Member Info for dunderhead

I wonder, the way things are going, when we finally get this famous 50% in one day rise, will we actually break resistance around 31p?!

Well we will have to agree to disagree. I feel we would have been better placed to have run a modular model of IS adding the compressors as and when and certainly procured the well / mud control equipment post first ST. But hey ho we are where we are and lets hope no more f ups and sir, i certainly hope you are right from now on. IMHO.

SS it's not a blog, lol!

I havenae a clue and you're right it "could" be double in a couple of months but again, it is still a significant underperformance over 3-4 year view but I'd be happy with that! For year end, if as Gonzo "speaks and forecasts," (as reported) because in all honesty, I dont bother to listen anymore, I would hope 60p +?

Whether it crystallises as such, is a completely different issue. I assume you've gone back a few years and seen his confidence and forecasts then as well?

When you look back some are truly laughable or sad whichever way you are looking I suppose and, not RNS'ing year end or monthly production forecasts hardly fills one with confidence?

Hopefully in a couple of quarters I may have more confidence of course! As ever all IMHO, dyor and best of luck to all holders.

SS I didn't initially refer to impatient market, SM did "zero patience" post this morning!!

I was para phrasing his wise words, and respectfully the BoD should be looking as far as possible to always be protecting the share price. Unfortunately, now our investor profile leaves a lot to be desired, IMHO.

Patience is also a variable as well considering how the share price has performed over the last 3-4 years? Surely this is long enough to be patient?! IMHO.

Stas respectfully I'm not interested in potential revenues (Gonzo previously appeared to, even be negotiating in public, about the potential of price increases some time ago?!). I'm interested in production profiles especially Cas 3, that's all, at the moment. They don't have to provide revenue information just a production update as we can all do our own maths on existing prices as a "worst case" scenario. It seems at the moment, the impatient market, or some sceptics may say, a few traders, agree with me and will subsequently buy back in later now, IMHO.

Lol SM wouldn't you like to know what I hold?! As I've stated before I am a holder and I'm sure that avatars that "know" me know I would never lie about such things?! Why on Earth would I, who seriously cares?!

However whilst we are throwing ridiculous insults.

1. Why did you sell 300k shares recently in the morning after posting on multi boards what a bargain they were just 12 hours earlier!? Were you a little "impatient" then?!

2. Why have you never apologised for claiming I never posted on another thread on ADV for err15 yesrs when I proved I had posted to YOU in August last year on same thread!

3. Lol re SHAG, good luck with that, all the best experienced people to lead and conduct such, have long given up on DISCORD having to justify opinions, experience and facts to "half marks" (dreamers),like you!! As ever all IMHO and DYOR.

SM why don't they RNS that now with production profiles as well? If indeed the market is "impatient " for that why not give the known information?

The Clown over sized and paid BOD have hardly over performed in that regard and the share price seems to be indicating that lack of merket confidence, so why not clarify it as early as possible and provide what the "impatient" market obviously needs? IMHO, DYOR.

I know that johno but you referenced to conversations and I wanted to make clear it is absolutely not as "clear cut" as amateur time negotiaters seems to think it is and, in no way was I party to any simple assumptions as that.

A lot of various economic and technical (feed through) analysis goes behind pricing negotiations and both parties will have their own views as to what each is willing to cede.

It isn't simply a case of saying you want more pay us more, lol!

Johno, actually what I said with regard to any conversations was that the capex allocations would be dictated by the respective reservoir management and economic returns.

This is not a negotiation tactic or anything else but cold hard facts.

Whether these facts increase strength in negotiations I do not know. Ie the required Ortoire price to overcome the economic hurdles may simply be too high for the change in capex allocation anyway who knows? IMHO.

John can I ask what you base that assumption on, regarding central block and re negotiation of Ortoire gas price?

SM I'm very busy today but cannae help meself.

You shout out loudly on the PANR ADV thread recently about not seeing me there for ALL the 15 years you held? When I post up that I actually replied to YOU back in August last year about one of your continual trading posts, lol, you go "all quiet", do I have to "prove" my holdings there as well to you, lol?

I dont see many "others" concerned about my portfolio, except you, lol? I only bring up PANR as an example because it should show you not to shout off without having done your research first (but why change a habit of a lifetime?) and do not want to need to bring up further examples of other stocks I have "posted" on, lol!

It ain't me that's getting so upset about TXP and needing to prove up shares for a group that have been totally inefficient at leveraging their respective holdings for years and continually delete my posts?

Yes I posted on Discord recently after a long break but, had most of them deleted, under the guise of them being "off subject", I'm sure but, they were still right (again) and that is why I (and similarly others) don't post there often anymore anyway?

I really don't know why you're so upset, PANR, is on fire and for good justifiable reason? You win some. you lose some? Best of luck to all holders, I am still holding strong here but doesn't mean I am right to do so, as can be seen on one of my losses at IOG, where I posted (a lot on LSE actually) in a similar manner but hey, this is the only stock I supposedly hold and not in the numbers I claim either lol, lol!

I hope you're not including me in your definition of "trader" john?!

I hear exactly what you're also saying re strategy etc but why doesn't TXP attempt to ameliorate investor sentiment by producing some production profiles information?

One case is that they would have told market had it dropped "suddenly", the other of course is that their guidance was so wooly with average ranges for the year etc etc that they could just assume that the incoming wells will make up for this?

I don't know why SM is getting so het up, they should be doing very well on PANR, another holding of mine, which is going great guns at the moment!

SM I don't post on LSE for personal reasons except for TXP.

If you look at ADV you'll see I do post on other E&P (but generally am happy with management of those companies and that includes JSE so why bother to post, I even hold 250k of your favorite PANR but you'd err never seen me "there" before, when when I produced a post reply to YOU August last year, lol) and very rarely non E&P shares however, what that proves I don't know?!

Really I don't care what you think, why should I? As I've said if it is a real SHAG I may consider to prove my holdings, as I've had to do in the past in other SHAGs I've taken part in. However I personally am not confident that the right skills set exists over at Discord to do so, so don't expect it to process successfully anyway.

This should have been done over a couple of years (as posted by me at the time and shot at for suggesting as such) and I was very willing to actually take part then as well, when it could have potentially made a real difference.

Best of luck, though!!

SM you sound a little jealous buddy and a little nervous?!

I'm not going to be posting over on Discord often anyway, until they change the title of my thread and stop referring to, as whinging thread because simply put, it should be titled "dunders is always right", lol.

Respectfully I wasted a couple of hours reading some ridiculous (ongoing, yawn) theories recently and posted a couple of (contra) things which were quickly deleted so what's the point?

I'm happy to provide amount to thread and my voting intentions but not sharing proof of holdings either, as the time for SHAG is long gone plus it'll be like herding cats with the level of err corporate / HO e&p experience necessary and "armchair" egos to match! IMHO.

Or that a lot of AIM companies are highly speculative and high risk, hence appropriately valued until risk mitigated?

SS as I've written many times before, the time for SHAG was when Discord was first set up, some years ago and, for a few, the writing was already pretty clearly emblazoned on the wall but was just shouted down as aggressive agitation. I actually thought the original raison d'etre for Discord, was for this purpose!

Perhaps if current well comes good, as we all hope and expect, there may well be a reason for further interface with BoD but, if the next well is not successful, then I'd say it's pointless, as the damage has already been long done and the share price fairly reflects the relative risks involved "here". All, IMHO.

Geld mate to be clear I'm still down on this but have averaged down a bit "free" admittedly. Did you see ALL my posts on Discord got deleted today when I specifically referred to "Stockprice" in my comments on a couple, but of course wasn't following the accepted "narrative". IMHO.

I think GGG previously explained why he had sold, which was linked among other things, to the continual "late" amendments to the original (ridiculous) guidances offered by TXP management. He sold because he was negative and disappointed and was hoping for change from such a low "re starting" point. We still don't know if that is the case?

I had the biggest laugh when TXP complained about how late in the day an agreed sale could fall through re TRIN debacle, when they forgot how ridiculous their forecast profiles looked even back then and how long did it take them to RNS final change to these original estimates!!

But hey, let's not reflect on the "lateness" of those eh? All IMHO and apologies if misrepresented you GGG.

Ah, are you " buying", "again", SM?!

Hey SS I'm not personally expecting any RNS as i wanted an RNS in first week of year, detailing production profiles and am surprised we didn't get any. So the time for this was before if remotely good, IMHO.

The bar was set so low I'm am disappointed that option was not taken.

All IMHO dyor.