Member Info for 1750mk1

what report was that Groovy ?

Looks like shorts don't like this blue diamond.

http://ormondemining.com/wp-content/uploads/2019/09/ORM-AGM-Presentation-2019-web.pdf

unless he's talking about how the new kitchen is going of course

how about ...

Cav & MacQ done selling - "rocket to da moon" ?

didn't seem to add up at £6 either yet an acquisition and a few months later, here we are at £18 and it adds up even less.... I wonder if it will add up after another acquisition ?... and another...

That was a whiff of better grades then. GLA

agree... I am happy with the way it has been managed as it's a fair old chunk of stock to shift. I always had early oct in mind as a target to see it clearing so hopefully the interims will give the volume a nudge and a good run into Q4 to flush.

I reckon we are shifting through a few chunky sells atm... which is good.

Fancy a tick up soon.

yep... wasted time filling in the no interims notice RNS complaint form and complaint form filling in risk assessment form by Soberman earlier then... along with his complaint form filling in process feedback form and online review of the complaint form filling in process feedback form. No doubt a revised complaint will be made about the RNS notice of interim results not giving sufficient notice to shareholders causing undue stress due to other infuriating shareholders speculating and leading to time wasted going through the complaints process to complain of no RNS notice.

https://www.centralasiametals.com/wp-content/uploads/2019/09/CAML-H1-2019-results-presentation.pdf

Also a good interview with CEO - Nigel Robinson ...https://youtu.be/BTHreOB4048

hairy coos ?

I don't expect anything from you other than defying belief tbh fella... certainly don't expect you to 'get' monty python.

Soberman ...

https://www.youtube.com/watch?v=ohDB5gbtaEQ

That's you that is ;)

I think our Soberman is one of a kind thought to be fair... needs stiff drink ;)

End of the day they have 3 months from half year to publish so could be anytime up to end of Sept.

innit ... last real time open trade was 18.70 tho so I'll take that having added at 17.87 earlier.

Let's see what tomorrow brings. GLA

Bit rampy that post Soberman.... "obligatory repositioning" ... you are supposed to say dumping ;)

Post copied with thanks from MR1 on A D V F N....

Comparing the recently uploaded September presentation with the August one:

hTTps://rockroseenergy.com/investors/reports-presentations/

As expected, no new material information but some changes that suggest we may hear news soon on RRE extracting more value from their current portfolio:

1) All the projected production and expenditure charts include 2C numbers, which they didn't before.
2) The August slides had the comment "East Brae and Braemar continue to produce across the East Brae platform but this will cease by the end of 2021", but this is not included in the September slides. (Note: In the Malcy interview, AA said RRE had submitted a proposal to partners for extending the life of East Brae and Braemar by 3 years)
3) The September slides include these comments on Brae, not included in the August slides "RockRose is targeting over 4 Mmboe (net)of 2C resources in the Brae area" and "Two infill wells will boost production from the Brae complex in 2020"
4) Both the Aug and Sep slides talk about working with BP to get value from Foinaven post 2025, but only the Sep presentation talks about the maintenance done this year "Foinaven will benefit from greater uptime after an extended maintenance shutdown in 2019"
5) Slide 9 of the Sep presentation states that the Blake life extension project will facilitate the Tain development (Tain was not mentioned on the equivalent August slide)
6) Slide 10 talks about potential for additional discoveries to come online in 2020/21 in A/B blocks, and for infill drilling potential on K4b-K5a. There was no mention of these points in the August slides.
7) Slide 13 states "ABEX per boe would fall by ~20% if all 2C resources were converted to reserves". I haven't heard RRE make this point before. As a reminder, there are 24.7 mmboe of 2C resources valued by the house broker H&P as £3 per share risked and £7.37 unrisked. These include Tain, Brae infill, Foinaven life extension, Blake NW, Netherlands 2C. I think (but could be wrong) that H&P have been simplistic in evaluating the 2C resources, saying they are worth $5 per BOE if converted to 2P reserves. I could see the number being higher than that as 1) Any extra oil will be going through existing infrastructure and 2) there will be an extra NPV benefit of pushing decommissioning costs out into the future.

In summary, I don't believe any of the above is new but good to see RockRose emphasising the development opportunities. Maybe we'll hear news in the results tomorrow? If not, then surely in the coming weeks.