Member Info for Genghis15

It is entirely possible even HUR dont yet know when the RNS will be.
This is a Spirit drill, after all, and they are under no similar obligation to update their shareholders.

It will be when it will be.

The Rosd to Wigan Pies?

It's not worth analysing.

It's a Malcy comment, and he is after all paid to ramp the companies he talks about ; some of which have gone spectacularly wrong in the past.

Nevertheless, even for him, to say its a 5 bagger is unusual.

We all know the potential here, but I think all are beginning to realise that the S&S approach means real value is only unlocked when they exit the various investments.

Wait and see!

WW
That was my assumption, as a non geo, as well.

But I recall some previous interview where the impression Dr Tgave was that it might be better is they wwere not connected (Lanfax/Linwick) than if they were.

I have no idea why.

LL
Fair enuff.

I'm not sure the format will allow too many Qs anyway. What's more, should there be no RNS prior to then, new info just won't be forthcoming. Fingers xd the RNS comes first!

LL
I suggest you get a ticket for Thursday, and ask the good Doctor yourself!

I'm sure it would be worthwhile.....((

AWK
Think again re Spark.

Look at their director bios.

Not Hurricane's, but intriguing to see the WW2 aviation naming similarity in Bader, Buzz, Ginger.

https://www.energyvoice.com/oilandgas/north-sea/189043/spark-looks-to-ignite-interest-in-billion-barrel-west-of-shetland-offering/

Typhoon, Tempest? Whirlwind?

The last transaction today.

I'm flabbergasted.

With that flare burning WoS, normally the PI ramping daytraders should be all over this, but it seems they only want the smallcaps, where one well is **** or bust.

Sometime next week, mb as ealy as Monday, we will get an RNs on what can only be a stonking success. Either it will show a good flowrate from a standalone Warwick, or it will confirm on top that Lincoln and Warwick are linked. It will likely give some insight to the barrier (presuming there is one) between Lancaster and Lincoln/Warwick.

That MUST give a SP boost.

Daltry, no ramping from me.

Alastair Stobie is on record somewhere comparing the GLA to Buzzard, and saying mb even biggest since to Forties (or was it Brent?).

Either way, every serious investor here knows that the amount of recoverable oil HUR have is several Billions of barrels.

HUR have spoken of their assets as being at least as big as Buzzard.

Take cover!

"If Lancaster works, that's £2 a share on its own".

" One of the best managements in the business, across the board, CEO, CFO, and operational team".

Ok, Malcy is a mouth piece, but.....

"WN is worth 5x the Mcap of either of these 2 companies" (RBD, UJO). OK, Malcy talks up a lot of companies, it's hi game.

But 5X. spoken so emphatically, is unusual even for him.

So notwithstanding my earlier comments re short term catalysts, this is why I'm here.

deemule
Yes, and I'm sure it will be significant. But don't forget that was b4 WN found oil, rather than gas.

WN is the biggie, and is also the one that excites the hot money PIs more than any of the others.

I'm saying I can't see any, until Humber is sorted, or we get a Parta announcement, But even Parta will likely not excite the SP the way WN will, one day.

TDG
You are part right.

Need a farm in? Yes, but the revenue from EPS makes go it alone feasible, so I don't see dilution as a risk, other than the CBs, of course, which have been there since 2017. RBL also a possibility.

There WILL be a farm in/buyout, imo, and with 6 months EPS behind us it might not be far off. Look at the Spirit deal, just landed from nowhere. Drilling rigs may leak, despite best efforts. Corporate actions like this mostly do not, at least beyond a very, very, tight circle.

luckyman
I didn't mention Cali assets, bcos altho they are successful, and bringing in welcome revenue, they are small scale, and imo, unlikely to be transformational to the SP.

Yes, I'm not comparing to UJO, or anyone else. But being in a better place than some others is little comfort if the SP is going backwards.
I am still very bullish on potential here, but it seems to me the short term catalysts are not forthcoming until Humber are sorted out.