Member Info for doyle172

Dutch TTF back in the up https://uk.tradingview.com/symbols/NYMEX-TTF1!/?sort=recent&video=yes
Great deal, albeit not that significant in the scheme of things. Nicely underlined the thorough approach. I feel very safe being heavily invested here. My conviction only gets stronger that we will get a great deal with Platypus and the Hub. Skerryvore and West of Shetland. All of these could be massive deals and propel the share price upwards. I believe that we are entering a news rich period starting now. The renewables focus and involvement with OGA net zero initiatives will make us investible to funds. Just need to light the fuse.

Our buyer is still here. Has been for a while, quietly buying 10,000 blocks. Must have a fair few hundred K shares now

This has drifted back down on low volume. Seems to be happening across market atm. However, the volume over the last few sessions has been great and suggests confidence is returning here. That Platypus news must be imminent and the volume on Monday would suggest some are in the know. Felt very leaky. North Sea activity in general is awakening and we have some very very exciting assets. SP underpinned by cash and producing assets. Lots of upside to be had here. Let the stale bulls out before news. It’s a good thing

This is just nerves at buying at a new recent high. Only natural. The herd will want in when they see it move again. Likely much higher as it should be news driven.

What you are hearing from me is conviction. It’s different. I am genuinely excited by prospects here and have been for years. It just feels like it’s going to come to fruition and soon - on many fronts. I believe that if Covid has not happened we would already have had significant news. It’s been a lonely place on here and it’s nice to have others getting excited too. It also seems the right thing to do. To share your convictions so that others can DYOR and hopefully buy in before the ride starts. Isn’t that what communities like this are for?

PMG is a buy all day long at these levels. Fincapp's report based on $55 oil and 18 Euro Gas. Buying volume over past few sessions suggests someone building a stake. I suspect they will continue at some point as volume was still relatively low. News is coming from multiple areas, but likely to be Platypus first. This is a good thing as everyone hyped about gas at the moment. People may buy in in the hope of an update on the monster that is the HUB.

Risked NAV £1.72 according to FinnCapp https://www.parkmeadgroup.com/uploaded/research/finnCap_Research_31.03.2021.pdf

Can’t wait for some of the projects to unrisk!

Back to 57p to buy. Would be great to close on the days high.

Nat Gas and TTF1 keeps on going https://www.tradingview.com/symbols/NYMEX-TTF1%21/ Oil price over $76

Perfect macros for news. Wednesday RNS would be perfect

https://www.tradingview.com/symbols/NYMEX-TTF1%21/ Dutch TTF at all time highs. Gas prices surging globally. Demand expected to outstrip supply with Gas as a key transition fuel. Was expecting Platypus news by now and would really like this as our first big news, as will push the share price higher before update on the HUB. Higher base for lift off. Despite recent rise this is still so incredibly cheap

That 10,000 block buyer has been buying for the last few weeks. Looking good. About time we had some excitement. Would love to hit that high we hit about 2 years ago of 80p pre news

I'm personally hoping for a move up to a higher base before news, but have a feeling something is coming soon. Tom Cross is a deal maker and an incredibly driven individual. He will have been working hard to get things across the line and now has macro forces helping. Looking forward to the rerate. Still woefully undervalued and great risk / reward on offer at these prices

FunCapps research note here: https://www.parkmeadgroup.com/uploaded/research/finnCap_Research_31.03.2021.pdf

FinCapps unrisked NAV is £17.30 per share. Obviously not everything will align and we will require funding, but TC did it with Dana. Dana Mk 2 on steroids. That’s Parkmead in his words.

Tom Cross talks of ‘working together as a pair’ with Cal Energy. Both companies are ‘gas hungry’ I have read somewhere that Warren Buffet - who backs Cal - has £850 million to invest in Oil and Gas. Could see a trade off of Skerryvore to Cal for Platypus funding. An interesting relationship that may develop into a fruitful one.

Looking for pounds not pence here.

We are undervalued compared to almost all our peers. Look at Kistos. Riding the tails of Rockeose success but still. Shows how high we could go if the sun starts to shine on PMG again. And if any of our big projects have significant news. Take a look at this SIG - the era of the super JV according to Goldman’s. PMG central to nearly 3 billion barrels. https://www.1stsom.com/sig

I think Tom Cross is why most invested here early on. Despite the share price not reflecting it he has done a brilliant job here putting together some major assets and funding the growth And management with retained profits from the Dutch fields. Those Dutch fields are also highly prospective and likely to offer considerable upside in themselves in the near future. Lots of work going on there imo. The market has disagreed with the purchase of Tipperty, and although related party transactions can look dodgy it was not a bad deal and shows prescience by TC with regard to net zero and exposure to renewables. He thinks big and it takes time to create big in this industry. Investors lack patience except for the minority who I hope reap some amazing rewards here. Can easily see PMG being a large mid cap player that will make the likes of rock rose and Kistos seem small time. Excited for next week but happy to wait as long as it takes for value to out here.

Late reported but from this morning. Certainly something has changed. Hopeful of news!!

Multiple news due