Member Info for MaryMullins

Never ever seen that before L2 showing bid more than the ask.

Vermillion results usually gives an indication for PMG six months accounts due at the end of March. The six months covered include the period when weak TTF prices started to bite although some production is hedged by Vermillion. Sorry to appear the prophet of doom but my opinion is revenue like for like will be less than the previous six months. If it is close or even better I will be happy.
Unless PMG pulls a rabbit out of the hat project sanction for Platypus will be the biggest catalyst. Although hopefully short term the CV virus weakens the hand of PMG re. GPA and Scott so I do not expect any news to later in the year.
GLA.

We do not do bull runs at PMG, it is more a gentle uphill stroll before we roll back down the hill.
GLA.

SRS69 -Ken Irvine has been with PMG about eighteen months. He joined to take over GPA project management from Tim Coxe when he went to Apache Corp. of course Coxe has now returned as M.D. North Sea. Irvine is a very experienced oil and gas man. Adrian Smith I have never heard of the name so cannot help there.
GLA.

We have to admit this is a well orchestrated operation to drive the price down. A hostile bid must be a possibility now?
GLA.

Poor old BOD getting a bashing for poor comms. I could not disagree more. The operational updates, detailed presentations, webcasts etc. certainly put most AIM companies and a few main market ones as well to shame.
We all have our view but to me it is simple you can either believe what the BOD say or torment yourself on a daily basis reading some posts which are clearly there to spread fear and despondency. Thank you to the knowledgeable posters on here for their posts.
GLA.

For the mathematicians amongst us, reported draught 11.5 on leaving A.M.
GLA.

Robs 12 - Davaar was another one that was relinquished and taken back in a slightly different shape if memory serves me right.
GLA.

Without Scott the capex is eye watering even though it is muted that finance has been offered by the service companies. To me the best outcome is to sell GPA outright to CNOC and concentrate onshore/offshore gas and WOS.
Tom Cross has already alluded to companies interested in a takeover of PMG and to me the criticised land purchase (by me anyway) was much more about increasing Cross and associates share percentage to make a hostile bid nye impossible.
GLA.

GPA is certainly an interesting one to negotiate and an operating cost share scenario as opposed a tariff agreement would not surprise me so the $30 figure sounds about right. Charles Stanley research BEFORE the Scott platform was mentioned as a host was put at breakeven with Brent @ $47. We know that the Scott solution would “dramatically” reduce the capex.
Whatever the outcome I cannot see the O.G.A. allowing G.P.A. to remain undeveloped because the partners cannot agree a tariff/cost share agreement. We have different views of Tom Cross my opinion is the comms. of PMG are appalling but one thing for sure his negotiating skills are top draw.
GLA.

Crystal Amber talking their own book but if HUR did consider a buy back what effect would this have on the Convertable Bond if any. Above my pay grade this detailed knowledge.
GLA.

No difference. NEX is a secondary market. Sometimes folk say they cannot see their trade on LSE usually because your broker has routed it through NEX to get a better price.
GLA.

No idea of any significance but above former director has updated his c.v. to technical director Athena Exploration. Dr. Percival became director at the same time he resigned from Parkmead. His wife was a director of Athena but was replaced by her husband. I would love to know what really happened here. Just an opinion but perhaps he was unhappy at farm purchase?
Anyway we move on.
GLA.

"Young Mary" - you got that wrong as well.
Happy New year.
GLA.

12.30 close today.
GLA.

Sonofthebull - Thank you much appreciated.
GLA.

https://www.ogauthority.co.uk/news-publications/news/2019/32nd-offshore-licensing-round-generates-considerable-interest/
GLA

Laserdisc I do not post much but thanks for sharing your continued research on this one. Appreciated.
GLA.

Laserdisc I do not post much but thanks for sharing your continued research on this one. Appreciated.
GLA.

Ha ha Sonofthebull sorry to disappoint. I posted from memory hence the? and he was the development manager at Apache. He also had a stint again self employed at Parkmead a few years earlier working on the Lowlander/Perth/Dolphin feasibility. He is a pipeline engineer predominantly so should be a good man to have onboard if Perth is developed further.
Any snippets from AGM would be appreciated. I hope Colin Percival gets the accolades that he so deserves. Merry Xmas.
GLA.