Member Info for GeneralLevy

Quite an insight into how funds don't particularly care about harming their own returns with how this selling is being administered?

Good man, adds to the demand side

It was, just not towards liberator lols

I understand the drill campaign takes 92 days (not sure if this infers 30 day per drill?), does anyone know roughly how long after completion of the first drill it would generally take for the results to be interpreted and released to joe public? GLA DYOR

I would say RRE may be involved with i3e dependent on the impact of i3e’s summer appraisal drills which may or may not produce 2P reserves that may or may not perk AA’s interest

I’d be more impressed if the lights were on at 3am tbh

£27.75 is a p/e of 2.33 for 2019 by my calcs. Still dirt cheap at £27.75?, GLA

Might do, might not. May as well just go ballsdeep right now because this is only going one way over the short, medium and longer term.

$200m ebitda is more than achievable for rre in 2019 and you can bet your bottom dollar that it will be based on $65 oil or less, and AA has proven himself to be a prudent hedger. £1.50 capital return, 20% share buyback last year. AA has proven consistently that this company has excess cash and bucketloads of it, all whilst fully complying with the DSA requirements (I’m expecting a circa £2 Capital Return before return to trading as well!). Regarding Serica, only scan read the year end figures but I was expecting their revenue and profitability to have been higher, but that said I don’t follow them that closely to know any of the finer details GLA

No debt, just put the DSA money aside every year!

Hold out for 5, you’ll want a Lambo outside the new house

Same here, chucked a bit in pmg but can’t seeing it having as much upside as here imho

Does anybody know the planned boepd from GPA?

I’d love it if we beat them!

Recently bought in here, liked the Netherlands portfolio, low cost base and increasing production and what’s not to like in Tom Cross’s CV, does anyone have the low down on short term production assets coming in line and rough bopd’s. Have read through the presentation and annual report but it’s a bit difficult to string together GLA

I’ve just seen rxdavs marbles roll past the window

Look out rxdav, you were concentrating so much on rre you neglected to spot the administrators crawling towards you on your six... GLA

Napoleonic wars? Lol

I hope you’re right guys, if I was a shareholder in a company with opaque debts I’d be questioning why they were so opaque

Walking away from buying something because you don’t know what it is, I call that sensible