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Shares here are very tightly held, someone or several bigger players are trying to build a position. IOG is transitioning from speculative to producing, & significantly undervalued as it continues to serial its assets. Pipeline is an effective game changer.

Late recorded buys there £240,000 at 30p. We haven’t seen that kind of statement before here - the Swiss investor building stake? Or other funds dipping in? We shall see, but clearly this is - finally - shifting gears. Gla

between IOG and UKOG is very telling. The board here are making pragmatic decisions based on deep industry knowledge and developing a clear innovative strategy designed to maximise returns. They are aligned government policy and in seeing the opportunity to bring proven but stranded assets into operation rather than pursuing a wild west drilling strategy they are minimising risk. The pipeline acquisition looks likely to be a master stroke, particularly with the withdrawal of Conoco Philips from the region.They have been upfront and honest with shareholders about the scale of the challenges and the potential rewards - even when things looked desperate around Skipper - and they are sticking to a clear timeline. There will no doubt be further difficulties along the way, and considerable risk, but you will never feel that they are in this to extract as much cash as possible from private investors. Directors all have serious financial stakes they don't draw salaries, and are clearly doing everything in their power to create a FTSE250 company here. Given the assets and their experience I have seen enough to think they will eventually succeed DYOR

Was a year out - he had this to say last week: A sore point for me, this one: Independent Oil & Gas (IOG) was my stock tip of the year for 2017 after a pal there said it was a winner. Flippin’ disaster. I tipped the thing at 18.3p in the hope that it would make our readers a fortune in the North Sea. After a rocky year, it ended broadly flat while the rest of my colleagues’ tips were averaging +40%. Now, though, it’s going like a train. Burggraben Holding AG in Zug had been buying up 5% of the stock in the market, leading to the question: what did they know that we didn’t? Today we learned that it’s received four additional blocks in the 30th round of UK licensing in the North Sea. Key to the new licences is that they should all be able to hook up to the Thames Pipeline. Broker VSA said the blocks “materially enhance” IOG’s portfolio and upped its target price on the stock from 72p to 96p. Maybe I should have made it my tip of 2018!

Yes saw that article, the decision to close Threddlethorpe gas terminal and Conoco Phillips plan to divest of SNS assets (some perhaps coming IOG's way if the price is right) can only make the pipeline and Bacton an even more crucial strategic investment. As the majors move on, IOG can quickly be a very important player in the region if HMG is at all serious about energy security post EU, while at loggerheads with Russia, and Qatar in stand-off with the rest of the Middle East. Roll on pipeline news in the next couple of weeks and a compelling story will start to unfold imho

'mystic pharma' could be called 'phantom pills' or 'supernatural substances' ...

about the pipeline (assuming integrity) is that all acreage IOG adds is stripped of significant infrastructure costs. At a glance on the map these additional territories are clustered around the existing hubs; no doubt we will get more detail later, but in essence, happy days

which licenses IOG bid for this time?

Inc after hours, I’d be surprised if there wasn’t significant news this week Thursday is their favoured day for an Rns as a rule gla

Viti I'm not at all sure that is true, in the guidelines for most options I've seen or held - and certainly within the bounds of the law - directors can choose to vest at any time, even if in possession of knowledge not available to the market, as long as they pay the tax due in cash, and do not seek to sell the shares on the market in a recognised time frame. The RNS indicates this is MR's understanding, which also indicates game-changing news is imminent I would say. DYOR

You will want to read back through the regular posters here to get full answers to your question - but the most likely next RNS is to confirm the completion of sale of the recommissioned pipeline to Bacton for the SNS gas. This is a significant step toward production and may be the cause of some uplift in SP. A detailed funding framework, however, is the news investors will want to see and if that meets expectations several multiples of the current MCAP are possible, or, I would argue, likely. There are plenty of ifs there. But for various mostly historical reasons the current SP does not seem in any way aligned with the potential due to be realised in the next eighteen months or so if things go to plan. Everyone will have a figure in mind for what this company is worth, but a near term SP of 50p+ would not come as a surprise to any long term holder imho. DYOR

with Russia could see gas prices on an upward trend, govt will want to find ways of avoid over-reliance on this kind of scenario, post-brexit https://oilprice.com/Energy/Natural-Gas/Putin-Pleased-As-Desperate-UK-Turns-To-Russian-Natural-Gas.html

show how precarious the UK supply might be in a period of prolonged adverse weather across Europe, government will be falling over itself to bring new supply online in the coming months and years, if only there were an innovative small company reopening pipelines, accessing stranded supply a few miles off the SNS coast, with enough reserves to heat London homes for a year...

https://www.theguardian.com/business/2018/mar/01/uk-is-running-out-of-gas-national-grid-warns-freezing-weather?CMP=twt_gu

presumably a Clipper South pipeline deal would be made easier by Andrew hockey's close history with that project

there is news imminent here, both on pipeline and funding and next-stage planning; we are still looking at gas in production 2019 so acceleration is a given. Mark Routh's previous venture broke records in that regard, and given the extraordinary and relevant experience on board here, I would expect things to move very fast from here on in. gla

here, 2018 should see real progress toward first gas in 2019 and the beginning of unlocking those "multi-billion dollars of revenue". Timing is all, and at a macro and a micro level, IOG's development of these SNS assets could not be better timed. Coal fired stations decommissioned Hinckley Point decades off, energy security post Brexit a priority, flexible solutions to unlocking north sea assets a premium, board all been there done that. News flow coming, including pipeline integrity results and FDP consolation/approval, plus multiple funding solutions. Patience required, but not too much of it.

roll on 2018, hub hub and away

suggested to those used to Mark Routh's understated tone that Harvey news would be both quite dramatic - perhaps making it the biggest reserve in the portfolio - and imminent. My hunch would be news this Thursday before the nominal end of October deadline. If that happens the NPV will make this MCAP look even more silly, but DYOR

is literally upping stakes on his revolution https://www.theguardian.com/technology/2017/mar/10/elon-musk-i-can-fix-south-australia-power-network-in-100-days-or-its-free