Member Info for leftitlate

That's the $1bn question.

And if he wins, it's full elections.

https://www.rtp.pt/noticias/mundo/cnrt-quer-que-ramos-horta-dissolva-parlamento-timorense-se-for-eleito-pr_n1378900

Some back story.

https://www.lowyinstitute.org/the-interpreter/timor-leste-comebacks-and-contests-ahead-presidential-elections

As long as it's not this Alvernikov.

https://youtu.be/LFuYIi5-igc

Classic :)

Redtrade that's the question. In 6 months a lot could happen:

£13m if Timor Leste doesn't move but the North Sea warms up again.
OR
>£35m if Timor Leste carries on moving projects forward and North Sea doesn't shift.
OR
<£5m
If nothing moves and we're just sitting waiting to dilute further to fund something.

Add another 12 months to that and you could potentially double the first, quadruple the second, and keep no3 where it is.

All IMHO

We all know the potential in this stock, that's why we're all here. But let's not fool ourselves we all also know the risks too. My concerns are BOIL corporate, there is no need for 3D seismic data processing to take so long - and that questions the TGS partners decision. The growing feeling in my stomach is that details are slow for a reason, and it's not the one we want. There's a huge amount of processing supply for evaluation & interpretation of 3D in market. It's time to show our cards, bluffing time has gone.

Would our name not be on that list if we were pre-qualified as HFB's suggest. Or did we NOT bid for anything? Maybe a call into IR @ Baron on Tue can clarify. Hmnn.

Let's hope there's no plonkers here! :)

I think that you and Alvernikov have too much time on your hands, with Billy Goat Gruff and poems! :)

By 7am (UK) tomorrow all interested parties should be in.

What number would people be happy with for a buy and goodbye from a major?

Shouston that would definitely be the icing on the cake!

Shouston - that's the biggest challenge to all of this......the internal infrastructure via Chinese funding, and ultimately the payback terms.

Their preferred route to drown the financial balance and then offer govt. a debt swap to build operational installations - air/sea or communications. Still a big risk in this geo-political hot potato.

What talent Alvernikov :) Let's hope so!

Sorry - formatting went to pot.

Some jigsaw pieces are moving, but will they fit nicely into place for BOIL?Going in the right direction:TL - coffers drying up like BU, and island energy energy is expensiveGovt. elections next monthLicence bid round closing soon (is it the end of this month?)OZ govt - seem to be pulling their finger outTimor Gap NOC - upping it's game on resourcing & contracting.Island connections - Alliance flights up to 5 a week from July, good to see the airport getting used.Challenges - mainly the historical ideologies of govt. such as:Tasi Mane Project - cost/valueBeaco dream vs. realityTL govt not fully understanding geo-political games and tactics (IMHO)

I agree with the positive sentiment, there's a glimmer of hope this time as we get closer to the ticking time-bomb elections. But there is still the huge risk that sweet F.A happens again. We know the asset is there, but there's no funding agreement in place re: JV and we've all seen the history of daft decisions from TL govt. Be careful of confirmation bias peeps, and only invest what you're willing to lose. DYOR, but FWIW I'm in - but not to McCadder's level.

Can't believe the gap in posting :P As there is a lull, just a wee note to thank you for all you input in this board. I've certainly learnt a few things from it. ATB

The political situation reads like a **** show

Truly hope so!

The questions I'd check-in on again are hopefully the ones you asked a year ago. Why did you originally invest in the stock? What was your original window of investment vs. expected return? What were your expected triggers for growth? Clearly you're nearly a third down on your original investment, so if you need that money elsewhere then you've a lot of work to do to source new investments. Or alternatively, go back to the fundamentals and re-rate your window or expectations - the triggers remain the same in my eyes.