Member Info for dunderhead

I'm not patronising sturm - I'm saying your pontifications are crap, IMHO.
When people continually post crap I'll respond as well continually - last time I heard we live in a democracy?
It's everyone elses fault but the managment eh - lol!
All IMHO, DYOR.

Yep - a couple of years too late mind.
I wonder what the guys on here think about my protestations about the "management" not even discussing with RRE a few years back - because IOG was worth so so much more than the 20p mooted - lol!
IMHO.

Are you kidding Sturm - the reason why the share price is low is nothing to do with "trash"postings on bbs - it is the perceived "management under-performance" which drives this!!
It lays squarely on the fact that PTAL are a well managed outfit and generally no news is not inferred negatively - (unlike here) simply because they do what they say is on the tin - whereas we have a CEO who appears either stupid or has at best been disingenuous with the truth (how on Earth could end of Q4 Casca online still be achievable when he was pronouncing as such - when we have seen equipment deliveries etc which would have made this totally unachievable!) about previous timelines and the need for placements.
Had there been better communications with specified reasons about "delays" not cans getting kicked down the alley(s)(if indeed they are real delays and not unachievable figures picked out of the air?!) supplied - and even if due to honest mistakes by TXP "management" then I think you'd find there is no "trash talk" on bbs.
As another example - look at JSE - probably one of the best management teams on London listing admittedly - but it looks like they may miss their deadline of Montara start up "end Feb" - (or equally they could already have done so and are waiting for production profiles to RNS) but do you see one trash post or even negative comment about this on any BB?!
The reason why there is "trash talk" on bbs materially is not because - of MMs not "shorters" or not people wanting to "get in lower"!!
I'd be interested to see a "correlation or study" as to the number of "trash posters" on bbs versus management performance and communications!!
As ever all IMHO, DYOR - I have other personal stuff going on at moment so don't take non reply as rudeness or implicit acceptance.

Okay so straight away you need to div that revenue figure by 2 - yes?
Then has all the incremental amounts been paid over to CAL over and above their 50% equity share?
Then we have potentially higher opex plus G&A costs than this year plus capex costs?
Re deltalo request to me over on ADV - apologies for not replying earlier - been busy elsewhere - the £65MM phase 2 carried costs is great for IOG but they've got to get there and their respective project costs to date have been relatively high.
I am nervous if Blythe doesn't come in as well as some investors claim - it could well do - but it may be simply an extension of current performance at Blythe - who knows?
We still don'y know about Southwark - so as per earlier post from me - I will NOT be buying until we see a financial look - ahead - sure I may miss director buys post close period etc etc but for me at moment significantly too high risks with bond over hang and potential placements etc?
Just my opinion and DYOR.

What is net figure to IOG?

Finnjavel, I'd "heard" that CNE "management" told exactly the same to one of their larger share-holders - and there is an argument CNE management had given a reasonable return to owners of the company consistently for quite a long time. Not very many months later after a very small activist share-holder got involved the management was forced out.
It's very simple to say - well if you're not happy well out - but as with HUR recently as well - had you taken that course of action you would have potentially lost a lot of money.
This is a free bb discussion board - why should people be told to sell when they go "against message" - especially when what they are saying is fundamentally right? This isn't just open to holders of stock - it is equally free for holders / non holders and potential holders to post on here is it not?
Surely it is better to acknowledge the POV or simply filter them - I had to - for a no mark recently and find it very satisfying - you could try that as well - why should they put their heads in the sand?
As ever all IMHO, DYOR.

That's really good Hard, lol - respectfully matey I'll just filter you then - as really as I say I wouldnae bother talking to you irl - so why bother on here!

Sorry I missed that Scott it's already set for 200 MCF / day now or is it maxx'ed at 100 MCF day because I'd be very happy to hear that - as I thought we still had extra equipment to purchase for 200 MCF/day?
Respectfully a 100 MCF/day onshore plant tied into pipeline isn't that big a deal but we'll have to agree to disagree matey. Have you seen the HM gas plant in Algeria - now that's pretty big!
All IMHO, DYOR.

Hard fair enough, respectfully I wouldn't normally bother to reply with someone of your obvious disadvantages - so why don't you ignore me - rather than then make jokes - as really not that funny either?!
I am not wound up - but take some satisfaction from thinking that - if it makes you feel "better". (LOL).

Very logical - out of interest where else in the world have they taken onboard similar o&g operatorship?

Hard by the way I thought it was you who "attacked" me in the first place with your ridiculous baseless accusations - I was merely defending my POV and respectfully if you say stupid personal things about me - they'll get called out for exactly that.

See my (bigger!) post on ADV - if you knew this about "construction sector" JM why didn't management?
This is also "O&G construction" - we pay the best and expect the best.
Our job is tiny and could have significantly better controlled in the first place and to blame whole sector again not good enough "reason" - the issue rests "elsewhere" and until people finally realise we will consistently under-perform (Production end Q1 is already relative under-performance btw!!). IMHO, DYOR.

I'm off out now but think you've missed my points ffs and I really don't think I can have been clearer. Respectfully the remarks about mask slipping reflect more on your intellect and experience than me, as surely if that were the case I wouldn't be so obtuse?
1. For a company this size the assets seem excellent.
2. The management is atrocious IMHO, excluding geology of course.
3. As a result of that, I am upset at the time value of money and opp costs of my money tied here.
4. I am also p***ed off at subconscious and sometimes conscious commentary often made on various bbs etc that appear to "blame" the whole population of T&T for the delivery short comings at TXP which is simply disgusting and short sighted.
5. So for the moment until value crystallises I'll wait and hold my nose a little longer, as I have a feeling I've been here a lot longer than you anyway.
Best of luck to all holders. All IMHO, dyor.

Fiona at sound?
I don't know that very well but dubai realise she was there?
I know she was at that other great share performer echo wasn't she?

You just keep your eyes on me mate.
I'm really "dangerous".
Do you hold any other e&p stocks that I can "target" as well?

Hard, man you've worked me out, completely of course!!I've been doing that for all the years I've been posting over on ADV and here.
I normally post only in mornings when in UK then p*** off for rest of day of day (probably with my hedge fund buddies) and am out soon, so please don't take my absence as implicit acceptance of your ridiculous post, lol.
Better not filter me as I'm such a dangerous avatar though!!

SH it's very simple, filter me.
I see you're also a holder of one of my favourite (albeit I arrived late as didn't like "region risk") stocks. Do you ever see me on there at all, no simply because they have a great team in place and nothing fur me to comment about.
As I say just filter me and you'll feel far better, lol.

So you're happy with the management delivery to date Sturm, lol. The filter button is very easy to use mate.
In fact I never liked to utilise that function as I thought maybe some inexperienced munters may come up with an "out of Bix/ leftside" concept I'd missed. This has happened once in last 10 years I'd say so I have reverted to the filter. It's really not that difficult and will help with your stress, honestly!

Yes this absolutely the best time to "reorganise" the bond. Of course it os, maybe WB will be involved even?
Ahem I'll get me coat.

Of course I understood photo! Open ended means no date which means absolutely f all. How on Earth can you analyse ROC and CF if you don't know the start dates?
So if you're not confident enough to issue deadlines because the management is so poor, it's simply time to consider putting putting someone in who can, surely?
Have a nice day yourself of course.
As ever all IMHO, dyor.