Member Info for maisydaisy

Dunno! I was anticipate most of these being addressed in 2022 in one way or another . I am now working on every day with no RNS as a day nearer an RNS! prefer a more regular stream of these rather than in ' all in one' too. There's also reporting and updates to come that may shed light. Juist a case of patience and a degree of finger crossing. As said, each 'new item' can go from 'good to bad' rapidly!

Added a bit!

1, RSM arbitration
2, W/med
3, Lrg Power plant supply - ENEO and ASKA
4, Kermerkol
5, JV - Matanda and also the Etinde BLVN project
6, Insurance claim
7. Dangote - will he invest in Cam power

Suspect the build up of troops on Ukraine border and then any ensuing sanctions may not appeal to any non russian buyers. That said, sure there is enough local demand you'd think.

Good luck HS - hope you find a spike somewhere! Always liked your research - even on the Cameroonian leopards!

Wouldn't worry about it! MMs are middle men. Buying and selling. No position held and none needed. Match the buys and sells and take a nip out. Maybe a larger sell in place being worked, or more likely just the matching process in play. The main event will be news driven, for good or for bad. Sure we all know that though!! Been long enough to get some decent ducks lined up.

Be nice - just bought another c.150k - not showing yet.

ROCE is based on a positive pre tax profit 12m to June 2021 - stated here as $3m - was this the case?? Aren't ratios fun.

Believe that VIG have contractual obligations to do one at least exploration drill under the license terms - may have been postponed/delayed and SNH were happy as I remember. Matanda has low targets so should not be high cost either. If they hot gas etc who knows where it can then go - Cam has a large number of power station plans in situ, and hoping that if EU approve Nat gas as 'carbon friendly' it may help World Bank etc funding. LNG - cant see why not since CAM already exports a lot of this.

Thought Matanda has nothing to do with RSM, with VOG 75% and AFEX 25% holders of the Matanda rights.

Hah! Chaos theory in practice. VOG are always fashionably late/delayed/overbudget...oooh hang on - not so much on the last one of late!

HS - why do you think there will be Arbi news so RNS I assume tomorrow? Ta!

I would think that Arbi is done between the parties and as such they can agree to what they want. If however they were to then say buy or trade shares that would affect share price that would trigger 'insider dealing'. So if a larger entity bought out the RSM stake then I would assume that is not insider trading.With VOG assume everything and nothing!

translated....Herd immunity! Follow the trending stock I suspect. Be nice to see one if our likely news items come out of hibernation soon...if positive!

Herd immunity! Follow the trending stock I suspect. Be nice to see one if our likely need items cone out of hibernation soon...if positive!

Yes all true but under old management and Roy under budget on well fix and maybe a new JV in Matanda bloc. Thought Cam gov were interacting with other African nations for export of LNG btw? So is this old VOG or new VOG? Good luck with Capricorn...and tax return!

Hi Borders - don't know of too may small O&G awash with cash - any exploration is expensive as you know. I suspect that given increases via Prometal etc and RoyK tightening purse strings (well fix under budget - and no addn fund raising since) that VOG are meeting D2D expenses.

Landlocked? Doula is a port and access to Wouri.

Any small cash raises will be blown away but what else lurks - BAD - arbi and GOOD - you know the list could all be transformational - ENEO seems to be getting in better shape albeit who knows with POO and gas prices adding to the mix.

Always surprises me how c.£20k of trades can cause the sp to rise so much. As, when and if we ever get some 'good news' - surely some of the vast list we are all aware of will trickle in -then that could be very interesting! Being fair, if we get bad news (arbi etc) then the converse will be true!

HNY Voglodytes...waiting to come out of our dark caves!

From ENEO website late Dec 2021 - more the tone than the content perhaps :

Our year 2021 is ending as it began. With very positive signals from the Government for Eneo and the entire sector. To say that confidence in Eneo and the sector is growing is not just a slogan, but a reality. This is reflected in all the measures taken by the Government to sanitize the sector's finances by allowing the signing of an agreement to restructure the sector's cross debts between Eneo, the State of Cameroon, KPDC, DPDC, EDC and SONATREL, for a value of CFAF 118 billion. The issue of Eneo's exit from the transmission assets has also been finally settled.

All these gestures have reassured national and international investors. Thus, after raising CFAF 100 billion on the local market at the very beginning of 2021 to boost our investments this year and the one to follow, it is with great optimism that we are pursuing negotiations with many international donors, including the World Bank, in order to mobilise more resources to support our project for the development of the electricity sector.

As you know, this project, in the generation, distribution and marketing of electricity, requires a total of around CFAF 520 billion over the period 2021-2031. At the rate of renewed confidence, we have faith that this will be achieved with a real improvement in access to electricity and in the quality of service, for both technical and commercial activities

Matanda good news - where will gas be used/sold? Funding? Farm out? AFEX?
Eneo back in picture yet? How to convert gas to elec? Altaqqaa back in or not?
Some very positive news of late but SP I suspect being held back by the Arbi result and a clear route for gas to additional markets. AKSA etc still lurking in the background for I hope 2022 action. VOG/GDC have a solid core income tho, which is reassuring and Roy seems well in control of the purse strings. West Med? Kem still in the picture too? The above are icing on the cake and could yet transform the VOG fortunes.

Let's hope they turn the lights on soon!!