RE: the next Serica?13 Sep 2022 08:18
Could well be a Serica style move. The fundamentals are very strong indeed. Production has been increasing. We're now at 21,600 boepd according to the interims.. Target being 24,000 for now. However, if serentity comes home, which is a high probability. Then I'd say we could have a move to a £1, as success would open up other aspects. The canadian assets will grow boepd rapidly with the cap progs and additions over there. More than anything that will also pave the way for acreative acquistion/s. Very doable imo.
I think BoD have done extremely well and will deliver further. I am a little wary of AA and kistos who are aggresively looking to grow. We may not be a prefect fit given our Geo footprint, however north sea...aimho.