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When a stock moves up while its peers fall it is often a sign that the market knows something good that we dont. obviously could just be the fact that we are severely undervalued, but more likely someone knows something we dont
You cant underestimate the work already done by PMG on Platypus and TCs relationship with the North Sea Transition Authority. Also our renewable activities give us an edge over Kistos and Serica. Platypus will be ours.
Due to ESG investment criteria. I am not a big fan of renewables but do understand that in the current market it is very shrewd to show this commitment. It opens doors in lots of ways including fund investment and fossil licensing rounds. Very shrewd move by TC imo. Gas next. Then Hub. Hopefully no buyout although an offer might underpin us a lot higher. Big move coming
https://www.ft.com/content/476d8174-1ad5-4dbe-8092-37853b2a7673?sharetype=blocked
Russia about to play its oil card. Showed its hand with gas. Our energy security isn't just about gas but oil. Our hub will be of strategic importance to UK. No way it doesn't get off the ground. 8th biggest pre-FID project in North Sea. And it's basically going free at the moment. Re rate or we get taken over. Either way big upside from current mcap.
Dutch gas drills coming too.
Most are dogs until they come good. Dana was a dog. Serica was a dog. The wait is nearly always painful. Made worse this time by all the shifting geo political pressures. Tom Cross thought Parkmead would be Dana mk 2 on steroids. Fingers crossed
PMG a sitting duck at this mcap. £30 mil Cash at minimum, plus land, plus windfarm, plus producing dutch assets and planned drill for more. Plus Skerryvore all permits in place for a drill. Plus GPA hub the 8th biggest pre FID North Sea project. For £50 million or there abouts. Bonkers. Plus Platypus coming back possibly. Need to get our skates on or we will get taken out before realising the massive value. Certainly a great buy opportunity at the moment.