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GarryGraham- how are you - I thought, from your absence, you’d probably sold some while ago although I had a sneaky feeling the Sintana duo knew you hadn’t sold cos they made a point of referencing the loyal holders that had come across to Sintana!

As you claim successful businessman status I’m keen to learn from you why you’re so disparaging about the company - perhaps click on to the Auctus report suggesting a target price of over 80p and tell us how they’ve got it so wrong, particularly as that was before they’d learnt about the $9 million due from Exxon!

Go Garry!

Flex - many thanks for the link!

Good solid interview reinforced the timelines with technical data and intimate market knowledge.

Thought Bose needed a cough sweet half way through when Malcy went off piste about Angola based on some of his own delving but they were able to “ swiftly move on “ ! Doubtless we’ll hear more about that in next few months.

Encouraging news about OFF-1 survey progress and they say they had interest in OFF- 3 farm out - no need for Eytan to over ramp it at this time as historic haters are understandably not gagging to put heads over the parapet!

Eytan in town - I speculate Malcy is in the diary!


Rascal - they certainly have the raw materials to become a contributory catalyst!

I originally thought that will really gladden Old Rascal’s heart when I pressed send on the original Mitsubishi news - hope to see outpouring from you soon!

Profit Taking.

Will they be able to buy in again at lower price before next rise - no one knows everyone has an opinion!

Fromage - apologies it was for Picst - clumsy attempt at North American humour by a Brit!

Google “ Other than that ( Mrs Lincoln) and the play line spoken before Conclusion “

Pict - do you think the Mitsubishi involvement heralds the sockdologising phase for Woodsmith?

Mitsubishi Zero in on Woodsmith!

Couldn’t resist!

Woodsmith lovers - below is a small extract from today’s RNS - there’s plenty more positivity in RNS on Poly4. - enjoy!

2026 Mitsubishi investment

In support of the first two of these conditions, Anglo American has entered into an investment agreement and related shareholders' agreement with Mitsubishi Corporation (Mitsubishi) to support continued development of Woodsmith, including working together on market development and financing opportunities designed to further enhance the existing market development programme. Together, Anglo American and Mitsubishi will explore opportunities to build out demand for POLY4, including providing financial and commercial resources to accelerate pilot sales and leveraging Mitsubishi's extensive networks across food and agriculture sectors to broaden market development across key markets and related business development and strategic partner engagement, which will contribute to optimising the project in the feasibility study phase, prior to submission to the Board for approval.

The agreements include an initial equity investment by Mitsubishi in Woodsmith. Through its investment and involvement in the ongoing development of Woodsmith at this stage, Mitsubishi also intends to evaluate its participation in a future financing plan at the time of the Anglo American Board's final investment decision, currently anticipated from 2028 subject to meeting the above conditions, with potential for Mitsubishi to acquire an equity interest of 25% or other such amount subject to negotiations at that time. The agreements extend the longstanding successful partnership between Anglo American and Mitsubishi Corporation, while allowing for additional investment and the involvement of other partners, and represents a pathway for Anglo American to syndicate a significant minority share of its interest in Woodsmith.

BlackBat - I’m getting fed up with you deramping this stock LOL!

If Cavendish came along tomorrow and offered me 62p for my shares I’d be on it quicker than Mike Brewer could say “ old out yer hand “ but that doesn’t mean I’ve lost faith in Auctus, IMO their assessment at 80p plus is much more realistic and their report is easier to access and much more detailed - need I say more!

Good Morning Briggsy - I don’t know whether to be flattered or concerned that I’ve become the itch you cannot scratch!

I’m naturally disappointed you didn’t respond to the mantra I coined in our last exchange “ stop your MOPING and get some MOPANE “ . You’ll notice from the recent comments by the Total CEO that they’re hugely bullish about that field’s potential such that it’s expected Auctis Advisors might well be revising their target for the SP well above the 80p plus already posited.

Sintana are also set to receive $9 million in the near future from Exxon for assets that were little more than a footnote in most analysts assessments so even naysayers like yourself would have to admit that will pay the wages for a couple of years, Notice I’m not calling this transformational like I did with the Chevron $15 million you didn’t think we’d get but it’s certainly significant and doesn’t sound like your comment - “ more raises and deck chair rearrangement “ !

TBH Briggsy IMO this Sintana play is growing on me day by day - it offers me the excitement of front line Oil Exploration with huge potential without the persistent concern I’ll wake up to a massively dilutionary fund raising RNS. If you’re going to continue commenting on this company Briggsy you should spend a little time understanding the assets - particularly the benefit to Sintana of being “ Carried “ on Mopane !

Have a good day Briggsy!

Gibbo - yes, I agree, things have moved on significantly since the farm out naysayers believed was just tantalisation!

Interestingly I fear Briggsy, as an unintended consequence of his attention to my posts, may now be in grave danger of becoming one of my clones! I see from his recent history he’s now regularly referencing “ Timid Trolls “ on another board - a term I claimed first usage to describe GarryGraham ( Big Time Consortium Investor!). Some say imitation is the sincerest form of flattery so I’ll take that from Briggsy but , more importantly, hope he’ll also learn from my occasional preaching about being comfortable with investment risk, particularly in high risk oil exploration, where potential is salivating, see Auctus 80p plus target for this stock.( The Colombian assets seemed not much more than a footnote in their December assessment so a big $9 million bonus for most investors ).

Don’t tell Briggsy the goose has laid another golden egg!

Although this hasn’t immediately effected market sentiment contrast what would be negative impact if there was a $9million Placing to pay administrative expenses for the next 2 years.

Gibbo - I’m happy to be proved wrong but my calculations are a rather more bullish!

Assuming the $9 million is US$ ( note to author of RNS ! ) that’s £6.57 million representing 5.27% of current market capitalisation or 1.28p of current SP.

ATB!

Didn’t lots of naysayers suggest that Sintana’s prime motivation for the marriage was our cash in the bank!

What’s next - discovery that Mopane is really a pretty good asset and hugely undervalued currently?

Briggsy - many thanks for your kind words - no big secret about my explanations - some issues are a matter of fact and merely referencing those facts in RNS or other data is sufficient to assist understanding by trolls and genuine interested parties who don’t follow the company as closely as me.

Other issues about timelines are often not fully controllable by the company because of their partnering formula, to which I have recently alluded. Investors here get the benefit of participating in a small cap oil exploration company with huge upside without being regularly asked for more money or being diluted to death by virtue of the attractive carry aspect of the deals undertaken.

If the profile of the company doesn’t fit an investor’s objectives they need to reevaluate their participation here. No one is having their arm twisted up their back to keep shares - investors that stayed or joined post the failed Bahamas drill have seen their share value improve - I believe you sold out after the failure with a staggering loss - that’s sad but taking so long to come to terms with it suggests the possibility of loss was not fully understood by you at the time, despite the company issuing detailed COS information.

People are free not to listen or read my thoughts- it’s a public chat board and I enjoy posting here and I often improve my knowledge by reading others posts. Sadly, reflecting real life, there are posters who have an agenda and wish to influence others with arguments that aren’t soundly based such as your classic comment just before the transformational Chevron deal :-

“ Why on earth would anyone want to give their money to a company with no credibility and run by amateurs and most importantly who on earth would want to partner with them ”!

If you find posting on here cathartic I’m very pleased for you. As you know I normally like to indulge you and it often gives me the opportunity to continue beating the drum on a theme, which currently is the latent benefit of carried interest - the analysts appreciate it - one of the reasons Auctus has recently suggested a target value of 83 pence per share. Obviously if you want to critique their report I’d enjoy reading it - Mopane is a key asset which is being developed this year by Total and GALP - big players on a proven field.

I don’t give investment advice so I’m not going to tell you to

GET SOME MOPANE AND STOP YOUR MOPING LOL!

Sam - developing my USP for the new look Sintana perhaps Carrie - Anne should be our song!

https://youtu.be/C7XLHMO5tCU?si=wa7nTXygVz1AbTSM

Sam - you wouldn’t be the first to raise these types of concern - not confined to CEG/SEI!

I believe I read recently SEI expenses running at around US$4 million per annum - if that’s true proportionally that’s a huge improvement over CEG @ > US$ 2 million per annum bearing in mind SEI is 4 times the size!

Clearly SEI are not in control of timings of many aspects of their partnered assets, that may be frustrating but I’d argue it’s preferable to being 100% in control but having to finance it all ! These carried interests allow keen small cap investors the chance to be part of something that could deliver stellar gains without being constantly asked for more money or being regularly diluted.

Yes people have been boarding the bisto train using tickets I wouldn’t have issued but neither Robert Jenrick or you and I can control that!

https://youtu.be/932BFPEyFkk?si=NZktuXi7Zuwycmnx

I’d have probably said Value of Mopane alone considerably exceeds current market capitalisation but why split hairs unless you’re in the video I posted to Briggsy!

Buffin - I’ve now managed to cast an eye over the recent Pareto Conference report on Sintana website. Always interesting, probably the stand out comment was regarding PEL83 - “ Value of Mopane alone exceeds current market value “ .