Member Info for Auson

Tacotaco,

Thank you for your in depth, respectful reply. Since you have worked with PMO can I ask what Brent price Tony Durrant wants to sanction Sealion ?

Furryboots,

Knowing Mrd it probably means hes put about 5-600 grand in here. I would call that all in wouldn't you ?

Mrd5432,

Did you find some more money then ?
11:26 - 19/11
Buy 650000 144.40p £938,600.00

Tacotaco,

Amendment Sealion( which you assert as deep water ) is half the depth of your Guyana shallow water project.
You also joined LSE 2 weeks ago !

Tacotaco,

Do you mean like the shallow water project you worked on in Guyana that is half the depth of Sealion ?
Or your assertion that API doesn't matter ?

GOZZIE2,

You should probably take proper legal advice but I think you could well have a claim against Moody. You could get yourself a nice slice of the Ombria Mare award !

Mrd5432,

You could be onto something with the T+10s. Tullow was the number one most bought on Hargreaves Landsdown last week so lots of PI interest. I would add momentum shorters could be front running this order flow. 100% need to hold this one out, and a divi while we wait.

laidback,

How are you getting $3.6b debt ? Have you worked out the correct EV yet ?
laidback
Posted in: TLW
Posts: 9,068 Price: 147.75
No Opinion
Enterprise value15 Nov 2019 09:26
EV is still £4.8bn (debt +mkt cap)

Could fall much much further imo

Mrd5432, Leem1,

As a seasoned dip buyer/ knife catcher I can tell you that each drop is different, a company with a multi billion £ market cap is going to take some time to recover. I think the market has not only written off Jethro and Joe but also the rest of the Guyana licenses ! Ok these two were disappointing but there are many other possibilities here for lighter sweeter crude.
I think we might have picked up some momentum or quant shorters. The good news is I've noticed these guys tend to get it wrong as much as they get it right.

GOZZIE2,

Are you suggesting causation or correlation ?

Majorboy,

How do you know garyn is in at 148 ?

Majorboy,

Kurgan2.0,

Have you heard of schadenfreude ?

Thegreaterfool,

What exactly would you want them to say in the RNS. There is no news, despite what people say this is not one of those P&D type companies you get on aim. This one is real.

ralph2010,

As the price is currently 16.2p. Talk of a takeover at 20p is a mindless ramp !

ralph2010,

Probably suits you, how am I a super ramper when your the one predicting the shareprice all the time. You've been banging the 5p drum for sometime.

ralph2010,

Thats great have you got any more insults beginning with P ?

Nigoil,

Its genius when you think about it, sell your shares there's going to be a takeover !

ralph2010,

Talking of reading between the lines, how about you start by just reading whats written on the lines. The market cap here when you posted your valuation of £75m was £73m . But whats £2million pounds between friends.No wonder you didn't want to try a guess at the market cap at 5p a share.

Ovets,

Nice to have a sensible well reasoned post. A couple of points to add. An aquiror of RKH would need PMO to have financing in place for Sealion which means UKEF and Lenders on board. They would also want the free carry which would mean PMO on board with a takeover. If its too cheap it would make them look like numpties for paying 600 million for 60% plus free carry !