Member Info for Ddraig

Well I doubt there is an avenue for doubt over past results as they have had these independently verified, right? The who structure around Pantheon buying Great Bear concerns me a little as you'll never truly know the absolute detail. And I guess the board selling shares recently will always stoke fires that arsonists lay

09.51 - My opinion is you should own your own decisions.

09.32...thanks for the opinion D O double G....suggest you get back to delivering takeaway food to people who can't cook and too lazy to go and get it :-)

So this guy professes to be an activist shorter...rather than a traditional shorter. Difference being he shorts because he wants to tell the market that all is not well with the face of a company, rather than traditional shorters who does it to make money.
So in summary he does this to be a 'nice guy' or a public servant, not for income...but if he's right he'll naturally get a big pay day - if he's wrong he'll probably close and and get a big payday off the opportunity he orchestrated.
Yeah right, he's doing it for everyones sake, not money....what a joke. Notwithstanding he may have something that he believes is material but don't come across like some f****** angel...he's the devil with some strap on wings

so £5,000,000 short net costs £140,000,000...Can see why they did it

So either MW has found something material or its suspect trading tactics. Its painful but I think the company needs to step in and say something.

08.22 - Not discounting that happens more often than not but anything specific? Last I saw the equipment was on site to clear the sand but nothing seemed overly risky about that according to the company

Maybe I've missed something but why the 15% drop this morning...

16.34 - Unless something significant happens I don't see much value in OTC. I'd say they are out and moved on a long time ago - personal opinion is they distort prices rather than aiding price discovery, its a very different play

09.31 - yes, DW always responded to me.
Is it just my computer or is the presentation not formatted correctly?

13.29 - Whilst the big oilers are flush given huge increases in profits (always was going to be the case) they see this as a wildcat drill so no chance of that. Also 88E has weakened its own position over the years so any larger player would want your watch, wallet, shirt and pants.
2m share o/n in Aus...the last CR providers won't get out before the next....and the next only happens if the additional share issuance is approved. If not then...I think you can guess.
Current CEO far far less visible than the last...where is the media publicity in person? Its not trivial, depending on the presentation it can enthuse people more than words on a page...wheres the Mojo?....in my experience, never have an accountant as a front man...he should be playing the drums

08.16 - All known, apart from cessation of performance rights, which is good and bad.

14.01 - Exactly, look at the move in price in the last few mins while they try to deal with orders
For all the reasons stated before I don't think they will get an FO as that partner would have to raise funds against it and its too expensive for the risk.
Unlikely previously, I think they may also struggle to get a free hall pass to print whatever shares they want. They need to stop being lazy and think more intelligently about funding.

16.23 - I think the company has to reflect on what it can realistically manage. There's a very high possibility that the overhang won't clear by the next CR given the generally low volume. We are going into a difficult global period of, IMHO, recession with high inflation and interest rates for akin to the 2000s. That implies higher cost of funds with likely lower volumes available but where the over hang hasn't cleared a dangerous shift where a funder would have to be prepared to be involved for the drill outcome (ie may not have the option to exit before drilling).
All of these factors make a real difference to the current situation,

Just in case... Trevorgerald filtered - can say what you want...better things to do with my time.

09.05 - he spends a lot of time commenting on the dead duck that is Cineworld...I hope he's the big short on that one, pre-covid mature business model and rapidly becoming obsolete. looking at an oil explorer with anything that looks like that type of business lens will be permanently confused :-)

22.23 - Not sure anyone is under any obligation to do work for you. If you want to put the effort in then can you realistically expect reliable positive outcomes...interesting. Obviously by you rhetoric I know you don't actually want help, your only angle is the push buttons. Good luck with that, 2 fox given from me my friend :-)....and filtered

14.29 - Desmond got a lower second class degree so no one cares what he thinks :-)

11.28 - I'm not a geologists but it just both ways in terms of optics of any (lets face it) marketing representation of 3Ds. What you get when you drill can be far better or far worse than pre drill expectation. I maintain my opinion that the burial history in the region is complex and I'm not sure the dip down dip argument always holds. The Karapuk appears surprisingly linear (yet to be full proven) but the rest are more subjective IMHO

12.04 - How much is he holding? - when was the last published company share register update?