Blog
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BLUEJAY MINING – THE LESSONS (UPDATE)
By Richard Jennings UPDATE 17 AUG 2018 – We have had the following brought to our attention by a fellow sceptic on the JAY story. Below are the 2 key paras from a piece written by biased commentator Michael Walters (highlights ours) NEARLY A YEAR AGO: “On October 13 we had details of the top-class team […]
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Greenland mining environment – a reality check for companies operating there
UPDATE – We are to speak with a mining executive with a live project in Greenland and whom is familiar with the Bluejay interest at Dundas later today and will update ref his experiences operating there and his opinion as to likely timescales for an exploitation licence let alone any future cash flows from mining […]
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Oilex – Court stay now provides for binary outcome
News today of the granting of a Stay by the High court in Gujarat appears at face value to be bad news for Oilex shareholders in contrast to what the trading activity and price movement on Friday led many shareholders (including ourselves) to expect. We proffer the following take on matters – namely that this […]
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Mayan Energy – Simple SOTP illustrates current opportunity
That we have been cheerleaders of Mayan Energy from early September last year when the stock price resided at 0.28p is not in question. Indeed, we were participators in the placing last August at 0.3p. It has been quite a ride for holders over the ensuing 12 months with the shares scraping the 1p level […]
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ALBA MINERALS – BLUEJAY CONUNDRUM 3 – JORC LIGHT ABOUT TO BE SHONE ON MATERIAL DISJOINT IN VALUE
Since our initial highlighting HERE of the long ALBA/short JAY opportunity on 1 April this year we can see in the chart below that those that followed our suggestion have veritably “made hay” with the price of ALBA increasing by near 60% at one point last month whilst JAY has fallen by just under 30%. […]