Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
i will give you all a clue.... its called......
5
i wont be selling wadnob... just averaging down again in time... ive got all the time in the world
Its the 1 question that only i.... and one other person knows the answer too.... i guess.... you wil have to keep guessing?!
maybe Rich.... maybe
As you all know.... ive said many times, im happy with the portfolio and the future direction. I also said 2020 would be a better year for ffwd, definatley not 2019.
Just so we are all on the same road when it comes to my thoughts on ffwd, let me just clarify my position so everyone... is clear.
I am neither de-ramping, or ramping, what im giving you is brutal reality, and my expectation that the sp will slowly slide. This is down to what is known as 'investor sentiment', and sadly, for all of your talk on here.... it isnt going to darw investors in. Put plainly.... a sale will. Its pretty simple really.
as for leap though... which is our jewel in the crown (we can agree on that right?), the prospect of potentially listing on nasdaq etc, seems slightly optimistic, but the very thought of it does to a degree make other potential buyers stand up to attention. Leap after all doesnt just serve IMG and so there will no doubt be pressure to aquire the asset rather than enable leap to spring board forward and then be in a position to dicatate terms to potential buyers.
it was suggested by either wadnob or doggo that leap would be sold Q1, yet now a slight re-direction in terms of listing. for alll their continual ramping and standing at the edge of slough station train spotting and swapping footballer picture cards from the 80's, i am inclined to see the perspecive on this one. Leap has grown at least 3 fold and is not tied to one sibgle supplier and is also expaning its product line significantly.
I am still of the conclusion that leap will be acquired next year for the reasons mentioned above. In the meantime... and as i have said many times... investor sentiment is low for ffwd right now, even with your constant stuff on here, it will not alter anything in the short term. The sp, in my opinion will slide.
interestingly though.... £18 got the sp blue today.... maybe you should all just do £50 a day each and keep me at bay a little longer?
Why on earth has LSE changed the format of messages. Bloody annoying as hell
Which 2 fingers should I be using? There all different? I'm already confused?
How do you work that out rich?!
You work at night as well?!
and on that note.... im definately off this bored now. ive said my bit. everyone should do theor own research.... you were just my play puppet for the day nickle - no offence.... im sure your lovely. it is what it is.
good luck folks
ok nickel.... its a bit like this... $1 billion sounds alot to most people. mention a billion dollar debt - and most people run for the hills.... which... im guessing you want them to - its part of your day job to promote the fear into people. i get it.
its no different to owing your bank £1,000, and yet you earn... nothing, which means inevitably the bank... unless they are real stupid... do not give you a loan. makes sense so far? are you with me?
and so nog... hige infrastructure, money in bank, wells that produce and scope to produce... alot more.
a million, billion.... zillion.... it matters not if you have the scope, latitiude and potential to pay it off.
now someone... some big instititutional investors seem to think that nog can pay off/restructure the debt. i cannot believe im talking to an mm like this? why am i telling you this? its simply because im purely bored... im actually bored of writing this drivel to a person, paid to deramp, paid buy a bank, who has to get up in the morning, put a suit on still probably and just communicate on boards like this??
is this what your degree was about? search your soul nickle.... did you really sign up for this? your poor sod.
as i have said.... nog is a gamble, there is no point your boss trying to get you to deramp this. its going zero or hero.
but if you are bored in your job, then look up david seabridge - thats me.... im kinda alot bigger than you nickle, and i understand you have to do your job. im just here to give people the reality.... and i hide behind... nothing :-) i dont have to
Nickel is just doing his job that hes paid to do. Unfortunately though, I've decided to enter the conversation. That's kinda bad news for him.
Reality of Nog is very simple. They need a debt restructuring exercise. They need their wells to develop. And we all have to hope they don't decide to go bust and get bought for a quid.
It's that simple.... But when peel start accumulating.... Not that I give a stuff about peel... But if they are.... Then that's not because they are about to go bust.
£0 or £1 plus in the sp. Place your bets. That's nog. Case closed. I will leave you all to it to discuss the finer detail!
Dear Mr. Nickel. I've already answered that for you above.
Nickel. It's very simple. It's called a restructure. Now if you don't think that's possible phone peel and ask them why they are buying?! And I will repeat my question back to you... Why are you posting if you think we are all doomed? Or are you just the caring type? I've see you type every day
Dear Mr.Nickel..... "The trend is clear, production is dropping as are reserves and NPV at these oil prices doesn't cover the sums needed ! NOG and it's shareholders are in grave danger - that's the reality."
If you dont like it.... dont buy it.... and if you are not buying, very simple question... what are you doing on here? or is this what they pay you to do in Liverpool street? dont worry... its thursday.... you get to visit the wine bar after work.
Totally agree with that rich.
Seems to be a bit of confusion as to when emmac will IPO. Sharewomble on twitter is saying this year??? I was of the impression they will IPO next year. I can't even see how it would be possible to ipo this year given the time frame
thats funny!
NT to buy for me as well. so i bought £500 just to give them a gentle nudge!
Juvenesence mid 2020. Emmac first half of 2020. Portage.... Very soon