Member Info for Fresian

*Shakhtar

This has been covered. Suggest you take a look back at some of Shahktar's posts. Essentially yes you will be able to sell. The final offer price is acting like a magnet because of simple arbitrage, as the risk averse sell at anything higher.
1pm friday is the offer deadline. No news until then is surely good news for those holding and expecting a big uplift in short order if the offer fails.

Hi Shakhtar, thanks for sharing your analyses of the takeover offer. Your insight into the mechanics is very valuable.
Should the Nova offer fail to reach the required 75% acceptance, will it be terminated on 9th April? And in your experience, what other options would Nova then have to take the company private?
It seems that the higher market price may prevent them doing so?
Thanks

https://www.etftrends.com/alternatives-channel/natural-gas-etf-heats-up-winter-outlook-hurricane-disruptions/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+etftrends+%28ETF+Trends%29

On balance, I agree. The requested merger has come as a surprise, and the funding to complete it means dilution of my position. This isn't terribly bad, but its the additional resolutions for further discretionary issuances that worry me. Ive read and seen rhe presentations which I dont find extremely compelling. Shooting for p1 as planned. GLA

Anyone know whether non respondents will be taken as negative consent in the vote?

And here is the correct link.
https://www.google.com/amp/s/seekingalpha.com/amp/article/4356821-ung-prepare-to-buy-natural-gas

https://www.fxempire.com/forecasts/article/natural-gas-price-forecast-natural-gas-markets-pressuring-resistance-659122

No they're being cancelled

Apologies if this has already been discussed, but what are the views on potential market cap of the combined entity post merger?
Thanks

Interesting article providing a good summary and insight into oil price going forward.
https://www.worldoil.com/news/2020/6/22/oil-s-big-swing-how-prices-went-from-40-to-plus-40-in-a-matter-of-weeks
Pokerchips: what sources do you use for indications of use in the natural gas market?

We have to have more information in order to vote for the merger, we can't take it on trust that something is happening in the background.

S'right. It's not a done deal yet

Aren't BPC in a position of surplus funding for their drill?
Does this mean the buyout will be possible without raising additional funding?

Better to keep the powder dry until Q2 results end of July. If the supply cuts have started to eat into the 1bn barrels of oversupply AND demand has recovered more, then could look to double the div to 2/3 of original

https://www.worldoil.com/news/2020/6/4/opecplus-extends-production-cuts-through-july-on-deal-with-iraq

Commentary for the forthcoming week.
https://uk.investing.com/analysis/oil-market-week-ahead-another-round-of-opec-wrangling-200442293

https://www.eia.gov/petroleum/supply/weekly/schedule.php

Hopefully will be falling faster than expected, and will boost the POO.
Incidentally, just speculation and depending on demand restoration, perhaps the board will set Q 2 div 2/3 of 47c on 30th July, before returning to a full div of 47c for Q3?

https://www.worldoil.com/news/2020/5/12/oil-storage-crisis-fading-on-global-production-cuts-and-recovering-demand