Member Info for Careful

How's about Kerogen want to take it private ( on the cheap ) to join Zennor and Pandion in their current stable.
Resignations were rushed , CA having increased and got first lead.
Kite Lake , Polygon , Astaris , shorting has been used to facilitate lower SP.
The Technical Review was fabricated ( who'd know any different ! ) "persuasive but not conclusive"

PI's are treated with contempt as the game is played out

Maybe he was brought in to oversee the technical review

Forward guidance reinstated and LTH (who haven't sold out under the shorting propaganda)

Astaris Capital Management LLP increased their short position by 0.13% to 1.14% yesterday 8 Sep 2020
https://shorttracker.co.uk/company/GB00B580MF54/

https://www.ii.co.uk/analysis-commentary/why-hurricane-energy-not-happy-share-ii513411

Whoever said the Base Case SP was 5.2 p was spot on !
Lets see how the rest of the week unfolds.

Has everyone registered and asked their questions ?

Has anyone got a link to Hannan&Partners latest analysis report.
( Failed in my attempts to register & gain access )

Slith
I thought there was an option to extend the Aoka Mizu hire contract for another 4 years .
Hence the EPS could run until 2028.

Polygon increase their short on Monday to negate potential SP rise following the New CEO appointment .
Similarly Astaris appeared late July to quell any rise following ESP commissioning and 7z production update.
A pattern seems to be developing.

Just need the shorter's to quietly buy their 62 million shares and fcuk off next.

CA quietly increased their shareholding by another couple of million shares in July
Confidence for you.
https://www.ii.co.uk/news/monthly-net-asset-value-rnsLSE20200820154246_3693834

Steve McTiernan chairman's statement in the last set of published a/c's, re-iterated the desire for a premium listing.
ESG sorted.
Just need entry criteria SP @ 35p = min Mcap of £700m.
Patience ! PoO is rising

Shorting : Panorama investigation into the murky practice .

Maybe the publicity Polygon Global, Kite Lake and astaris didn't want.

Research covered by a contractual engagement with Hurricane.
Implies full access to Hur info and analysis approval by Hur without the constraints of an official RNS.
The H&P report is very conservative , 13k bbl/d @ $ 35 /bbl = $ 36 m free cash flow H2 for 2020.
But if current production and oil price is maintained.
16k bbl/d @ $ 45 /bbl = $ 61 m free cash flow H2 for 2020.
Pretty decent .

Link to report
https://mcusercontent.com/110d0aa5f5d9bf9478796664e/files/366b8cb6-cd3d-4b03-bf02-e72b37b666f1/Hurricane_Energy_Operational_update_27th_July_2020_RB_copy.pdf?utm_source=H%26P+Master+Contact+List+%28Sements+and+Tags%29&utm_campaign=8c7d052ccc-EMAIL_CAMPAIGN_2019_07_02_10_23_COPY_02&utm_medium=email&utm_term=0_dd4f91613c-8c7d052ccc-98981107

thanks should go to missdosh who originally posted it on 27th July.

wondering what Slith thinks about it

Slift what did you think of the Hannam & Partners analysis report ? ( dated 27th July 2020 )https://mcusercontent.com/110d0aa5f5d9bf9478796664e/files/366b8cb6-cd3d-4b03-bf02-e72b37b666f1/Hurricane_Energy_Operational_update_27th_July_2020_RB_copy.pdf?utm_source=H%26P+Master+Contact+List+%28Sements+and+Tags%29&utm_campaign=8c7d052ccc-EMAIL_CAMPAIGN_2019_07_02_10_23_COPY_02&utm_medium=email&utm_term=0_dd4f91613c-8c7d052ccc-98981107

keep up the good work Planted BHA , your giving the shorters something to think about.

where's your orginal post at 12:49 gone ????? Hmm
I think you touched a nerve there

can't get my head round this CB arbitrage
could someone explain it , MK111 , Cebo-456 , anyone