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Angus Energy announces transformational joint venture with Cuadrilla & Lucas Energy
Aim-listed Mongolian explorer Petro Matad to drill four wells in 2018


Nostra Terra Share Chat (NTOG)



Share Price: 4.05Bid: 4.00Ask: 4.10Change: 0.00 (0.00%)No Movement on Nostra Terra
Spread: 0.10Spread as %: 2.50%Open: 4.15High: 4.15Low: 3.85Yesterday’s Close: 4.05


Share Discussion for Nostra Terra


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GUSTOS
Posts: 3,081
Off Topic
Opinion:No Opinion
Price:4.05
RE: And to add
Sun 20:59
Yes pal was agreeing with you.The two guys on twitter are jokeshops.This will turn on its head quite quickly.imo.GL
 
EyeGuy
Posts: 13,885
Off Topic
Opinion:No Opinion
Price:4.05
And to add
Sun 20:37
In the past say when oil was $30 this company or any other company could still show positive ebitda. It depends on how depreciation of asses is booked, write downs etc.
But again if you know the stock based on ebitda then you may as well knock every other aim resource stock too.
A good company will show positive operational cash flows at plc level. Thats the goal. But £5 mill mcap companies do not have that. Or any positive ebitda figures either. A lot of aim shares I hold have no earnings at all. Of course I do not have a crystal ball but things are looking up. A week or so of warrants left I think.
Gla
EyeGuy
Posts: 13,885
Off Topic
Opinion:No Opinion
Price:4.05
Gustos
Sun 20:19
The argument I was drawn into was regarding an EBITDA model. I could write an essay on why ebitda is worthless for this company but I£ll keep it short.
Ebitda in terms of ntog is earnings before tax, asset depreciation and interest- ie debt payment. It is not operation cash flow so also is not net profit. Positive ebitda could still give negative cashflow but it is irrelevant for ntog now because for a start if you compare apples with apples - I can£t think of any oiler at this mcap with any earnings at all. This is capped as a an explorer so is pointless to compare. Most stocks even with valuations in excess have no earnings and their mcap is based on potential and Npv asset value. They have zero ebitda.
Also the stock is growing quickly and oil price now is high. In the past it could be shown if the company had positive ebitda but negative free cash flows that it is moving forward. The Jan 31st rns highlights the goal of achieving positive cashflow as plc level which is not the ebitda model. It is a free cash flow model.
This has changed now based on wti being over $60, the low interest rate of their loan and increased production from pine mills. You simply cannot knock this based on ebitda when all around it have zero ebitda. That is a biased view.
So as I said, for this company at this stage ebitda is completely irrelevant. As their goal now is free operational cash flow.
GUSTOS
Posts: 3,081
Off Topic
Opinion:No Opinion
Price:4.05
RE: and
Sun 13:13
PS i read a tweet by gesseppe saying to someone you don't want to take on.BMD.I nearly chocked on my coffee with laughter.
GUSTOS
Posts: 3,081
Off Topic
Opinion:No Opinion
Price:4.05
RE: and
Sun 13:11
Eyeguy just had a quick glance over his tweets.Seems to me he just got lucky tweeting random pony and hit one that was correct.To me asking if an Aim minnow is profitable aftee only recently producing oil,Tells me all i need to know.All i will say is find me another Aim company with an m/c under 50m with credit facility like Ntog (matt quote)Im always suspicious of fellas who spend there time on a company they are not invested in.Interesting times coming up.
EyeGuy
Posts: 13,885
Off Topic
Opinion:No Opinion
Price:4.05
RE: and
Sun 10:12
Agree. It£s too cheap. Having a bit of banter on twitter with a bloke that has set up a troll account just to trash ntog.
It appears he was threatened with legal action and then had his troll account removed. So he set up another one - as you do. He doesn£t understand earnings and ebitda and when I mentioned that calling people rampers and derampers is normally reserved for folks that don£t understand the way umarkets, he replied and called me a ramper. Lol
GUSTOS
Posts: 3,081
Off Topic
Opinion:No Opinion
Price:4.05
RE: and
Sat 18:25
I know i harp on but its not a fair market at the moment with the MMs armed with a load of 3p shares.Ntog are producing and Funded with a m/c of 5m just a matter of time.
Drewky
Posts: 3,805
Off Topic
Opinion:Strong Buy
Price:4.05
RE: and
Sat 15:09
I quadrupled my holding as a result of the BP hedge. Couldn't ask for better confidence boost than that. When the big boys come out to play, you have to take notice.
Acrowth
Posts: 495
Off Topic
Opinion:No Opinion
Price:4.05
RE: and
Sat 12:44
Completely agree and it's the lending facilities that made me invest here. A massive show of confidence in the company. We as aim investors take gambles, banks don't at that level. They won't throw that money with that rate unless they can see the balance sheet and know exactly what's coming in from where. They certainly won't take Matts "word" for it.
coconocchio
Posts: 1,260
Premium Chat Member
Off Topic
Opinion:No Opinion
Price:4.05
RE: and
Sat 09:44
*hopping




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