Member Info for Mogger

Thanks Ladigue for your explanation

Mogger

Ladigue,

Thanks - I have those links. As I said before there is nothing that I can see that tells us what is being discussed outside of the AGM. I appreciate AGM's around the world are relative routine and uninspiring. However, its the Special and Extra bits that have got people interested as to what might be discussed tomorrow. I've not seen anything written regarding this. Have you?

Mogger

Ladigue,

I've seen the agenda and voting form for the AGM but I have not been able to find the same for SGM or the EGM. Could you provide a link and/or a translation?

Many thanks

Mogger

All,

Good to see that the following:-

Renewal of contract

Sergei Sergeevich Stankovski, Strategic Finance Adviser - Oil and Gas Project, Minerals, Natural Resources Department, 24.08.25.

https://www.falklands.gov.fk/legalservices/statute-law-commissioner/gazettes-supplements/2025/gazettes-2025?task=download.send&id=270&catid=18&m=0

Mogger

All,

Some of the island priorities that will be the talking points of the election campaign.

From 8:12

https://fitv.co.fk/falklands-in-focus/week-765/

Mogger

All,

I should have added that the report in question was (178-25)

"This paper will set out the immediate and long term requirements ofthe DMR team associated with the potential approval of phases 1 and

2 of the Northern Development Area of the Sea Lion oil field"

All,

From the minutes of the Executive Council on Tuesday 23rd September 2025 that had financial implications

"FS presented and advised that this report was for a team to support hydrocarbons development.

Honourable Members approved the budgetary recommendations of the paper"

As Happy knows, this team is being employed to report on the daily Brent crude prices and advise the FIG that they should delay.

https://assembly.gov.fk/jdownloads/Committees/Standing%20Finance%20Committee/SFC%202025/SFC%20Agenda%2029.10.2025.pdf

Mogger

Happy,

Thank you for starting your posts with the phrase. "This is an unfounded argument."

It will help visitors to this site understand that you consistently write complete nonsense and hence save them a lot of time.

Mogger

In the meantime have a look at the following video to see how the islanders feel about development

https://www.youtube.com/watch?v=l1yTC23Q-aE

all,

more facebook information on planning applications. office space for the hydrocarbon project team.

https://www.facebook.com/photo/?fbid=1338048844692928&set=oa.3751069841863701&idorvanity=3709333182413447&locale=en_gb

https://www.********************3709333182413447/permalink/25596487039938080/

its probably for the meetings that happy knows are happening to discuss the cancellation of the project.

mogger

All,

Something for all the conspiracy theorists out there.

A very heavily redacted agenda for a extraordinary meeting of the Finance committee on the 15th.

I've not seen one this blank before.

Mogger

https://assembly.gov.fk/jdownloads/Committees/Standing%20Finance%20Committee/SFC%202025/SFC%20Agenda%2015.10.2025.pdf

Jebr,

Here is the schedule of meetings for this year. It was published before the change in election date so might not now be 100% accurate but, you are quite correct that the last Tuesday of the month is the usual date for an EXCO meeting

https://assembly.gov.fk/jdownloads/Executive%20Council/Executive%20Council%20Papers/2024/11%2029%20October%202024/167-24P.pdf

Mogger

All,

Paul may have found this in the past but I don't recall. Apologies if this repeated but it gives an idea of who is involved in the "long lead-time " items that have previously been mentioned by Navitas.

" Management of the Sea Lion SURF Package (circa $300M)

Overall management (safety, quality, technical, contractual, schedule and commercial aspects) of the SURF package.

Overall management of the EPCI Contractor (Subsea 7) and the Flexible Risers Manufacturer (Baker Hughes). "

https://www.linkedin.com/in/benjamin-rey-0a006363/

Mogger

Buzz,

You wrote:

"Secondly I see a real threat Serica Energy will seek an extension to the Aoka Mizu FPSO lease from the newly aquired Prax assets."

You really should be able to do better than that pathetic attempt.

As per LTT's comment here is the presentation for you to watch. From 18:30

https://www.youtube.com/watch?v=Y_nPQeoKwfo

Mogger

Kazak,

Shame you won't reply. There are so many unanswered questions.

You know David and Monique Newlands?

Where can you short equities with such a small market capital? Please tell me.

The share price could well go up on RKH FID. All I do is highlight the nonsense that some posters write. Just like when Gus wrote that there was a "serious lack of volume" when in fact the opposite is true.

Its that same when you wrote that David Newlands from BW Offshore owned over 5% of BOR. It simply is complete nonsense. Check the share register if you don't believe me.

Bye

Mogger

Kazaak,

Another one , when shown to be writing complete nonsense, resorts to insults.

You never answered my question on which David Newlands owns over 5% of BOR.

PS. You can't short BOR.

Mogger

Kazak,

1. I never publicise my positions in any of the companies that I comment on

2. No

3. Yes - if you mean David Newlands. All his information is on LinkedIn

Mogger

Kazak,

Just so I'm clear then. You are saying that David Newlands, who is a Senior Mechanical Technician at BW Offshore and his wife own over 5% of BOR. This is worth over £7m?

This is what you said:" is it a coincidence David Newlands and his wife own over 5% (understanding the 5% reporting requirement)….he is Senior at BW offshore "

And David and Monique Newlands are not the angel investors that have a large holding in BOR

Where have I gone wrong?

Mogger

Kazak,

David and Monique Newlands are angel investors with a net worth of over £60m. They are major shareholders in at least 10 PLCs.

David Newlands from BW Offshore works on the Catcher FPSO and does not appear on the share register of BOR.

Mogger

Kazakhking.

They are different people!!!!

Mogger

Gus,

True to form you start with the insults.

Look at the charts that I provided for you and you will see that September volume was within 10% of Augusts. The two months were the highest consecutive months since February.

This drop is due to something other than a "serious lack of volume"

I've not heard any "whispers" about BOR around Aberdeen or the Falklands.

Mogger