Member Info for Intoodeep

One of the questions I wish I asked at the Investor presentation would of been about our US investment bank and if geo-politics in any way has limited our market exposure to any segments of the market involving China or perhaps even India. There were tiny little snippets from the BOD that were very tasty, the quote about the investment bank selling our project as Guyana 2 I thought was very interesting I found myself looking up all the investment banks that had put deals together in Guyana and also the main Guyanese oil players to try and give a clue to who our investment bank might be...the 20 million barrels PER DAY of WATER as a byproduct of US shale oil was another eyebrow raising comment that got me delving a little deeper. Putting aside the economic toll, US oil Fracking is literally turning the US Midwest into one big cullender with ground water sources drying up, Drill baby Drill will go down in history as not just an economic disaster but also an environmental one.....Trump and his policies are truly Dangerous...

Besides the back ground noise of the adjoining office, thought this was a very slick presentation and the team looked incredibly professional and knowledgeable, I would like the AGMs to be done in a similar manner through Teams or the alike, Thanks for answering my questions B&S team

I hate to agree with Rookie1. IF you watch Jeffrey Sachs addressing a parliamentary European think tank, he pretty much gives clarity on the Ukraine war and a running history from the Gorbachev era. If you watch it I think you won't be quite so cynical towards Trump... you should never corner a cat as they are likely to lash out....sorry to comment off topic

Same message from me as before....not happy! Yet another 5% Dilution with just 1/10th of the new allocation being offered to retail investors...It's yet another scandalous smash and grab raid, Sugar coated with the offer of a few retail crumbs. Of the new allocation, 4.2% is to the fat cats and 0.5% left over crumbs thrown to the peasants...

But do the prospects look mouth watering... I suppose if I was wearing the shoes I would also like a bit of extra shine...

New road map base point, 5p-ish. Minimum expected destination, 10p++ August 2026...

In riposte to the likes of the builders bums and long term thinkers.. I, like so many others here look at the numbers involved and go phrr that’s a lot of money, “that could never possibly happen!”, but I am a Skoda driving semi-detached, South Tyneside thinker now if I was a Dax driving detached Ramside Park, Durham; thinker. I would think if all the dots are connected, maybe just maybe that could be Do-able… The Monte-Carlo swingers and shakers of this world like Gideon see the world from a completely different perspective. The development of Borders & Southern is already a foregone conclusion, probably always was…

If there is a trade war looming, the prospects for the falklands oil companies look even brighter. What is Trump thinking.... What ever he is thinking its all good for Borders....Watch the markets tomorrow, its going to be a bad day, But not for Borders and Southern

Really is bonkers. if a 10:1 offer ever were to come about it would be a hands down refusal from me. At this point we are still the great unknown but we have 10 times the acreage of Rockhopper and I suspect 10 times the reserves....I actually think in the end the 10:1 ratio wil be our Mkt cap compared to RKH, that's saying somthing!

As already mentioned, does this share price alignment possibly mean a 10:1 offer from Rockhopper to absorb Borders... sure looks possible......?

Don't really comment on price usually but looking at my portfolio today RKH latest - 40.1, BOR latest -4.01 ...Its a conspiracy...

WHAT!!?? Well..,, dumbstruck...,,, All the best Mr Bond,M sends his thanks for your services... I suppose all the years of psychological torture here have taken its toll. Miss Moneypenny has great hands, make sure you get a deserving shoulder rub--it will ease the pain when it sets in...

Two weeks- tomorrow .. .. now you're wondering...

My hope is there is more flexibility being a PLC than a non PLC with greater gains and options to be had.... I was very encouraged by Harry Bakers comment at the end of the Malcy intervew (16:40)...."those falkland stocks when the last drilling campaign happened were exciting, I think that excitement will come back again"... we are just Remora australis hitching a ride on the great B&S whale, hopefully that whale can see the mutual benefit of the little fish... because if Harry's right a few little fish at the moment will turn into a great big shoal...

Another 12% dilution, mixed feelings.... maybe good for the company that raising finance seems not to be an issue but not good for PI's.... where's the equality?

Likewise from me (11:34) as always phil gets trumps on a better price, think the price will bounce back pretty sharpish, so if we are all trying mittigate dilution then I don't think the window will last long. Some quite chunky trades rolling in....

Yes. Agreed .

Hi Anth, when you ask "So what can you not see happening and why ?" well it was in respect to the hypothetical situauation of pulling the liciences due to some legal issue.... The potential legal backlash that would ensue if ever that course of action unfolded would surely create the potential for damages to be levied in a similar manner to Ombrina Mare ...

Ignor the last post...

Interesting argument, thought provoking, so if this is the case, then the FIG will be forced to revoke the liciences...... surely then we will be in an an another Ombrina Mare situation with 100's of millions already spent on getting the projects to this point.... just can't see it happening with the recourse from the companies...

Interesting argument, thought provoking, so if this the case then the FIG will be forced to revoke the liciences...... surely then we will be in an o

"I can’t see any outcome that doesn’t involve enormous dilution at best for current shareholders"

That's just it Paul we expect to get dilluted but when the assests are the size of what bor are sitting on then there should still be skin on the bones even after dilution......... what is the project capex again 600 million? someone please correct me.. And what is the break even time......? 18 months...? again correct me I just can't be bothered to look...so after 5 years we should be well on the way to a Billion Are these figures fake...if so then please correct me. If there not fake then I'm satisfied with my investment and I'm happy to wait and see how this pans out. Thats all there is to it.... you haven't brought anything new to the table that isn't already widely understood.

To protect your stake, buy more and Sell none! !!...these are definitely questions for the AGM