Member Info for legache

Dirty...

Depends on when you bought into JSE as to how well its doing... I made a significant top-up recently.

Mairi not completing must be totally priced in now...

ridiculous, I'm buying more...

hes got a land bridge already. A few people in a basement means nothing

I'm with II, invested my divi back this morning.

Well, that RNS answered my question...

I hold many k of RIO... This was not an entirely unsurprising announcement this morning, but i am bullish medium term on commodities.

I think even at lower levels of economic activity FXPO is still an absolute cash machine.

Or, he's just a troll... Seriously, anyone who thinks Russia could take and hold land in central and western Ukrainian needs to watch the news...

I'm a bit lost atm. I know we are currently drilling the MSD-20 infill development well on the Meseda field and thats gonna take 6 weeks... to TD, but what about this second rig they contracted, what is it doing? Did anyone get a rough plan or link to one?

Where all the iron ore will come from to rebuild Ukraine?

Seav, it's all about fcf here. Their model is built around buying end of life assets with low reserves and extending that life...

Dyor

Jse a much better and safer bet. Thanks though.

Putin will take the Donbas

I'm a former holder. Sold out on the highs as the political tensions grew. Now going to stage in if and when the situation improves.

Or I could be staging out again. Who knows!!

Taken a good size position yesterday and today. Let's see if this recovers and still pays the dividend...

Keep hearing about these new, less modestly priced gas contracts in Morocco. Where are they? Last time I liked they lost a customer as they wouldn't sign up to higher priced gas...

Congratulations on the winner Ned. Let's hope you're our lucky charm!

I was simply pointing out the BNP note was poorly researched Ned.

Not saying SDX is a poor bet. I'm tits deep myself.

However, the market never lies... We're at 8p for a reason!

Well, I agree with you. My numbers offer a huge upside.

The main rationale for low valuations on e and p shares is simply the energy transition meaning institutions unloading. There will be a time where private equity steps in but they are sitting on their hands waiting for the best bargain they can get.

Supply and demand

Simple

Paid PR Ned. Like I said.

My comment really relates to the poor quality of the note, lack of IRR's and sufficient detail to substantiate their headline figure.

I am a bit mad to be holding this at such a loss TBH