Member Info for BumblingFool

He had over 52 million shares March 15th 4.35 %

That was the UT price, not a single trade

https://www.telegraph.co.uk/business/2018/05/30/cenkos-quits-stobarts-broker-untenable-position-boardroom-battle/

Ouch! That�s not going to help. I wonder if today�s fall was more related to that than the board room drama?

I�ve added today, sold out of Stob this morning over board room concerns.

I have been championing this stock for a while, but the board room issues have made me nervous that we might see some volatility. If it drops below 220 might come back in otherwise think I will wait until things have been resolved

I bought back in yesterday. Hope to recoup some of the losses I made here before!

Totally agree with this Jux

Glad to be updated, delays as already identified by contributors here. Looks like Late June early July before real progress. Oil on the rise, SP direction here today? Anyone�s guess, probably down but I won�t be selling.

Routine well service operations were undertaken in October 2017 on Platanillo-10, 11 and 20 11 and 20 treated again in April along with 6 and 22. RNS raise more questions than answers at AMER

SP getting punished this morning but with POO over 70 for April giving netback of 50ish we made ove 8.5 Million dollars in April. More patience required here again!

Usual 2 steps forward one back. Disappointing monthly production, and no mention of progress on civil works. Still producing significant returns at current POO.

I was reading the ONGC web page which says they are only targeting fields in which they can achieve 25k daily production or more. As they are continuing with our field, it suggests that they believe they will achieve that.

ESL is the logistics company Stobart Group sold most of it.

Final Divi exchange rate, better than I expected.

Interesting that JP expect favourable outcome from SFO

JTD Your research is very interesting, thanks for sharing.

Congrats, kicking myself this morning, was just waiting for a little more rise in AMER before getting back in here! Missed the boat

I can�t recall what the bidding success rate was. I remember it was down slightly, got a feeling it was around 20% success down from 25%, can�t find the figure! I know it was covered in the presentation, does anyone have it to hand?

Pages 25 to 27, are particularly interesting, showing bidding success and the bidding pipeline. https://www.petrofac.com/media/4085/18-04-19-analyst-trip-website.pdf