Member Info for CAINO_WINS

Timely, on the day UK construction announces a 5th consecutive monthly contraction in the sector and new orders are at thier lowest for a decade.

Regards

Caino

....and they were only successful on 4 of 6 Lots.

Regards

Caino

The NWCH is a framework designed to avoid OJEU, which won't be an issue after Brexit end of October then the number of contracts procured on this framework will drastically reduce. Also the NWCH is losing a lot of it's clients to Procure North West where they can buy services on considerably better terms.

Regards

Caino

Until such time as the bonded carbon is factored into EVs and 'renewables' fossil fuels will always lose out but until then it doesn't fit the narrative of pushing an agenda. It can't be more environmentally friendly excavating for rare earth minerals than drilling for oil for extraction but the blinkered view based solely on emissions drives the green arguement.
Also, try researching the demand curve for an REM like lithium and plot it against booked reserves globally, you'll see we run out in circa 15 to 20 years, then what?

Regards

Caino

Street,

If you had bothered to read the latest FY presentation you would have noticed on page 9 that the FOil RNS is defined as "stable flow from both wells" this is after the clean-up, flows and shut ins for the individual wells so 21 days would be ambitious.

Regards

Caino

Not sure you'd want to be holding shorts if good results due so could see a rise up to 28th.

Regards

Caino

Occam's

Regards

Caino

https://www.spirit-energy.com/news/2019/spirit-energy-wins-new-exploration-licences-in-norway#main

Regards

Caino

mtahir,

I'd check your maths.

Regards

Caino

Exactly John,

KSA, Russia and China just have to threaten to drop the petro dollar in favour of another currency and the US is done! And is Trump going to jeopardise the arms deals? I very much doubt it.

Regards

Caino

All,

I'm at a loss on this subject, whilst I don't have a singular calculation that produces a specific target SP I do have a spreadsheet that shows various outcomes should our 2C or 2P be X no. of barrels also factoring in exchange rate, PoO, production rates, Earnings per share, cross reference calcs with OIP at various values and other factors. This is purely a cheat sheet to refer to each time we get a meaningful update so that I can plan my exit strategy, I refuse to believe nobody else has a target, or targets, for their investment here.
I haven't posted my targets or shared my spreadsheets as it's really only relevant to my individual strategy and situation but I see no issue with anyone providing an aspiration for the SP along with a substantive narrative.

Regards

Caino

LC,

Ssshhhhh! Don't tell everyone we're undervalued I'm still adding!

Good to see the board has returned to it's well balanced and informative lines of discussion for which I for one am very grateful.

Thanks guys

Caino

Apologies Nig,

Just the way I interpreted your post, we can only hope some of CA's other 80% starts showing a better rate of return!

Regards

Caino

Nig,

You're assuming the other 80% of the fund isn't performing as well as HUR, if all the investments were rising/falling at a similar rate then the 20% hurricane value should remain without the need for balancing.

Regards

Caino

IJWT,

Very well said and the number of likes your post has received should be a clear indication to the guilty parties that the majority of the other users are in agreement too.

Regards

Caino

Just in time for half year end. The Algo trades suggest some manipulation, dropping the bid on double/single digit trades all day then large buys after close.

Regards

Caino

Arb,

I've seen the tweet but would that news not be worthy of an RNS? would be nice to know a little more info like value to DLAR and commencement dates.

Regards

Caino

johnnie,

"50% of a proven GWA is considerably more valuable to us than 100% of an unproven GWA"

Spot on. Recommended.

Regards

Caino

Jay,

Was just typing the exact same thing! This will need some digesting!

Regards

Caino

...Why drop that RNS? Strange algo trades going through today. Regards Caino