The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Whilst we patiently wait. Worth a listen esp 50 mins in regarding commodities , with the case for Natural Gas being made and indeed energy stocks generally , particularly with reference to the Data ‘ gold rush ‘. A healthily producing gas business in Morocco should prove very attractive to prospective purchaser’s . https://youtu.be/M5UdRAd3KvI?si=KwJ0g8KjJWNcj6Xc
GRH. .. .. .. I posted ages ago that my understanding was that
SDX used the old ONHYM drill rig
at that time
Whilst things might have changed this time, I suspect it unlikely
GRH. .. .. .. To expand slightly
I don't anticipate a sand jet vs perf guns multiplier of
1000x
But what if the factor was only 2x
Yes...TWO😇
Now consider
😂 Rharb outputs per vertical metre of nett pay
😂 Vertical extents of gas charge
😂 Pressures
Anyone own a calculator?
#PRD
GRH. .. .. .. This quote was emphasised to me
By a fellow shareholder
Whilst I suspect the uplift example = a tad optimistic
It is worth noting that
⭐The level of focus being applied is very high
⭐The shareholder owns a very large holding
⭐Yet AFAIK does not post publicly
GRH. .. .. .. I just told an investing friend...
That I do not anticipate that the Lithuanian uplift example
Will be FULLY replicated here ...
PARDON😂
'This isn’t factored into our test results
or flow rates
or what we expect
but it’s a potential upside
That will be a gift to us
if it obviously transpires that it works in this way
which it will'
GRH. . .. .
Various folk have criticised my research
Launched myriad tirades
If I have got anything wrong
Then I wish they would point it out
to contribute to the knowledge of Guercif
But... ask as I might so far...
⭐They have failed to correct anything
⭐Anything at all
GRH. .. .. … ⭐ Paul 'KNOWS' what we have
⭐ Lonny 'KNOWS' what we have
⭐ Adnan 'KNEW' what we have🙏
⭐ Folk who matter 'KNOW' what we have
⭐ Even ROB 'KNOWS' what we have
⭐ BB ?
BTW ...in any market...
Price is set 'at the margin'
You're welcome
GRH. .. .. .. Folk have talked about
⭐Comparisons with COVE... 2012 T/O
⭐One thing folk forget
⭐Or didn't even know
⭐Folk there whinged about the SP
⭐Boy, did they whinge...
Well, they did until takeover😇💯
Compared with #PRD
COVE = a rounding error 😂
You're welcome 😇
GRH. .. .. In 2012
PTTEP bought Cove
IMHO they would not have done so
at such a price
unless Shell had bid
It's taken since then re infrastructure buildout
At enormous cost
More than doubling costs overall
⭐Competitive tension
⭐Highly desirable
GRH. .. . .. 🌟One particular address in London
🌟Taxi goes there
🌟One Partner can write personal cheque
🌟Plus enhance WEALTH CREATION
🌟WIN/WIN
🌟BUT consider ME
GRH. .. . .. Theoretical drivel spouted on LSE re PE
FACTS =
🌟Increases universe of potential bidders
🌟Introduces more competitive tension
🌟Facilitates bigger Creaming Curve
🌟More /bigger bites of the cherry. Some bloke spouting that it was not a 'considered' action by PG
WRONG!
BTW:
🌟I have only done one PE deal...$856m
🌟Equity holders received over $400m MORE via PE
GRH. ., .. .. 🌟It was not a 'threat' of PE
🌟The opportunity of great PE deal is VERY real
🌟I referred on LSE to London TAXI
🌟 It was weeks ago
🌟THAT is why
#PRD
GRH. .. .. . . The very same 'poster' on LSE
Now references Tullow
In that case ...
He surely knows who 100% correctly forecast
Ngamia 7
You're welcome ...
Again😂
GRH .. .. …. #PRD
➡️➡️➡️ Private Equity take out ⬅️⬅️⬅️
I wonder where that possibility came from
As sure as 'eggs is eggs'
It will not be SP down here
It depends on leverage that cash flow can cover
A while ago... KeithOz did a good post re returns on capital
Funny old World
GRH. .. .. .. Re BerBahr 1 well
I posted in advance in 2011 that it was positioned sub optimally
But IF it came in
IF
Then...folk should consider the rest of that block
The forecast was correct in all respects
the well was indeed located sub optimally
The rest is history
Not so slow
GRH .. .. … LSE poster missed THE big thing
➡️➡️➡️ Correct forecast of SH 4 ⬅️⬅️⬅️
Totally against GKP own expectations
As on edge of structure
It was THE most over productive location
My lovely friend Adnan Samarrai🙏
Was incredulous
You're welcome 😂💯
GRH. .. .. .. I see that a poster has chosen to refer to the old Erfelden Field
Re TRYING to obtain 'enhanced' oil flows
Good luck with that
I do hope he studied the SGS report
before investing
But...if he would like a full copy
He is most welcome to send me a PM
I have to say Fred it’s a stunning example of value creation in just a few short years. If only one had been prescient enough to identify, invest , advise and capitalise at the appropriate junctures.
ROB. .. .. .. A senior Exploration Director of an AIM outfit
Had to present to eager PIs
Importantly, he referred to Hassi R'Mel in his pitch
Some time later, he told me privately that
He had no idea where it was
YES...he had to look it up
'Chalk /Cheese' comes readily to mind
#PRD