Member Info for DoneK

the SP today reflects neither progress or the forecasted income from SFB.

the closer we get to plant arriving, being commisioned etc, will be when the SP will start to RERATE to a company with no income, to an cash generating one.

i remember when the NG prices were at 15p per therm, we had many a poster telling us that even if we produced gas we would be a loss making company..

at 40p per therm, what are they saying now?

Whitebox Advisors LLC 0.83% 0.18% 6 Nov 2020
Pictet Asset Management Ltd 1.51% 0.15% 4 Nov 2020

i am looking forward to news stating the pipeline connection is complete 'Golden Weld' with pics of the processing kit arriving..

The Herd have arrived it seems(relatively)

https://www.angusenergy.co.uk/transition-esg/

first time i have come across it.

due this week?

#JKX 30p+ / Re-rate in play. The free cash yield, ev/ebidta multiple at these spots for a 10kboepd, no debt play is exceptional, wrong. The biz set-up, outlook now comfortably ahead of it's history (and then it was priced x2 here). As with everything else, staying v much long!

coming up

https://twitter.com/baroninvestment/status/1324692133266231296

The Lad Knows!

creeping up!

Enw still sleeping

next week this better start to move as well!

its been a long time coming!
30p and beyond.

according to our Ruth at drill or drop the Balcombe decision is on the 25th nov

https://westsussex.moderngov.co.uk/documents/s18301/Plng_08.09.20_Item_5_Current_Applications.pdf

https://twitter.com/baroninvestment/status/1324315750983753730

what cant be stated as in doubt is
*The new pipework will be completed in November
*the Long Lead Gas Processing plant items are on order
*the Finance deal is in progress
*Gas prices has significantly increased and are inline with the CPR

Q1 Angus Energy will be making money from Gas and then we will see where the Trolls are at

Will the next JKX move be on news or fundamentals?
or both?

they had a drill going on in Oct?
will the results from that be the trigger upwards?

Great news!

LOL

as someone said cash rich companies are not in fashion

do my eye deceive me, or is that a trade!

and our Rerate hasn't begun!