Member Info for dcarn

Sure it was a 'sell' but not sure if it was the result of dilution :-)

Also got to factor in any beneficial tax changes for NS companies in the budget in four short weeks. It could be a good November.

Yeah, its been huge volume the last few days given the amount of shares in issue.

The rumour is that NEO are going after Total assets, so they may pick up the Total 49.99%.

hTtps://www.energyvoice.com/oilandgas/north-sea/580008/totalenergies-tipped-to-sell-uk-assets-to-neo-next/

I'm in Jadestone. It ain't going to move until Ballie Gifford have sold out, IMHO. I think they have 20 odd million to go.

They're saving a fortune on tax.

I couldn't have got that one more wrong if it tried.

I'm very surprised it's actually turned positive but delays are the nature of the beast in O&G.

I'd be very surprised if we get an RNS before next Tuesday. They've already stated what the plan to do and and hopefully all will be confirmed in the H1's.

Yeah, thanks, Opulentia, a great update and very reassuring.

It's utter madness.

The folks from Aberdeen know the industry more than most, given it's still, just about, the Oil capital of Europe.

It makes the visible poverty and the general state of the city all the more depressing.

Yes, but unfortunately, the price of gas is still above the threshold.

Yeah, another four-week extension pushes it out to the best-case scenario for Triton coming back online, and if not online, they'll have a far better idea of when it will be.

Suits all parties.

Not a hope in hell. They'll take the opportunity to rebase the dividend down to 5/6/7% if holders are that lucky.

I'm waiting to see what plays out but will be looking for a couple of decent divi payers to make up for the income I'll lose here.

I asked that question on the other board earlier. Absolutely no mention of anything on any of the usual channels.

It's almost as if Serica wanted the news out there and were responsible for the 'leak' via their RNS.

Perhaps to see if there are any other offers.

Have you seen the price of the Kistos paper that was on offer? An even greater percentage drop than Sericas.

Likewise, got it at 12:23

They said on the call that any move to the main market must be concluded within nine months of your most recent audited accounts. So if they release the FY's on 1st April, any move would take place before the end of 2025.

Likewise, I’ve never been able to get conclusive confirmation that SQZ qualifies for BR relief, but my understanding is that, given that it is predominantly a production company, it should. If it were an exploration company, that would be a different matter.

Given the 50% cut in IHT relief in the last budget the main benefit of AIM becomes less of an issue and I’m more than content to hold for the excellent income.

I'll go similar to what they put out in Jan last year.

44,000 to 48,000 boe/d.

There should be less planned downtime this year, although with aging assets there's bound to be an unexpected issue during the year.

New production coming onstream will mitigate any declines.

Also conservative, but like for like, with higher realised prices, should be more than enough to see the divi maintained.