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RH
‘Expected’ -
And there’s been very little news since.
I wonder how much oil they’ve actually got out. The twitter blackout doesn’t give me confidence.
Common ZEN

Apparently the asset is in DRC . Not a place for the faint-hearted.

I mean performance fee

Looking for the fee structure. Apparently 1% PA on the principle, but currently don't know what % on profits.

No, to you Sir it’s 1.85p

Can I ask connected posters to check if large holders of zen stock are leasing to short sellers.

Does anyone know how much zen is being short sold. I’m just thinking that there’s a lot of stock sloshing around in the hands of certain individuals. Is it possible to know if it’s being leased.

Zen mention from about 36 mins.
Terrible sound quality and Malcy sound like he needs an inhaler.
So the verdict is “the jury’s out” I couldn’t grasp Malcy last comment about the new year.

I’m disappointed.
I was thinking we were fully funded for c30 and after that could grow organically from oil sales.
I assume AC wants to get another monster rig and if it’s needed so be it, but would have been happier to buy from oil profits rather than dilution.
Time to get drilling.
I feel deceived and in the dark. An explanation is needed from AC to put us in the picture.

For me the C 37 confirmation is important to dampen negative rumours.
It’s flowing period. Cha-ching!

The rest of the news is an attempt to mollify over eager investors who want news before it’s ready to be released. What I get from this is business as usual.
Well you wanted it.

Spud soon.

SP shouldn’t be here.
This is SAC oil territory, 2p with zero production and a prospect in Congo with a war raging over it.
If ZEN can confirm the money is coming in from c37 and the c30 spud the next quarterly balance sheet will do rest.
Of course a divi (tangible return) will defo get the punters in and raise the share price. Need 2-3 years of serious drilling yet.

Re last sentence. What non- dilutive exposure to Norway?
My take is that Norway was a shoe in for a different acquisition. Once they got Cora it wasn’t needed so the deal was dropped.
I see it as a positive personally.
Now get on with c30.
Share price drop for nothing, I’m more tempted to buy than sell.

They needed to reduce Twitter. Too much info. They need to surprise us with spuds and flow rates. Moves the market.
What would shift the price is a divi. 2-3yrs away I think.

Can’t be far away now.

Ask yourself why is AC so focused on credit rating? I’ve never seen this before.
My gut say that there’s a humungous merger or acquisition coming.

Twitter muzzle?
?? AC is busy in his shed. We’ll find out what he’s building very soon.

I wonder whether the doldrums has been due to too much info. Nothing much is a surprise.
I have faith in ZEN and AC. Just wish I knew what he was up to; there’s defo something going on in his shed.

Offshore comments could be a smokescreen and AC has eyes elsewhere. There defo something funny going on in the background. AC playing cards close to his chest.

I mentioned the rumour before and everyone said no way.
In the interview at about 12 mins. AC mentions tail end large companies producing 7k barrels in the North sea. These rigs could be bid for and funds potentially raised for purchase. With the new company "Nordic" there is a local name bidding so better chance of securing a deal. Nothing firm, could be some time away in the future if ever.

Just listened to the interview. Makes sense to me, I'm with AC.

'Nordic' described as a "shed" with the Norway flag on it and bought for "peanuts". A vehicle for being a "familiar face on the Norway scene" that can bid for local brownfield opportunities (I'm sure he's got his eye on something).