Member Info for gotabesirius

This is a £1bn market cap company in the making next year. How quickly it gets there will be determined by Boards policy on shareholder redemption. Think we'll see an interim dividend introduced but what I'd really like to see is a buy back programme to remove stale investors. I know Mitch reads these boards so I think it's time to at least state that the company is at least considering this policy in upcoming interims

Is that job done? any final stages before production you think? Thanks in advance

Any one checked to see if Tony has done any dealings with these guys in the past.!!???

I thought it was due to come online in Q3? If so why all the moaning, we aren't even half way through Q3 yet

Just been looking at the various reviews of the tech performance online from existing customers and have to say they look extremely positive for a tech company (normally frustrated users ha). Also worth noting the size of many of these businesses! From my experience online reviews of tech companies are a window into company performance and growth potential. I took a a preliminary position in 70ps but looking to up my stake considerably when we feel we have researched the floor.

gartner.com/reviews/market/meeting-solutions/vendor/loopup

Can't get away from the fact that the company, now valued at just over £20m, which has plenty of liquidity, seemingly high performance platform in a very hot sector with a pipeline of circa £170m and 12 major contract wins in last few months, looks extremely cheap in this sector. Issue is credibility of management and catching a falling knife. Guys that are running this company have an impressive track record and if I'm honest I saw many positives in this week's update.

As a request to longer term holders, does anyone have a direct line into the company as I'd like a chat with them to gauge confidence going forward. I can be reached on twitter if anyone can oblige. Thanks in advance

Is this just me or does this not look amazingly cheap now given the pipeline? Sentiment is a strange thing!

They are sells hence the tick down.

Big opportunity here imho. Trading at recent lows and just above fundraise whilst oil and gas spot prices have moved into a different tier!!

OK thanks would make sense now it's established and revenue generative

Company will issue RNS re Columbus results when operations are completed.....

Would appear that net figures for 2020 and 2021 include BP's share. I would have thought they would refer to these as gross figures and net figures after 2021. Hence where confusion arises.

30,000 boepd for 2022 with lifting costs of $12 and gas at 70p per therm (I think it goes higher into winter 2021/22) and oil at $70 with 80/20 split gas and oil can easily see $500m income before Capex. That's about our current market cap in free cash flow for 2022! unbelievable opportunity.

This will rerate over the next 12 months...

2021 figures look extremely high and 2022 way too low? Am I missing something?

I've emailed the company, firstly why no RNS on Columbus and secondly the 2022 figures look a little low given Columbus and Rhum success a nd 100% of BKR. Any thoughts?

These are net figures, not gross.....

Would appreciate views from guys who seem well informed with regards to this Company. Have FW openly admitted ambitions to float on NASDAQ or is this just standard job description script for that role? Thanks in advance

Superb research and note. Great job!

Can sell a large amount in one hit just under the mid. Tells you all you need to know!

Short position closing....

They were offering 75.9 live bid when I checked yesterday afternoon for quantity. Obviously a buyer here or shorts closing... All looking positive for further gains

Patience....

I did suggest this this morning very subtly but I was told to get back in my box ha