Member Info for JiffyBag

SB,

Thanks.

SB,

I could not find any link despite looking on Marlborough's site and others of the actual up to date breakdown, of their individual investments in the Nano Cap Growth P Acc, fund.

SB,

Glad that you are enthused :) , Google is your friend:)

Seriously, this is a very good sign IMO, not managed to find anymore as yet most likely as are under the radar.

Seadoc,

That is some 'War & Peace' document, no wonder everything in the UK takes years. If that document crossed Trump's desk he would fire the lot of them, Lol, just give me a single A4 and I will sign it off:)

Ownership Tab

So I see, Marlborough Nano Cap Growth P Acc, its a start.

https://www.morningstar.com/stocks/xlon/ukog/quote.html

Maybe UKOG can bin Cantors as a MM? don't know how it works, i would.

UKOG MM's are:

JOH. BERENBERG GOSSLER
CANTOR FITZGERALD EUROPE
CENKOS SECURITIES PLC
PEEL HUNT LLP
SHORE CAPITAL STOCKBROKERS LTD
NPLUS1 SINGER CAPITAL MKTS LTD
STIFEL NICOLAUS EUROPE LIMITED
W H IRELAND LIMITED
WINTERFLOOD SECURITIES LTD
STOCKDALE SECURITIES LIMITED

Cantor on the list, odd or shorting? Take from that what you will re Article.

Rodders,

I agree on the Tankers aspect, very, very, important.

Why? because the market knows in advance of an official RNS that Oil is indeed coming out of a specific tested layer, albeit under controlled test conditions, plus the fantastic previously reported results for Portalnd, plus the moves already in motion to go for production, etc, so maintaining confidence.

Without those activities, most particularly 'Tankers' , UKOG would be dead in the water by now.

The final piece in the jigsaw is of course will bethe awaited Exodus CPR before we see the herd arriving IMO.

By far the most popular and widely read newspapers at the BBC are The Guardian and The Independent. ­Producers refer to them routinely for the line to take on ­running stories, and for inspiration on which items to cover. In the later stages of my career, I lost count of the number of times I asked a producer for a brief on a story, only to be handed a copy of The Guardian and told ‘it’s all in there’.

– Peter Sissons, Former BBC News and Current Affairs presenter

The next RNS should hopefully improve it, plus of course yet more Tankers, just to ram the message home.

Forget Solo, think about the 'Big Picture'!!

DA , currently No 3, in the Ramp Charts :)

http://www.pumpedordumped.com/rampchecker/rampchecktopramper.php

We see, the better the short/medium term outlook for a re-rate in the SP, IMO.

Confidence must now be building day by day, as the the old Flare Stack keeps burning away, and the number of Tankers keeps rising.

What other way is there of gaining an up front appraisal?

If there were no tankers, that would be it.

I don't care what others say, but the tankers as of late, have given the market a free 'Heads Up'.

Hi Seadoc,

Agree, either that or he is a very, very, lazy, investor :)

Willow,

http://www.horsehilldevelopments.co.uk/

Works fine.

Cockenhoe, Have a look at the HHDL website, you will find an answer there:)

Lots of posturing as usual from TW and his mates, but what is missing?

Rationale, the all most important raison d'etre.

Re:‘My bet is a merger Angus/Ukog and others’
That might make sense in the future, data, assets, knowledge, exploitation, etc, but would SS and Vonk ever get on? :)

Boyzee,
I see that you are referring to the RNS dated 05th October.

Re: ‘I cannot square the mkt.s sp movement and the mega positive ukog rns.s. I.m being brutally honest.’

I agree that since the issue of that RNS movement in the SP is not fantastic primarily because of the likes of Solo et al, selling into good news (as require the cash for their own projects) , and let’s face it lots and lots of day trading for beer money.

However, it’s early days yet isn’t it? surely an updated Xodus report will be the defining factor, and at this stage proven recoverable reserves have not been issued by Xodus for HH so some new investors are holding back for now, otherwise the volumes and SP would have risen faster etc.

Re:‘As I said in my first post of this thread, the wording/phrasing sounds very odd ...the part about not being construed as reserves is majorly worrying. Just what will Xodus put into their cpr regarding reserves and probabilistic stuff volumes?’

OIP as we know, is not the same as recoverable proved up reserves, and as yet is currently to be defined. IMO, a total recoverable reserve figure value will not be issued until the Kimms have been fully tested. (May be wrong on that, and a Portland CPR is issued separately, we shall have to wait and see.)

Re; ‘The mkts will crucify ukog if these nos arent good, they really will. If I hadnt read so many rns.s, cpr reports etc over the last 30 yrs, I.d be thinking ...SS/DL good lads. The mkt does not like ukog period. It does not trust it or its bod. The stream of tankers currently coming out of HH should be leading to a stampede by ii.s. ‘

It goes without saying that if the final Xodus report is sub commercial the market would crucify UKOG. I do think the market’s perception of the ‘Weald Concept’ is slowly changing, yes we have had some bad press by the likes of the BBC and others, and BB.

We cannot however simply ignore the fact that the Oil is coming out now, (25 plus Tankers so far under test conditions) it’s there like it or not, and as for instutional investors/ii’s coming on board at this stage, that will only happen further down the road when UKOG are generating cash from production. That cash in turn will fund the next well and so on etc. In fact SS has openly stated in a recent interview of the potential to generate a £million a month from production.

Re:‘If you can get an ii or 2 suddenly showing interest great...but you cant. It could easily be done on a mkt cap of say £100m. In fact, everyone bails out ...Solo, Gun, Prim etc ...they sell up. Why oh why? Angus ... Cornish/DL link ...rns.s ... all worrying to me. It doesnt add up.’

I agree seems illogical for now them selling, but many Investors bail out for all sorts of reasons, (look at Crystal Amber/HUR as of late owned 20%, now 5%, one of main reasons that HUR fell I reckon, prior to market correction last week, but they will most probably buy back in again, I 'm sure,

Re:‘My bet is a merger Angu

Boyzee,

The impression I get , is that you are talking your very own .'Swing Trading book', you never hide the fact, you are always so transparent.

Now what is it in, 'Given the EWT has delivered both commercially viable Portland flow rates and connected oil volumes, an internal declaration of Portland commerciality will be made shortly by HDDL.' that you don't like?

At the end of the day, it will be the CPR that counts, and judging by progress so far I think it will be a good CPR.