Member Info for mcb77

I don't think Charlie Munger would have been very impressed with the last 12 months if he were a SAVE shareholder.

Locked in with limited information on company operations or SS acquisition.

Very poor.

I agree that patience is an important factor to successful investing, but imagine being invested here from 2014 or 2015.

Patience has its limit.

In that time no share price gain, no dividend payouts either.

Munger wouldn't invest in this share with AK trying to run the show.

Compare Knott to the CEOs of SEPL and Afentra, and you will see a huge difference in quality that is required required here.

Time to step aside AK.

Totally agree with everything you have said RR.

I think 10 years is enough time to create shareholder value, and we currently sit suspended still with sod all comms from the company for the best part of a year.

If the deals we are going for mean the company can't communicate in detail with shareholders about the deal, then maybe they shouldn't be involved in these transactions.

Personally I think its time AK is moved on if he can't close out the SS deal in H1.

When you look at his record it really is very poor, apart from the Nigerian Gas operations, which when last informed were performing well.

5 out of 5 successes in Niger were impressive but that was over half a decade ago.

I think his time is up.

Communication appalling, shareholder value creation even worse!

Tom111

Just like you sold out at 140 ish earlier in the year.

Very convenient to post sells at a later date.

Excellent post Zengas.

Just highlights how seriously undervalued AET is.

A market cap half of Panaros would give AET a share price well over 50p.

Given the similar production and reserves the two companies have you would think AET is due a serious re rate upwards, once the deals complete.

Also AET would probably have less debt, with the Azule lifting included.

Only thing holding AET back is being listed in London.

Looking very positive here atm.

£63 million market cap is peanuts for a company that will be generating such decent cash flows.

Also don't forget the organic growth opportunities AET will have available to them.

Azule lifting should be soon.

At these oil prices AET will do very well from this lifting.

This was a strong buy when oil was $75.

At these prices the fundamentals are seriously good.

Plus no dividend returns for shareholders in those 9 years. The first Nigerian deal was supposed to be transformational for share holders.

To be fair they have turned that business around, and it now looks very impressive, with year on year increase in production and profits.

But to be stuck suspended at 26p is a shocking place to be after many years.

If SS completes in good time, with no further issues including a January 22 back date this should easily see new highs.

If it doesn't complete serious questions have to be asked about AKs leadership.

Seplat moving higher due to the actions of the new Nigerian government which appears very pro business. This should benifit SAVE.

However Seplat pay a very impressive quarterly dividend which looks like increasing year on year. Something Andrew Knott and SAVE seem a million miles away from doing.

Also rumours are that the purchase of Exxons shallow water Nigerian assets are now more likely to complete, due to the change in government.

Very positive outlook for SEPL.

I wouldn't worry Tom.

He usually times his trades to absolute perfection.

Some excellent posts on here recently.

Really appreciate the info from Seatank and a few others.

GLA

Super trader strikes again.
Brilliant!

' cleared some on the spike Monday '
Wouldn't have expected anything else!
Yawn..

Yes, I know we closed up 1.5%.

But many catalysts could move this much higher this year.
Very good combination of steady yield and growth potential.

Think SEPL is way under most investors radar. Just need some positive news flow.

Sold at 107?
Of course you did.
You probably brought them at 84p a few weeks ago lol

I don't see why the Management at PXC need a paid cheerleader posting on bulletin boards to inform private investors.
Comes across as very unprofessional.
What this company needs is solid positive news flow, on finance and project development.
Potential if all goes to plan is huge, considering the long term demand for copper, and operating in a stable location.
Question is can this Management team deliver the goods. ATM share price suggests not.
Hopefully soon they can get their act together and deliver something worthwhile to restore confidence.
Preferably through an RNS, not some mouthpiece on an investors forum.

What about less debt, and higher Oil and Gas prices. Other factors to consider.

Also HBR has significantly reduced debt, and brought back shares since then. Crazy valuation.

Excellent post onedb.
And yes certain posters enjoy giving their highly informative updates on the price of 'oilivia'. Especially when it crashes $1.
I wonder what these wooden tops would say if 'Olivia ' was the equivalent price of gas atm.
With gas prices as they are its hard to believe HBR is valued as it is. Especially with debt being paid down rapidly, and share buy backs ongoing.
No reason why the buy backs couldn't be extended, and the dividend increased.

The clown may as well give a weather forecast aswell. Down and Kraut are just a pair of Plonkers. Unfortunately most LSE boards have some. Just ignore.

You would like to think so TrustLie.
And with further production increases even more so.
I think TLW have traded above 60p this year ( currently 45p ) so it shows whats possible share price - m cap wise.
Deals have to be formally closed obviously, but even without Chad - Cameron we should be much higher than suspension price.

Excellent post.
It does give an idea of a realistic valuation. The difference in debt between SAVE and TLW is huge. Plus with the potential Niger upside that SAVE offers, a market cap simular to TLW should be more than realistic short term.