Member Info for DN2024

From being a platform to trading currencies directly..wondering if they could. People invested in a fintech company that would benefit from volatility and increased transactions and not in a casino which will be consumed by volatility.

Https://fxnewsgroup.com/forex-news/payments/argentex-requests-suspension-of-trading-on-aim/

Company MCap - USD Rev - USD NP - USD Debt - MN Production - K/d 2P Reserves - Oil Eq - MMBoe 2P Years Production MCap / production MCap / Reserves PE

Serica Energy 620 798 130 50 43 140 8.9 14.4 4.4 4.8

Enquest Energy 280 1303 50 665 40 180 12.3 7.0 1.6 5.6

Combined 900 2101 180 715 83 320 10.6 10.8 2.8 5.0

Think merger will be good for SQZ holders. SP does need a catalyst.

Yup...will probably exit if SP hits 440-450...reenter at 350p once the board does everything in its power to keep their jobs and reject the offer. Seen these high expectation go to nought in i3 and few others.

Offer goes away...SP will collapse back to 300p and nobody will be any wiser...I'll take 530p and buy gold miners happily.

Accept the offer and move on...this lot can't move the SP on their own for anything. I've been holding for over a year and a half with a sizeable position. Will vote in favor if it comes up.

From Massif Capital: Harbour Energy now ranks among the largest independent E&P companies globally. Sell-side analysts estimate a 25%

free cash flow yield from 2025 to 2027 at current prices and a 17.5% FCF yield at the average sell-side 2025 price

target of 380 GBp, significantly outperforming peers’ estimated 12-15% free cash flow yield. Price targets range from

380p to 525p, implying 35-50% upside potential over the next twelve months. Our long-term analysis suggests that

quite a bit more upside is possible.

Https://www.telegraph.co.uk/business/2024/12/27/gas-prices-jump-as-putin-abandons-key-pipeline/

His strongest message in H1 presentation was how he's going to bring predictability in predicting production estimates citing his previous experience. That has been a failure. Capital allocation not great if company is borrowing to pay dividends. Wondering if there are more roaches to be revealed. Those with 250+ price may have to wait for a very long time to get their capital back. Feel price will drop further 10% - 20% from here.

What might be the upside? Will it be a special dividend?

Hello!

I stumbled across - https://smallcaptreasures.substack.com/p/xlmedia-cash-shell-with-725-million which made me take an entry position.

Do you have other links that are relevant?

Hi! Is it worth getting into this trade now? Will I benefit from the payout from the asset sale or is the upside priced in already?

Every day they are buying 30K shares. Most cannibal stock in K and price still falling...

Wondering if its time to get in?

Dividend paying HAT, ECORA, Kenmare would be easier on the nerves.

I'm in for a quick trade at these prices. SL 4.4. Question is if this company is worth sticking around? What has caused the share dilution from 2.1 Bn to 3 Bn from 2020? Nobody is discussing the high dilution in the past 5 years. I've seen such passion in other boards like HZM where you can't question the bulls.

Hi Guys

Do you think this company could be a value trap with poor / unethical management? Management seem to be executing well and IR is well populated. Wondering if it's another AIM disaster in the making. Already invested a lot and wondering if I should go deeper..

Besides Octopus reducing it's stake, are their any other triggers for the SP drift? I see a quick 10% upside.

Hi! When will the dividend be credited? What's the exact amount per share after witholding taxes?

What's exit EBITDA and why is it so low? Is there a 50 Mn hedging loss in the mix?

https://i3.energy/investors/regulatory-news-alerts/

Here is the link - great prospects - https://www.youtube.com/watch?v=plJxhPXmjOM