Member Info for Charlie156

Why has someone with your prolific posting history, who says he has owned JSE for 4 years waited until Nov 26 this year to post on the company for the first time, with a declared average of 30p, when the SP 4 years ago traded in the 70-100p range. I don't believe a word, total BS. Get back to washing the dishes at the Normanton Hotel.

You've only been here 5 mins, you're not allowed to moan. Once you've done 3 years, checked in The Priory a few times and developed chronic insomnia, you might be entitled to complain.

Bamps geological knowledge and insight have proved invaluable, but when it comes to making a call to buy or sell he's a mere mortal like the rest of us.

Production averaging about 15k bpd@$63 Brent in Q4 and with no dividend and no drilling I'm expecting net cash to have increased. It's all down to when the rig turns up. Best case, start of H2 26, worst case 2027. If the latter they could be ending 26 producing under 12k bod, but with capex pared to the bone they can manage it. Get the timing right and you'll make a killing.

Q2 25 production was 33.9koz, albeit over 27 days. For Q2 26 production to be circa 45koz seems unfathomably low. While GGP could still achieve yearly guidance with that low quarter, the shares would be severely marked down which SD knows, which means I think he would have intimated there had been issues.

BAMPS IS INNOCENT, it's the spineless moaners who should disappear. It wouldn't surprise me if they were considering issuing a lawsuit, some people will do anything for money. I hope they have a miserable Xmas, the Ugly face of Capitalism.

Has Meg pulled the buyback, not that it makes much difference at these levels. What's the future for Achaea, who BP paid $4.1bn for 3 years ago. They've been investing in the business, but aren't making any profit yet. More write downs on the horizon.

Coming soon 'The Big Short 2' starring Bamps. Is this Bamps journey from Messiah to Pariah, or is redemption at hand. Next meeting should be interesting, money does weird things to people.

This was meant to be the sweet spot for JSE shareholders, Akatara up and running beyond expectations and Skua pumping out new barrels, yet the share price says otherwise. Now the talk is of the next Nirvana on the horizon, Vietnam. How many more years will shareholders have to wait for this project to come to fruition. The board are certainly being well remunerated, while shareholders face more gruel ahead.

I believe Petrobras as the national operator will be involved with the development of Bumerangue. BP retaining 51%, Petrobras and Exxon/Chevron with 24.5% would be my route.

Https://www.theguardian.com/business/2025/dec/05/bp-to-scrap-paid-rest-breaks-bank-holiday-bonuses-petrol-station-workers-living-wage

Timing is everything, if the deal had been delayed a year I dread to think the price it would have cost GGP. Of course at these gold prices, there would never have been a seller or deal.

Sold@4.60359.

Go on then, talk! To date all you do is quote chat bots.

Thanks howezap, they're not starting from scratch here and I keep reading it's a mine within a mine, I was hoping there might be a fast track process in such cases.

Forgive my naivety, but why do they need a PFS. The gold is there, as is all the necessary infrastructure, the gold price is humming along beautifully and there is an immediate massive unutilised capacity gagging to be filled.

Back in@£4.48186, for a short term trade. I thought that last time and ended up holding for 16 months.

there has been no data on skua for over 3 months, i'll wait until the company update before relying on your back of a *** packet pick'n'mix. h1 results told me everything i need to know, at the present oil price jse is making diddly squat at its australian oilfields.

Making money hand over fist...ummm.

Aus H1 25 rev $158.6m.

Production costs $92.4m.

PBT $9.9m.

Produced 1,764,569 barrels.

Opex $52.3 bbl.

Labour, regulatory and decommissioning costs in Australia are prohibitive. At this oil price, Akatara is carrying the company, JSE have 2 unsellable assets on their books that they are lumbered with until they are shut down.

Deeko, you claimed opex for its Australian assets was $28 boe, but only mention Montara, nothing on CWLH or Stag. From the same Jan 15 2024 RNS the company said operating costs for Stag in the future would be circa $60m per year. H1 25 Stag production was 2209@$83.04(including premium)which over the year produces $67m in revenue. H2 oil price has declined over 10% and with natural field decline will not achieve that figure. Your research is embarrassing and inept.