"#ALM upped my 40-50s accumulation with some in the 70s. Will be at the AGM with around 800,000 shares. Get your Q's into this thread if you cannot attend #AlliedMinds"
"The latest bloody boardroom coup at Russo-Ukrainian oil explorer JKX has left the embattled London-listed company exposed as a prime takeover target for a larger Ukraine rival."
From the other BB: "Although already in the SCSW growth portfolio, they feature it again this month over 3 pages, ending by stating it should move dramatically higher from here"
ST exceptionally bullish on PMG in his column last month:
"I am not one for hyperbole, but the half-year results from Parkmead...blew me away."
"I believe that they could double β or even treble in value β if the company commercialises either the Platypus or GPA project. The downside risk looks limited given cash backs up more than half Parkmeadβs market capitalisation, and the profitable Dutch gas operations means that the company actually generates positive cash flow. Strong buy."
"It marks the company's second consecutive successful new well in Ukraine and a high chance for new successful wells here. All in all, the news is likely to be another positive catalyst for JKX stock."
"In its decision the Court has confirmed the judgment of the first instance court that the tax notification decisions issued to PPC and contested in case No. 816/845/16 are illegal and has cancelled them together with the additional tax liability and associated penalties of approximately UAH9m (US$0.3m)"
"#JKX another big well result for the biz and it's shareholders. Initial test results from the WM3 well deliver 761boepd. Notable not just for the numbers but because this is an undeveloped field. Very encouraged, very excited because of upside. Cashflows to jump again !"
"#JKX At the start of the year, 3D seismic on this West Mashivska field was completed in addition to 8km of pipeline. Today's success will now trigger others moves. Only 2.5mmboe in 2P reserves had been booked in the hxxp://104.7sq.km WM and Eliza fields. Significant."
"#VGAS having no problems putting in a +8% today. Small seller taken out yesterday. On '18, Free cash yield of 17% places this in the extremely cheap category with 2 hefty divs a year. BoDs quoted expectations for greater profits in 2019, makes 2 divs @ 11p look very plausible"