Member Info for John121983

@Rubber.Soul How's your SOU investment going :))? Take advise from this millennial and invest in CHAR.

Shouldn't have called these boomers rodents ...my bad lets just say " dying breed" aka soon to be dead. Better for the planet too.

@kylie75 you were indeed right all along! Wish I sold this dying share sooner!! These Boomer gammons are parasite to the planet, last thing we need is any financial advise from these rodents

Ya'll thank me later. Don't mind these trolls from both side. They'll soon disappear once this sheetty company disappears. CHAR has massive potential by summer next year, CHAR is the multibagger. I say F this share and F all these trolls with their lies. (I'd chin them if I meet one in real). BUY CHAR !!!

Just wanted to say F SOU and welcome CHAR. My new journey

All my 640923 shares sold. BYE BYE FROM THIS DYING DOG. You will see a big buy on CHAR now all of them. F Majid F SOU. This is my last post

@Adam2911, I don't think anyone can save this dying dog, not even God himself. Damage is done. Next stop " Cash shell" status and few more months before it disappears to the sunset. Will see you at CHAR board, because that's where I'm shifting

@SANTIAGO666 send me your email I am happy to show you a screenshot of my current shares with SOU.

I can only advise the fellow LT share holders to sell everything ASAP before they walks away with our remaining cash.

Sell everything before it's too late. There is no way UP anymore.

The Company will enter "Cash Shell" status next month, giving them precisely 6 months to take action (according to AIM rules article 15). If they fail to conduct any exploration, it will be goodbye to SOU for good. I believe the farewell will happen before Christmas. Only option we have is sell everything now before the SP slides below 0.0001 p which likely going to happen gradually ( as this is the only way) We won't see Adam and BV on this post again either. It's time to say goodbye to each other because this board will likely be inactive soon as well.

Everything Kylie said right all along. Wish I sold this sheet share two years ago and invested in CHAR or RKH.

Moroccan dream is over the company will disappear in next few months. Time to sell everything before the company disappears from AIM. It's coming and way before Xmas this year.

Adam - did you pay that £100 to the charity? Remember our bet? This shares won't exist by Christmas this year.

@shrek4445 it's because the current SP is 0.004 p ( old money) even if it goes double tomorrow 95% investors will be way under water. Lot of us gave up already. Take a screenshot of my comment, even Q3 revenue going to be another delay. Likely to drag on to Q4 or even 2027 ( only if the company manage to exist).

Knee pads and Vaseline LOOOOL

@drjenner : From AI - a full buyout by Managem would likely be at a premium to the current share price — but not necessarily a big one, and it would depend heavily on how the remaining assets are valued post-deal.

Here’s how to think about it 👇

1) What’s already been “priced in”

The big value event already happened: the $45.2m partial asset sale to Managem.

After that, Sound Energy plc is essentially:

A minority partner (20%) in Tendrara production

Plus exploration upside (27.5%)

Broker NAV estimates (e.g. ~3.1p target) were based on this post-deal structure.

👉 So the market already reflects a de-risked but smaller company.

2) What a full buyout would value

If Managem bought the rest, they’d be buying:

The remaining 20% producing interest

Exploration permits

Any upside from future gas flows

But note:

Managem is already funding development + carries costs

Sound’s remaining stake is partially carried, which reduces risk but also reduces leverage to upside

👉 That usually leads to:

Lower “strategic scarcity premium”

More project/NAV-based valuation, not blue-sky

3) Typical AIM takeover dynamics

For small AIM E&P companies:

Takeovers often come at ~20–50% premium to market price

BUT:

If funding risk / dilution risk is high → premium shrinks

If buyer already controls the asset (like Managem does) → premium can be modest

👉 In this case, Managem already:

Controls operations

Funds development

Has informational advantage

So they’re in a strong negotiating position

4) Bull vs bear case for takeover price

Bull case (higher than current SP)

Clean exit for shareholders

Removes funding/dilution risk

Strategic consolidation of Tendrara

Could land near broker NAV range (~2–3p historically cited)

Bear case (closer to or only slightly above SP)

Remaining stake is minority + carried

AIM liquidity + weak sentiment

Buyer already “in control”

Potential need for more funding before cash flow

5) My grounded take

If a bid happened:

Most likely: modest premium

→ ~20–40% above prevailing SP

Less likely but possible: NAV-driven offer

→ closer to historical targets (if gas project de-risked / near production)

Unlikely: huge premium

→ because Managem doesn’t need to overpay

Today SP was below 4p ( 3.96) I think this was the lowest in SOU history.

@StMary OMG Adam is Soundboy? WOW I remember Soundboy years ago. To be honest I used to like Soundboy vibe back in the days. I remember making some money back in 2016 from SOU but these days SOU is nothing but disappoint and delays

Adam that's the BULL case you've posted, what about the BASE case which is MOST LIKELY scenario and BEAR CASE ? Can you put all of them please?

@balancedviewer Do you not have any Bingo halls nearby to hang around with like minded boomers? You spend way too much time here. Find a hobby or something.

@StMary Are you sure about that? We know the typical SOU pattern by now. 1 day blue = 20 days of RED! I'm just waiting for this share to hit the 3's so I can get Adam to buy me a dinner in Taghazout cafe and pay for my camel ride