Member Info for danlowence

ref, EnergyGeo, a somewhat intriguing poster. I see you have been a member only since 9/12/21. And 14 postings all on this share.
Q have you been a member before under a different name?
Q Do you have a holding in this share?
Q You have knowledge of the area, having worked there, in what capacity?
Undoubtedly, the technical analysis you provide is beyond question. it is way above anything else on here. And way above my ability to comprehend and i would guess others on here.

HMS reminds me of the English spy in the comedy series , HELLO , HELLO, the character who mispronounces the words, eg
in a recent post and there are numerous examples, "dint Exocet" instead of "don't expect"
odd that he should be only one who does this

MountTeide Premium Member

Posted in: ADV

Posts: 562

Price: 3.95

No Opinion
Advance Energy - Growth Potential16 Dec 2021 17:04

Jadestone Energy's (JSE) business/operations update issued today (see below) gives a good indication of the operating cash flow that a 20,000 bopd second phase, low cost producer of high quality light sweet crude oil can generate in the fast growing Asia Pacific energy market today - where Buffalo's ultra low sulphur crude would currently attract a circa $4.50 price premium to Brent.

I strongly believe and continue to articulate that Advance Energy has all the hallmarks of an early stage Jadestone Energy:

Jadestone Energy's business/operations update this morning:

* Production of 17,800 boe/d during Q4 to date.

* Averaging 20,000 boe/d prior to shut-in of the worked-over Skua wells to facilitate demobilisation of the rig. With production expected to "increase further once both of the Skua wells are brought back onstream."

Let's assume average production of 20,500 boe/d post demob of the Valaris 107 rig. With the potential to increase to 23,750 boe/d on completion of the Maari deal.

Post release of the rig, lets's assume Montara and PM production will be generating 18,000 boe/d and Stag 2,500 bop/d .....Montara and PM (and Maari) production is sold at Tapis price, which is currently at a average of a $4.50/bbl premium to Brent, while Stag is currently achieving a $7.50/bbl IMO 2020 premium to Brent.

This suggests with the Brent spot price at $74.50, Jadestone should be achieving an average realised sales price of $79.50/bbl for their 20,500 boe/d of production.

With current OPEX 'Significantly'(this generally means more than 10% in financial sector jargon) below the lower end of the guidance figure of $25.50/bbl - so, lets assume current OPEX of $22.50/bbl.

This suggests:

With estimated current total production of circa 20,500 boepd Jadestone should be realising:

* $426 million/yr of gross operating cash flow, with the potential to increase to

* $500 million/year on completion of the Maari acquisition(plus a circa $75m cheque for the adjusted consideration from the 1/1/2019 effective economic date of the $50m deal)

Estimated Annual Revenue at $74.50/Brent:

$595m - Current Revenue
$689m - On Maari Completion

With the current market cap at $498m, by any objective analysis, Jadestone Energy has got to be one of the best value/growth plays in the O&G sector, or any other sector!

AIMHO/DYOR

MountTeide Premium Member

Posted in: JSE

Posts: 562

Price: 80.00

No Opinion
Highly Impressive Update16 Dec 2021 10:00

* Production of 17,800 boe/d during Q4 to date.

* Averaging 20,000 boe/d prior to shut-in of the worked-over Skua wells to facilitate demobilisation of the rig. With production expected to "increase further once both of the Skua wells are brought back onstream."

Let's assume average production of 20,500 boe/d post demob of the Valaris 1

MountTeide, to be exact, claIms to hold millions of Jadestone, as well

Hms
22 Dec 2021 12:47
....."My apologies once again for the auto correct typos"....
why don't you turn off the auto thing or fully check your post for errors.
That guy you refer to from ADVFN, also post's here under the same name, ie Mount Tied, he says he holds several million shares in this share plus others.

Xmas eve is on Friday and not Thursday, the rig sightings seem to have dried up........

all i can assume is that may be a large sell going through, buys were at 3.85 first thing, now 3.70 and sells at 3.65.
Really best to put your head in the sand and come back in 2 weeks and hope that the sp is up

And sttill you can buy at a big discount to the so called "quoted" buy price, ie buy for 3.72 instead of 3.80 and of course buys showing as sells

that's out of date, it's actual;;ly 3.722 to sell and so the wise guys who were forecasting 3.65 are almost there.
the leeds fan nust be blowing a gaskit , a 7/0 drubbing and now this weeks sp action, that Jadestone should be ordered to give up the RIG and have to wait until ADV have finished, it's just not right !!!
PS so many roll overs by high share traders here and the mis mash of sells and buys is a complete joke.

As most will agree, this forum should not be about football or motor racing, etc.,
join other related forums
PS i will say in passing, Leeds are pants, Man City played them off the park
and COYS..........

someone just paid 3.8675 for 200K shares, if it was you Matrix, well done,

getting there Matrix, as despite the showing 4p it's currently 3.89 to buy (i don't know how many)
ps the subject should read SP now down for the day.......

i see, you put in an opportunistic price of 3.88 , but then you might have to pay more and will know when it goes to Auction or something like that.
It is a poor old day, lovely weather although too warm for mid December, but this was meant to be ther day or the last day for the start of the adventure, ie rig movement. I hope JSE are coughing some money for this further delay
That poster earlier today with his first ever posting smelt a bit dodgy, saying he was familar with Buffalo, will he ever post again?

Matrix420,
you say, you that you are struggling to get BUY orders filled at 3.88
well i'm not surprised, since the sell price is 3.8755 and the actual buy price is about 3.93
now if you were to sell at 3.88, you would not be struggling, just a thought

DPYC, i don't think we are the only 2,
a bit nit picking there UK chips, i also spelt Brighton incorrectly, but really?

thanks DPYC, at last sanity returns
i was begining to think this bb was for fans of Formular 1, Leeds utd and Brightton and hove albion, all boring subjects

thanks for that AJ1409, some decent folk do exist on this bb, only a few 'bad pennies'

SeagullsFan (for my sins, i know they are rubbish but who cares)

@JEZZAC - I assume that "Thickos" comment wasn't aimed at me :- I can think of a suitable candidate though

.....i wonder who he me, he is a bit touchy.....lol
PS, after ADV the rig is contracted out next April 2022, now if they say expected within the next 2 weeks, regardless of the word 'expected', it should be done by the 14th November. One woud hope that there are hefty fines to be paid for delays, only this rig must have been contracted out to ADV some weeks ago or is there some 'gentlemans agreement in play

................The Operator, Carnarvon Petroleum Timor, Lda., has been advised that the Valaris JU-107 jack-up rig is in the final stages of its current operations with another operator, with rig handover expected within the next two weeks. ............

The above was said via RNS on 30/11/2021 and so to keep promise, only a few days to go !!!

Dude amin, the answer, which proved just too difficult for you , was WHITE
and furthermore , that 400K deal that i referred to earlier was 100 per cent a SELL. You were wrong and i was right.
ukchips, just go and treat youself to a fish supper
PS when is this friggin rig goin to get goin
the only guy worth his salt on here seems to have given up on his ship movements.