Member Info for G_G_G

Definitely a background seller at the moment, offloading a reasonable amount of shares. Potentially forward selling of the raise... You can buy nice big lumps for 12.29p atm.

Sure you did, Zero. No one here has seen you before. And given you like to write garbage wherever you are invested, it's quite clear you are not invested here, or at PLSR where you also followed me. You're one of those tragic board stalkers. But by all means keep selling down your imaginary stake.

We've been given a couple of months production figures. So yes, they're largely known. And we've been told 'no issues' with Casc 5, alongside good pay, which suggests we should at least meet guidance for that well. So yeah, I'd say we all expect / know what Q3 and Casc 5 is going to deliver. Casc 4 is a ? And the tombstone is the raise. I'm hardly going to throw another £50k at this when I know there's another £6m in funds to raise before December 31st.

If Calamity Baay can remove the £6m tombstone, then yes we will re-rate sharply as folks will start piling in to lower their averages, or take a position, knowing that we have nothing to hold us back (except the 16p participants), and planned production / execution to take us forward. It's hardly rocket science to work out what's f@cking the sp (and who is responsible for it).

SM, I had a debate with Johno over whether the sp would drop below the raise price at 20.5p. Guess what, it did. It has also dropped significantly more on the 16p debenture, which was a very good fix but hardly made up for the destruction done by Casc 4 and the lies / ommission of material information. Bottom line, in most circumstances the sp will drop below the raise price. We're part of this norm.

To respond to your reasoning, we already know Q3 is going to be a lot better than Q2. So one has to assume this is baked in already. We also expect that Casc 5 is going to be good, given no reported issues and large pay zone. Casc 4 is the only big ?, but will still deliver something. So a lot of what you have said is already known, or largely expected. So why are we still at 12p? It leaves the raise of course. And it's not like this is unusual. And until it goes away, the sp will remain depressed and imo below 16p. Issue is we don't know if Calamity Baay is capable (or willing) to remove it. For all we know, the cash is needed.

The raise is the tombstone. The other things we need to help remove it, but 2 of them are known / expected. You've been ridiculously optimistic here for sometime. And yet look at the sp. What exactly do you need to realise that your projections on TXP are normally wrong? And if the raise occurs, are you going to use your very large holding to help with an EGM being called? After all, a decent chunk of the £70m in investor money that has been wiped by Baay's managerial incompetence is yours.

SM, surely you understand that 'we'll move on a sixpence' only if the additional raise funds are removed from the loan terms...? Otherwise, what world are you in? If we get another 20% of shares issued between 11-12p, then we won't move back up to 15p for 6 months. And that will require Casc 4, 5 and Central success. Easy £1m profit for someone if they give us £6m and dump up to 15p. The reason we are anchored at this level is because of the loan terms he neglected to share with the market, and the £6m still hanging over our heads.

I do, however, agree that we will move on a sixpence if this remaining £6m is removed. The big question for me is whether the raise is going to be called in by the bank, or whether we actually need the money because Baay has blown it all on Casc 4, 5, Central, the compressor and fees. The sp being anchored at this level for some time now, and a major seller continually dropping into the market, is not a good sign.

Has anyone heard about Casc 5?

Anything come from the TRIN budget yesterday?

board stalker, anyone who knows me from other boards knows i got smashed by tig. anyone who knows anything about tig, knows it got smashed by google. it had 2 x offers on the table for £1.25 before the google rsoc change f@cked everything, for the entire search market. so yeah, i got hit hard because i held, when others like stas (who followed me there) made money by selling when the offers landed.

the difference between tig and here, is that they have made 1 f@ck up (shinez acquisition), which is going through the courts as the sellers appear to have been d@dgy, which is hardly surprising when you are dealing with israelis. otherwise, it was a black swan event, similar to having a tornado wipe out our trin production. tell me how many f@ck ups has pb made? how many lies? has he misdirected and omitted material, market-sensitive information? truth hurts. the difference between you and me is i want the useless, lying f@ck removed from post and crucified. and you like to lap up his dog ate my homework excuses, and to focus on the next shiny thing he throws your way.

seller is still about. i, like crl, fear we're looking at the hallmark signs of an upcoming placing. given where calamity baay had us a month ago, and now, the debenture was remarkably good for us. but if we need to raise another £6m (inc fees), then we're f@cked for ages as it's going to be at 11-12p given the sp movement around this level. casc 5 will hopefully come in, but even this isn't guaranteed, and we're still awaiting news. casc 4 he has already given us his dog ate my homework excuse imo, and he'll be talking about casc 5 and central to try and distract the sheep amongst us. let's wait and see if i'm right, and i certainly hope to be wrong. with another raise, and with casc 4 & 5 coming online at 30mmcf, we'll stay below 16p imo. that's how **** it will be. and we'll then need to wait for central to try and remove the tombstone from around our necks and get us back to 18-20p. that's another 4 months., and only if they don't f@ck anything else up along the way.

have the sheep considered what will happen if both casc 4 & 5 disappoint? or heaven forbid, they have further issues / costs / delays? plus, we get a raise at 11-12p? given calamity baay has a track record of surprising us with worse than expected news, you'll need to keep this in mind. most of you cannot average down to the mid-teens, so will you finally call for an egm and push for his removal? his amateurish, wide-boy management has wiped £70m of value from the company since trin. that's £70m of shareholder wealth. your money. and my money. let that sink in. baay out!

I'm sure you dumping your imaginary £10 holding here is going to hurt, Zero.

SS, the disgrace is people who follow other investors around boards when they have been given a lesson in reality.

SS, I have no doubt that you'd be broke if you lost as much as me in the past 12 months on TXP (and TIG). Unfortunately for you, you're not me :)

Lukee, no point responding. Unfortunately, I picked up SS on my shoe when coming over from TXP. He's semi-literate and definitely has learning difficulties, so there's no point trying to explain anything to him :)

You can thank your h@lfwit buddy who also likes to follow me around boards for bringing me back. Sadly for him, he hasn't made any money from being a board stalker, unlike you.

Yes SM. Finally we can agree on one of your projections. I'd also say the regular round trades over the past couple of weeks is the same, reasonably large seller.

Stas, you've clearly been having some moments of clarity.

Starting this thread again. I can see the usual debating over whether trades were Buys or Sells, and some big dog comments on whether 800k shares in 3 trades is a lot. The very sad reality check is that £100k in 3 x trades is quite large for an illiquid £30m Mcap tiddler. The share price has also retreated, which suggests that at least some of them are Sells.

The other reality checks are the sp will not regain 15-20p in the next 6 months unless the remaining raise tombstone around our necks is removed by the useless charlatan who hung it there. Plus, we need Casc 5 to come online at 30mmcf + 500-1k NGLs, and Casc 4 at 1/3rd of these numbers. If they can get a combined rate of 40mmcf + 1k NGLs plus the loan covenant removed, then I'm very confident we will be back above 15p, and I'd go so far as making a claim that we could get back to 18-20p in a flash. But if that raise goes ahead, at a level below 15p, then we won't be getting near these numbers until success is confirmed at Central.

The immense f@ck up of the raise and worse still, the unknown loan covenant, is what has cratered the sp. Removal of the last raise requirement will equally be responsible for providing a major re-rate for the sp. I keep thinking of averaging down further, but the only reason I don't do this is because we may need to print another 20% of shares at 12-13p. And, the thought of an issue with Casc 5 is the stuff of nightmares.

Ultimately, the share price is the biggest reality check of all. And no matter what anyone on here writes, good or bad, the only way for it to be fixed is with the loan covenant removed, and some decent combined flow rates from Casc 4 & 5. From there it's about removing Calamity Baay. As John27 has said, we 'own the field'. Now imagine what could happen with a trustworthy and competent CEO in charge. BAAY OUT!

Incredibly frustrating that mgt are seemingly content with the share price, and to treat the market like mushrooms. They can easily provide an update on Search and Comparison, and one would hope they could confirm whether guidance is going to be hit within the next few weeks. They need to pull their heads out of their @sses and sort this out.

Has anyone spoken to IR about the UBS holdings RNSs? Simply not possible for this to be happening, so it shouldn't be getting reported.

Being lazy here, but does anyone know how many more convertible bonds or warrants are outstanding? And any outstanding loan amount post $4m bond conversion?

My first thought on why they have converted is that they know of a re-rating event on the near horizon and positioning themselves accordingly. Could also be wishful thinking. GLA

Last thing, John this isn't directed at you. I think it's great that you have taken on the role of intermediary and recognise/appreciate the effort you have committed. My anger is directed at the person responsible for £70m of value being wiped from OUR company whilst working with the assets you have outlined.

I'll leave you with 'BAAY OUT' if he raises again, because clearly many of you have no appreciation of what this will do to the sp for a very long time. If Baay had any pride he would have resigned by now. Lifestyle company of the year. Now I'm going to log off until we get Casc 5 results. I would say GLA, but I'm going with MGHU .

BTW John, has he said anything about the remaining raise funds gravestone he has hung around our necks?

Or, when we can expect Casc 5 results?

Of course, we will have to assume that whatever he says isn't necessarily grounded in reality. I hope that I'm proven wrong, but I'm going to call:

- Casc 5 being good.

- Casc 4 being being poor. PB will say 'remediation efforts are underway' to take some attention away from the fact that it cost $6-7m and blew apart 1 year's worth of production as it created the bottleneck with Casc and a funds shortage. Rampers will look to Casc 5, Casc 4 not being lost, and Central promises. My view is he's already provided his 'dog ate my homework reason for failure.

- Raise will be called in. Some people need to keep in mind that Casc 4 and raise/loan fees are worth about $10m. That's a lot of the wasted capital just there. There's also over $60m in debt to service. So to say 'we're making lots of money' doesn't explain why he had to go back to the market so hastily at 16p. In other words, maybe we need it.

Consider the type of man you are dealing with based on his track record, and you are more likely to see through a lot of what he is saying.

As I said, I hope to be proven wrong on the above. But even with the biggest thing being removed - the potential +20% dilution. He still needs to go, as the sp will only recover to a little over half of what it was 12 months ago, and the climb will be long due to the 16p and 20.5p mega-raises.

Putting Baay leadership into football terms. He's a manager who has been given a team of excellent players, and has talked up their qualities and how they're going to 'win the league'. And over the course of multiple seasons, he has been relegated, but somehow survived in his role. Now ask yourself what supporters would be saying, would it be 'he deserves another season, it will come good, just look at the quality of our players'? Highly unlikely, he'd have been sacked halfway through his first relegation campaign. The difference here is that football supporters, for all their whining, haven't lost nearly as much money (£70m) as us. And they haven't dealt with the same level of deceit. I'm someone who hangs a banner saying 'BAAY OUT'.

john, nice summary of the +ves. thanks for reminding everyone of the first-class assets and why we invested in the first place. as for the 'slurs' against calamity baay, it's fine to say my name, because from where i stand, everything said to describe his leadership is fair and well-founded. you use the title of fact or fiction, so allow me to respond with some facts about his leadership, for a period of just the last 12 months alone, when the sp was in the mid 30's (3x current).

1. trin fiasco.

2. 'transformational' central deal falls in his lap, accompanied by what we now know to be lies about not needing to raise.

3. central delays (over 6 months), deal goes to the wire.

4. last-minute bucket shop raise with portillion for the majority of funds.

5. raise falls over, although he doesn't inform the market for over a month.

6. misdirects and omits market-sensitive information on the loan terms.

7. springs loan terms on the market after the raise falls over, with the total funding required being even bigger than the initial raise amount.

8. millions wasted in fees.

9. another massive raise at 16p, because we clearly needed the money to finish off a half-drilled well, and then tie-in casc 4 & 5.

things go wrong in o&g development, even though drilling for months and wasting $millions using the wrong drilling mud is unbelievably amateurish. but the reasons why the sp is near all time lows come in the above. and to brush all of it under the carpet and say 'not his fault', or 'mistakes happen', is both naive and fundamentally false. all of these things were his responsibility. and he lied, misdirected, and omitted along a journey of unfathomable incompetence for an executive leader on close to $800k remuneration.

so i'm not going to withdraw anything i have said. he has wiped close to £70m of value from the company in 12 months, a little under the amount of time i have been invested (second time round). that's our money. it's the reasons above that have shocked the market, and not the amateurish casc 4 mistake. someone here mentioned when i came back that the canadian o&g industry doesn't think too highly of him and described him as a 'wide-boy'. i'd never heard the term, and when understanding its meaning thought it was perhaps a little harsh. not so now. where i'm from, we like to use colourful language, much to the distaste of hardole. and to be called a 'bull****artist' is one of the greatest slurs of all, because it means your words, and you, cannot be trusted.

if you disagree with the above 'facts' and believe the sp at 11.5p is due to bad luck and not unbelievably bad mgt, then feel free to correct me. we all invested on the assets and an assumption that pbs words and competence could be relied on. the assets haven't changed and have only gotten better (not withstanding him). so his word and competence are the reasons folks have lost so much money.

News, please do keep up your posts and providing well researched information. The assay timings are also a good point. I think end of the month is most realistic.

As for the Geo conversation, I'm a little lost as to what he said to you. Can you please relay what he mentioned - no-one will hold you to his words, I'm just keen to understand what he said on the other forum.

Thirty, I share your enthusiasm, but think your numbers are way off, especially given what the bod is guiding for the next few years. The main thing here is they have enough cash runway to scale at pace for at least 12 months. And that should be enough time to become profitable. Wrt numbers, I suggest you take the number of Tempus physicians and try to estimate how many of them would be ordering such a test. It would be a minority %. And then use a reasonable estimate of how many patients these doctors would see each year (go with circa 2,000) and apply the % of people in the US with Diabetes. The numbers come down quite a bit because the 'physical availability' isn't there. Only specific doctors in our partnerships can order the tests, and only for patients at risk of the disease.

UBS - wtf is going on here? I honestly cannot keep up with their holdings. Interesting price action this afternoon though - I wonder if someone across the pond is accumulating...?

Oh, and where's my thanks for PLSR Hardole? Turns out following me around has made you some money. Best to sell up over there btw, it's gonna pullback. But you do you :)