Member Info for cjgoldsmith

Interesting didn't know about the options. There is significant upside to this share no doubt. I think with AMER drilling in Paraguay a bit more interest will turn PPCs way. Malcy is very positive about this share and from my perspective PL has done everything he's said he would, it will just take a bit longer.

Shameless ramp but what the hell. We all need a bit of good news in PPC

Repeated 15444 sells yesterday lunchtime struck me as a bit odd.

Repeated sells. Positive RNS any views?

Had a little chuckle. 9p my average. We need a bit of action...although 88e hype we could do without.

Caza all over again. Not profitable below 40dollar oil. Crude they cant sell. Lenders wont lend. 700mil spent. Twitter pump and dump means people drawn in. Real shame.. for people drawn in. RNS to me are in good faith. PoO has done this is as been said. Get out is my advice.

Pipeline taking ages I agree. 10% rise welcome in AMER and PoO but PPC down. Will prob delay top up til later H1 and focus on FOG and perhaps SOU if the latter drops a bit more. Malcys views i respect a lot and it sounds like PPC will make the subs bench. To be fair to PL he always returns emails and all the recent developments Ive supported. you need someone with experience. Also see AEN is down no idea why. AVO dont know much about .. Have a good weekend C

Spot on. Long term hold and hunker down. Plenty of time to top up. Suspect come H2 this will improve along with PoO. Amer are also drilling Paraguey later 2016. My tips are SOU and FOG might see so action sooner. ...then again theres 88e C

Agree. Clearly some taking a punt. Too risky. wonder if with all cuts in costs a fugure below $40 a barrel is achievable.

Remember this share from Jan 2015 and very nearly bought. Regretted it when the price quadrupled. CEO fits the bill. No doubting backing and when the share moves it moves quickly. The lower for longer POO, break even cost is the thing that's stopping me. Perhaps a spec buy and top up when we get some news but only a farm in will get a big investment.

PPC now my biggest loss on paper. Yet I am positive for 2016. Odd I know. Tempted to add more. Nice mention by Malcy in interactive investor although no follow up from conversation with PL. IMO the company is being pretty prudent at a difficult time and to be fair he always responds when you email him.

Should have got out earlier, lesson learnt. Biggest dilution I know. Thank god was in Pantheon at 16p to offset the loss and is one if the few companies in N America I will touch at present time (MAGP only other one been tempted by). Even well respected commentators got this wrong. If you're even tempted steer well clear is my opinion you've been warned. I will speculate but majority of my oil stocks are in companies with zero debt, and skin in the game. For those still in I wish you all the best.

To close to year end? When can he buy?

I asked Malcy prior to the last RNS. He wasn't aware. The drop SP was due to selling of shares from non-core institution as their fund manager changed - according to PL himself.. My average is 9p what's everyone else's? C

Agree Parky. Topped up on Friday and wish I delayed by a day. Interested to know where the floor is. I hope we get some RNS from PL etc to reassure us longtermers. Seems like a new fund manager selling off stock daily ? prob is Norges (no idea though). All the best. Is low 5s a possibility. (its like CAZA - Im still recovering! - still did put a lot more into Pantheon at 16p so cant complain too much)

Hi all. I too was perplexed about the sp drop. I email Malcy a week ago who didn't know - who pointed to potential upside and AMER drilling in. I then dropped PL an email and although he emailed back saying couldn't respond last week (due to the forth coming RNS) he got back to me last night state that this his team felt this was due to a change in fund manager (of one of their non-core holders) who has been getting rid of their holding. To be fair he did respond and every credit to him. Had a similar experience with James Parsons CEO of Sound who responded in person after I subscribed to 19p placement and the SP promptly cratered and iii refused to let me cancel the subscription. Once the sell off ends I'll be back in (seems like today). I'm a small holder and value the feedback and he's got skin in the game. All the best.

know the feeling....