Member Info for GozoMike

There is nothing nasty in the annual report to explain the drop in share price. On the contrary this reinforces my view that this is a well run company undergoing planned expansion with sensible achievable growth targets in a significant market with the opportunity to replace exports with home production. Anyone else out there?

For what it is worth, not much in my view, Deutsche Bank have renewed their prediction of 280p for CNE. As we all know this means very little but does no harm at all.

Please see attached link for additional info:-http://www.gwinvestors.com/Main/Blog/Entries/2014/4/8_Cairn_Energy_(CNE_LN)__Net_Net_Plus_Plus.html

Gas flowed and flared from all 4 wells on western concessions and from both formations. Great partner in ConocoPhilips. "We have successfully concluded the first phase of activity on the third and most critical well in our 2013/14 work programme and are one step closer to demonstrating the commercial potential of the Sasino formation, our primary shale target. We successfully landed the lateral section of over 1,500 metres within the Sasino horizon as planned, and we are now positioned to execute a multi-stage stimulation of the well. The well stimulation is expected to be 20 stages or more, following which the well will be put on test in the third quarter of the year." The BNK concession to the South west will Frac first and give us the confidence and confirm the methodology for Sasino. Money in the bank, no debt, fully funded until at least 4th quarter and no extra capex until frac results known. Whats not to like. San Leon doing well to the south east but primarily looking for liquids. The northern concessions of 3legs have the thickest layers of gas bearing shales in Poland.

Just sold out, perhaps should have held a bit longer, but £645 profit for the week. I will take that on 2000 shares.

Just bought in again. I think this is a good company but sold out at £1.78 last time around. Back in again with twice as many shares. Oversold in my view.

Interim management statement tomorrow.

Been looking for a while now and feel this share is going upwards. Going to be good news soon. Bought 50,000 and they are going up already

I have a few of these shares (10,000) and I am confident they will do well long term. I suspect that these shares have been affected by the Russian antics in Ukraine. Keep topping up as these are a good money maker for the longer term investor.

I hold both shares. LLOY earnings 1.6p/share STAN 100p or STAN 62 times bigger. LLOY NAV/share 50p versus STAN at 1000p, STAN are 20 times bigger. Share price LLOY 78p STAN 1294. STAN are 16 times bigger. It seems to me on basic fundamentals STAN is very undervalued. Lets hope the results on the 8th do not disappoint.

Don't forget the hidden value in this share is its NAV of £2.62/ share. It is sitting on a pile of cash waiting to be taken over by someone bigger.

All the fundamentals for this company look great and it is still trading below its NAV / share. Time to top up I think.

http://www.proactiveinvestors.co.uk/companies/news/67543/goldman-sachs-says-dragon-oil-is-attractive-opportunity-as-it-upgrades-to-buy-67543.html

STAN due on 8th May. LLOY on 1st May. Co-oP today. Are we on the right track for an increase in profits again?

Its been a good ride but have sold out today and taken a profit of 15% which I have plans for elsewhere. Good luck to all who are still in. I will keep an eye on this share and may come back in if this dips.

Nice 4.5% rise today, another 2 days of the same and I will be even again. Here's hoping.

Investec reiteration of SP guidance of 1600p can only help SP to rise to a more realistic level. Long term hold in my portfolio from now on.

Just hit 1290, a 3% daily SP increase. Long may it continue

HSBC has an' overweight ' rating and a price of 310p. I don't know who the April Fool is , them or me?

Back to profit again, for the time being. Dividend payable 14th May at $0.52c / share or about £0.35p. I will be keeping these for a long time, hopefully getting back to the 52 week high before thinking of selling, a long way to go.