Member Info for darientaylor

nailed on bagger monday

4p close of play tuesday

Wouldn't want to be.... complete the sentence..

more rioting at Peru ports by general population due to corruption of government.. its all very ugly down there right now

The market isnt exactly doing hand springs over this news, 8p in December now 7p..

the gas production is on top of this so fair play, could be another $20 mill income

early next week..... so next Friday it is then

CPR RNS !!..... is embarrassingly late

where is that info published

a lot of buying first thing

Q1 production results AND y/e 2021 results due very soon

It won't drop at all tomorrow I guarantee it

update next Friday on operations

broken range could go parabolic in last hour to 230

He probably foes and I probably will, I'm fully loaded and waiting

Tr1 2 mill shares cancelledthat should help the share price a littlr

bck of an envelope:
Oil production at 12kbopd sales value at $100 p/b cost at $7 p/b Thats $400 mill per year gross profit
gas is 30k BOEPD at oil equivalent of $60 p/b cost $2p/b , that's $600 mill per year gross profit
all in $1 billion gross profit.
royalties will be 5%. all in opex costs for 2022 are forecast at $420 mill . so net is 950 less 420 $530mill . nett
less whatever admin costs are , lets ay $200 mill. nett profit over $300 mill, id say a PE of 3 is low

I'm expecting the mms to have go at dropping the price to hit stops and mop up cheap shares ahead of the CPR.

Roach has already proven with that that he zero ability to get a mine up and running properly, it's fantasy to think that anyone would lend him anywhere near enough to do so, they have to sell Zulu, but who will buy at any decent price....

malcy follows two companies very closely, sound energy, and far. I think he expects sound to make a bid here. They have a presence in Morocco so good synergies and after they pulled out of the Angus deal I think they are busting to make an acquisition. Sdx is complimentary, very under valued and is carrying an attractive tax loss. Let's just say I don't think malcy would be at all surprised..