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Potential news that could be issued, in RNS, presentations and interviews, probably many more:
- FD Dakota drill result - latest production updated every 2 weeks - MF bullet supply context and deal with Tallgrass background, trucking context update - latest financial position - what this can buy - deep dive on hedging, what it means to COPL for butane - $800k saving per month, oil futures - Updated presentation with revised MF modelling results - deep dive on well head kit upgrade, what this does, in detail, jhow many wells , results from each well - 700bopd from last well upgrade alone - Cole creek well recompletions programme - BFU and CC drill plans for 2022 - Adjacent Majors drilling and discovery activity we know is continuing - Benchmark deep dive on PRB producing Frontier and Dakota field production - FD drill campaign - 12 permits applied for - confidential well and field development status - SWP reservoir re simulation results - Dakota seismic interpretation - Latest CNOOC status - Nigeria context
HFB also had a very good list of potential news that could be issued, interest drummed up and maintained you could review
Good evening everyone, i am sorry Tiburn but i think i am probably leaning towards option 1 , and i hope that at some point in the coming months we will get the opportunity to discuss this and other points over a good few drinks along with others as well. Iam not 100% sure it is by grand design but i do think circumstances have presented AM with a golden opportunity to advance the company and possibly at a bargain basement price . Thank you to shouston ( not sexting lol ) for finding a current article that practically mirrors the point i was trying to make this morning. Now to a more serious point . LB you should not be trying to influence the minds of people on the cementing of the dakota well issue. I spent many years at a a lower support level to exploration platforms in the north sea. These occurences are common place , overuns, abandonements , sidetracks ,redrills. So i tell you folks in case people are worried. Do you really think our senior lenders will get there knickers in a twist over potentially one failed well. Not a chance , there could billions of $ of oil under our acreage, they will not be worried in the least . We are not an explorer in this case. We are a producer on a possibly steeply climbing production curve, our lenders know this and while they may at some point wish to curb possible AM exuberance in his rush to become a successfull mid cap oiler, they will never kill the goose that is laying the golden egg over a few failed drills. The markets may play silly buggers until the future is fully confirmed but our lenders i assume took all of these things into account before they gave AM the money to purchase Atomic in the first place. i am not sure when the dice will turn in our favour , could be tomorrow could be six months time , but i am pretty confident that it will. So i will try to increase my holding when ever spare cash is available and be grateful that all the great research on here by others has only confirmed what i have felt for some considerable time. This company has so much going for it , one day the real value will be realised and i and the others who keep the faith will be rewarded. GLA.
I don’t know Art panamabob, but looking at the history he is a shrewd man, and it seems he works hard to get a good deal whatever it takes, he certainly looks at the bigger picture not the day to day which suggests, and he’s stated, he’s after something big
Tiburn Your guesses are as valid as any. I would simply add that those if us who have been involved in Business are so aware of the power of good PR. It beggars belief that AM is so unlettered in this regard that he can afford to delegate such a crucial element to (Flat Rate} Kathy .Even some RNSs are plagued by errors. I know it sounds unlikely but I wouldn't rule out a combination of laziness and deliberate scheming as part of his long range plan for COPL
The only reasons I can see to not advance on communications excellence may be:
1 - To keep the MC low for CUDA deal benchmarking - Im not sure I believe this theory myself, but it could be the case, as how else to value them except benchmark COPL WI and pro rata? Sure the receiver wants the best offer, but how would they know what is a fair one, what the market perceives?
2 - Store up good news for when it will have the best impact as to many negatives/unknowns until debt can be proven to be manageable, feed what you can to maintain some LTH support, but a risky business.
3 - COPL are just utterly oblivious of communications importance - not allocated to anyone in COPL specifically accountable, left to their 2 PR consultants = they are not the most proactive as have multiple clients, get paid a flat rate, so why bother showing excellence? AM is an oil man and will deliver the oil and do the interviews, may think he has delegated this low priority task management (in his eyes) effectively, but no one is telling him he may listen to that it desperately needs overhaul - retail opinion is ignored in the main and in the main rightly so - therefore a total impasse.
4 - A combination of above
5 - There is some masterplan, but I find it difficult to believe that may include a website of such a magnificent flawed nature - if you were going out of your way ....
Hot news front page -"2020 Annual General Meeting to be held Dec. 10, 2020"
I ask you.
Arthur - please bring in support, then reap the benefits.