Member Info for kign

Https://www.msn.com/en-us/money/markets/kosmos-energy-seesasws-amid-takeover-speculation/ar-AA1waXai

Yakaar-Teranga (90% KOS) is >20Tcf in place (way bigger than Timpan & not too far from Europe)!

Not just HBR, also look at recent Canal+ IPO... it's a big problem not recognised by LSE!

https://www.ft.com/content/aef053ce-c94d-4a72-8dce-bdbf56dd67e1

The London Stock Exchange is on course for its worst year for departures since the financial crisis, as fears mount that more FTSE 100 businesses will quit the UK in favour of New York.

A total of 88 companies have delisted or transferred their primary listing from London’s main market this year with only 18 taking their place, according to the London Stock Exchange Group.

This marks the biggest net outflow of companies from the main market since 2009, while the number of new listings is also on course to be the lowest in 15 years as initial public offerings remain scarce and bidders target London-listed groups.

Whatever the case, hopefully it will bring some attention to HBR's valuation

Imagine HBR + Kosmos instead...and you get a US listing with that too :D

https://www.msn.com/en-us/money/mergers-and-acquisitions/tullow-oil-in-talks-with-kosmos-energy-over-potential-offer/ar-AA1vKYGJ?ocid=BingNewsVerp

Also, HBR is still the largest UK oil & gas operator with 149kboepd vs 140kboepd (Shell UK+Equinor UK)?

It's a good move to stop the media from saying they gave £XB profit. this will show the true profitability of a UK oil & gas operator

***** is censored here?

Https://www.reuters.com/business/energy/opec-may-stick-with-deep-oil-cuts-longer-due-weak-demand-2024-11-20/

probably the reason

Bensi, FYI HBR current production & reserves are now ~30% in the UK; not 50%

Jeffrey 1979 £2.65

Gordon £2.82

Wizard £2.85

Tiler £2.89

AlexT £2.99

NSS £3.00

Retec £3.08

Collingham £3.10

Kokomo £3.15

kign £3.60

When you secretly short 16.85% of the shares and yet hold the final say about the covenant extensions, I'm not sure it's fair to retail investors

Coll £2.60

NSS £2.75

Persil £2.78

AlexT £2.85

Offmessage £2.70

kign £3.60

Kign £2.48

Bots £2.49

Coll £2.65

ShaunCod £2.71

Gordon Albert £2.74

NSS £2.78

Persilchat £2.85

AlexT £2.88

Clued £2.90

Manc £2.97

Tigar £2.98

Koko £3.00

theancient £3.04

Bots £2.63

WM £2.78

NSS £2.94

Alex £3.01

kign £3.60

Good to have some sunshine while riding this out 😂

For zama's case, once field development plan is approved. timpan/langkayan still needs more appraisal.

If the outlook is poor and oil price is now below 71.40 so EPL should be removed?

Oh yeah you're right. my mistake. trying to understand why it's dropping so much since the official merger announcement.

Strange to see carlos slim reducing his stake dramatically

Good news. so they won't be forced to sell like what happened last time with rwe-dea uk that ended up in ineos' hands.