Member Info for Hoarder

I concur Thebhoys as when I wrote to him about concerns over water supply received a very full and positive response from Colin. Not only that but it was replied to speedily as well which was impressive given his other concerns.

Would you not prefer the Half-Year results scheduled for 15th September?

https://www.malcysblog.com/2021/09/oil-price-zephyr-jadestone-and-finally/

Zephyr has certainly delivered the goods time and time again since it came back to the market and has been a text book, nay business school model of how to build a successful E&P company in North America. Indeed Ever since I met up with Messrs Harrington and Grant in February last year and they outlined their vision for Zephyr I couldnt possibly have thought how well or indeed how quickly their plans would be effected.

Zephyr has already ticked many boxes and has a valuable business with the Paradox Basin blue riband property well placed to deliver significant value flanked by an increasingly powerful portfolio of income from the Williston Basin and the JV with Purified which I think will prove to be another inspired decision from the team. This is quite likely gong to lead to another increase in valuation and therefore target price, as they say in all the best movies, ‘to infinity and beyond’…..

Noted that Stockopedia have slated Wednesday, 15th September for the Half Year 2021 earnings Release.

Shares in issue number just over 1291m, of this 920m are listed as being in the hands of the top 25 holders being 71.33%.

These cannot be holders of shares acquired through nominees, most of the posters on here, as such trades are not notified separately to anyone so far as I am aware.

My own holding smaller than the lowest one on that list but still capable of representing a quantifiable percentage of the company (never been able to say that of any previous holding of mine) seems small by comparison with some holdings referred to here and elsewhere.

It seems fair to suggest that large nominee holdings could account for another 10% of the company in aggregate or 130m. Is it then also fair to say holdings of that size are fairly illiquid and therefore not likely to be traded leaving maybe only 240m in lesser quantities.

Many holders of those shares are quite likely to number investors rather than short term holders trading in and out on RNS's.

What I am trying to say in a roundabout way is the minute by minute share price fluctuations are caused by so few shares being traded the only thing to note from any single RNS is "Does it support the ethos of my purchase?". If the answer is yes then smile and relax and wait for the next and do not get upset if it generates any sales as ultimately every sale will result in a purchase.

As the process for determining the future for the Paradox progresses we are hearing the term Hydraulic Fracturing increasingly. My understanding is that In the drier regions of the US including Utah water availability is becoming a vexed issue. Does anyone know how Zephyr is preparing itself for these demands going forward? the photographs do show a very arid landscape and the future could mean a reservoir or lake might be a good thing to have.

If you are relying on this site to see the trades then on my experience you will be missing some. Before 9 this morning made a purchase in excess of 400k and nothing registered and, as you suggest, it was too small in itself to move the needle. I have never understood Market Makers and believe there is far more behind the price we are seeing than pure algorithms based on demand. That leads me then to not attempt any form of trading preferring to convince myself there is medium term growth potential and tuck the purchase away and focus on the rest of the day/week/month.

The way that Halifax is handling these various in specie shares is to record the name and number allotted in the share dealing account but attach no value until the due date is reached. Whilst they were unhelpful in helping me to make a purchase on the IPO at least the shares bought today and those allocated to me are clearly recorded.

What is confusing is that today's purchase also attracts no valuation so hopefully this will change as the day progresses.

Just a moot point as there is little democratic about the governance of the EU and it is certainly happy to interfere with Vaccination sales

Malcy seems happy too with this reverse takeover of a sizeable company with cashflows and profitability

https://www.malcysblog.com/2021/03/oil-price-predator-kistos-far-getech-and-finally/

"So, Andrew Austin has delivered a deal as promised and one of size and also within the indicated timescale. Indeed while on promises he has delivered a deal that is in energy transition and in gas and taking a look at the ‘greenness’ of the deal I can’t see anything on the radar screen with such carbon credentials – bar none.

The size may be slightly larger than I expected but then never say that with AA of course and with the shares now suspended as it is an RTO and needs a bond issue which is likely already underwritten and an equity raise to sort out in the next few weeks. Kistos has started with a clean sheet and already added the greenest deal around which makes a lot of sense on an economic basis and points us in the future direction of travel.

In terms of this as a starter deal it looks very exciting indeed, it includes a great deal of already discovered hydrocarbons so the pressure is off to a certain extent to do another deal in a hurry although that has never stopped AA before…"