Member Info for darientaylor

Sturm, production for last 2 days just hasnt bern reported yet, look at 13th zero production reported by on 14th 33700 barrel reported as produced, you need to read the numbers properly before making rash statements

the fact and it's an irrefutable fact that they are finding it nearly impossible to sell the stuff. If it was great quality they would have people queuing at the door

back in 2018 they stated that there was 173 million tonnes of shallow access coal. I invested( punted) on this. since then its been a catalogue of having the wrong equipment the wrong supply lines, the wrong people selling the coal, the wrong sales agreements ... Everything points to many many wrong decisions by this management, total under development of the mine and the debalce of the relationship with the local govt going sour... the whole board needs upgraded and they need to finally be the bullet and make an honest presentation as to what is the real quality of the cola, who is the market for it and what really needs invested to make the production levels cost efficient and competitively priced to sell. My guess is that the cola is not very good quality, the sales team is substandard and the directors are a complete waste of space.

Takeover nailed on

5% drop on no volume....

Trading on 1 times revenue,,,

Not a lot new but n8ce to get an update, 9000 x $110 is about 1 million dollars per day...

looking at arrow oil, market cap £35mill, 'aiming for 3000 bopd in 18 months time, no gas ... sdx loads of gas getting to 3000bopd additionally and a market cap of £17mill..... somethings wrong here , I have loads of these

each well producing 300bopd, at $110 oil that's approx $12mill per year per weel, net back after working interest and govt taxes and royalty is roughly 37% so that's approx $7.5 mill per year per well times 4 wells is $30mill netback or about £25mill. someone remind me of SDX market cap

nobby, good comparison that, market cap of glencore only 65 billion, cne 645 million....

Poindexter, in 6 weeks they have repurchased nearly £12mill of shares so at this rate they will have repurchased all the shares under the programme in 2 years. which is probably what they are aiming for, , look at the whole picture not just the one day of purchases.

louisiana is heavy crude at WTI prices less 10% . so around $100 x 300 $30,000 per day. not bad for a few nodding donkeys. thats $10mill per year... Im thinking 50% nett. that alone is worth $15 mill on market cap... this is defo undrvalued

buys 6:1 sea of blue .... again

looking at how well homedepot in USA did, this could be on the way back

Ill start to buy when directors put their hand in their pockets, if they arent confident enough tp buy why would you

average brent price in qtr 1 2022 was over $115 per barrel and PPC get only $54... that is a total rip off

convinced more than ever that Ptal will be taken out

every cent rise in Brent is $6mill is an increase of $6 million of free cash flow now $115

Its starting to give....

Oil at $113 this morning , when oil was 92 per barrel free cash flow was 52 per barrel so now irs 75 per barrel, times 17500 , $1.3 miil per day free cash flow, Anmualised thats over $450mill, or £360 mill. Somethings gotta give..