Member Info for cmcc4395

Good to see Majid putting his hand in his pocket

Well, I’m glad we farmed out at least…

Does anyone know if the presentation this evening is being live streamed?

Thanks both, appreciate the input as always

Another one filtered (probably the same one again let's be honest). How tiresome.
Tony / GGG - be interested to hear your thoughts when you have time. Doesn't seem anything too concerning, but it's the first (fairly limited) "step back" for quite a while. Hopefully Sep update is positive, and i'm really looking forward to hearing from management too soon from the investor event they have lined up next month.

I am pretty badly down on EMO, GASX and OYL. If it wasn't for his early briefing note on i3e helping my conviction here, I wish i'd never heard of the guy!

Cheers Tony. As GGG said, just so comfortable with this one!

I love this company

I hope that GGG is ok and didn't have a heart attack when he read the updated reserves report. Though I suppose he at least would have died a happy man

Second this

https://www.telegraph.co.uk/politics/2022/02/07/six-north-sea-oil-gas-fields-fired-amid-cabinet-row-net-zero/

All the right North Sea noises being made suddenly!

Sorry, briefly off topic, but as we wait for the coming RNS(s), did you see the one issued by OYL yesterday, Tony? Looks like Doc has picked another winner with a big offshore strike in Guyana. Got to hand it to him! I had a small punt (which is what it was, but Doc seems to get the odds rights more often than not), which I will now rotate back into i3 :-)

Nice. I get the sense that they are intentionally leaving powder dry for either serenity and/or another Canadian acquisition, using some debt. My suspicion is that some substantial irons are in the fire, just not quite ready to pull out yet. Hard to see how we lose from this one over the next year at this price (though of course I said this 6 months ago and had barely broken even!).

Cmon guys ... let's play nice, it's Christmas ... :-)

Perhaps a better question then, does he think it will go up or down over the next few months. As I said, like it or not he has been right about Boo and Asos.

Fingers crossed, and as Tony has theorised, the drills are already turning to some extent and the forward drilling plan will be in part an update on recent operations. Monday morning is my guess!

Fair play to you Kallumama, you have copped a lot but ultimately you have been right on Boohoo and Asos so far.

Do you think THG is fairly valued at the moment?

Tony many (like myself) who bought in bulk during the second half of this year, during a generally great oil/gas price environment, have basically broken even or are underwater at this point. So there is some justifiable frustration there for many

Also it would be indicative of a failure of strategy in my view should they raise more equity at the same price as they raised 6 months ago for a nominally SP accretive transaction

I really hope not as I think that would anchor the share price in the short to medium term to the 11p placing, again