The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
You experts Fred : you say a few hundred million but it may well be only 95% of that - you of course have all of the data - oh hang on.....
and de-commissioning costs?
"Just feels to me like kerogen and CA are hatching something here ..."
and the board are complicit imo I wonder if Spirit /Centrica are in on it too?
yes and we get plenty of updates from you too
Amen to that Slip
CA are very nimble too - if we talk of take overs then I think the reality field widens somewhat - draining Halifax and buying all or most of the CBs surely could be factors in such a scenario . Obviously I bow to those with more knowledge and that to my mind includes CA , Kerogen , Spirit and the BOD not sure who else qualifies for that list - I do not
Hi Branson (if available) = realistic , but good point on equity price benefitting. If i knew what reality was in regards to Hur share price I would be a very happy man
so for c.70 million we could clear the CBs (if available) and save 10 million a year in interest - so year 1 and 2 interest is 20 million so for 50 million in real termas wet get rid of 200 million in debt. Does seem attractive - but how would we then do remedial work or new well? Just like to add what if we can drain Halifax from one of our other fields .... see I'm in one of my more optimistic moods today .
If Lancaster is seen by Lincoln , and Lancaster pressure support comes from overlapping sandstones does that mean all 3 can see each other? Either via Lancaster or are there links between each? If so is it likely then that Warwick is in this i.e. can bee seen by 1 , 2 or 3 of the others. I ask because, and I am sure this is just too naïve but I'll say it anyway - is it possible for there to be a sweet spot that could drain all of them ?
The kitchen sink now has the plug in place and the share price drops - that's Numberwhang!
And Lincoln can 'see' Lancaster - I wonder if it is that which may bring Spirit back into play?
Thx Malrees - how do we know?
If it is Dr T divesting, I hope he did not sign an NDA.
Hi Ghenghis - any view on the confirmation that Lincoln is linked with Lancaster - we both at one stage thought it would be significant but I have no idea now if it is good , bad or no longer matters
Obviously if someone or several people feel they have been called a liar they have the right to challenge this in a civil suit - I wonder if anyone will?
Benn mulling over Lincoln - if they let us link to WC then the last slot on the AM is used up - and I am starting to believe they may want that used for a sandstone well - just a guess .
Yeas Capt. "We need a bigger boat"...... I keep thinking of that comment from Dr Trice - why say that?
Decent news may be dependent on Spirit 's willingness to take part and how the cake will then be cut...
Musing - OGA want the sandstone developed - so play hard ball - Dr Trice and maybe AS resist - new board want to fold and do what OGA want - does this seem credible?
any idea where the switch is - I'm staying