Member Info for hereandnow

is pretty tightly held save for some traders. It moves on low volumes. The NAV here must be way higher than where we are.

North Sea oilers were changing hands at $10-15 per boe back when oil was $100 per barrel

LOGP is 2c and oil is at $75 per barrel . Got to be worth $1-2 per barrel at least.

If Iran pull out of JCPOA contract is dead BUT our the market cap is minuscule atm. No contract priced in there whatsoever.

Well, Char are drilling whereas ECO are watching on as neighbours. Char look v cheap but have had v poor sentiment following their Morocco duster.

Blocking statute to protect firms from US law in place.

Austrians seem to be showing a glimpse of what is going on in background re. banking, PF making similar noises. Think we will see a number of small EU banks being nominated, protected/backed by EU to handle Iranian business.

As long as Iran stay in JCPOA I think they will find a way to progress this contract.

In the medium term I think Trump will try and fudge a deal to get back on board. US looking v isolated on this.

In the long term Trump won't be there!

As before, drilling campaign in 2019/20. They have multiple blocks and targets, not just ECO's

Namibia, one well next door and Chariot's further South.

The rig then goes to a European Major for a West Africa campaign

http://otaghiranonline.ir/news/14512

worth making the effort to google translate it.

cheeky really, the only thing in common is Tullow. Would you prefer to have an asset in Guyana or Trinidad?

Junior oiler in the market. Already a major discovery with great flow rates, massive 2c resources compared with market cap, cashed up till production, big upside on resources, drill campaign next year all fully funded, what is not to like?

anyone is interested in working out what Trump is up to re. JCPOA, there are plenty of clues out there.

Putin and Trump are brokering a peace deal in Syria. It involves removing Iranian troops away from Israel's borders, Assad remains, Isis and Al Qaeda are/will be crushed, all opposition groups supported by USA/West will be abandoned. For Israel, USA, Saudi coalition it is all about reducing Iranian influence. This is why USA is going to economic war with Iran. If Trump can broker Syrian 'peace' and find a way for the Iranians to lessen/pull back from Syria, JCPOA could be back on by the end of the year. Putin and Trump to win Nobel peace prize next year.....sounds crazy, do some reading.

Ptin and Trump do a deal on Syria. Isis out, Iranians are asked/squeezed out. Relative peace and stability returns to Syria. The Iranians no longer have a land bridge to the Israeli border which is the Israeli/USA strategic wish. USA claim their tactics have worked and re-join the JCPOA. Putin and Trump jointly win the Nobel Peace prize.

Seem far fetched? Time will tell.

Good to see. They are progressing assuming the deal is done and there will be a major drill campaign next year.

Putin criticised Trump for pulling out of the JCPOA.

Trump said,'Iran to not benefit from eradication of Isis in Syria'.

Lots of chat re. them working together to get rid of Isis etc. Maybe they are brokering a deal here. Iran to pull back from Syria, under pressure from Russia, which the Israelis are desperate to happen and maybe just maybe the USA might re-engage with jcpoa. I know that is straw clutching but watch the press conference and you might find the same thing.

EU under huge pressure to put concrete proposals in place. Iran has been re-assured that it is happening. Let's see what the first round brings us by August 6th

BPC market cap about £80million...they have no oil and no farm in partner and no drill plans

LOGP market cap £8 million...35million boe 2C...farm in partner and multi well drill campaign...cash for 18 months

go figure!

Good to see

Nonsense tidd,

They have enough money for at least a year or two

Russians are starting to upgrade a railway line in a billion dollar plus contract starting today in Iran

apparently they haven't shown anything to the Iranians yet, the news report I saw before wasn't accurate

The EU's 28 member states have agreed upon a raft of measures to support JCPOA. They include a requirement of the EIB to provide banking facilities to any EU company wanting to do business with Iran. I think we will see some of the details later in the week. The Bulgarians were the only ones to 'squeak' but got talked round.

The CFO made a point about exceptionals. He won't hide behind them. There were large exceptionals last year due to the ferry fiasco and remember the boat has been written down to zero in the accounts. Exceptionals will be v small this year. Boden will not be hiding behind them in the accounts. So EBITDA positive is what it says on the tin.

I think any sane investor would prefer their company to be ebitda positive than negative!!!!!

EBITDA positive for 2018 was a repeated message