Member Info for Maverick7

Interesting post by Malcy, I know nothing in detail about Angus, apart from they are an onshore energy company with gas assets, anyway they have been approached with a non-binding offer.
They go on to say that there is a valuation mismatch by many smaller energy companies

Maybe the start of M&A activity

there are some shares you invest in and hold to see them flourish and some that you take positions to trade on forthcoming news. DELT is the latter, i am no fan of their management but if SHELL and CAIRN see an opportunity that is good for me. The herd will no doubt come and thats when you press the sell button

i believe the board have been criticized in the past for failing to lock in hedges at historic highs. I guess its difficult to say what is going to be the new normal for gas prices. Is it best to just carry on with 75% production at spot prices for 3-4 months and then see where the price stabilizes. SQZ are making a killing at the moment i.e. making millions monthly which could have taken several years.
On a different topic, why would you not communicate the 100% BKR, 67% UPLIFT in revenues. I know every shareholder is probably aware and its not new news, but seriously!!! The current share price sort of implies its priced in, but i don't believe its the case. Update to come next week i guess.

Increase in revenues all going straight to the bottom line, no increase in capex and no debt.

Also happy new year to all the posters on this board, have a good one.

its not 50:50, certainly not based on just 2d seismic!!
Even with 3d seismic the chances of success best case would be around 10-20%.
Anyone know why they are not progressing 3d seismic at this time

Record low inventories

https://twitter.com/humenm/status/1475528582533423104?s=21

£15k
Looking for 8-9p

So I think our current market cap is big enough to get into the FTSE 250? So are all these massive trades of the last few months institutions positioning themselves ahead of being on the main market.

Peel Hunt & Jeffries - why are we paying these dummies for?

flexmw
SQZ are generating a mountain of cash. The ruskies are not interested in filling European gas reserves as we approach the true winter months. Nord stream 2 isnt going to be operational until at least H2 2022. If the Ruskies invade Ukraine you can forget about NS2. All this will mean that high gas prices will be here to stay for the foreseable and whos to say that they wont be much higher.
I found it odd that there wasnt any mention of a "special" dividend by SQZ in their recent communique, even a small one, because we have a mountain of cash. Didnt Mitch recently say that there would be "significant returns" for shareholders. So whats this going to be? Perhaps this is looking more and more like SQZ is going to be acquired. NewKTOB has been saying as such. Why give a "special" dividend, the acquirer wants all the cash for themselves, not us pesky PIs/shareholders. We will have to accept whatever they deem to be the selling price and that will be the "significant return" to us PIs as capital growth!!!
I think if SQZ was looking at an acquisition themselves it would have been leaked, so i think the end is near. Just when SQZ acquires 100% BKR, we wont be there to reap the rewards

Best to pay the special dividend to shareholders before we get whacked with a windfall tax then

By the way, in the video update by Mitch back in September, it was stated that in 2022 we would become a tax paper

From Twitter Javier Blas

The ongoing natural gas crisis in Europe is spilling over from this winter (2021-22) into the next one, with traders increasingly betting on high prices for winter 2022-23. As a result, the price spread Mar 2023 vs Apr 2023 has exploded over the last few days (chart

https://twitter.com/javierblas/status/1470864408662482952?s=21

https://twitter.com/ole_s_hansen/status/1470300485299150850?s=21

https://twitter.com/ole_s_hansen/status/1470300485299150850?s=21

Record close for UK & Dutch gas prices at 294.54p/ therm (or $220 boe - wow) & €116.54 per MWh respectively. Crazy prices and crazy cash generation.
What great timing for 100% BKR

cant break 240p, share price kept in check and upomega - i think the tide is against you regarding a "special dividend", yes the share price will adjust, but at the rate we are generating cash it will quickly recover.

Gas going up

https://twitter.com/deitaone/status/1470097739849637889?s=21

And Winters not really arrived yet and what games will the Ruskies bring to the table in the new year

Rather than share buy backs and one big special dividend they can always pay a 3.5% dividend per quarter whilst gas prices are at current levels
This would attract new share holders and improve the share price, in effect capital growth with regular dividend

I can see some activist institutions/ investors buying into SQZ, with the sole intention on getting their hands on the massive cash build. Anyone know how big a holding you need to be able to have some sort of influence on dividend payouts?
240p the new 140p lol!!!!!!!
Surely the current institutions would be knowing on SQZs door and saying show us our money