Member Info for Krok

Got fed up with all this b/s re Pinchuk getting over 30% To do the takeover, he just needs to agree with Smart. Get 54%, everyone else will have just to accept it. Whatever the price Without Smart it doesnt make any sense. As a minority s/holder Pimchuk is interested in company staying public Saying from my first day here - do not expect these days that a Ukrainian oligharkh will pay top dollar to retail investors in the UK

Jarrovian, this is business as usual in this part of the world Worst thing is if management is in consent with large shareholders willing to take the company very cheaply I can’t believe the Company found this news on internet website, sounds ridiculous

License revocation with immediate effect is nonsense, it doesn't work this way PEP should have received a warning first, be given time to cure, if failed, then revoked So this is 100% someone’s game Who can guarantee that two other licenses are mot revoked tomorrow

A couple of quick questions to all worshippers of Regal the Greatest sect Is Gas The Mighty making you warm today? Is it enough to sooth the pain from the losses? Keep holding, guys! One pound is just around the corner!

No one will buy JKX, simply impossible They are half Ukrainian, half Russian, too toxic in the current circumstances

There will be no bid because if the ongoing Presidential election in Ukraine In several month time there will likely be a new president in Ukraine That will change the whole political landscape in the country. Current polititians will be replaced with new President’s people, some of them sent to jail. Previous agreements and arrangements will be closely scrutinized and in many cases cancelled or re-agreed Just the wrong timing - it is time to protect the existing assets, not to buy new ones On top of that, even if there is a bud, I am pretty confidebt it will not be above 70p. This company is simply not worth more Those hoping for 1 pound simply can’t make two and two together in terms of the valuation. Regal at 60p is the most expensive independent in the whole CIS universe by most valuation metrics That said, happy to be wrong as I still have a large position in Regal, which I will increase when the price drops further

Great run in the last 2,5 months. More to go

90p provides a good short term speculative opportunity to exit at 120-130

BVCP is a large shareholder in NOG I rhink they could be interested to take the company pruvate but given Mike Calvey is now in Russian jail, this has zero chance of happening Another major failure for BVCP in tge oil and gas industry, on top of Volga Gas

Normally, when share price drops below 50, most shrewd investors here, who apparently read some “Regal for dummies” shit somewhere and as a result think they will make a fortune, shut up and silently suffer their pain They become active when the price approaches 55. Their ecstasy reaches its peak when the price is around 60 Tonnes of reserves, cash generation, great company, best company on AIM, once in a lifetine opportunity etc - they shout again and again trying to outscream each other Having no clue these are all more than priced in at 60p Apart from the rakeover, which is now unlikely, there is no single reason why Regal should trade above low 60s in the next 6-9 months No production growth this year. Just a single well will be drilled, when they can afford to drill 15. This will only compensate a natural production decline from existing wells This by itself casts doubt on the quality of reserves, management simple don’t know what to do with them Growing cash pile is great but until there is clarity how it will be used to create value to all shareholders, it doesn’t mean much Cadogan in Ukraine have just stolen plenty of money from their huge cash pile. Very Ukrainian style So i’s everybody choice: either to continue hoping (or, rather, dreaming) or make money in the current circumstances, i.e. buy when thr pruce drops and sell when it is 60+

Sold 150k shares at 60-61.5p yesterday, that was almost 40% of my holding Was hoping to sell more today, not going to happen given we are almost 10% down. Will hold now For me, the right strategy for Regal in the next 6 months is buy below 45, sell above 60 Repeat three times and you more than double your money Did exactly this in late December (switched to JKX back then - great permormance since then) and repeated just now Next trigger is 1Q cash balance. If it is as dissapointing as the previous one, we will slide down further. If it’s good (effect of reduced taxation), say $63-65 mln, then we will go back to 60ish I do not believe in the takeover, nobody will buy a miserable several per cent of illiquid stock from the market, drive the share price up as a result and then announce a lower premium But we will see Anyway, those waiting for 100+p are just dreamers, who have no clue

No wow effect, unfortunately. Production of over 4 kbopd was obvious from the latest well update. Cash balance is dissapointing. I thought it would be around $60 mn. Probably they paid for some capex in late December

Seems this will not be enough to send the price beyond 60p but will see today and tomorrow

Insiders do not seem to be buying. Not a good sign. Fingers crossed we see a decent update and, among other things, they actually disclose their current cash balance (they hadn’t in the previous several January updates)

Volumes are huge today, somebody is apparently selling Russia-Ukraine conflict is overexaggerated. Dozens of ships and crews have been detained and released by both sides in the last couple of years. Several people are still in jail because of this Should have no effect on Regal whatsoever, but somebody holding a big stake is too scared and thinks otherwise

Being from Russua, have no clue how this ‘conflict’ can have any impact on Regal’s fundamentals or share price. Such conflicts happen every other day Oil price drop is more worrying, in my view, as gas prices will follow But it is then industry negatives vs company specific positives

I sold ca. 2/3 of my holding in RPT recently at an average price of 58p, will be buying again as much as I can now Should be an easy 30-40% gain in a matter of weeks

Tell me Udeally, with your repetition of some irrelevant bullshit which you convey 10 times a day here:) Hoping it will change something

Regal sells all its gas to Smart Energy, hopefully at a not too much a discount Smart does not sell gas to population either So by itself this news shall not affect Regal’s financials This is really good news for UGD, where JKX owns a 10% stake. But this is another story

RPT and JKX has little in common, actually. They have very diffierent asset base, to start with That said, I agree that JKX has more upside in the short term, as RPT’s valuation is comparatively closer to ithe fundamental value

Gas prices for population in Ukraine will increase by 23.5% from 1st November IMF demanded a 60% increase, so this is a compromise