Member Info for Malaysia888

Welcome JPDM.

As a fellow holder, welcome. Anyone interested should have a look at the ECO board, it's a very constructive community. Yes ECO owns 7 pc of JHI, right next door....

You asked what other companies have associations with Falklands North Basin, Aim listed Eco Atlantic Oil & Gas (ECO) owns a 6.4% stake in JHI, a similar stake as to that held by Westmont.

I hope Borders haven't missed the boat again. Oil/Gas is back to where it was in 2021 and the oil price trend looks awful, 14 months cash, 14 months left on the license. I dont have another 20 years patience, if we don't strike a deal soon i doubt the FIG will have either.

The time zone is right for Bangladesh buying. By now there must be quite a few government and party officials that know what the planned policies are.

BOR also mentioned recently here 21/9:

https://uk.finance.yahoo.com/news/unprofitable-penny-stock-almost-400-063600815.html

and here 19/9 at 24m:20s

https://www.youtube.com/watch?v=3w2VEJifbfI

George Gammon has 550k subscribers. He mentions Chris Macintosh who managers a deep value, high return hedge fund.

Given the importance of the relationship between Rockhopper and Borders, Harry, with his deep corporate finance experience, wouldn't have mentioned a final investment decision (FID) for Sealion before the year-end unless he was very, very sure of that statement.

Brimacombes holding in Playfair Mining is 21.2pc and Rupert Resources was 18pc. BOR is 14.1pc. As gus says he took 5 months to accumulate this last batch. he is a pro, looks like he set the price at 7p for that period and had a great base to negotiate the placing terms. Now holiday season is over, and Broker risked NAVs are 20p+. IMO there is scope for him to add more. I am very reassured that he is alongside us.

Navitas Petroleum up 7.5pc this morning.

From 13 years ago. https://www.youtube.com/watch?v=_6RVnkg788g

The Darwin gas condensate discovery is lying there just the same as in 2012 when it was discovered. Not much has changed, it has around the same value, maybe more as technical recoverability has increased. Due to the 2009 fundraising not that many new shares have been issued since. It's waiting for us. Your 71p is quite achievable.

Dan Slater, Zeus BOR analyst. Awards:

2020: Research Tree Energy Sector #1

2019: Extel UK Small and Mid-Cap Oil and Gas Sector #1 (corporate votes)

2018: Thomson Reuters Energy Sector Stock Picking #2, Earnings Estimation #3

2017: Thomson Reuters Energy Sector Earnings Estimation #2

From the Zeus note: BOR LN, Total risked NAV 21.9p. Total unrisked NAV 109.0p.

FID would be dependent on the equity owners having available funds. This implies FID is imminent.

Dan Slater now at Zeus (previous Arder) Analyst Awards:

2020: Research Tree Energy Sector #1

2019: Extel UK Small and Mid-Cap Oil and Gas Sector #1 (corporate votes)

2018: Thomson Reuters Energy Sector Stock Picking #2, Earnings Estimation #3

2017: Thomson Reuters Energy Sector Earnings Estimation #2

Yes definitely MandA specialists. "Ian Hannam - Formerly Chairman of Global Capital Markets at J.P. Morgan, Ian has worked on over 300 transactions in over 40 countries during a 30 year career. Ian’s capital markets experience includes transformational transactions for BHP Billiton, Xstrata, BT, SABMiller, Pakistan Telecom, Rio Tinto, Rosneft and HSBC"

It's very weird that Gus0 disappeared after the placing. Does anyone know why? He was very active b4.

So there you go. You get a stockbroker as CEO and see what happens. On 2nd October Harry Baker said "We only raised one year's overheads as we believe that the Company can make progress on the farm-out which would place it in a much stronger position in the future". Four months later he organises another opportunity for larger investors and directors to dilute long term retail investors. The small discount to the current share price is a smokescreen. Look at the warrants they are awarding themselves. The cash will go straight into their pockets as salary. They dilute retail investors, pay themselves, rinse and repeat next year.

It interests me that the Darwin gas condensate discovery, is lying there just the same as in 2012 when it was discovered. Not much has changed, it has around the same value, maybe more as recoverability has increased. It's still there there waiting for us.

The election pressure is now building, as we move to the peak power season it will intensify. China has imposed 10pc tariffs on US coal, Bangladesh has plenty to supply, with Chinese partners. Multiples of upside here.