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24/11/16
23:58
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Originally posted by phillip321
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Afternoon all. And a big shout out to Waldo. I met with Rob and Brendan and a guy from Noble. Very impressive. Extremely professional. Basically I wanted to see if they were BS artists. Am pretty much certain they are not. Yesterday's drop appears unrelated to any negative change in the project which remains on track. The delay was one member of the club dragging the chain and missing the deadline for internal reasons. They explained the progress which has been made elsewhere which I won't bore you with. And had answers to all my questions which were well thought through and plausible. Nobel is clearly highly committed. The plan to transform into an energy company rather than just a coal miner interests me.
Bear in mind I am extremely long RES and also extremely underwater. So there may be some confirmation bias. But on occasions I do meet management in things I hold and flog the lot immediately afterwards when I realise they're spivs/idiots and/or clowns. So I think I'm more objective than most. Not smarter mind you- had I been smarter I would have sold and taken an enormous profit near the highs. But with it low again I might have another crack.
p.s no issues re running out money (can't remember who raised that but I did confirm it).
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A shout back to you Phil.
Tell him im gonna put my sidny boi pink shirt on down the 'gay pride' march on oxford street if these chaps do not have the balls to publish (or indeed re-print) the BFS