Member Info for Alavib

Https://consultancy.msnd25.com/tracking/lc/5b9e0812-332a-4076-b869-27e3b3b35e89/23103d29-1d73-4987-a9b0-2d4e6bbf4da0/f06b72e8-861e-4ec0-beeb-cb95b378f7f6/

Zack’s board

He predicted 0.24 in the next few days but potentially up to its highest of 0.35 by end of Feb

So this is just before the approval by EMA is granted, once done we are looking at much higher

GLA

LSE website shows 198ml shares traded, yet the number shares in issue is 163 ml? So does that mean people bought and sold and repeated? The math doesn’t add up beside there must be other holders with shares which make the no of shares traded very difficult to believe

I don’t believe much of Zack’s predictions , he produced the gold will be over 2800$ an an ounce by end of Dec 2024 , well we got to as low as 2600 tho the gold has had a modest recovery lately but nowhere near his target price

So I take his predictions with not just pinch of salt but a table spoon full!!

,

Yes I agree, the warrants 1.2 billion of them with another 660 million still outstanding do not help the SP a bit, and those who are buying now at these levels will cash up with no hesitation should the SP hit 0.0004+ again including the PH who converted huge amount of warrants with such discount

So this company is now at the mercy of the warrant holders and day traders until such time they actually generate some meaningful revenue from all these various mining assets

And that is not any time soon, so if you can put these shares under the mattress for the next 18-24 months and don’t get sucked in small spikes you will make serious return on your investment

GLA

Also, what is the latest Broker price target. Last one after the budget stuck to its target which is 290P!!

So if that target still stands and with almost 18% Divi, which the company by keeping the interim at 9P proved that they will maintain

So why the II’s are not piling in to grab these shares at this ridiculous price?

Then either that broker had been sniffing something which caused them to give such target price or the II’s are more intelligent than to just fall for such numbers and massive divi

Either way SQZ new CEO must complete his review of the company’s assets and direction and give his view as to where SQZ are heading , as with any new CEO it takes time to get to know all there is to know and then make judgement and decisions on how he will steer the company forward

We will give him more time but not unlimited time

Hope he is on the right track as to how he wants to run this company

GLA

Opomega

I just don’t understand the mentality of UK LSE and its crooks MM’s

Every day first thing the mark the SP up by almost nothing % and come late morning early afternoon mark the SP down by more than 2%

This trend is almost non stop each working day

Either these Crooks MM’s know something that me and rest of SQZ shareholders don’t or there is a sinister ploy at play!!

Our BODs are dead silent and still don’t have a clue where they want to take this once great oil and gas producing company, they seen just standing by and watching the company’s MC being eroded day in and day out

Before the budget everyone blamed the uncertainty about investment allowances being removed. Well that did not happen, so the SP was marked up 15% on the day, so what had been happening since that day which is the justification to drop the SP to almost all time low? Granted there are some technical issues with the FPSO but this is being dealt with and should be sorted by now, the resources are more than last year so any oil not pulled up is still there for later production

So what else is there that causes this daily drop non stop, I am baffled may be you can tell me why?

I agree that the BODs need to be more proactive and put out some communications about where SQZ is heading

But oil and gas business is a very complicated business it is not easy to just to go out and acquire another oil and gas business like going to shop and buying a pint of milk

Any acquisition needs great deal of DD there are production issues resource issues tax and debt issues and above all is the acquisition value for money

Remember SQZ only have one shot at this and they need to make any M&A spot on as any poor investment could have serious effects on the whole company and it may take years to repair

We all remember the TW deal and how we all criticized it as over the top valuation etc

SQZ had learnt a lesson from that deal and I would give the BOD ample time and opportunity to ensure any M&A done will be value creating and will benefit the shareholders

Mr B

Your post is a typical answer to what everyone who voted labour including me is dead against

This government is not for people they are very much like the one before accepting free gifts putting their mates in good jobs etc etc

You are correct that it was the Tories who introduced the EPL at 75%

So what the labour do they increased it to 78% and extended the deadline by 2 more years all when there is no justification as the oil price is nowhere near the time Tories introduced the tax

This government is not for the people and don’t fool yourself for a minute if you think they are

Downward trend

Folks I don’t want to gloat but I bought this when 68p and when all that MP business started doing the round and SP got to over 127P I sold all at 120 for a tidy 2500 net profit

I knew then as I know now that the high price of 127P was not sustainable unless there was a massive pandemic of MPox which of course never happened

So it’s back to what is called the stock market casino where every now and then based on human emotion and market sentiment you get a chance to get out with a few quid

I like this company and wish them all the luck in the world, but they really need a blockbuster drug or another massive pandemic to get the markets excited again and the chances of either happening soon is very much nil I am afraid

So good luck to all those long time holders still living in hope

Formerly

Simple, if SQZ were listed in US exchange the SP would be in the region of 6-7$ which is much higher than 290P predicted by the broker

Here we have a left wing government with a lunatic put in charge of the nation’s energy security who are hell bent to destroy profits

This stupid government is acting like a bull in the China shop they want to punish wealth profits and everything else which is called prosperity

Like I said NS players should club together and fight this lunatics who have no idea about how oil and gas business works, and fighting a united front is the only way to show them how much damage their lunatic action will inflict on UK economy who is up to its neck in debt and taxes paid by the oil and gas players is a huge contributor to running UK economy and they want to scare the hell out of this massive revenue as if what they plan to do will drive most if not all of the NS players to look for other options far away from this small island

I hope RR being so inexperienced though she is could see and prevent a massive harm to UK energy security

Hi

I also sent the link to our Labour MP with a note that her stupid party with a mad man called ED in charge of the nation’s energy is destroying the NS oil and gas producers and putting 200K jobs at risk which will not only affect the workers but many communities which for many many years have relied on this industry for their prosperity and way of life for their families

I also expressed my deepest regret for voting for her

Ske

In one of my post I said an overseas M&A is a must regardless of what the October budget will bring

And also particularly mentioned that any overseas M&A had to be done with Thorough DD as in SQZ current cash situation it will be a very one off and SQZ can’t afford to get it wrong as if such scenario happens it would be hugely costly and any recovery from such will take years

Glad that the CEO in his presentation when mentioning the possibility of overseas M&A specifically stressed that any such acquisition will have to be done very carefully and with great deal of convection and must only be done if it would enhance profit and value

So you are correct the BOD do pay attention to what us investor put out in this message board

GLA

Volume

I wholeheartedly agree with the BOD that I too am so surprised by this stupid and irrational market so under valuing a real blue chip company such as SQZ with no rational reason whatsoever,

Case example being todays volume, where almost twice are bought than sold yet the share price is marked down over 4.5%!!

The interim’s results are by no means a show stopper in fact they are quite robust given the current oil market environment, so how on earth the market despite this can justify to mark the SP down to all time low is beyond me

But this irrational market gives one time opportunities to buy shares in such undervalued company and any intelligent investor should take advantage of such given opportunity to load up for 18-24 months time period to more than double their money and in process get over 20% divi also

GLA

Sekforde

I see that you are still preaching about SBB, I am really surprised that you call such an action a benefit to the shareholders

Cast your mind on many O&G producers dipping into BB , and tell me one instance which such actions had resulted in SP revaluation or rerate in a positive way ?

It has not happened and in fact in most cases the SP had dropped

So I take my hat off to the SQZ BOD for maintaining the interim Divi at 9P despite a lot of doom and gloom which has engulfed the NS O&G producing sector

Many of us like the OAP’s rely on the income from investing in companies such as SQZ

In fact we have included the income into our cost of day to day living expenses

So my good man the only way the LTS’s are going to be rewarded and benefited is by SQZ paying the twice yearly divi and not to waste money on BB

As history had proved time and again that most BB’s never have resulted in SP re-rate case example being GKP, PTAL, ENQ etc

GLA

Opomega

I understand your comments and I agree, the company have had ample opportunities to explore the overseas M&A in the last two years, but they were making such good profits sticking to the home ground where they know the working conditions, and cause of that they went ahead and well over paid for TW takeover

However despite that the production was increased to almost 48000boed and the FCF was increasing year after year until that stupid EPL was introduced

The company must have then seen the writing on the wall and proactively explore certain targets for M&A , but they failed to do so and now all overseas players with good assets know that with the latest stupid idiots like EM in charge of the nation’s energy all NS operators are looking for a viable overseas take over and thus the valuation have massively increased needing serious capital to make such acquisitions

As I said SQZ must be very careful and carry out a thorough DD if and when an overseas investment is going to be made, as they can’t get it wrong any acquisition must be 150% waterproof and be capital and profit enhancing

We shall wait and see, I am sure the new BOD know when and where to hit the button

Paying dividend is not related to the SP, the company pays dividends in line with the FCF and retained profits

So I hope even if the Divi may be reduced it would not be 50% as that would spook this stupid market even more

SQZ will need to take their time wait till Oct budget announcement and see where this stupid and left wing government is going to do with investment allowances and then make a strategic decision whether or not carry on in UK NS or make a dash for an overseas take over to get themselves and our suffering shareholders away from a third world government and into a more stable and prosperous era

Megla

I agree with your comments, but we need to ask the question as to why these daily drips ? Today more bought than sold so selling is not a reason for almost 3% drop, the half year results are due out in 5 days

So is market expecting bad news on the result ?

There is no justification of these daily slaughter of ttd SP, there must be more sinister reasons for such irrational behavior by this market

So I hope and pray that SQZ by Sept 10 can put out a major statement that despite this labour government total madness and playing with nation’s energy security the company is on sound footing with strong balance sheet and massive prospect going forward

And they will reward the shareholders with the same dividend as had been and in time the market will wake up and price this company as it should be

Yes well said and my sentiments entirely also

I am no longer an investor in this company , but I was a few years ago when all the hype was this would be a billion pound company etc

I bout 450000 shares at just under 2P back then and sold all at 12P when shred returned from suspension

For a very tidy profit, tho had I been patient the shares motored on to almost 35P before gradually crashing back down to under 2 P once again

The moral of the story is that the punters should think twice before investing in companies which are based in Corrupt countries

It happens time and again I can tell you about so many others which promised the earth but give nothing

So those punters who were clever enough took their profit when the SP hit all time highs just like me and moved on

Investment is all about good timing of buying low selling high

The markets always give such opportunities and clever investors take advantage of such opportunities

Never get emotionally attached to any shares even if it means to take a hit sell and move on there are so many other options in the market but never allow your money to end up in dead and corrupt companies

GLA

Nozzleblast

Very good note, you hit the nail right on its head!

You are correct about a power entity’s ideological direction always over take the interest of a nation

Take Iran for an example a country which 45 years ago was in line to become a super power in economically and prosperity for its population was taken over with the help of west by a bunch of religious thugs with an ideology of destroying Israel and spreading Islam all over the world, these thugs have turned the country which holds almost 10% of the world’s resources into a nation with 65% of the population living below poverty line and also destroying countries ecological system whereby many large cities are experiencing 25 cm per month of settlement!! And accordingly in 15 years time over 60% of the country will face total drought hence uninhabitable

Now here we are faced with the same kind of power people with nothing but an ideology to turn this country into what they want it to be not what it should and could be

This people are the enemy of the people and have no interest whatsoever in national interest and future prosperity

That is the sad reality of what the nation have done trusting this bunch with theirs and nations energy future

Sqz like other 30 or so other businesses ion NS oil and gas business will some day soon pull the plug and move their assets and monies to another land where they will not be punished by an ideology