Member Info for G_G_G

DRB, you are one of the few posters here for some time who has actually looked at the maps and made a reasoned argument for why some holes are likely to be good, and the others less likely. Resurfacing from one of my posts weeks ago for any learned posters to kindly reply.

1. I've only seen results for drill holes wcdd 001, 002, 011 & 012 - are there any results for 003 &004?

2. What are the expectations on some of the other holes? Reasoning would be appreciated in any responses, mine as follows:

- From what i can tell holes 007 & 008 should be good due to their proximity to the bonanza holes (001, 002, 011 & 012)

- Holes 009 & 010 are further away from the enlarged strike area - does anyone know whether any of the historical holes near these two been good?

- Holes 005 & 006 look to be well out on their own - any reasons for this? Expectations on these holes based on historical holes near them?

From what I can find online Google Domains was estimated to be doing $200m Revenue p.a., so roughly the same as TIG's DIS segment. Obviously, margin plays a part in overall value, but at a top-line level it appears to be comparable to TIG. Thoughts Jacoror?

Thanks for the post jacoror. The reasoning was outlined in the previous posts, and the question posed to the board for views - it was based on an EV / Revenue multiple for NameCheap, which are the only financial metrics available to compare with TIG's DIS business. Happy to hear why total registered domains is a better metric than revenue fro comparison sake.

Probably lost a finger for telling porkies to the wrong people.

It's still over $200m in revenue, which is more than 50% of Namecheap. So not small. It's also growing at a decent rate. Absolutely mind-boggling valuation. Michael needs to get over the the States and sell us to one of these cashed up funds. It also mentions debt, so assuming that Namecheap had a debt pile as well. How the f@ck can we cannot sell DIS for £1 is beyond me given these valuations.

Yeah I asked Gemini to compare against known metrics and the EV:Revenue multiple was 3.77. That puts TIG's DIS division on a value of $764m. Not sure if this is correct...? Would be good if others could check, as this is a crazy valuation.

Expecting He% this week. Hopefully 5% or better. If we get those numbers, I'll be disappointed if we don't put on 50%. Then we get lots of news from the end of next month, delineating the field with well results every 3-4 weeks.

End of next week if we're lucky imo. A 250k sell late on Friday. Not large, but certainly not small.

Re-read little b!tch.

Those big buys are going to send the algo's in one direction, especially if they continue at these levels.

F@ck it, I was hoping to get some shares in the 50's. I knew this was going to pop at any moment with some modest buying given the super low volume. I was hoping to be the one to do it. Reckon we'll head back up to the mid-high 60's in the next week or so. Madness being in the 50's. It had us on an EV:EBITDA of just below 5x, providing we hit the bottom of guidance, which mgt appear to be very confident of doing. If they can take another $10m off our debt pile in H2, and hit $60m Adj EBITDA then we'll be on EV:EBITDA 5x @ 70p. This should be the sensible low point for the sp.

Johno, when I told you to re-read my post it was about me 'willing to entertain' the 20's. You've tried to twist it, and again, not big enough to admit it. So yeah, re-read my post. And the reason I pointed out the sells is the same reason why folks do the opposite when 50 and 100k buys go through. But you don't like to call them out, do you? Such a little b!tch.

As for all the other b@llocks about sp re-rates, wake me up when they have hooked up Casc 4 & 5 and the wells are flowing. It's only then we'll get to see the 20's, and that's dependant on the new major holder not 'trimming' their holdings. Calamity Baay can't tie his shoelace without tripping over and costing us money. No point talking about anything until the useless pr!ck gets Casc 4 & 5 completed and hooked up without any further drama. Hopefully 1 month from now the sp will have a '2' at the start of it, as tragic as this is to say. News at the end of next week is my bet. GLA

I didn't speak of 'huge volume' Johno - is English your second language? You couldn't get 'way 'huge' volume here if you tried - Calamity Baay has seen to that.

Anyone want to talk about the 100k and 50k share offloading? SM, what's your L2 saying?

As I said previously, it will be interesting to see how folks with rose-tinted glasses react to another failure, should it occur. Many on here (and most on Discord) only like to think in terms of what Calamity Baay has promised tomorrow, and not what he has failed to deliver to date. Only a few days to find out if they completely f@cked Casc 4. If there were consequences for crimes against mgt then PB would be in a hole by now.

problem you have is that the uk is full of bludgers. i'm from australia and have been living here for 18 years and paid close to £1m in taxes during this time. a huge amount of brits simply don't want to work, and if they do, they don't want to work too hard - look at the tube strikes for monkeys operating trains that want free tickets to legoland and to work only 32 hours a week. they've taken billions out of the economy in the space of 1 week. too many brits that dsn't want to work, and expect everything to be given to them is the issue. you've got 17% of homes in council / social housing with another 8% on the waiting list. and this is before you account for the 'right to buy' scheme that skewed the numbers downwards. for reference, in australia it's 3%. so my taxes go to paying for some lazy c@nts who can then get to buy their cheap / free home for peanuts, whilst i have to buy my home with the money left over from paying huge levels of taxes, which are amongst the highest in the developed world when accounting for all the stealth taxes here. and before anyone says 'it's all foreigners', the average 'foreigner' pays more in taxes than what they take in benefits (net contributors) versus the average brit who are net recipients. you want to fix the economy, don't blame labour. blame all the lazy brits who pay less tax than they take in benefits. as far as i'm concerned if you don't pay taxes for over 2 years then you shouldn't get the right to vote in the next election. it skews government policy toward looking after the useless, versus those who pay for their lives. you also wouldn't have had brexit happen, which has smashed the economy. the lower demographics took the line of immigration being the reason they have **** lives, rather than their laziness and the ultra wealthy taking the p!ss at the same time. i love living here, but despair when i look at all the problems with the poorer demogrpahics in this country. these demographics are populous, and get to have a say in how **** they want to make this country. for reference, in australia we f@cking hate bludgers and will vote out a government if things are tough and they are looking to increase benefits. there's more than enough low paid work here (and at home), so if you don't want to work, fine, just don't expect me to pay for your lives and go hungry. also interesting how many people are on long-term sick leave here versus the rest of the developed world. you;'ve got 7% of the workforce here who are claimingsick leave benefits. in australia it's less than half of this. the uk is an international outlier. and the level of scumminess in the lower demographics here is sickening. sadly the workers here are stuck with them and can't send them to australia anymore - we won't take them :) depending on other investments i'm lookign to make a position here. cyclical and seems way over done for the sector. just a shame that i always have to read about council and low income housing provisions.

Johno, do you have some sort of memory issue? I've said on countless occasions that my sp predictions are just that, my predictions. Otherwise, I could be saying 'there you go SM / SS, stating numbers as facts'. Of course their sp predictions are their opinions. I don't see you being a little b!tch toward their rainbow chasing numbers though. You also clearly have a reading issue if you think I've contradicted myself in the last two posts. Re-read and then give your head a wobble. Are you a little dirty over the fact that I called things right last time, and kept reminding you of it? It's ok, I know you're incapable of being the bigger man and saying I was right, and likely for the reasons I outlined.

Sturm, I've given my reasons why those levels will be hard to break, so hardly 'thin air numbers'. That would be someone saying 30p without recognising that we have 25% more shares sitting on 16p and 20.5p i.e. like SM's numbers. Well done on Valeura btw. I made over £600k sitting on i3e for a couple of years from 5p (sadly lost some of it in dogs like here and TIG), so hardly a trader.

Hardole, aka end of human centipede, where have I said that I would trim my holdings at 14.5p? I have only ever mentioned the low 20's. Absolute doughnut.

SM I think it's highly unlikely we'll get to +20p on TD and logs. Would love to be wrong but think you have rose-tinted glasses on again. I also don't believe we'll get TD and log news this week. Let's see who's right.

Johno, I think you need to re-read my post. When I say 'I'd be happy to entertain low 20's when we have Casc 4 & 5 hooked up and flowing', I'm referring to it being a realistic level for us to hit. This is why I also said that you rampers will no doubt be calling 30's, which I think is fantasy stuff until we have a few more successful drills and mega-raise shares have been churned. The reason I gave is the mega-raise participants at 16p will be trimming their holdings in the low 20's, and I will be doing the same. That's why I think the 30's is going to be at least 12 months away, providing they can drill a few more successful wells post Casc 4 & 5. Again let's see who's right. I was correct about us re-visiting the teens post 20.5p raise (even before the raise f@ck up by Calamity Baay). Let's see if I'm right again.

Yep I know we're drilling end-September, however I referred to 'news' from end-October, which from memory it takes about 1 month to get an idea of whether they have intersected a He column and an idea of %'s. If we get anything near 5% He for JS1 then I see a solid re-rate happening here. Not sure how far we will go as it will depend on the herd coming here. Hopefully they can provide an updated resource estimate on the deepening of JS1 in the coming weeks as well. Both of these will give us a shot in the arm. If the recoverable He resource looks like getting above 1bcf then you're pushing $1bn value including CO2 credits. And the best thing is it costs next to nothing to extract. Just needs some +ve newsflow, hopefully starting with bonanza average He % (above 5%). GLA

SM, I think you mean completion and logs by the end of next week, with all going well, which it rarely does. It will certainly be interesting how some of you will deal with failure on Casc 4 if it happens. Will you finally accept that Calamity Baay needs to be replaced, or will you continue to participate in the human centipede with PB at its head... Not long to find out.

Let's hope they manage to do their f@cking jobs and get these 2 wells hooked up and flowing without problems. If successful, then I'll be happy to entertain a sp in the low 20's. No doubt a lot of you will be saying that we should be in the 30's at this point, and I'd love that to happen, but sadly don't see it until they get another 2 wells in Central and Casc and the 25% of new shares are churned. So about 12 months in the success case. Happy to be wrong, as my 1m will be part of the churn if we get to the low 20's in the next couple of months. Squeaky bum time starts next week. GLA

Interesting point on the He% in the most recent Investor Q&A where they mentioned the average He% was 10% pre-deepening of JS1. They also said they didn't expect this to drop off massively. Not the best language as 'massive' could mean anything from that level, but the answer did make me feel confident about 5% being a realistic average He% target. This is going to be the big thing that will get us interest. With some decent CO2 levels, and a resource upgrade from the deepening of JS1, we should have a small fire put under us and hopefully regain the 30's. From there, we'll have news every few weeks from end-October on the delineation wells. Bit more of a wait, but if we get 5% He results next week, then we'll know that we are onto a winner. We just need the resource to expand, and we're off to the races. Some pretty crazy numbers if they prove up a resource of 1bcf He, especially given the CO2 credits are another 40-50% in value.