Screenflick 2 7 39 – capture screen movement to video. Rocky Sand Studio Ltd. Web Site Newsflow: The No.1 News Ticker Support. What's new in Version 1.5. Equity funds tracked by EPFR Global saw inflows of $1.7 billion in the week ending last Wednesday, distributed evenly between developed and emerging markets. Find focus 1 0 24 – block distractions list. The data comes after three weeks of outflows totaling $18 billion. Bond funds took in some $3.5 billion in net inflows, a sixteenth straight week of inflows.
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- Oct 01, 2021 October 1, 2021 By William White, InvestorPlace Writer Oct 1, 2021, 10:43 am EDT October 1, 2021 Merck (NYSE: MRK ) stock is taking off on Friday thanks to positive news from a clinical trial for.
| Date | Subject | Author | Discuss |
|---|---|---|---|
| 08/4/2007 23:44 | Reinvestment?...did you notice that the largest declared holder is Robert Adair with a 21%+ stake. I have held a holding in his Melrose Resources MRS for several years, which is already a multibagger with lots of exploration interest..RA has 51%.RA also has a controlling holding in THG,which is also going like a train. On techs I really like Patsystems (PTS) which under new (share buying) management is generating good sales orders for its trading systems- NB new customer NomuraGold is technically strong at the moment and one stock that I think will multibag is Gold Mines of Australia (GMA)where RAB Capital is the latest to go declarable.Punters may like the cheap price 10.75p middle, and I hear the PE will be single figures by end 08.Hope this isn't ramping as I hold all bar THG! | trustman | |
| 03/4/2007 16:58 | I expect FDP to jump after the close of this tax period with an expected realistic value circa £3.50. This is based on the projected results due to be announced in 4 weeks. | tryabitharder | |
| 23/3/2007 20:50 | TBH Quite a few focussed software companies seem to offer value at the moment. How about VI Group (VIG)? Been in for a year now but should be lots more mileage yet. It will be my largest holding when EWD is sold. Current year forecast at 1.84p is 50% up on last year - results for which are out in a few weeks, and will hopefully confirm the story of strong growth in Far Eastern markets for its CAD/CAM products with contributions from recent acquistions. In which case the current year P/E of 8.7 is too low. | valhamos | |
| 23/3/2007 13:31 | Where next to put our money guys? What's the best 2 year plan for a multibagger?NTV has come up with Pennant. Any other ideas? | tryabitharder | |
| 22/3/2007 18:30 | Well done James Leek!! I bought these in the 20's and groaned when Meristem seemed to go wrong.To his great credit he abandoned his idea of a consolidation vehice in the engineering sector...and squeezed out maximum value through clever asset sales and share buybacks...with him often buying himself.An excellent case of watching what the owners are doing rather than taking the (earlier)offer(s).Pity I let plenty go but still had 10k at the end.T | trustman | |
| 22/3/2007 11:58 | Lovely Jubbly :-)Gengulphus - I'm a newcomer too (if I set aside the fact that I bought these as Torday and Carlisle @ 35p and sold @ 70p Doh!) but that's a nice swift return in a fornight, tax or no tax :-)Still, as you say - darn right inconsiderate of them - and paying it in cash to at a big premium :-)CR | cockneyrebel | |
| 22/3/2007 09:44 | GengulphusNice problem to have. | tryabitharder | |
| 22/3/2007 09:39 | Curses! I'm a relative newcomer to these shares and this is going to give me a completely untapered and unwanted realised capital gain..Why couldn't they have had the decency to wait another few months and give me a reasonable chance to hang on to my shares until the first anniversary of their purchase date??? ;-)Gengulphus | gengulphus | |
| 22/3/2007 09:18 | always leave a piece of cake for othersit is rude not tooi would have said pennant but it must have been tipped somewhere today :-((( | ntv | |
| 22/3/2007 09:14 | 3M are getting a good company and great products at a decent price. If I was a director I would have held out for £3.50 - 3.70 range. I think the deal has been constructed to leave some value on the table for the new buyers. | tryabitharder | |
| 22/3/2007 09:04 | Game over ladsWell done to all the long term holdersWell done especially to SteMiS for drawing attention to and providing superb analysis of this share during recent years.Hope the italics attempt works.DoY | wilmdav | |
| 22/3/2007 09:00 | Great news this morning. I still maintain than £3.60 by end of year was on target but will take £3.23 now absolutely.What's our next long term hold SteMis, NTV?? been in these for well over 3 years and very well worth it!By the way SteMis our guesses on results were very accurate! | tryabitharder | |
| 22/3/2007 07:36 | shame i liked the sharewd management will see you somewhere else soon hopefully | ntv | |
| 22/3/2007 07:35 | Game over .. and here's a second N'cle Utd. supporter who benefited. Glad I resisted the 'offer to shareholders' in 2004/5 at 80 pence .. in fact, it led me to double my holding. My thanks to Stemis for his informed analysis over recent years. | gorse | |
| 22/3/2007 07:30 | Game over ladsAnnouncement today of a £40.2 million recommended cash offer of 323 pence per share by 3M UK Holdings Limited ('3M') for the group;That 88p up on yesterday's closing price. Amazing that it didn't seem to leak out at all.Well done to all the long term holders. | stemis | |
| 22/3/2007 07:27 | Results out - looks good. 323p recommended offer ! | valhamos | |
| 19/3/2007 12:52 | We should see the results this week, with the absolute deadline of Fri 31st March I believe | tryabitharder | |
| 06/3/2007 12:57 | CRWe are expecting bullish results to be announced next week (possibly Monday)240 purchases are definitely value in my eyes too. I think that you will see a nice 3 month appreciation on your investment. My guess at fair value is around 350-380Selftrade presently allowing customers to sell 5,000 max and buy only 500 max per online trade. This is a good sign | tryabitharder | |
| 06/3/2007 12:35 | Bought a few today, looks very cheap still.Results in 10 days or less I think?CR | cockneyrebel | |
| 01/3/2007 13:49 | Market expectations are not looking good.. but maybe just MM's playing with us.Selftrade showing results date of Mon 12th March | tryabitharder | |
| 26/2/2007 09:48 | Any guesses on the date of release of results? | tryabitharder | |
| 13/2/2007 09:05 | Results: £3.4M PBT looks as good a guess as any.Net cash: £0.5M - £1.0MReason for share price plateau - lack of newsflow. No broker research. Company in close period for share buybacks.Prediction for share price movement - hard to say. I would hope for £3 by end of year but hard to predict. | stemis | |
| 13/2/2007 08:42 | Predictions of results?Reasons for the plateau in sp?Predictions on share price movement over the next 4 weeks up to results and next 4 months?Anything?? | tryabitharder |
1 News Nz
| Date | Subject | Author | Discuss |
|---|---|---|---|
| 19/1/2021 12:54 | Hi michaelsadvfn - plus the dropping of the cash call for costs of Otto's share of Talitha #A? Maybe 'worth' another $1.5-2.0m for Otto??? Agreed, prima facie appears to suit both parties. GLA | scot126 | |
| 19/1/2021 12:50 | Not taking sides here but to suspect Otto could be behind the current weakness is to me a bit far fetched. Looking at the chart it appears to me that we are simply at the bottom end of a sell-off preparing for the next leg up.As far as today's news is concerned +/- £6m + 0.5% royalty seems at face value a great deal for both parties.Excitement ahead. | michaelsadvfn | |
| 19/1/2021 12:35 | HD - 'Otto behind the scenes': I appreciate your use of the verb 'suspect' but please tell us *how* this could possibly be structured? My 25 years of experience cannot envision such a structure being permitted by the brokers/lawyers/regulators and/or being organised so quickly. What in your 170 years of experience as an equity analyst leads you to understand this 'strategy' is even possible?????C'mon HD, that's a really fair question. Wrack your brains and level with us - can you point to *one* concrete example of such a structure when paired with the information contained in today's RNS? I cannot, not one instance in 25 years. GLAPS spawny100 - follow your logic on the readacross angle. It kinda has some merit, but it's pretty tenuous for my money. Two variables make the arithmetical readacross impossible to conclude with any certainty.a) What could the value of the 0.5% ORRI be to Otto? Nil all the way up to $250m?b) The number of shares to be issued on completion is fixed, not the total comp in $, so that value will be whatever the PANR share price will be at the end of June...which in turn will be decided, in large part, by the Talitha result.Also, any who are tempted by the arithmetic readacross today would do well to understand Otto's geographic core of operations and the almost inevitable cash call required to remediate a well in the GoM. I'm not making a statement but there is a scenario which sees Otto wishing to re-direct the cash squirrelled away for Talitha #A to the cost of the GoM well remediation. Other posters have noted this possibility this morning. Could simply be a case where it suited both parties? Happens in life sometimes!! | scot126 | |
| 19/1/2021 12:33 | Thanks HD. Yes I was presuming it is the market looking at the deal negatively in that there may be an assumption that Otto don't see the value in Talitha? Not sure. | spawny100 | |
| 19/1/2021 12:26 | Spawny - I suspect it's either Otto behind the scenes or those inappropriately imputing a value for Talitha from the sale price.If you have any faith whatever in Pantheon's views on Talitha, it's an incredibly good deal for the company! | hiddendepths | |
| 19/1/2021 12:22 | Of course I missed it scot. You're generally filtered and are about to be again. I've encountered 100s of Aussie companies and my son in law is an Aussie CEO. I've yet to hear of one that sticks to the rules if they think they can get round them.This is tedious and a waste of time. I apologise to the board for my part in it. I will not engage with the pompous git any more, I promise! | hiddendepths | |
| 19/1/2021 12:22 | Odd reaction to the mornings news. Needs to bounce here to stay on the uptrend. | spawny100 | |
| 19/1/2021 12:20 | I wish I had some more money to buy more down at these levels.Feels like money maker is trying to decrease the share price.Panr soon will leave these low prices | longtermmike | |
| 19/1/2021 12:07 | 'Pantheon plans to test each zone aftercompleting the drilling operations.' This was my understanding too, but nice to see it in print. | sirmark | |
| 19/1/2021 12:04 | it surprises me that humans tend to evolve most of their functions but emotions - those tend to stay the sameso easy to pick on them | kaos3 | |
| 19/1/2021 12:00 | in accumulation period all kind of share accumulation tactics are used. dropping share price is one of them | kaos3 | |
| 19/1/2021 11:58 | Well whilst yous are bickering..picked up another 10,864 . I see this as great news and now we are 100% owned a predator waiting in the mist would be finding todays transaction news very favourable. I would have thought the data room guests that are still around would be very interest with the recent RNS's... we just await the big one ! Ideally another webinar would be nice and until told otherwise is going ahead, I am hopeful ! | sirmark | |
| 19/1/2021 11:57 | to stir up - I should start posting bull-and always relate it to some poster name after reading BB for a year lol40+ posts a day is peanuts and not enoughsaid scotty boyour resident sherlocklets see thumbs coming and emotions stirand filteringtruth is a fact+emotion lolthere are so many complete truths | kaos3 | |
| 19/1/2021 11:57 | Thanks dan de lion, really clear description. That *sounds* like what I recall being described by management ref. the SMD lateral. I am really hoping Jay and Bob will talk us through the plan during the upcoming webinar. It seems logical that they would? For those who have attended Bob's 'lectures' in London, I can't imagine Bob *not* wishing to share his excitement about the plan for the drill, can you?Please find below two morning comments from non-house brokers, Hannan & Partners and Cenkos. No 'new news' contained. I've mentioned this before but it's now pretty clear to me that quite a few of the O&G/E&P City analysts are now actively monitoring PANR's newsflow. No guarantees of course, but I suspect strongly that if Talitha #A proves to be a success, *even in just one of the four horizons being targeted*, that this 'watch list monitoring' will very quickly move to full coverage with published research. I'll try to keep an eye on this matter as we move forward. GLA'Hannan & PartnersPantheon Resources: Announced that it has reached agreement with Otto Energy Alaska, LLC, a 100% subsidiary of Otto Energy Ltd, to acquire its 100% ownership of Borealis Alaska LLC.Borealis Alaska LLC owns a 10.8% working interest in each of the 16 leases in the 44,463 acre Talitha Unit. Upon completion of the acquisition, Pantheon will own a 100% working interest in the Talitha Unit. By way of an earlier transaction, Otto will retain a 0.5% overriding royalty interest in any future production from the Talitha Unit.'CenkosPantheon Resources N/R (PANR.L, 41.4p, £239m) has reached an agreement with Otto Energy to acquire its 100% ownership of Borealis Alaska LLC. Borealis Alaska owns a 10.8% interest in each of the 16 leases in the 44,463 acre Talitha Unit. Upon completion, Pantheon will own a 100% working interest in the Talitha Unit. Otto will retain a 0.5% ORRI in any future production from the Talitha Unit. As consideration, Pantheon will issue to Otto 14.27m shares subject to a lock-up until 30th June 2021.' | scot126 | |
| 19/1/2021 11:44 | Lol, HD, lived and worked there for 7 years at the start of my career. Aussie citizen. Worked in one of the Big Four's equity divisions then moved on to the first or second largest independent insto broker. So, you're right, not much experience with Aussie companies, lol. I have discussed this on the thread previously, you must have forgotten, taken no notice, etc. For example I described having an *exceptionally minor role* in the OSH AU IPO.I suspect we're just about to hear some anecdote about an Aussie company or ASX business norm, as you experienced it. Please, knock yourself out, lol! | scot126 | |
| 19/1/2021 11:35 | You haven't had much experience with Aussie companies have you scot? | hiddendepths | |
| 19/1/2021 11:25 | The sequence of testing a drill through several zones would be to perforate the bottom zone(if they think it is worthwhile) test the flow rate, then block the pipe off from that zone, perforate the next zone up, test, then block the pipe again and move on upwards, in this case they might perforate the pipe in the top zone and test again, then they need to move on up to the point where they will drill through the pipe with enough clearance to allow the drill to bend into the top zone for the horizontal part of the testing.IMHO | dan de lion | |
| 19/1/2021 11:20 | Scot, I think that you see conspiracy when in fact all that has happened is that a few have openly criticised your style and 'defended' those being attacked.There are more than enough conspiracy theories around at the moment without the need to invent more.Separately, I find it interesting that OTTO feel that 2% of PANR is worth 10.8% of Talitha (plus a few $M). Would/could they have been made aware of upcoming guidance re upgrades on existing (and new) acreage? Does this explain the long lock-in date? | dhb368 | |
| 19/1/2021 11:16 | Unfiltered scot reluctantly this morning. I'm not letting his snide accusations go! There have been no DMs/Emails between me and ngms and MT so you'd have nothing to read. DB has been a personal friend of mine for a couple of decades and I have invested in a couple of his companies in the past. You'd be very bored reading our occasional Emails as they cover all sorts of things, none of them as far as I can remember having anything to do with you or Pantheon for months at least. Pantheon is a small part of my portfolio and I spend only a proportionate amount of time looking at it.You're a fantasist! | hiddendepths | |
| 19/1/2021 11:10 | Scott, so much for an evidence based approach.Happy to retract the HD, Db invitation to ngms27 theory. Certainly they egged him on once he popped up and I reckon the DMs/emails between HD/Db/ngms27/MT would be interesting reading, lol. All that said, delighted to retract the invitation theory. GLAThey make very interesting reading as there are none.You'd do very well working for Putins secret police as you seem to make up evidence on a whim. | ngms27 | |
| 19/1/2021 11:04 | GG - will get back to you asap. | scot126 | |
| 19/1/2021 11:04 | rvsy - the early spudding will help enormously with the priorities when drilling the well. It wouldn't be surprising if the company has changed the drilling plan so that it can achieve more testing of the other zones. | hiddendepths | |
| 19/1/2021 11:01 | HD - post #5233: I cannot for the life of me envision any possible way for Otto to have arranged such a structured transaction in so short a period of time. I also can't see how Canaccord would grant their approval as any such structure would go against the spirit, and I suspect the law, as it relates to a hard lock up, as described in the RNS.Accepting the ongoing nature of Otto's newly re-shaped relationship with PANR, if cash was such an emergency matter for Otto, would they not have negotiated a cash element to the W.I. deal? In such a scenario PANR would have been able to use cash as a bargaining tool with which to grind down Otto's compensation?Nope, it *feels* to me like this is another fantasy scenario by HD, not unlike recent theories about US investors coming on board on specific days.Happy to retract the HD, Db invitation to ngms27 theory, lol. Certainly they egged him on once he popped up and I reckon the DMs/emails/texts involving all or some of HD/Db/ngms27/MT and others would be interesting reading, lol. All that said, delighted to retract the invitation theory. GLA | scot126 | |
| 19/1/2021 10:59 | Scot126Thanks for your reply.I was very interested to read in your post that marmaris couldn't envisage the lateral from the SMD only being done at the end of the testing campaign.The sole reason for me asking if testing will be from the bottom up or vice versa is that the SMD is the prime target and I wouldn't want to risk not having enough time to complete the necessary tests on this zone.I have noted your comment about a possible webinar and agree it would be great to have a chance to raise such issues but time is running out before we will be overtaken by events at site. | rvsy2 |
