Member Info for jollyspeculator

you seem to be right here - rise before news (not sure it is a leak, though) Jolly puzzling

goody... concerned that I had missed the boat at 1.20+

Vigneron, not sure this is a standard biotech play (ie wholly dependent on progress through Phase 1-3). Instead, I understand (from earlier excerpt posted here that Edison are suggesting) that rev slippage may cause need for more funding. That has persuaded me to stay on sidelines awaiting news on revenue performance DYOR/not investment advice, of course

The unexplained gentle rise continues on only modest volume; imo it tells us little - sp will be determined by the IMS Jolly interesting

back to sleep zzzzzzzzzzzzzzzz

Like a few observers here, the interims hardly demand a punt - at least not imo until the sp is closer to (and perhaps again tests) £1 DYOR/not investment advice but too many variables and uncertainties beset ESSR short/medium term (at least) to make it attractive as a "must buy" share (not incredibly cheap on b/s or profit metrics; highly indebted; continuing losses; FX risk; Indian politics and regs....) GL & GN to all Jolly intrigued

Not keen to compromise anonymity here at LSE - my views are straightforward and punchy (and some might get upset by truth and light!!) How about cut and paste of interesting bits on to this board?

at 50p under real pressure now

haven't checked The difficult here for me is estimating how valuable this business is if comparable EV/EBIT multiples on the market are at 5-7 - what is STY's "normalised" EBIT?

weak revs and EBITDA - interesting to see Edison update(s) But limited sp decline and trading volume (in particular, sells) Jolly puzzling DYOR/not investment advice

According to your read of TA here, where is critical support sp?

the "G"; small but significant o/t I am watching VOD closely - think it might go a fair way lower imo (too much weight to only just covered div yield and broker est of VW value for my liking; all have DOOR and not investment advice of course) Jolly interesting times (as ever)

I am worried about new tax regime - any thoughts on effective tax rate for 2013?

I thought in similar way(s) at £5.40; naively, I read the earlier IMS as more positive than proved to be the case Now, I'm concerned that we are at the start of further downgrading of rev growth; profitability etc by a management that has been acquisitive and may have lost some of its grip..DYOR and best of luck Jolly nervous

"Production from 1 July 2012 to 23 September 2012 averaged 184,741 m3/d of gas and 42 m3/d of condensate (1,418 boepd in aggregate). Ongoing maintenance work on producing wells continues in order to optimise daily production." (excerpt from Interims)

Welcome- nice to have another enthusiastic voice Looking at extract from Interims below, I think production down from 1H. DYOR "Highlights Operations · Average production over the six month period to 30 June 2012 at 214,470 m3/d of gas and 47 m3/d of condensate (1,636 boepd in aggregate) · Well SV-53 spudded on 28 February 2012 and well MEX-105 spudded on 17 April 2012"

to buy back in here (DYOR/not investment advice, of course) 80p looked like momentary support back in late '09 on bounce up to £2 (after that 50p which was my original entry during 08/09 crisis)

another big delayed sell

much appreciated Any target price in mind? Jolly

may not be enough for equity given £15m of prefs DYOR/not investment advice