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Sound Energy Share Chat (SOU)



Share Price: 52.75Bid: 51.50Ask: 52.75Change: 1.75 (+3.43%)Riser - Sound Energy
Spread: 1.25Spread as %: 2.43%Open: 51.75High: 52.75Low: 50.00Yesterday’s Close: 51.00


Share Discussion for Sound Energy


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daveyboy71
Posts: 1,251
Off Topic
Opinion:No Opinion
Price:52.75
RE: Question
Today 23:13
We need Brian to pin the tail on the donkey, I would risk it with another drill but 8 have been completed so far so correlating core samples with siesmic might be the preferred company option, could be dictated by the requirements of the potential suitor
 
Dingdangdo
Posts: 99
Off Topic
Opinion:No Opinion
Price:52.75
RE: Question
Today 23:02
I tend to agree with PNE79 on this one. I can’t see us being sold for silly money on seismic alone, I think we need at least one more successful drill for that IMO.
daveyboy71
Posts: 1,251
Off Topic
Opinion:No Opinion
Price:52.75
View Thread (2)
RE: Question
Today 22:55
Pne, I don't see schlum selling, they can afford to take the cash through production plus being payed to provide the field development for the next 30 years. He who dares rodders, next 12 months going to be hopefully life changing
jacklevi
Posts: 1,148
Off Topic
Opinion:No Opinion
Price:52.75
RE Question
Today 22:53
PNE49 Totally agree with your very balanced assessment good post
PNE79
Posts: 4,215
Off Topic
Opinion:No Opinion
Price:52.75
View Thread (2)
RE: Question
Today 22:42
This might set the cat among the pigeons but I cant see us going for 4 digits. Possible but unlikely imo. Obviously, I want JP to squeeze every penny out of the sound sponge and you certainly wont hear me moaning if he does, but a very good 2018 will bring £4-£5 imo.
4 digits, £10bn+ and schlumberger's cut on top, sounds like an awful lot of money to me. Seismics or not id say the drill bit would have to do a lot of talking next year to get anywhere near that. If we drill 3 dusters after choosing the best 3 locations then I don't see how seismics would be worth a right lot or a lot less than we are hoping for, whatever they show. Would you pay billions to someone who says they have found the mother lode but by the way, every time we have drilled there's sod all there? I know we already have a decent find in the bank (or almost) but it certainly doesn't help the cause. I don't believe that will be the case as I don't believe we have found the only commercial pool of gas on that acreage given everything we know. Surely the drill and seismics are linked somewhat, one comes off, it adds more to the other and vice versa. If it starts gushing out, proving up our theory, with completed seismics oozing potential, then anything is possible..I'm guessing the drill program will be completed or at least 2/3, as I believe JP will want to finish the seismics. An offer may come in after the first well if it comes off, but id be telling any potential buyer to knob off. If it doesn't id risk it hoping one of the next two does, to prevent us going on the cheap. Perhaps after a successful second well we could go.
If someone can show me an asset that went for many billions with just over half a TCF being proven with the vast majority of value coming from seismics then I will change my mind in a flash. I'm a tad cynical about seismics alone being the holy grail. Very, very happy to be proven wrong and I will be here to find out.

I know a few will completely disagree so I'm retreating to bed to hide under the duvet......does that knock me off the top........lol
IfonlyIhad
Posts: 153
Off Topic
Opinion:No Opinion
Price:52.75
View Thread (3)
RE: Question
Today 22:30
What I would like to hear this week from JP is the following
This IS BIG, VERY BIG not COULD be.This is because Brian had to send JP for another loaf of bread, as Brian needed more breadcrumbs GLE
PNE79
Posts: 4,215
Off Topic
Opinion:No Opinion
Price:52.75
View Thread (3)
RE: Question
Today 21:31
The share price is academic, more importantly is the mkt cap or purchase price. Well out of our league Woodrow but here are some huge deals. If you take a £1 to be roughly £1bn for us then how much would someone be willing to pay.

http://fortune.com/2015/04/08/as-shell-swallows-bg-here-are-5-other-huge-energy-deals/
daveyboy71
Posts: 1,251
Off Topic
Opinion:No Opinion
Price:52.75
View Thread (3)
RE: Question
Today 21:29
I think Dana petroleum went for 18 quid a share to NOK industries, but it's nav and shares in issue that dictates value, emerald energy was sold for 8 quid so anywhere in-between would suit me, god I'm on ramp tablets now lol
Woodrow
Posts: 192
Off Topic
Opinion:No Opinion
Price:52.75
RE: Question
Today 20:58
Led = per
Woodrow
Posts: 192
Off Topic
Opinion:No Opinion
Price:52.75
Question
Today 20:57
Does anyone know the highest price ever paid for a gas or oil company led share?

Woodrow




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