Jadestone Energy Share Price (JSE)

https://mobile.twitter.com/Josh_Young_1/status/1526581574506094592

I've posted Bison Interests research previously and would thoroughly recommend people check their research out.

https://mobile.twitter.com/daChartLife/status/1526240789906477057

This reflects charts I've previously posted and shows there is a long way to go until O&G shares reach (and exceed) full value. Once the depleted tech and crypto money stops chasing bottoms in these and accepts their time is over for the time being, that money will move to chasing O&G shares as it did in the early noughties. This is the "Great Rotation" as Crescat Capital put it - out of growth stocks and into commodities and value stocks.

It also makes me wonder if the terrible recession the "experts" are predicting that will bring all shares down will really happen and whether we'll get a minor recession as we head in the early noughties, but where commodities shares didn't suffer that much. There is some rhyming going on with this point in economic history.

Separately before the GFC most "experts" weren't predicting a recession and most thought the good times would go on - that's the time to be fearful of a recession, not when your taxi driver mentions it as mine did last week.

Regarding inflation, charts I've seen of inflation in the 40s and 70s show 3 ever growing peaks interspersed with pretty low troughs. Now that the inflationary genie is out of the bottle I wouldn't be surprised if this decade rhymes with those. I also wouldn't be surprised if there is a mild downturn that central banks around the world start printing money and then inflation really gets going

This is just my opinion and is not an endorsement to buy or sell anything.

https://www.bloomberg.com/news/articles/2022-05-10/saudi-oil-chief-says-all-energy-sectors-running-out-of-capacity#:~:text=The%20oil%20ministers%20of%20Saudi%20Arabia%20and%20the,gas%20to%20trade%20at%20or%20near%20record%20highs.?msclkid=ca1f65d4d13e11ec99af5d5b159111bc

https://www.gulf-times.com/story/716920/Saudi-UAE-ministers-sound-alarm-over-world-s-dwind?msclkid=ca1faf23d13e11ec9db2fc8594351ce8

There are a string of warnings from OPEC+ which should be considered by all of us. My general satisfaction with JSE - because of volatility (92p to £1.05) - has limits and for safety I have spread risk across an assortment of O&G stocks. Whilst there has been progress from 65p the up and down nature of the SP is unfortunate.

The line up of investments now includes N American interests such as I3E and SOUC. Oddly the last-mentioned has shown a 40% gain in quick time whilst attracting little attention.

It would be reassuring if PB could get cracking on pending challenges, one of them Maari which has been a drag on proceedings.

Digressing, having examined what little I know on the hydrogen subject, a fair whack has been thrown at ATOM and CHP2. Olivier Mussat, who could have taken up an assortment of very senior positions, has thrown his weight behind the company.

I think it was MT and would have been at least two months' ago.
[Good to see JSE at last showing some movement.]

Anyone aware of the timings for this from JSE's producing fields?

Can't recall who posted this detail previously.