Member Info for draft

cant believe no one is going for Crossword Cyber or Osirium

I do not think this is jam tomorrow, Obesity crisis is firmly on the agenda now

lol well thats a buy signal then isnt it. he is always wrong about everything

not really. should be fine.

LOl I am in at 0.80, I can sit through this whole journey ON MY HANDS. AND THAT IS WHAT I WILL BE DOING.

eh oh i see, yeah but thats a different part of the prospect, and in a way thats good, we got more chance of finding gas where we are looking

are we near those 3 dry holes? how do you know that??

igas just went up 78%

Group revenue of £958.8m, +44.7% YoY and +95.0% 2 year growth (constant currency), with THG Beauty H1 revenue a highlight at +59.0% YoY growth. Adjusted Group EBITDA of £81.2m, +38.6% on H1 2020



Ahead of schedule for both the technical separation of each of the Group's key trading divisions and the exercise of the SB Management Limited ("SBM") Ingenuity investment option in 2022

Group revenue of £958.8m, +44.7% YoY and +95.0% 2 year growth (constant currency), with THG Beauty H1 revenue a highlight at +59.0% YoY growth. Adjusted Group EBITDA of £81.2m, +38.6% on H1 2020

Sales up 44%

Whilst CropX has itself grown a lot this year, the sensors are not a recurring purchase. once it is in the ground that's it. and then star might get a small cut of the sensor monthly fees. its a shame given CropX are doing deals with Mexico Pepsico and NASA Harvest. STAR need to get a big contract from somewhere, the ideas have all been great but competitive market.

this could have been 200p but MODE have not really focused on the whole crypto thing.

Valuation
We are leaving our success case valuation unchanged from our August 13, 2021, note. The
valuation on this basis is £425m or 30.3p/share. The success case valuation is based on
the P50 prospective resource base for the five leading projects and a valuation quotient
applicable for projects post commercial discoveries but pre-development. The five leading
projects are: Pensacola, Selene, Dewar, Plymouth and Cadence.
Our risked valuation has been downgraded from £222m or 15.8p/share at the time of the
August 13 note to £196.5m or 14.0p/share. The downgrade reflects Delta’s decision to
relinquish licence P2424. The licence has significant resource potential but the prospects
were considered by Deltic to be high-risk with the currently available seismic data sets.

Natural gas markets around the world have changed out of all recognition over the past
year and the North Sea has been no exception. Rather than there being supply surpluses
there are now acute supply deficits. As of early September 2021, the UK NBP (National
Balancing Point) benchmark was trading at £1.40/therm or $19.3/mm Btu. This compares
with a mere £0.28/therm or $3.65/mm Btu a year previously and is easily at least a 20-
year high for the NBP. In an increasingly integrated world for natural gas, the NBP marker
is also very similar to the Dutch TTF, the northern European benchmark and indeed
international LNG prices. One effect of the rise in natural gas prices in Europe has been a
surge in wholesale power costs. Interestingly, gas prices in Europe currently are
comfortably above parity with oil on a thermal equivalent basis. A gas price of $19/mm
Btu is equivalent to about $114/barrel.

P2252 (Pensacola): The licence lies approximately 75 km east of the Tees estuary in relatively
shallow water of about 60m. Shell is the operator with a 70% interest. Deltic has a 30%
interest and since the well decision in late March has been financing its share of licence and
well costs. These are estimated at £4m by Deltic plus a further £1.5m for testing in a success
case. Pensacola is a Zechstein carbonate reef prospect analogous to the ONE-Dyas/Spirit
Darach discovery approximately 40 km to the east. With P50 prospective resources of 309 bcf
gross the resource base is highly meaningful. The GCOS (geological chances of success) was
substantially increased following Shell’s 3-D seismic survey in Q3 2019 from 20% to 55% which
is very high pre-drilling. Pensacola well planning along with the site survey are now underway.
A commercial discovery at Pensacola would clearly be transformational for Deltic.

http://www.allenbycapital.com/research/research-delt_8_918317476.pdf

lol stop deramping. grow up dude.

At a huge discount. Let's hope they don't screw everyone again

Darktrace stock soars as industrial-scale cyber attacks drive booming demand
Demand for its product has been supported by ‘a spate of advanced ransomware attacks that have caused severe disruption not only to businesses, but to critical national infrastructure’

why cant OSI get a big deal ffs