Member Info for gotabesirius

Are either of you two on twitter, just so I can make sure you're blocked?

Bought at 6p and sold at 30p so I have no complaints.... don't worry about me, I've been making money out of companies like this since ***** was a kitten so keep your sarcasm to yourself.. It's people like you that make contributing to these boards just about a waste of time.

Notice in the new presentation they are licensed to produce 400k tpa. I always thought 320k tpa was nameplate and target for maximum production. This needs exploring on Wednesday as if this is new, it's a significant upgrade.

Share buy back required here as there's nothing cheaper than the value of their stock....

Roger, I like your optimism and I'm as bullish as anyone but important to manage expectations given what we now know. They won't turnover $15m for last year although they may well do this year....

For discussion:

I'm thinking cash at year end of $870m, opex for 2022 of $55 per tonne? Are those figures correct?

There's major power issues/ outages in SA. Does the company have its own back up power?

If Tailwind walk away, when do they need to do this by?

Certainly doesn't seem to have impacted the ability for the company to win significant contracts with the NHS.

REF 16 Jan update

Revenue for H2 will be AU$10m minimum, probably nearer $11m....

Not sure what investors want for £14m market cap? Most with this valuation have no revenue, no cash, likely fund raise pending and huge development costs. Harvest inversely has a long life, low opex operation with growing sales, a strong and growing customer base, increasing revenue/cash and a growth strategy funded by internal cash flow which should see 320k tpa in a year or two.

This looks a decent takeover target imho. Verde will be looking at this at current valuation, makes sense for them to bring competition in house!

Who's suggesting that? My guess is they've learned from last time and they are getting everything in order and double checking everything is right before releasing everything. Another theory may be there's a shark circling but again just a theory!

Thoughts on break even price please? Thanks

Agree, so let's just clarify, we have cash of £4m, £1.5m more to come in future and a tax credit worth a cash amount of £1.3m based on the current corporation tax rate of 12.5% in Ireland where the company is registered. So circa £7m for a market cap of £3m. Any whiff of a deal and this will double minimum.

50p therm is $35 per barrel by the way at current exchange rate. Oil is needed going forward to maintain a higher combined spot for overall company production. Oil will likely trade in the $70 -$100 range for the foreseeable. Never hear this mentioned on here

Madness. Gas price wil be back at 50p/therm medium term....derisking the company by taking oil assets for circa £200m for at least 30m BoE looks pretty good business to me.

Interesting that many on here are comparing sqz assets with Tailwind assets like for like. This is crazy. Pboe Tailwind assets are far more valuable because it's oil. Take a five year spot average going forward for oil and gas and you'll see the difference. Gas will be 50p therm in a year or two and without this deal SQZ will be struggling to maintain a dividend in this tax regime. Good deal.

Not much in there not to like! Sign me up!

Have you not listened to anything we've said.....?

What's your agenda?

They leak info off a rig they go to jail! I've found north sea drills pretty tight. Recent N Eigg drill for sqz as a test case

News blackout prior to results. Pretty standard procedure for oil and gas industry