Member Info for happysparrow

https://www.energyvoice.com/oilandgas/africa/240734/insecurity-in-cameroon-derails-exploration/

Maybe, BS, who knows? - just get the feeling that something is going on here.
Likewise, annual accounts to 31/12/19 due end of May. Although I'm very happy to see the CFO go, still somewhat worried that his expulsion might be linked to those accounts - something nasty in the woodwork?
Hoping for Roy Kelly to announce his plans for VOG then too, but probably more likely at AGM end of June?

YF Finance have just upped their stake in SEY to 4%.

Have just upped their stake in SEY to 4%.
Perhaps worth revisiting my posts on SEY/VOG merger?

Have just upped their stake in SEY to 4%.
Perhaps worth revisiting my posts on SEY/VOG merger?

240p!!! - I recall he was taken to a Guinness factory, but, all the same.
Use to be a big fan of his 'bucket list', but now it's anything but - too many duff 'favourites' plugged. But he's good on the oil price, usually - and knows his stuff, so still pay attention, though with much more of a discerning eye these days.
For all his faults, a cheerful fella if you get to talk to him at any of these promotions.

Finally, last week I was a guest speaker on an oil webinar hosted by IG and was joined by new Victoria Oil & Gas CEO Roy Kelly as well as expert oil and trading analysts from the home team. The link is below and is very long but I come on at 6m30s and Roy at 28m30s if you are interested!

IGTV interview: Oil – Has The Market Changed Forever?
https://www.malcysblog.com/2020/05/igtv-interview-oil-has-the-market-changed-forever/

Courtesy and friendliness only go so far, bigsmoke.

Apologies, bigsmoke - I must have read too many pronouncements from AIM CEO charlatans over the weekend - I'll try to keep it to pub talk!
And when are they ever going to open?

Perhaps worth looking at my posts on LSE VOG board? (best to click on my name and read history of my posts).
(Both SEY and New Age are strong possibles, imo, to effectively takeover VOG before the year is out.)

One way or another, Bigsmoke, (SEY or New AGE), moves are afoot, imo.
VOG needs a large injection of capital before the year is out. That's why i'm here - I wouldn't invest in a distressed asset that was going to attempt to recover 'organically'. I've not enough years for that.

It will be interesting to see if the new Finance Director is ex-Kerogen, same as Roy Kelly and John Daniel.
Kerogen is the major shareholder of New Age - thus such an appointment might imply a backdoor takeover of VOG with a relationship similar to that of Bowleven with New Age?

Yes, agreed, timbar. Very positive in my view. Looks like the new man is set to provide decisive strong leadership.

https://www.dailysabah.com/business/energy/lower-lng-prices-undermine-russias-natural-gas-pipeline-exports-to-turkey

Hi, earache - I took a more critical view on the results and conference call than you, and after a thorough reassessment, am now out until September - basically weak management, carrying gross BoD deadweight and employee largesse, no serious attempt to cut G&A, falling revenue, inadequate attempt to increase production, dislike acquisition strategy as not confident they will not overpay (imo SG is no Andrew Austin or Paul Blakeley), and in no hurry to get a partner.
I'm here for the cash, and the farm-out partner, then 20tcf Deep exploration. But now more concerned that a fitter, sharper, lot will take us out with a low ball offer before we get a partnership.
I'll probably buy back after the Q2 results when, hopefully, these matters will have been better addressed and we can then see the wood from the trees.
Good Luck.

In case you missed it:
https://seekingalpha.com/article/4346830-valeura-energy-inc-pnwrf-ceo-sean-guest-on-q1-2020-results-earnings-call-transcript

(For anyone new looking in - hee hee):
Solid result, but was all signalled by the production update of April 14th, which should be read in conjunction with today's RNS.
Cash $32.6m = £26.4m / 86.58m shares = 30.5p a share.
Conference call today at 4pm.
Ticking over nicely whilst we await the partner for the Deep play.

Solid £15k buy yesterday (I topped up too, but out of my league). Stupid 11% spread this morning but should narrow throughout the day; expecting this to push up a little as the Cannuck market opens and conf call, then in London tomorrow and over week - as ever, fingers crossed.)
GLA

https://www.dailysabah.com/business/energy/turkish-petroleum-discovers-200-mcm-of-gas-in-turkeys-thrace
(March 2020 - a little to the north and east of us.)

Ferguson is an idiot, with a history of overstatement and failed predictions. A menace. I cannot forgive him for the foot and mouth slaughter in 2001. How he retained his position after that is anyone's guess. I understand they gave him an OBE for his efforts. So that's the Establishment for you.
https://www.bbc.com/news/science-environment-13299666

Regards Turkey article: very confusing. Not much help here. All seems to be about crude product (LNG and LPG) coming in, being refined into other products, and mostly sent out again - none of which I would guess is gas production from Turkish wells - but just comingled hub trade.
Perhaps 'more beer' is the preferable solution to such confusing articles.
Cheers.

Morning, Earache.
Encountered similar, yesterday. A normally pleasant girl at local chemist's has turned into a right harridan - clearly all this health-service worship gone to her head. Everyone who has an opportunity to push someone around has come out of the woodwork and are enjoying themselves thoroughly - just like the prefects of schooldays (I refused to be one, and still the rebel many years on).
Coincidentally, I was looking at the Gazprom pipeline the other day:
https://oilprice.com/Energy/Energy-General/Russias-Gazprom-Moves-Forward-With-New-Mega-Pipeline.html
Possibly the power sector economy in Turkey has not taken too much of a dive?
https://www.dailysabah.com/business/energy/turkeys-electricity-market-trade-volume-up-in-april