Member Info for borisrus

No surprise at all this will be 150p+

Onwards and upwards, I reiterate my target of 150p and more if the Tanzania drill comes in. GLA

This should be 120p easily with Fortuna news. Other upsides include : Tanzania drilling and Shell's investment plans. Kerendan First Production Myanmar prospects based on the results of 3d seismic Decision in drilling Ayame oil prospect in Côte d’Ivoire Target 150p

I am a long-term holder and I am happy with today's news. Ophir get 33.8% ownership of the JOC, while getting direct access to Golar's FLNG technology, at a cost of no more than $150 million. We will need to see how much of the debt finance Ophir have to cover, but it appears to be a great deal. Ophir's projected share of revenue is over $200 per year (excluding debt repayments), from 2020, while the current market cap in $700 million. This seems cheap. In contrast to its peers, the SP has never really recovered from 2014 levels, so there appears to be considerable upside to the mcap. In my opinion, this should be 150p+ on current POO levels and more if POO rises.

Does the situation there pose a risk to the assets in Turkey and the Azerbaijan gas routes?

Interesting developments.

I have a hunch Shell will be Ophir's new partner. http://www.naturalgaseurope.com/shell-signs-gas-mou-with-equatorial-guinea-30469 Why would they spend millions on Exploration when they can get a proven asset for much less?

Decent buying today. This is a good time to top up while it's quiet.

This seems to be on its way down. I would buy around 2000

Ophir is mainly an explorer but I understand they have a low cost asset producing 15k bpd. The other asset is a huge gas field that they still hope to farm out as a free carry on opex. They have no debt, I think they are very cheap compared to peers.

Im short too at 340. Don't get me wrong I do like Ocado but I think the sp has got ahead of itself and a fall is on the cards. I would buy but in the low 300's. Sell may go away is coming up and with brexit fears a short on the ftse is not bad idea too.

Down she blows, chart look very bearish.

true. If she break 340, low i 300's is likely.

Key resistance broken, It seems people are cashing in. it will be interesting if brexit fears spook the market.

If key resistance at 340 is broken, with a lull in news a retrace to low 300's is on the cards. imo

I understand that Amazon automated distribution and software is the cutting edge: http://www.therobotreport.com/news/goods-to-man-robotic-systems what makes Ocado so special to be worth over £2 billion?

Are Amazon really labour intensive?

Ocado's 500 or so Mercedes sprinters run on desisel, this is despite them identifying electric van's as alternative. Amazon's grocery roll out seems to be gathering pace http://www.profitconfidential.com/stock/amzn-stock-this-service-could-be-big-for-amazon-com/

I feel a balanced view is important. This is a discussion about an investment so everyone has an opinion. An rns of investment bank is selling a load of shares is worthy of comment as there is no other news from the company only rumours. Another fact are the oil prices have risen which can't be good for a company relying heavily on diesel. If you have any other new factsite, please bring them to the table. I suggest you refrain from trying silence people if they disagree with your uber bullish opinionso.

the huge gain in the oil price and goldman sachs selling can't be good news.