Member Info for BlueWiley

A further 250k and 550k today ...

Another 666,666 buy at full ask ...

..not a mention of increased whey pricing or market headwinds compared to winging and winging it MM’s nonsense!

🔥 SP Performance

1 month +18.94%

3 month +42.73%

12 month +49.52%

I respect all participants on this board - it’s refreshing to say that there are no idiots unlike most other boards. As a relative new comer I guess my average is lower than some but I am really pleased with the performance of the SP over the last 12 months (+49%) and I keep adding small purchases whenever I can.

Obviously I wish I landed upon this share a month ago rather than years ago to save myself the angst of being too early but would I buy this share today over anything else - yes I would. Why? The Beetaloo is now proven as a wold leading gas reserve, our JV partner is now headed by multi billionaire shale gas experts with the Whitehouse on speed dial (Chris Wright US Secretary of Energy).

If you are invested buy more if your not already buy now (your in a privileged position)

It's no secret Falcon does not have the money to participate but an experienced farm down partner with deep deep pockets can jump on board and fund the 22.5% and make a handsome return.. I don't think the Sheffield family will allow that to happen though and will come knocking on the door soon enough with 25-30p bid

Buyer still around me thinks...

Politics now in play ..

That is interesting - another strong buy posted ..

Definitely - the doubled up on that also yesterday! Been the same for the last 10 days..

🔥🔥🔥~ fantastic news!

Native Title holder approval obtained to sell gas under Beneficial Use of Gas legislation!

Good morning Mr Marroc - what do you make of this article? In particular the last paragraph..

https://www.lapoliticaonline.com/energia/ypf-presento-el-balance-trimestral-y-dejo-muy-preocupados-a-los-inversores/

💥 - a farm down deal announcement and this could 5x overnight!

💥 great results - also good to see the ‘farm out’ bring referenced in the RNS

Mr Marroc - please explain why you don’t thing this will happen..

Someone accumulating.. large volume buys 6 days in a row!

Full text

“Another holding that fits squarely in my high expected value, uncertain timing bucket is Burford Capital (BUR),

the litigation funder. Burford ended the quarter with a market capitalization of approximately $2.5B while having

the rights to multiple $1B+ potential judgements including Sundance Resources, Sysco food price fixing claims,

and most importantly the YPF Argentina case.”

The aggrieved YPF shareholders (and Burford through their litigation funding) have a judgement against Argentina

totaling more than $16B of which Burford would be entitled to more than $6B. On June 30th, a Federal Judge gave

Argentina 2 weeks to place shares representing its 51% stake in YPF into an account at BNY Mellon in the U.S. as

a partial settlement of the $16B judgement. Burford’s portion would be worth approximately $2.5B (the entire

quarter ending market cap).

Argentina has appealed this decision, as they are appealing the larger ruling. The YPF settlement accrues interest

for Burford at over $300M per year. It is my expectation that the YPF case gets settled in 2026 for more than 50

cents on the dollar paid out over 5+ years. The combination of current business + YPF proceeds + additional

progress in other cases gets us somewhere between a double and triple of the share price, which is impacted by

individual cases and the discount, if any, applied to YPF.

There are reasons for a settlement next year, including the Argentinian election cycle and Argentina’s desire to tap

the capital markets, but uncertain timing is an understatement.

Just going off a conversation I had with said fund manager.. “I like it but until YPF is settled the price is too erratic. Plenty of upside after that…’

I’m still in and not sold a single share …

Stellar results but the YPF outcome is unfortunately the problem.. funds won't touch this till the we do a deal. No credible fund manager going to put their name to this till YPF is behind us...

Another 270k buy at full ask ...