Wheres can this UPI article be found that everyone keeps referring to??
The Drudge report times out.
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- Ann: Quarterly Activities/Appendix 5B Cash Flow Report
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Ann: Quarterly Activities/Appendix 5B Cash Flow Report, page-36
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These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
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I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
regards
Check out what the big money was doing during the fall.
http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D- *Removed* this post has been removed from public view
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The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!- *Removed* this post has been removed from public view
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A leopard does not change its spots, nor a tiger its stripes.
Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.- *Removed* this post has been removed from public view
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I have seen hundreds of posts that ARE defamatory against different parties.
My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.
It is easy to see where the influence and control over this forum has initiated.
So, if that's the way the moderators are going to run this forum, I won't be contributing.
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It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
PEN is very tradable, but not out of the woods by a long way imo.- *Removed* this post has been removed from public view
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I'm in the same boat having traded PEN from time to time.
It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
Shame on many of you.- *Removed* this post has been removed from public view
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I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.- *Removed* this post has been removed from public view
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There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
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Do you have a 2.7 million deposit for a new home?
As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000
Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.
Feeling sick enough yet?
Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.
So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!
Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?
To make your appointment for Perthites, and just for a sick session for others:
http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829
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We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!
I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
Hmmm. That's my best conspiracy theory for now!- *Removed* this post has been removed from public view
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I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.
The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.
Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
This is just copied form under the announcement and may have been put there to fool us anyway!
30.3mt @ 1.7% CuEq
(0.8% cut-off) Measured and Indicated
97.9mt @ 0.96% CuEq
(0.4% cut-off) Measured and Indicated
272.9mt @ 0.62% CuEq
(0.2% cut-off) Measured & Indicated and inferred
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Right now, imo it's a buy.
What does that have to do with anything else?
Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper
If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?
It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.
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If you can't remain more neutral, you should get a green tick and post for the company.
You simply can't give a value on it without ALL the information.
Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.- *Removed* this post has been removed from public view
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No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.
However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,
Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.
Cheers
OI NQ , how they hanging?
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He was suspected of being Bendigo. Maybe the mods worked it out.
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:27 - 236 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529197 - in reply to msg. #529196 - splitview
piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:29 - 236 reads
Posted by bigdump
IP 210.49.xxx.xxx
Post #529199 - in reply to msg. #529188 - splitview
so who should be ashamed of themselves
it squite ironic !
Isn't talking to ones self a form of madness
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:30 - 246 reads
Posted by diatribe
IP 203.51.xxx.xxx
Post #529201 - in reply to msg. #529199 - splitview
fark u 2 fool ramper
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:35 - 242 reads
Posted by trade4profit
IP 144.139.xxx.xxx
Post #529204 - in reply to msg. #529197 - splitview
diatribe...
Here are the posts you refer to "6 - 8 weeks ago"...
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Subject copper strike.. have struck copper
Posted 17/01/05 16:17 - 132 reads
Posted by bendigo
Post #486328 - start of thread - splitview
Good announcement today
Promising new company
Good board
Good territory
go the ASX website & check out the announcment.
Cheers
Bendigo
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Subject re: copper strike.. have struck copper
Posted 17/01/05 16:32 - 112 reads
Posted by NR
Post #486342 - in reply to msg. #486328 - splitview
all ready on them bendigo......awaiting further annonucements.......
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Subject re: copper strike.. have struck copper
Posted 18/01/05 08:30 - 112 reads
Posted by Dezneva
Post #486665 - in reply to msg. #486328 - splitview
Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.
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These were the first 3 posts ever on CSE.
Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."
Problem is, it was Bendigo he was replying to and not you!
How do you explain that?
Cheers!
The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.
Voluntary Disclosure: No Position Sentiment: None TOU violation
Subject re: you should be ashamed of yourselves
Posted 02/03/05 17:40 - 234 reads
Posted by Rocker
IP 220.253.xxx.xxx
Post #529215 - in reply to msg. #529204 - splitview
well picked up T4P
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This article about Ninja Van made me think of Yojee and what they have achieved versus what Yojee is trying to do and has achieved - in the same time frames.
https://www.cnbc.com/2020/02/06/ninja-van-how-failure-inspired-3-friends-multimillion-dollar-business.html
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The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.
Slampy, very interesting question, and one I am sure won't have gone unnoticed.
Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.
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My entirely speculative opinion is that LPD is more likely to secure finance than not, albeit on less than ideal terms.
I am not a fan of the whinging about management doing capital raises to fund the cellar and humidor supplies, but I’m equally not a fan of the paeans to our collective fortitude and endless potential. Feelings are unavoidable and we all have them but they are also not always useful.
My rationale is as follows, based on fact where I can and assumption where I can’t. How reasonable these assumptions are is highly speculative on my part and, having said feelings are not all that useful, are in effect feelings I’ve convinced myself are partially informed. I say that to calibrate my own thinking.
On the positive side, I can’t help but think we have a lot of things weighted in favour of obtaining finance:
- Binding offtake with effectively the world’s largest minerals clearing house, Traxys.
- Locked up offtakes for byproducts eg gypsum.
- Locked up input contracts (predominantly sulphuric acid).
- Locked up EPC in fully approved site.
- Bottom quartile cost of production (after accounting for byproducts).
- Only known alternative producer of Caesium, a strategic mineral for the USA, outside of China. Assumption – similar situation for Rubidium.
- Effectively best in class emissions profile with prospect of further improvement (hydrogen plans). Assumption – this remains extremely attractive particularly to downstream users such as car manufacturers subject to EU emissions standards.
- Third party validation of our technology through the Cornish Lithium licencing arrangement. Assumption/Feeling – we did this quickly to stave off a convertible loan from memory and in retrospect, maybe could have squeezed a bit more cash out.
- DFC is at the last limb of a typical DD process pending the selection of this mysterious UAE state entity, which doesn’t mean DFC finance is a done deal, but also doesn’t mean they are disinterested to date.
All of the above suggests to me that management has worked super hard rather than bought yachts and bolivian marching powder. I also do not have a huge issue with remuneration unless benchmarks exist to the contrary (in which case my view would change), though I would have liked to see some cash salary given away in exchange for options instead as I’ve seen with other pre-revenue stocks I own, and more elaboration on whether we need all our existing staff, as mercenary as that sounds.
Though as I’ve said before I think the complexity of the supply chain across Namibia, Europe, EUA, USA, Australia, led by an MD in Canada, bizarrely still, has probably been a drag. My ‘feeling’/assumption has been we should have persisted with Sudbury and just got to cashflow on perhaps cr*ppier margins, but we’d still be revenue positive and looking at P2. But that’s pie in the sky and I don’t actually know if that was ever realistic, not knowing the full story.
I’ve also disclosed that I contacted Joe about the delay earlier this year and that he gave an explanation that I found pretty credible, largely to do with the rapidly evolving renewable energy sector’s need for appropriate policy and regulatory frameworks – what government department/entity has governance oversight, etc. Which Governments are not famous for being speedy on keeping up with. And which I know is an issue in other countries including Australia.
Regardless of this combination of facts and assumptions/feelings I think/feel/assume that our current negotiating position is weakened by management actions on the basis that:
- The level of detachment management has shown toward retail, who have, to date, supported a boat load of raises, has caused current shareholder dissatisfaction to foment. Dropping a raise on us after flagging the prior was the last retail raise, providing only bare minimum explanation for the further need, hiding away references to cost savings that ought to have been front and centre has suggested to me they haven’t learned a lesson. This is second remuneration strike territory for me whether we get finance or not.
- Because of the seeming unwillingness to rationalise cost over the past 12-18 months post the first September 2022 delay (at least that I am aware of, which is to say I would not have this opinion if I’d been told it had been examined and found unviable), we are at the point of raising capital again at $0.003 a share. Think about where we can go from here if that price doesn't pick up (and why would it until finance). Sh*thouse.
Taking my assumed view of the UAE state fund negotiators, I know LPD has only one primary option – it’s KEZAD P1 or death, and LPD has only a few months of cash left, maybe a bit more after what seems to be a last gasp raise at huge dilution, and has burned a lot of investor confidence. Ok maybe not death, arguably LPD could pivot to a licencing business but I’m not sure how credible that is as an alternative strategy, perhaps also, we could sell our IP off using an incredible low market capitalisation as a starting basis for negotiation of multiples, hooray. However, on balance, as the UAE negotiators, I’d wager that LPD will be increasingly desperate to lock down finance before a much lesser outcome for its investors materialises.
To qualify the above, in a negotiation it’s good to have a viable alternative you can wave in front of the other side to let them know you don’t need the deal, but owing to the lead time and resources involved, it’s not as if we could have been pursuing a P1 plant elsewhere in parallel. So in some ways, we were always going to be partly over a barrel with whatever country in question. Further, to be fair to management it’s not all one way. While UAE knows we are boxed in and cash strapped, if we fail and the IP goes begging the UAE lose the opportunity entirely. And I am again assuming – they are an oil economy looking for diversification and have therefore facilitated us for business reasons right up until they haven’t (at the point of finance) – also for business reasons.
I think/feel/assume management is to blame for failing to maintain investor confidence through better comms, which may have kept us better capitalised and better placed to match the UAE in willingness to sit out delays, real or confected. Because we are not well capitalised/ increasingly cash strapped, my assumption/thinking/feeling is that UAE may be exquisitely tuning the ‘delay’ to naming its state entity to maximise negotiating pressure - maybe it started as a real delay but i'm suspicious now.
I feel/assume/think that they will be watching this raise carefully. I think even if we had a good result, they’d assume there’s very little extra cash to wring from shareholders to stay alive so the terms of their proferred deal will be very favourable to them knowing we have to sign or ‘die’. I’m not sure whether their view of negotiating leverage changes if the result is poor and largely underwritten, noting that there is an element of brinkmanship and they don’t want to miss getting us to deliver P1 completely.
Again all of this is my stream of consciousness opinion. Happy for it to be challenged. I pitched in my few grand to the CR by way of disclosure, grudgingly. I want us to win, but I’m trying to view it dispassionately. Good luck to us all even the sad sacks I have on ignore.
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CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.
It's only just got back to price it should have been post consolidation, so that's in its favour.
Very little to sell, I like that, as it will move quickly.
Many won't have received the email yet as they're at work, etc.
Read more here.
http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO
Looks good for next week. Be prepared!- *Removed* this post has been removed from public view
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Salty - howsabout an email update please imo!!- *Removed* this post has been removed from public view
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Lots of reading today!
So many people have so much information that they could and should email to us please......
[email protected]
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