Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Comes under ENERGY VOICE oil and gas
Sorry guys, that link didn’t post like I thought! It’s about today’s news of a fire at a Gazprom site… A further squeeze on supplies..?
Gas supplies hit as fire rips through Russian plant - live updates
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Gas supplies are facing even more pressure after a fire ripped through a major plant in Russia.
Gazprom's Amur gas processing plant in the country's Far East has halted operations after a fire early on Friday, a spokesperson confirmed.
The plant plays a key role in Russian gas exports to China, which has been hit by electricity shortages that have led to power rationing across the country.
But the shutdown will spark further concerns about gas supply to Europe at a time when shortages have sent prices to unprecedented highs.
no idea how this trades like many shares of this type. we know if results are great then it will shoot within minutes, loads of people will appear and it will travel north. no reason why the results wont be good if they literally sell on the price at that time then whilst making money last quarter this one will be huge. everything will then be based on gas prices, we know as soon as its mentioned that there is more gas to come prices can go up and down fast and by significant amounts. i think its going to be a hard one to catch and I'm wanting to balance gas prices etc and sp to make some money but get out
Oil and gas on the march again
Anyone notice those big buys go through late on as someone said on the other board there were no trades for over an hour mid afternoon
I estimate the MC frequently using the monthly average gas and oil prices and I believe we've done about 18m free cash so far in H2 and we need 31m by year end to give a MC of 108m or 63p a share based on a ratio I use, but could be double this on a NAV ratio
A total over reaction imo
Gas prices are expected to hover around this level for the next 4 months. Could expect FCF to hit 9 figures on full year results.
In last two years the update has been on 8th and 9th October so news is expected next week. Hard to value the company but Mcap should be materially higher with increased oil and gas prices and hoped for production increases. Hard to assess any political risk due to locations though.
ok
Any ideas of true value.This does look to be so undervalued.
Just bought more at 45p. This is unprecedented value.
Demand for gas is high and stocks are low.
Russia pumping more gas will reduce prices a LITTLE bit but still massive revenues for gas producers for the foreseable, I would have thought. JKX will do very nicely over this autumn/winter.
Led to drop in price but we are still very high and inflated. The numbers will be good, wonder if they’ll divi any as a special
Saltfleetby Gas Field is interesting but to be viewed in 2022 in jan ; no gas till late feb or march 2022 in which case the value of gas may decline in value. JKX have to say valued pre tax in 3rd quarter at $20 million but this may be undervalued.
Enwell have massive cash but low volumes in gas.
We have less then 4 to 14 days of 3rd quarter results in JKX , good luck
Volume high so tells that is what everyone is wanted to hear.
wish i bought and hold JKX from the low 20p well done all.
i am looking for other cheap gas players and ENW already high mcap. that leave ANGS with 9m mcap.
anybody else in ANGS?
yes it seems to be somewhat taking off a bit. the miner are having a better day, precious metals are clawing back up and the numbers from the US, not so good job numbers, inflation etc seems to be coming through a little more. expecting a huge rise the next few month or two, followed by significant drop. might do 10% today
I think you’re right !
Cant buy £6000 worth interesting times ahead imo
We have a definate breakout,expecting great news here,back to the 60p plus imo
Last year update was the 8th.
I'm predicting the RNS looking something like this
We would like to advise Shareholder that we are in the money
$$$$$$$$$$$$$$$$$$$$$$$$
-the end-
you can buy £3k worth if you want at the moment but gets harder after this, 47.99 current price
Can't seem to buy any at all at the moment!