The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Top 3 picks for 2023
1 TXP
2 Touchstone Exploration
3 PBEGF
@Dartron - I can confirm I’ll def not bet the farm here but as MJ said on Discord he would advise selling combine investing and buying a new one - I cannot risk Pb being a year out on his timeline and not having one till 2024!!!
GLA
The darkest time is always just before the Dawn - and hell it’s dark at the moment
Wow - do I sell the combine as won’t need till July and snap up more at 50p - Hell I never thought I would be thinking like that !!!
Could 2023 be our year - probably /probably not - take your pick !
A Happy Christmas and New year to all you guys out there
GLA
With TXP having a 16.2% interest in the block does this open up a few small opportunities with PRD Co2 technology
I notice they are keen to press on with possible new wells to gain some production - don’t know enough about the discovery on the block to comment though
I guess also that TXP are obliged to make their contribution
What are XM thoughts- I would like to know
Absolutely agree Smasher the PR is abysmal!!
Something though here to concentrate the mind
Serica output today 28000 boed with market cap £812 m
TXP output 30000 boed when Casc at 200 mmcf d plus Coho and legacy without Royston Kraken etc etc etc
5x current market cap £3.30 is so doable !!
64p is an early Xmas present me thinks GLA
Interesting that BP’s Cassia C may well produce a similar amount of gas per day as Cascadura 200mmcf/day
How long has it been from first discovery to first gas ?
I would think their development costs have been massive
Meanwhile our wait continues - thank god ours is on land !!
GLA
Strong investors in the background that’s good news! - Coal price up 3% or $10 per tonne today also
Stronger world prices can only help us as we move towards those first sales ( too big a gap between what we shall receive at start to world price though )- but that gap should close up over time and hence more profit for CGO
GLA
I agree with you guys - nothing there to spook the market - just games
A piece of cake with q3 would have been nice though - I wanted Royston ST drill rig mob but hay ho it will come
Gift horse and all that - might top up a few more !
GLA
Was hoping for a bit of FOMO today
I’m also expecting / hoping for the following
1 Full update on first month of Coho - flow and revenues
2 Confirm Q1 start up for Casc is still on
3 Confirm rig mob to Royston for ST
4 Confirm ongoing drill plan
5 Confirm invoice has been paid for Coho pipeline
6 Confirm VAT has been paid back
Above 2 I believe would pay for Royston drill - but if not arrived (likely) then I would be happy to take on a little more bank loan to kick start the drill programme now we are a few months away from Cascadura income
GLA
Really nice to see frequent tweets on the Cascadura development
PR has been woeful in the past - everyone likes a picture or two - keep it up TXP - it should help a steady rerate towards Casc first gas and start of “Wall of cash”
GLA
Via Twitter-PB has been appointed to the Energy Chamber of T and T for 3 yrs
This is the representative organisation for the T and T oil , gas and petrochemical sectors
Priority is to vigorously and effectively represent members interests and to significantly contribute to nation development through areas such as fiscal reform, energy services and Export. Also to influence the risk and reward equation in the gas value chain
Great News - I hope he I can make a huge contribution !!!!
The tide is turning GLA