Member Info for BubbaBubbaBubba

Lng price hit 16 today in korea

So maybe vietnam at 12 dollars

We would be making $150 million free cash flow a year

The valuation doesn't make sense

Vietnam at $10+ contract is so important

Cossack oil price over 80

The futures are still backwards so its hard for Jadestone to lock in 80 for future

Maybe someone will buy stag at 90 oil

Hopefully in profit before 2030 hahaha

Hopefully next week roxi haha

Im sick of jadestone

I didnt see that roxi when I went to fill up

Think its gonna be more of gas shock rather than a oil shock

Maybe we wont have to farm out vietnam

Brent will be $90 by end of week, 4 hours till open

Said the same thing in Ukraine they will just back down

They haven't

Brent is $80 on Monday

Think we will see $90 by april

I disagree rax no way were cash positive i predict 40 million of net debt left by end of the 2026

you need to factor in capex overruns as well

The board simple cant be trusted

$73 a barrel

The market simply doesn't respect jadestones management

Oil is currently $70

I don't know what you do if you're jadestone hedge everything or let it ride

I'd let it ride

There putting all of their eggs in the vietnam basket

And there still isn't any news

Another thing we missed is that we took 100% of PM329 (extra 30% for free)

Thats a lot of more barrels a day

We have to somehow get rid of montara and stag its the only way

If Brent $80

Production:

~19,500 boe/d

Oil Price:

$80 Brent

40% hedged at $68 → blended realised ≈ ~$75/bbl

Revenue:

~$430m

Operating / Production Costs:

~$280m

EBITDA:

~$150m

Interest:

~$12m

Capex:

~$65m

Pre-Tax Free Cash Flow:

~$73m

Tax (estimate ~20% on cash profit):

~$15m

Post-Tax Free Cash Flow:

~$55–60m

Net Debt:

$30m

But can we trust the Board????

I mean could they farm down akatara or full sale

My valuation for akatara is $300 million

25% farm down might bring in $75 to $100

We have assets which is a good thing but its still so disappointing

Two options

Option 1

Sell assets even akatara

Option 2

Going on an acquisition hunt

These are the 2 Option left

If we can't trust the Board on cutting costs

Where are tyrus?

28% holders down millions

I'm glad I don't have a girlfriend, I'd have to explain to her, sorry darling I can't pay for the house deposit I've trusted a rouge texan or gets millions for doing nothing

This mitch fella so bad even roxi given up

All the Board do is lie

They need to sell the Company or go on deals frenzy this strategy clearly isn't working

I hate this Adel fella

Took millions created nothing

Capex does scare me though after last year

Still no vietnam news its so disappointing

Hopefully there are no cost overruns

Cash has got to be racking up

25000 barrel a day guidance Tomorrow Hopefully with maylasia increase

Dont have a clue myself

Can't believe for a million quid company company , how close the spread is

0.23 to 0.25

Think you can get 5 grand at 0.25

If you try to buy more than that they quote you 0.40p

Very interesting company

But the cash is not free cash its linked to the Amount due to shareholders which is 5,656,349

If they pull the money out the Company would be finished

Worth a small position based on the catalyst of the license being renewed in the future

The question here is are they willing to keep funding the business ?