Member Info for Alexios

Rather not have INEOS engagement here at all.
They buy $1 for 30cents

Captain, nope

Edison downgrade and Hannam&Partners valuation downgrade will show the real share price numbers. Retail don't have a clue how to value what is left...

How would you value 9.4mmbbls 2P Reserves and 100mmbbls 2C Reserves and Resources???

Considering this 2P figure is non commercial as a standalone venture

$1/bbl?

50cents for 2C?

Cannot be much more than that

More bad news are coming from Edison and Hannam&Partners notes with downgrades.

Scale in if you still like this fractured basement write off

Spirit should be handing their GWA stake back to HUR next as well.
Doubt they will be committing further funds towards it...

Besides Warrick part of license wasn't mentioned in the downgrades yet so we should assume these will be downgraded to 10% of previous estimates as well.
Haven't seen anyone mention this so you should be aware...

Thank you bransonbull, very helpful and took the notes

Does anyone know if there's a written transcript of Q&A?
Would love to read it

Come on fellas

Read all disclaimers re high level of risk provided in CPR and paid for by the company research notes.
Warnings are always provided to cover their backsides...

Nobody forced you to press buy or sell.

This is AIM Market, the land of milk and honey...

Easy to blame someone else rather than yourself ha.

If you end up listening to bs of Malcy likes and ignore the professionals who paid for an indepth research to determine the investment posibilities then it is only you yourself has to blame for the decisions...

WhichWayNow,

At $20/bbl margin heh?
Show me any listed oil venture who makes that???
Best they are making is under $10/bbl

So we are talking brent sales at $55-60/bbl around Sep2021?
BOD stated their breakeven going further will be $35-40/bbl.
..
Does anyone actually see Brent over $60/bbl in years time with so much oversupply in the market???

Evian injector well is not viable option IMO but DYOR

For how long jakeK? Like the previous producer? Didn't prod drop to just above 2kbopd in less than 12months?

Forget about sandstones nonsense.
Read about Solan oil field next door owned by Premier

Does anyone actually know who are these mysterious bondholders???

Bang in buyinmay

Add Dogleven to it as well where CB's took over the asset when they call in the debt if I'm not mistaken

HUR new board mentioned stakeholders as opposed to the shareholders yesterday. This implies they are looking after Convertible bondholders and not the equity holders.

ShanJo is the tool on the hill haven't you figured it out yet.
His evening rants gave it away. Clown just cannot help himself lol...

Yes WASU your breakeven would be 128.4p plus fees

Wasn't worth holding IAG into ex date

Share price will be trading closer to RI price rather than TERP

Will it Never go to 6 again?

You are talking £30Billion Market Cap for something which has around £32Billion Debt...

Read Q2 Results

~240p is the old 600p

100p is at a push for now until flights recover

Current Ftse100 exit is ~64p or ~£3.2bn Mcap, so most are fine.

Expecting IAG will be trading under 100p for sometime

This €2.7Bn won't do much good for the balance while cashburn is high and revenues are duced massively.

~£32Bn Debt isn't it

Old share price is under 5p so shorters smashed it already from 300p in January.

There will be time to switch soon

Do you see 15p???

Shorts increased to 16.12% from 14

Waiting for the damage assessment from EDISON and Hannam&Partners first to asses the likelihood of a bounce here...

Won't read well just be aware of that before you commit any further funds into this pup

Is he hinting on incoming funding???

"We will be engaging with all our key stakeholders regarding our forward work programme and financing arrangements and updating the market on these efforts in due course."