Member Info for Geldautomat

My thoughts too... waivers will be extended, PUSU deadline extended... Maybe in May an offer materialises after new financing secured. New financing will probably require clarity on the historical accounting errors, that takes time. Relaxed to hold here - In it to win it!

My thoughts too... waivers will be extended, PUSU deadline extended... Maybe in May an offer materialises after new financing secured. New financing will probably require clarity on the historical accounting errors, that takes time. Relaxed to hold here - In it to win it!

Time - lets go, 30p close :) Lets get this back to 40p - I'm a buyer here

Is Sidara get an extension until mid-may - WG. refinance debt and make a full announcement on historic accounts - Sidara then make a sensible offer with consideration for global markets

Production going to half, cost cutting measures being implemented - not a great outcome for FXPO. Ukr Gov really are corrupt and stupid. Is one Oligarch worth destroying the third largest investor in Ukraine

Place is run by morons

And will accelerate as PI's start to comprehend the gravity of the situation

You accuse others of posting "noise" then go on to post nonsense yourself! Everything is priced in? lol You've literally been told by RNS that is VAT refunds are reinstated he company will have to conduct mass lay-offs and go into slow mode... that is not priced in, but it will be soon. Do you even have a reasoned argument for how the company will navigate their challenges? Or should you be hunting yourself?

It's not worth 240 - maybe 120... they have cash flow problems because their margins are too small to cover expenses. They need to restructure and shed dead wood, excuse the pun... The have the inflows from their order book to become profitable again, but takes time and good governance, which they don't have atm. Forget the offer, this could be a wonderful turnaround story on it's own if they make changes soon

There's been a lot of Ukrainian flag waving because of anti-Russian media, but the grim reality is they're not so different to their neighbours. Ukraine's been American owned since 2014 and used as a puppet to provoke the Russians. The US know what they're doing, they do it worldwide.

Not really, not when I've disclosed I'm short here, and for good reason. This is a stock in "extreme risk" territory. Usually doesn't end well with PI's wiped out. War risk remains, law suit risk remains, eventual nationalisation risk remains. Sure FXPO could win the law suit, they could stave off a desperate corrupt government, they may even survive the war if Trump gets a peace deal, but to do all that and remain profitable... odds are not in their favour. Hence positioning my money on the short side. Not trying to "get in lower", I wouldn't want to be holding this when bad news drops. Short I have liquidity to exit up or down, long you're stuck.

Deep is not doing 7.5, where did you get that from?

Someone's willing to take the risk here :)

Mostly the geology Hardolestation... TXP management oversold the story and gave the expectation that production for each well would be 20mmcf+ We now know these wells have high flush rates to begin with then rapidly decline until flattening off to average around 8mmcf. It's also worth noting that Cas 3 has not been perforated in the gas sheet as it produced oil from lower down. That means there are 3 gas producing wells, and Cas Deep has always been a bit crap due to skin damage. So mostly Cas ST1 and ST2 are doing all the production. Cas 4 will probably be similar to these and will further increase revenue. They now intend to put Cas 3 on a pump as it too has declined (from 600bopd to 50). TXP are very slow at understanding the geology and it now looks likely Cascadura isn't the "world class" asset we'd all hoped for -BUT it's still a very good asset, especially for a £50m MC company. TXP still has the potential to increase production significantly from here and the debt shouldn't be an issue if they keep adding production. Central Block and current Cas revenues can handle debt but they will need to get working quickly at Central if they are to increase LNG revenues (if that's their intention post deal closing)

Come on :)

If the offer is not forthcoming, then WG. can still offload some assets to shore up cash flow. The breakup value of the business is worth more than current market cap, hence interested buyers! A failed bid would see a slight drop and then you'd see eventual recovery over the coming months and WG. shed their dead weight and streamline

Don't mind it dropping... can buy ,ore cheap shares before the TO at 70p+. 35p buys will see me double my money :)

Is that this coming Monday? Poleaxed or Blast-off ??

Guess again, this is the first of many mechanisms the state will employ to crush the PLC. They want FXPO to aid in Ukraine's rebuild. That's the corrupt Ukr governments new way to squeeze the juice from their people now the foreign aid has dried up. Z will be on a boat in Monaco at this years GP while young men tried to rebuild their shattered lives

I'm with Player on this one.... The drop has only just started - wait until the poleaxe drop when PI's realise their money is gone