Member Info for kylie75

Adam, for me your 11.52 post today very succinctly sums up my issue with you. This is an investment board where investors and market participants can exchange views on facts, and speculate about what may or may not be by drawing reasoned links to past and current actions / developments. 'Hoping and praying' as you put it, well I've been involved in various markets for many decades and that's not ever featured in any conversation or book I've ever had or read. As I have suggested quite a few times, Facebook might be a more appropriate forum for hoping & praying? Generally, if you got to hope and pray for your investment to perform, either you've got a dog of an investment or you are woefully under-researched. I have a niggling feeling both might apply to you on this occasion, but certainly the latter! I'm sure you or Crude ran the SOU investor Facebook page in the old days, why don't you revive it and reminise about mortgages, the NHS and being JP's lackey?

In the nicest most constructive way Adam/EB/SB etc, you’re so thick and you just don’t seem to even realise it. The market is exactly level with last night’s closing you look at the order book. Nothing you post is objective or researched, just complete guff.

Seems like a few new faces here, chumps that have been caught out trying to pump and dump this stock. Little do they seem to know SOU’s default is just dump, so they’re long and caught now. Watch them post desperately trying to recover their average over coming weeks. lol. How many times has that path been trodden here……

Just had a listen to the all too predictable investor call from yesterday. Looked at sp and perhaps the takeaway is the less GL, GD and JA speak the better?

The main issue with the call is these guys just never ever ever learn. The very liberal use of phrases such as 'over the coming period' and '2025' and plenty of other completely non-commital bs phrases that politicians have been coached to use in order to not get pinned with failure to meet deadlines just goes to reinforce the contempt they must have for SHs. They must think most of you (not the ones selling today I guess) are nothing more than stupid mushrooms. How many times can you all lap up this non-commital bs from these guys. And then these's the usual ducking & diving from GL re the complete absence of any director or executive team share purchases. Just be straight with people, and they could not even do that. Read between the lines and nothing has changed here. No shareholder distribution (via buyubacks or divis), just asking SHs to trust them that they can deploy the $13m (or whatever is no left of it) better than returning it. It will just be a slow phase of missed deadlines, extended periods of SFA and cash burn before some Moroccan solar venture (wtf...?) or a Libyan gas venture.

Talk about souring the mood into Xmas for you guys. GL successfully shot himself in the proverbial head last night. Clap clap, down down the sp goes.......Nothing ever changes with this lot. Excuses and non-commitment.

Sure as night follows day this board is invested by crackhead loons that haven’t got the smallest idea of anything let alone company valuations. Such is AIM I guess.

Just take a look at the Zeus broker valuation, that tells you all you need to know. I appreciate many of the weak completely unresearched holders here find comfort in the belief I am completely one sided with my view, but Zues are very clear that basis a 20% remaining share of the Tend consession and a 27% share of the wider Tendrara & Anoul (incl M5 drill) licence area, should those wells come in with this level of licence share there's upside from 2-3p additional all the way to 13p valuation from memory. M5 is a massive drill, quite high risk (although not so much for SOU at this stage as it's not paying a penny for it and there is ZERO M5 risked upside in the current sp), so you have anything from little impact I suspect if M5 does not come in all the way to a huge multibagger rerate. None of this is my view, or opinion, it's there for anyone to read. Changes none of my views about the broader risks and general managment performance etc here, but with a 3P now licence operator I think if there's evidence of them actually being able to speed things up here (on P1 and P2) then that could be very positive and clear the obvious overhanging seller(s) out there - probably still that god awful last funding round seller that GL got bent over for I suspect.

If either SBK1 or M5 come in, and not knowing exactly, but I think they'd end up being monetised differently and therefore over different timescales. SBK1 easier to some how tie into LNG/Pipeline, but M5 is remote from what I can see, perhaps a whole new development / pipeline (would warrant it if in top half of possible recoverable reserves size), or tie into P2 pipeline possible??? A question GL will no doubt get asked on the call next week.

If SOU/Managem can get P1 and P2 over the line and well on the way to delivering cashflow, the credibility/ability/delivery skeptism and overhang to these shares will be removed in my view, then even if M5 comes in the valuation impact on SOU, even if development/cash flows were 2-3yrs ahead, would rapidly discount / factor in much of the value.

A lot of ifs and buts there, but like I said, this is all there for those to work out / see for themselves if they pull they're fingers out.

I would wait and see how the market reacts before you count your chickens on this one.....I will say i'm surprised this got over the line in 2024, and have just had a tea spoon full of humble pie for my breakfast....lol. 48 mins and counting until the market shows it's hand.....

SOU is the corporate equivalent of a Faulty Towers sketch or the Black Knight from Monty Python. It's the polar opposite of all the moons aligning. Another month goes by, another load of targets missed, another load of management bs swallowed and no sign of anything improving. The thing that will kill this company is time. Nothing else, time. GL made a big thing of Managem being able to unlock the Moroccan beaurocracy and get P1 and P2 (esp) moving, well based on the last 6 months since SHs were spoon fed the last bs from GL, I'd say that's not looking hopeful and anyone expecting P1 to be producing gas, P2 FID or any drilling at all in 2025 is utterly delusional. Time will kill SOU. Keep watching to find out.

I’ve said it for months, odds on GL gets sacked or walk before Xmas. He’s proving to be one of the least effectual CEOs any SH has had the misfortune to stumble across. Strategy….what’s that? Execution….what’s that? Value creation….what’s that?? You get me point.

Looks like times up on GL and his bs. A consistent seller plus no buyers = soon to be zero sp. GL will ok though don’t you worry, remember his rincing SHs here for zero in return but bs tomorrow this and tomorrow that. Mkt can see him for what he is. A chancer I’d guess. No different to that greaseball JP. No value, no buyers, all fooked.

On balance I'd have to disagree Medi. I'd imagine you have to work pretty hard to fk things up quite as badly as this lot. That effort should not be rewarded though, clearly. But this is AIM after all, a happy cuddly place for all manner of underqualified underachieving CEOs. Always has been and always will be. Take a look at how US equity markets have performed post the GFC in 2009 vs the UK markets. A proportion of that is related to commodities heavy UK mkts vs tech heavy US markets, but not all of it by any means. Sadly the UK is in a long slow decline, has been for many many years. People like GL are a personification of that - paid for poor decisions, poor management and negative value creation. Incredible.

That picture of the site design is a very succinct pictorial example of what’s gone wrong here. The P1 lng project is a costly distraction that’s near killed this company, adding no value (see broker calcs) and how and wtf is a company with a £13m mcap involved in building a 2.5yr complex lng project???!!! I mean just step back. It’s horrifically complex and expensive, debt on this company for SFA. A strategic self punch in the c0ck.

St.Mary, i was thinking more along the lines of Pearl Jam's iconic Nothingman

Someone hinted at the really big issue here, for me it's even more important than the rock bottom all time low sp. The daily trading volumes are a dark forboding telltale of what's up coming. No one anyhwere has SOU on their radar, no interest no nothing. Unless you guys can find another guy to take these shares off your hands, you're all fooked as GL will soon be gone and anyone expecting divis to save the day, omg.....get a grip. GL=JP.

Hahaha....

Anyone else appreciate the dark irony of SOU as a complete investment basket case, with an second basket case of an Exec team also having a complete set of basket case posts here like EB, Adam, SB, Pescado. it's a completely basket case of a universe. the time for GL to actually walk the fking walk and stop talking was +2yrs ago in my view. not 2yrs later the market has given up on him and this company. just look at the sp and daily volumes - says it all.

Absolute baseless garbage as usual Adam, nothing but more pie in the sky.

just imagine if isn't finalised by December - game over here, no passing go, just straight to the investment black hole with you all. it's not about doing reseach, this is the yet further layer of stupidity from Adam's posts. there are many investors who i am sure did some level of basic or middling level of research before investing. the problem is the company has constantly misled and lied, so all that research bares little or no resemblence to reality. that's why even if a managem rns drops the sp is going lower, game over..... GL=JP.

Anyone else getting a very bad feeling about all this? the way it was decribed back in the summer this was dotting the I's and crossing the T's. There has been zero actual meaningful progress since and management squirrelled away hiding away from investors. for me this is now odds on going bust by year end. lies, lies and more lies. GL=JP.

The walls are closing in Adam/Pescado/SB/EB etc, the walls are closing in. Your last comment below, it just shows you up as a laughing stock imho. Save it for Facebook, not appropriate for this forum. It summary your input today is keep your fingers crossed and if you lose it all don’t worry as soon you’ll be dead anyway and it’ll make no difference. What a hoot!

You clearly don’t get irony Adam. You’ve done zero research yourself basis your own posts. Just relied on a JP and Crude crush and got swept along with it all. If asked for any detail on this company you wouldn’t have a clue.