Member Info for dunderhead

What's the EV for TXP now, for comparison purposes of course, plus the debt profile for the new entity?

What RNS? I cannae see one?

Central has same formation as Casca.

Do you mind clarifying AB?

DBH do you seriously think pb is not out of his depth?

What exactly do you not agree with Ali's last post?

Perhaps we can discuss without the err name calling, lol.

Ah ok thanks Sturm. Basically a pe of 3. My point was more about perhaps the market appraise CB assets at pe of 2 and Casca nil now? That could be more realistic inference? I'm not saying that's realistic just it is difficult to value multiple assets package etc. especially in current circumstances? IMHO.

Sturm how do you know "what the market" values the CR assets at, you stated virtually zero, how do you arrive at that figure please?

Sure johnoo you're entitled to your opinion and with some WO tinkering there will likely be further immaterial improvements but what I don’t think it'll make that much difference to the BS? We will see but hopefully CR3 doesn't do a Cas-5 ( you remember the sure fire thing a lot of mediocrity shouted me down for questioning such statements). I don’t personally think it will be a dud due to more information available about the reservoir but I think if it is, it will be pretty catastrophic for the share price, that's all and you don't, fair enough, let's hope we don't get to see if that crystallised!! As ever all IMHO.

LOL Sturm, what's the big deal, they have stated why they think TXP have problems and I think most of the "market" agrees. What's your problem? If CR3 comes in well, we will see improvement, if it doesn't its going to be bad until VAT or price changes arrive, IMHO, Simple.

You can have all the forecasts you want but, it is only the share price that matters, for me anyway?

Please please no hedging it could just be that little bit too complimacated and no way was it our fault guvnor!!

Ffs guys that is what a zombie company is, lol. It just covers opex g&a and debt. If cr3 is crap (I personally don't think it will be but) we have to pay for compressor and we still get some surprise production reductions we will go zombie, until we get VAT or price rises, again IMHO.

John i seriously don't think people are that naive?

I think what Ali was implying was that bad cr3 result and TXP just becomes a zombie company, certainly for the foreseeable?! I don't think he mentioned anything about cash flows or debt so I wouldn't infer he doesn't realise the "differences" you were referring to?

Was just thinking the same Stas, lol.

Discord has hardly ever accurately forecast profits losses either (maybe directionally at best) and a couple of years ago used to spend, literally equivalent man months in totality , discussing potential share prices in the cad teens laughing or treating people with disdain who disagreed?!

JM So aren't half the clappy happy club banned then?

Some of the sheer crap they posted to me would have got me a ban straight away had i posted to them, so play it fair and straight yeh?

I even had my own channel which was taken away where it was explained there would be no banning of posts and some extremely disrespectful stuff was posted to me but when I posted rudely about an obviously mediocre experienced professional comments previously, which I had been found to be 100% correct on, I have my thread taken away? I didn't post that often anyway due to the confirmation bias so what "harm" was I doing? I've list count of the private messages I've had saying Discord was better for my presence than not.

All IMHO.

Apologies Stas absolutely re AI you can even consciously ask it to modify the manner in which it replies and the method in questioning also can "subconsciously / subtly" modify the required answer as well, without explicitly stating as such. It is also interesting seeing it working, providing "junior" engineering suggestions which can be totally immediately discounted by virtue of non specified circumstances which the questioner didn't even realise was relevant to mention, IMHO.

Anyway enough blah blah incase only conveying my apologies to you!! Cheers all!

Apologies sorry not sturm, it should have been addressed to Stas20 stop blaming negative sentiments on a few negative posters!!

Fgs Sturm, stop trying to blame share price "underperformance" on punters posts on a free bb board!!!

Real professional analysts (IMHO) would be just as concerned on a throwaway comment supposedly from Gonzo recently, about being bored paying 2.33 gas with reference to Casca but with absolutely no recognition he negotiated this rate, which I actually supported at the time expecting a rationale (non gung ho) approach to the Casca development !! This approach plus some of the ridiculous nmahoukd have been delayed (again imho) exploration and other quite frankly moronic decisions later, has led to "overpaying" for what has always been an obvious Central transaction, even about half the happy clapping club saw this and have been stating that for literally years now!

Now its the deal of the decade, ffs people get a life, lol!!

As ever all IMHO and DYOR!!

Why should the market factor anything in, considering record to date, Sturm?

Blimey O' Reilly a fair few sales today, maybe to buy some PANR who have raised this morning, let's hope they are not as "unlucky" as Gonzo etc al and, they do in fact receive the funds?!

Cretaceous - there's that word again "IF", lol.

Sorry johno 09.41 just seem your reply now, agree!!