Member Info for Charlie156

Basics should not need to be identified by a new management team. Trying to big up the new crew, while having a pop at the previous. The sort of disingenuous, underhand RNS I've come to expect of JSE

Roxi, I don't know why you want to parade your ignorance on another forum. RNS is a temporary field issue, which PTAL's top drawer management is dealing with. We're 85% through Q3 25 and production is 24% up on Q3 24. Dividends paid since June 23 of 17 cents, which with regular trading have gone a long way to reducing my JSE losses, which as I write is down further than PTAL this morning.

Moy, a Clair Ridge/Bumerangue swap doesn't sound tremendously attractive.

Fun, you've been a bit generous with the £/$ dollar exchange rate of $1.25. It's $1.36.

Https://www.energyintel.com/00000199-4eb1-dd56-a5dd-effbf9230000

Roxi's daily ramps have become weekly now, urging people to buy yet again for untold riches that have yet to materialise after 2 years of constant ramping. Adding on the takeover on the horizon scenario for extra enticement. What a lowlife.

How much it costs the company to issue an RNS every month saying Kate Thomson has purchased 5 shares through a share scheme.

The shares would be over £4 today if not for the revised 26 guidance figures, 5 weeks after the IPO. Looking for other scapegoats is pointless, I hope the company have learned from this.

Shareholders have a 6% yield and a 2.8m share buyback(less than 3%) to comfort them through the rocky road ahead. For the CEO to open his report with the strong safety performance indicates he didn't have much to shout about. Aberdeen minerals and CAML X will not be enticing investors to part with their hard earned. K3 has been spouting nonsense all morning and is clueless.

AIM oilers having a hard time. PTAL Q3 production well up on last year, but with lower oil price, Q3 revenue will be similar. The reduction in H2 Capex should see healthy FCF for the rest of the year, and no threat to dividend. They will have to start spending in Q1 2026 however, and am confident Manolo will make the right call.

Minimum 10% fall today.

Lots of vacancies these days at the top of the Hamas pyramid career regime. That's one fast track promotion programme not to be on.

First of all you want your CEO to be competent and able, but nothing beats being lucky. Gold was under $2000/oz in Feb 24, Newmont decided to sell Havieron and Telfer, announced the deal on 10 September 2024 with gold at $2500/oz. The deal was finalised on 4 December 2024, with gold at $2650/oz, and since then GGP has benefitted from 9 months of relentless increases in the price of gold. If the window in which Newmont was reviewing Havieron had been delayed by 6 months, the deal wouldn't have happened or the price would have been substantially higher. Timing wise, one of the best deals ever.

Roxi has been ramping this since the mid 50's, Deeko has watched Wall Street too many times. Two cheeks of the same arse.

I was expecting the bragging about share price gains post. Warren Buffett/Gordon Gecko would be proud of that return, and unlike them you've never picked a dud, or maybe your fragile ego gets off on posting uncorroborated claims.

Deeko, Zengas did the research, you've just taken a punt off the back of it, with your fingers crossed. I can sense your trepidation, but you're right, if Zengas changes his mind, so will you.

Deeko just a couple of weeks ago was putting the case for not investing in JSE, now he's talking about special dividends. Finance costs were over $40m each of the last 2 years, and this year will continue to eat up margin. The Skua overspend meant JSE had to sell Sinphuhorm as talks with the banks were ongoing at the time of the RBL redetermination, and JSE's cash position was rapidly falling.

Why don't you two swap lives for a week and report back. That helicopter is probably taking Weirdpal to work at BP HQ.

Zengas, the numbers for JSE always look good on paper, I've done it myself. The facts are no institutions want to touch JSE with a barge pole and no-one will buy the company with Stag and Montara on the books. The question is can JSE make a return today on its assets. I don't see much of a reduction in net debt for 2025, capex for 26 should be sharply lower, so inroads into net debt should be made. Shareholders have been let down by abject management, spending $100m on Skua has not been a prudent use of shareholder funds.

From memory, BP's net debt including lease liabilities is $60+bn. I don't understand how BP and Shell are allowed to have 2 interpretations of reporting the net debt figure, surely it's one or the other. I do know from listening to Kate Thomson that she supports this separation of lease liabilities, which irritates the market, and me.