Member Info for jollyspeculator

Not much of a retracing, if so

of proved and probable reserves at 10k boepd

Some are convinced that JKX is in terminal decline, but "we anticipate average daily production in the fourth quarter to reach 10,000 boepd." All seems over-bearish to me...

waiting for even better SP - £2.55?

16moz AU reserves and $10bn EV. Grades are good, but can anyone explain this valuation?

Just a chunky sell at 23p?

With decent slug of LT Debt, could even test 40p - given comparable EV/EBITs around market at the moment. (Just opinion of interested student/observer, needless to say; nothing I post is investment advice, of course)

Should we be concerned?

Any ideas?

seems keen on 18p

oh goody - net net still on!

Nothing I post is investment advice. I am long PAN

Nothing I post is investment advice

Nothing I post is investment advice. I am (a little) long MBH

Nothing I post is investment advice. I am long DWHT

Nothing I post is investment advice. I am (a little) long CCAP

Nothing I post is investment advice. I am long SAG

Nothing I post is investment advice. I am long RGS

Nothing I post is investment advice (which should be obvious!). Also, I am not shorting CAMCO.

The carbon book is still important (CDC accruals and WIP were valued at nearly £20m in Interims, I think but DYOR; how much on mark to market now?). If the carbon book is vulnerable, this is not really a net net. (Roughly, it seems to me but DYOR, £20m carbon + £25m other CA - £40m all liabilities in Interims). How confident are you that business development and general carbon not ops are not steadily going consume the cash?