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Oilplayer2009

@Oilplayer2009

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Following
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Full time equity trader/investor mainly focused on resource companies. Fed up with executive greed in the micro-cap space - will challenge management directly.

London
Joined August 2012
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@Oilplayer2009
Oilplayer2009
3 hours
#GRL (.55p) lots of discussion concerning gold producer @GoldstoneRes in the private groups - with the gold price surging this minnow has been totally overlooked - so far ! Current market valuation of £5.2m is too low - revenues must be circa $20m+ pa with capacity to increase !
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@Oilplayer2009
Oilplayer2009
1 day
Looks like #HVO (6.6p) is going on another run up - volume building - shares hit 7.8p only 3 sessions ago
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@GoldstoneRes
GoldStone Resources
2 days
#GRL #gold Director Appointments GoldStone Resources Limited is pleased to announce the appointment of two independent non-executive directors to its Board of directors, Mr Richard Kofi Amegashie and Mr Michael Jones with immediate effect. https://t.co/Zl9egsPoyp
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@Oilplayer2009
Oilplayer2009
2 days
#GRL (.45p) two very experienced executives enter @GoldstoneRes - under radar #GOLD producer Today's news suggests the three largest shareholders are onside & supportive - very material ! #GOLD production range circa 250oz to 400oz per month - just £4.3m m/cap - looks cheap !
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@ConroyGoldplc
Conroy Gold and Natural Resources
2 days
Discs of Gold Project - Barely Scratched the Surface at Clontibret 🗺️ Clontibret Gold Deposit Remains Open in all Directions Read the full presentation here: https://t.co/bh0w94xngC #CGNR
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@Oilplayer2009
Oilplayer2009
5 days
#VAST (.11p) fallen a LONG way - now bouncing - always seems leaky - news coming ? £5m m/cap
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@Oilplayer2009
Oilplayer2009
6 days
#AJAX (5.75p) make no mistake this has multi bag potential from current levels - only 100m shares issued - tightly held - cash circa £3m & low burn - m/cap only £5.75m Recent Edison coverage offers SP targets of 25p to £1.21p Look at the potential of their projects ---->
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@ConroyGoldplc
Conroy Gold and Natural Resources
7 days
Discs of Gold Project - Location ➡️Positioned along transatlantic structural corridor ➡️Situated within regionally significant geochemical anomalies ➡️Localised along favourable litho structural contacts coincident with elevated gold-in-soils https://t.co/bh0w94xngC #CGNR
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@Oilplayer2009
Oilplayer2009
7 days
#ARV (.35p) RNS today - significant #GOLD zone discovery - the shares hit .70p in November even before this discovery announced today Great entry point with more drilling news expected in early January
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@Oilplayer2009
Oilplayer2009
8 days
#AJAX (6p) material upside potential - recent broker note has 25p to £1.17p target prices Given the scale of the project suite followers of the sector can understand why ! Only 100m shares issued - has circa £3m in cash It's a stonking buy at current levels - DYOR etc
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@jsimmons_27
James Simmons FCILT ESLog
8 days
@ZaksTradersCafe @ajax_plc #AJAXRESOURCES 3 things of note from this excellent research note 1. The desire to be a near term producer 2. The sum of the parts for the valuation methodology & the key touch points 3. Cash positive with nearly £3m in the bank SP range 25p to over £1 is worth researching
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@Oilplayer2009
Oilplayer2009
8 days
#ALBA (.014p) too cheap plain & simple just £2.9m m/cap - #GROC stake is now £2.3m of that - no wonder buyers continue to nibble away - the real prize will be the next update concerning their #GOLD mine - that RNS is imminent ! Can see this returning to .020p+ PDQ
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@Oilplayer2009
Oilplayer2009
9 days
#HVO (6.45p) really moving now - material director buys - shares were trading above 10p in September !
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@Oilplayer2009
Oilplayer2009
9 days
#ARV (.35p) looks a great entry point - shares were trading at .70p in November !
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@andrew_neal7
Andrew Neal
9 days
Great thread
@RNS_Assist
RNS Assist
9 days
1/14 - The drill bit just started turning at Clontibret 🎯 @ConroyGoldplc has commenced a c.2,000m programme - with the first hole targeting over 500m vertical depth. This is the deepest test EVER on the deposit Here's why this matters... 🧵👇 #CGNR
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@jsimmons_27
James Simmons FCILT ESLog
9 days
@Oilplayer2009 @ZaksTradersCafe #AJAX @ajax_plc #AJAXRESOURCES Brilliant post from @petercoreywayne below Mcap only £6m including £3m cash No wonder the €5bn fund Appian have taken a TR1 significant strategic stake Every chance this is THE company to watch in 2026 Ippolito CEO is one smart chap
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@Oilplayer2009
Oilplayer2009
9 days
#ALBA (.014p) remains chronically undervalued - now attracting buyers - just £2.8m m/cap - they hold 70m shares in #GROC worth £2.5m alone Their Welsh Gold Mine & Rare Earth projects are in for nothing - news is imminent on both ! Shares hit .30p in October
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@Oilplayer2009
Oilplayer2009
9 days
Have taken a position in #AJAX (6p) now fully funded - CEO has 22% - tight float - shares hit 9p recently - large projects in Brazil & Argentina - material upside potential - only £6m m/cap ! Listen to this interview with @ZaksTradersCafe https://t.co/jEyPsm7SBH
Tweet card summary image
zakstraderscafe.com
Zak Mir talks to Ippolito Cattaneo, CEO Ajax Resources, as the natural resources investment company announced that it has signed...
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@ConroyGoldplc
Conroy Gold and Natural Resources
13 days
Conroy Gold Presentation 2025 - Discs of Gold Project ➡️Solid foundations for District Scale gold play ➡️Barely scratched the surface at Clontibret ➡️Full and balanced portfolio beyond Clontibret being developed Read more: https://t.co/bh0w94xngC #CGNR #Gold
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@Oilplayer2009
Oilplayer2009
13 days
#ALBA (.13p) worth noting that every 1p move in #GROC adds £700k of value to #ALBA - they hold circa 70m shares #ALBA SP sitting at a 9 month low is unjustified - offers a great entry point - shares were .30p in October - buyers are active over recent sessions !
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