Member Info for harel

If it wasn't clear its an assumption, just trying to analize all the information and make some sense.

when have they stated that there will be no delay, at the conference call or are you talking pre rns?
because whatever was reported pre rns is in doubt at the moment.

ill just add that tullow's exploration budget of 350m$ for 2020 remains so "reserves" not changed since original plans where made, what did change is were now talking on a two drills campaign instead of four.
my concern- a delay in the cpr release.

Has a value, the drills in and around the block gave a lot of information, the farm out in block 58 provides the valuation key.
Eco can be a short term multi bagger if drills are on for 2020 and farm out will take place, or a 2021 multi bagger if delayed.
The company is for sure under valued.

The lib east is on a different license and is not a part of a potencial farm out.
The risk invoved with a siplefied phase 1 are high, another flop wont be well recived.
i dont see why repsol needs to be forced, they lease the bleo holm and now get the reserves they need for free and in the best location, if its a three thirds split then the cost of i3e's 4 well campaign is 9m$ for repsol and 9m$ for rre for 200m stoiip with 60% porosity. And lib west for free.

Intratrader, i think most of the posters here are aware of me not being an english speaker.
I use spell ckecker on my computer but not on my phone so sorry for my grammer.
I write on other boards and get a lot of nasty offensive posts because of that.
I try to focus on the important thing and that is the companies im invested in.

No corruption, simpley human mistake and bad decision making that is easy to critisize after the failure.
I agree, the finance situation is not good, but that doesnt change the value of serenity and the fact that its very likely connected to tain and is near existing infrostructure, nor does it change the comment interess with rre and repsol.
The A2 made a lot of demage, if it was good the I would expect around 1.5-2 paund now, instead were at 0.12 paund and expecting 40-50p on farm out news if it will go through.

we have institutions, hedge funds and the bod holding almost 80% of the shares, beyond the confidence that gives to the PI's and the doors that opens in regard to funding that means that on news there will be not enough sellers to keep up with the demand and its probably will be one of the fastest sp recovery..
on farm out news (if/when) I predict a two days leak that will drive the sp to ~25p then rns to 40p-50p in a day.

https://www.google.com/amp/s/simplywall.st/stocks/gb/energy/aim-i3e/i3-energy-shares/news/what-kind-of-investor-owns-most-of-i3-energy-plc-loni3e/amp/

Tullow is about to farm out around 30% of orinduik, that explains why the drills time frame is an obsticle for tlw.
A 30% farm out will reflect directly on eco's value, if that is the case it will take time but multi bagger potential.

Is desperate for a prize as billions of dollars farm out, that is the best get away from its situation!
Im relaxed with my investment and topped up today, business wise there is not a chance tullow will delay its jewl in the crown by a year when its most desperate for value creation.
Updated cpr soon, if its downgraded because of carapa im out no doubtand will believe a delay is due, but if its upgraded and im sure it is, no reason for delay.

Tullow is rnsing all is ok with guyana schedule but rummering a year delay.
Orinduik is a world class license, tullow want to farm out for a fair value but cant pre discovery, so all bidders batter wait for tullow to take the risks and then farm in.
So tullow wants to take the drills "obsticle" out of the way and excelerate the biddings.

To put things in perspective, a 4000 bopd phase 1 is transformational., that alone generates 100m$ of annual income and around 30m$ of net profit.
The only questions are, will they get the funding after the A2 flop?
Is the net pay as big as the bod claims?
The market is rightly suspicious..

you obviously have a problem that there is a bigger fish in the pool then you, holdings wise, connections wise and knowledge wise and all that was achieved in only a two months time of investing in trp.
instead of embracing the added value to the board you are obsessed with me for no reason!
ill let you be the big fish then and stop posting here.
good luck

offered to sent you my holding to the email didn't I?

oh mike,
your obsession is starting to be pathetic, move on..

Im working with the company in that regard, one thing was made sure and its that i wont be exposed to inside info as im not signed nor would like to be signed on a secrecy contract, but i do get a sense of things.
the extention period to sep is good news but that doesn't mean the company is aiming to that timetable, my take of things is we are talking about 6-12 weeks for news of farm out, and that it might be less then 50% deal.

I am annoying only because my english is not good enough to make my points.
But if you go back youll see i was attacked the minute i started posting here for no reason, put to the corner with invasive questions and then was accused of dishonnest just because i answered the truth.
I a manager at the most popular oil forum in israel called talniri, you can google and see my name marked as a manager, and get nothing but respect.

our next near term catalyst is the updated south Africa cpr due in weeks and according to new age ceo is very promising...

so weird,
you wrote you filtered me two weeks ago, now that i am double filtered maby youll give me a rest.