Jump to content

samson

Member
  • Posts

    165
  • Joined

  • Last visited

Everything posted by samson

  1. In reply to: merryfull on Friday 09/03/07 08:04pm Great interest in LML at the float, but not much since. Funny, nothing's changed. Anyway one for two bonus options rights coming up with an ex-date of next Monday 4 June (check that). At 33% less than float day, looks good for a run. Cheers
  2. samson

    DML

    In reply to: mick65 on Wednesday 16/05/07 10:19am Forty percent increase in in Copper resource at the Botswana project. Increase project options ie open-pit. A good development for DML. Cheers
  3. samson

    ROY

    In reply to: honeycomb on Friday 04/05/07 09:37am Citigroup also announced as substantial shareholder of THX this week. The Crabbs have been busy. Cheers
  4. samson

    CMV

    QUOTE (oilleak @ Tuesday 01/05/07 08:43pm) Shouldn't be too much of a surprise, management stated on 1 Feb they'd have a rights issue at 32c to fund the acquisition. But good to see it eventuate at last. Management own over 80% of this one last time I looked so no problem at the EGM. At least we didn't have to convince anyone of Omega's insights this time round (like NMS) http://www.sharescene.com/html/emoticons/ohmy.gif Family owns a heap of CMV, and I'm sure we'll all take up our rights. Cheers lads.
  5. samson

    THX

    In reply to: Jay on Monday 30/04/07 04:12pm Super close on a high Jay, tomorrow will be interesting. Cheers
  6. samson

    ORN

    In reply to: BSA on Friday 20/04/07 12:10pm It's probably Hirelm and his multiple personalities at it again. Cheers
  7. samson

    THX

    QUOTE (anne @ Friday 20/04/07 07:20pm) I don't think the strategy will change too much Anne with Phil still overseeing as the chair. If you're looking for some good oppies, try ROYOA (be it not 'investment grade'), same management as THX. In fact Phil recently took over as chair from his younger brother, PDN chairman Rick. Brian's onboard there too. And we're talking July 09. You won't buy them for the same price I did, but plenty of upside yet. Cheers PS sorry for shamelessly plugging ROY on the THX thread, but a) ROY was a THX spin-off, so they're family; and b) I've been plugging THX before most of you had even heard of it. http://www.sharescene.com/html/emoticons/stun.gif
  8. samson

    NMS

    In reply to: omegaoil on Sunday 15/04/07 05:14pm Omega's been right in the past on raisings (CVN I think by memory), doubt ahead tho it's a free country, but I'd speculate s/he's right. Cheers
  9. In reply to: albion on Friday 13/04/07 03:51pm Humphrey is buying, but Nimmo is selling as per today's announcement. Cheers
  10. samson

    THX

    In reply to: salts on Friday 13/04/07 04:42pm 2009 mate, time is plenty. Cheers
  11. samson

    THX

    In reply to: mme on Friday 13/04/07 02:45pm 19c June 09. Cheers
  12. In reply to: bluehavn on Friday 23/03/07 01:13pm The 110c price for raising is a good result considering the rise in sp of IMD over the past 6-8 months. In these types of scenarios (ie fast risers) I've seen some placements to be a long-way below current sp. A lot of market confidence in IMD. Cheers
  13. In reply to: Lizard on Tuesday 20/03/07 04:35pm Trading halt post-close. Another acquisition? I wouldn't have thought a raising. Cheers
  14. samson

    THX

    In reply to: Jay on Tuesday 20/03/07 09:12am Agree with much of what you say Jay. My take on the lack of interest is with the wet season from Jan-Mar limiting the amount of work THX can do and therefore lack of announcements that would rock the sp, people are looking at other opportunities. Once the wet season is over and the lads can get back to drilling Edison in particular things will hopefully start to run. Their Uranium projects are only in the early stages as well, some drilling at Spinifex at least this year should see some successful results. The closer we get to SMY pulling Ni outta Copernicus will also help the sp. I'm confident this is going to be a big year for THX, accumulation period now. Cheers
  15. In reply to: bradk on Thursday 15/03/07 07:50pm EVE capitalised at $64m (at 28c) AFR capitalised at $59m (at 40c) (and equity of $8m, or 5cps as at D311206) So EVE's cut of AFR at float price is 70% of $59m which is $41m. What does the other $23m of EVE get you? So if I bought x% of EVE at 28c I'd be paying more for the same amount than if I bought x% of AFR. Where's the bargain? I calculate EVE as being 30% dearer (at 28c) than AFR (at 40c). I haven't been an avid follower of EVE, but I understand they have other projects? They'd need to at that price. Cheers
  16. samson

    ROY

    In reply to: AgentCooper on Wednesday 07/03/07 07:56pm QUOTE By the way, Phillip Crabb is also the Paladin chairman. I suspect ROY could have quite a deal of potential for a stock capitalised at little more than $10m. Coop Just a little correction Coops; Rick Crabb is the PDN chair, as well as ROY, ATN and OEL, and a ned of THX, UMC and PBD. That's just what I'm aware of. Phil is THX and UMC chair and is on the board of ROY. Cheers
  17. samson

    WWM

    In reply to: michael_milken on Wednesday 07/03/07 12:01am And the 605 form came out this morning highlighting perpetual dumped about 4.4m yesterday. I've never been a huge fan of ppt, they appear to jump in and out of investments in very short spaces of time, which is probably caused by the competitive funds management environment and the need for instant results. If Thorney on the other hand was to walk away from wwm, that would be more of a concern. Perhaps they picked up some of ppt's dump http://www.sharescene.com/html/emoticons/icon14.gif Cheers
  18. samson

    WWM

    In reply to: michael_milken on Tuesday 06/03/07 12:52am And another 5m+ dump today. Perpetual was the culprit on Friday reducing nearly 2m of their holding. They still had about 8m, so I gather we'll see a "ceasing to be a substantial shareholder" from them in the next couple of days. I bought a small parcel last wednesday at 45, so it was guaranteed to go down. I'll warn holders in future. Cheers
  19. samson

    WWM

    Been away for a few days and almost choked at the 37c close on Friday. Somebody was in a rush to depart  2m turned over. The huge dump, combined with a few days after the half year report smells of one the substantial holders pulling the plug, perhaps after a chat to management post hy result. 20 12:34:46 pm 38 10,000 5.5 $3,800 1 19 11:09:40 am 43.5 2,225 3.5 $968 1 Most of the selling took place in succession all day bar this one where there was one hour 25 difference and 5.5c. I've had a brief look at the hy release http://www.sharescene.com/html/emoticons/thumbdown.gif A long way short of the EBITDA of $9m full year 07 forecast in Aug 06. But it's early days with the new direction and I'm happy to wait for the dust to settle and go along for a ride. Cheers
  20. samson

    ROY

    In reply to: AgentCooper on Sunday 21/01/07 12:46pm NED Phil Crabb weighed in with 200k oppies at 4.5c yesterday. Interestingly enough he bought ROYO which expires Nov 11 this year. Could have bought ROYOA which expire in July 09 for 6c http://www.sharescene.com/html/emoticons/icon14.gif Anyhow, a vote of confidence for some action in ROY this year. Cheers
  21. samson

    MPJ

    In reply to: jaded on Wednesday 24/01/07 05:31am Been a while coming  refer my post nearly 12 months ago down the page. I notice Frost is buying on-market recently again, watch this space.
  22. samson

    NMS

    In reply to: BlackLodge on Thursday 08/02/07 12:40am G'day Blacklodge, The only advice you should take is from paid professionals and yourself ie stick to your trading rules you would have developed that suit your investing / speculating style. Cheers
  23. samson

    NMS

    In reply to: kennedyn on Wednesday 07/02/07 01:56pm NMS had a mc of less than $8m a few months ago, now pushing $70m mc! I'd say buying at $8m would be ripper prices to buy into http://www.sharescene.com/html/emoticons/icon14.gif
  24. In reply to: tcisboss on Tuesday 23/01/07 09:26am QUOTE CVN has a lot of potential but l think how it is diluted it is is going to stop it reaching the true value of its sp Sorry tcisboss, I don't follow this statement. If the company was to reach true value it will by nature be reflected in the share price. I see where you're going with it, but analysing a company by its market capitalisation should always be the first step, the share price is irrelevant, only dictates the cut of the pie. Cheers
  25. samson

    THX

    In reply to: mooomooo on Thursday 18/01/07 04:17pm Still onboard Mooo. Hopefully our patience will be rewarded soon http://www.sharescene.com/html/emoticons/wacko.gif Strange movement today, no new info in the briefing, just some clarification and PR. Will it run on from 50 tomorrow? I reckon it will pull back to the mid-40s, oppies are still discounted. Cheers
×
×
  • Create New...