Member Info for Albinio74

The fundamentals are in place, loads of good news in the tank already this year, yes some further confirmations required for full throttle, but also chance of significant upside in terms of further regional/commercial deals and product development/approvals - all that is missing here is sentiment really and that will come at some point, likely after the CV19 plays peak/burn out.

Wish I had picked up more in the 20s and 30s but 40s not a bad place to accumulate relative to newsflow and near term potential.

Glad of the update, a nice reminder of the upside and confirmation that by year end we should have lots of news confirmed, but I don't expect the sp to move much on this RNS, all about actual results/info from here, Romania and of course California in the coming months.

Pretty sure has to be the enlarged overall size of company that effects % - if not bought any extra shares it is impossible to have the same % of the larger company, although been too lazy to actually calculate the exact effect.

Exactly, if you were eyeing up 30s probably not looking for only 40s on a medium term hold, so still plenty of upside in the tank.

Visibility to profit
Big near term news likely on new markets for existing products
New news on Ditest for those looking longer term.

Probably offers something for everyone really, so hopefully will see continued interest but will be in for top ups now on any dips.

20s and 30s was way to low here after the crazy OTT drop a while back, I had a couple of nibbles at those prices and intended to build a position through q4 this year, the spike surprised me and picked up some more yesterday after the drop back. Unsure if this will pull back further but anywhere in the 40s and below is great value if they deliver on promise over the next 6 months.

With the right newsflow and momentum could easily push towards the £1 level and long term could be double that, just to return to past highs.

I think exploration has been getting some info from a book/paper about Yorkshire hydrocarbon exploration

Abstract here https://www.researchgate.net/publication/325021757_The_history_of_hydrocarbon_exploration_and_development_in_North_Yorkshire

Link to Third energy on the mentioned Pickering
zechstein well.

https://www.third-energy.com/assets-operations

Unsure if the if WN characteristics are a match however (i.e. oil and gas not just gas). Not been able to find any info on whether third increased the gas flow, but the wells have been producing form the mid 90s.

Missed all this yesterday, obviously half asleep, know nothing of deltic, but north sea ops and low oil price don't seem compatible to me, but obviously s&s see something in this and presumably some encouragement from someone to make the offer. Does not seem to have gone down well (pun intended) with them though, hopefully not a sentiment suppressor as WN unfolds. TBH basically just going to grab some popcorn and see what happens.

Plenty to take in there, on the surface looks good business taking on another chunk of what we all hope is a whopper in the making (no guarantees and risks as always) as well as securing financial flexibility at a very tricky time in the market and for O&G stocks specifically.

https://bit.ly/361rxsv

Assume everyone saw this yesterday - BXP don't ususally get much coverage in the Twittersphere

****************************/articles/vadim-alexandre-on-beximco-pharma-and-glen-goodman-on-gold-and-bitcoin-5711ed8/

oil stocks have been so heavily hit through this there should be plenty of upside with the right pics when sensible mcaps return, only Cali producing for RBD of course but recovery/interest in the sector should should help the sp shift through the gears coupled with good news flow - interesting opinion on oil prices in 18 months.

https://www.rigzone.com/news/oil_will_hit_100_in_around_18_months-07-may-2020-162012-article/

Really happy with this, so much stacked against O&G stocks at the moment, personally feel like it is presenting incredible near one off opportunities for those with the bottle to accumulate and hold until the sector recovers.

Just a shame everything getting pummeled today it seems - may be some good opportunities as uncertainty takes hold and random sell offs occur. Sure plenty sitting on dry powder eyeing plenty of things up.

Been hard holding my nerve here of the last couple of years, but this seems a really positive arrangement and still feel this company has great potential as long term hold, relative to market cap and the areas they are operating in - could probably do with a bit more IR and PR to raise the profile a bit.

Potential very high rewards - Each step of the way further de-risks WN and adds value for RBD.

Never met anyone who invested in O&G and did not understand the significant risk, many do massively underestimate the timescales though, varied complications along the way and market reaction to these things.

However, odd how some only manage to focus on the negatives involved, it is almost like some posters want to put investors off.

I am only pointing this out to help noobs that may just assume all posters comments are well intended and offering honest views.

"The true value of W.N is probably years down the line"

What has that got to do with the price of fish?

When we get confirmations of work underway sentiment will improve, as the work (hopefully) confirms more about the scale/commercial potential of the project, it becomes further derisked and the value to RBD increases, the SP rises, this really is not conceptually complicated - it is as if someone is convinced the quickest route from London to Glasgow is via the North Pole, and eventually everyone else will agree.

Don't post all that often here but you can pretty much totally ignore Persimmon.

Whatever happens with the price.

He totally vanishes when the sp rises.

Claims to be well researched but makes mostly vague suggestive points rarely with any significant information to base it on.

Last year have a memory of him claiming to be hugely well researched on Californian oil, he had literally copied and pasted from a Google search anyone could have done, and was still wrong in context to Reabold in terns of oil prices.

Really not sure what some expect, this is O&G and a high risk small cap play, but an interesting model, portfolio and plenty of info to excite, but will take time to play out (industry standard)

Recent muddled news flow maybe taken some do the shine off.

https://twitter.com/ReaboldPLC/status/1200022588782718976?s=19

No detailed info but suggests Stifel have targeted 1.6p

adoubleuk

"Yes, i'll agree with that, to the extent thet Rathlin (the Operater) has bitten off than it can properly chew."

It is an ongoing evolving O&G project run buy minnows with the usual bumps and funding requirements, what are you talking about?

"Oil as yet 'untested"'

No s**t sherlock, thought they were producing it already............... info so far indicates substantial POTENTIAL - plenty for investors to be excited about, but as always with the usual caution. Not sure what you are getting at, as if it is assumed RBD are just a step away from a producing WN or selling for billions.

3D Seismic "A f****n waste of money, imho.

Not sure you would find many that agree.

"It is clear that neither RBD or UJO are going to produce WN, they are now in the process of proving up the full extent of the available reserves"

"And this is where this whole thing is falling aprta."

Nope. nothing falling apart (yet), just an ongoing evolving O&G project with significant potential but plenty of work to do, RBD won't produce, if substantial and highly commercial they will sell on. This is not a controversial or complicated opinion to hold.

"There's no escaping from the fact that the SP has consistently reduced while no news has been announced, and operationally things seem to have come to a standstill."

Yes, companies are not often likely to see SP drift without news........ surely a mute point, ................. "stand stilll" ..... multiple minnows, funding, relatively big project, parameters of the work changed from initial plans, UK planning requirements, etc etc etc pretty much as most would expect I think.

Certainly a project likes this is complicated by lots of different parties being involved, but spreads risk/funding - will agree news flow could certainly be better managed

Always a bumpy ride for O&G minnows but WN, Parta and California all offer slightly different challenges and rewards. Happy so far with what S&S have achieved.

Some seem determined to make others lose sight of important information already released on all fronts, WN potentially of huge significance, and Reabold just managed to secure a Substantial pot of cash from the markets to increase their share and develop it further.

Happy to be in for the long haul here, huge upside, cashed up with a diverse portfolio limiting risk.