bad for us! Why are FG board recommending deal at this price? The answer may be that you have to look around (internally) within FL and ask the question.......can that 6% be maintained?If I were a FL shareholder I'd say a big thankyou and exit..........

FLG lambrini girl 23 Nov 2014

Re: FLG Chart Breakout, very positive plus not good for AV. so that will tank over next 6 months..SELL on Monday bounce..

FITB Chris44 23 Nov 2014

TESCO SOLD OUT!!!! [link]

SPH Ambiorix1 23 Nov 2014

Re: Trades Good question 50 Waw,I made the same remark to myself. I had a look at the digitallook website to get the latest numbers on major shareholdings and according to this site, AXA held more than 42 million shares. In their latest RNS AXA mentions they don’t hold any Sinclair shares anymore. Since they sold some 27 million shares, there seems to have been a serious number of shares sold before this last sale. I didn’t see any RNS mentioning this. And then there is this strange move from Henderson. One day they mention a substantial direct holding and just a day later the biggest part of this holding is exchanged as CFD’s. Is somebody betting on a substantial rise very soon?Ambiorix.

FKL Ekati 23 Nov 2014

Re: 2 pronged approach IMO you don't pay ( or little ) for the oil related part. They have managed through the years to pay a nice div from their other operations. And in a time no one was speaking already of oil exploration in the Falklands.Oil is the icing on the cake. It's still the dreaming part but it could be enormous when dream becomes reality.