Member Info for Monty888

Hi All,
Moss Bros is running at a net loss per their latest updates which means they are burning cash and running the business on their debt facilities. Would be madness to pay any dividends at all, they cannot afford it bottom line. Still a great company and if they smartly exit the poor performining sites and the UK gets over Brexit uncertainty they got a chance to come back but it ain’t at all certain.

Well Friday Club and folks, we will see publication of out year end results that will include the forward looking statements on strategy etc. From all the news we can expect really great numbers the balance sheet and results trigger news and broker restated. I’ve seen some private client review from Canacoord that value G at 370p. I suspect we will start to see a run up on the SP now providing no POO drops. More reasons to be cheerful than not, we won’t stay on a PE of 3 forever and the price will catch up. If not we might well see a share buy back announced in the YE. Let’s see. 3rd week of March looks favourite for RNS release. GLA

Well if this passes USD phase 3 and works on women or is safe / neutral this will all the news channels and go ballistic, looks like it’s heading in the right direction and a lot of consistent buying. Is this a breakout indicator? They the trend is your friend, if so we should expect 20p plus very soon. GLA Hope this keeps the British end up during these troubling times!

Last update and Director dealings look like they are telling us something here. Hopefully GLA

Well 2 really positive updates this month, one sharing we are now cash positive to the tune of USD100million the other a nice tie up with Chevron. We do really good at USD45 per barrel also re affirmed. Yet we continue to trade on a PE of between 2 and 3. This seems totally ridiculous, will the wider investment community ever wake up to this. All the brokers that cover Genel have it rated between 310p to 380p. I reckon we will have to wait until official results out 20th March before bigger investors take note . The current trading and forward trading statements will be key alongside good numbers. I do have great expectations and hope I’m right on this!

It is thought that as well as males getting the immediate convenient upwards help some need, the nature of the product increases their vaginal sensitivity also. If proven this will destroy Viagra and Cialis etc and I’m sure cause a bidding war for FUM the likes never seen before. We are well on with FDA phase 3 now and females were added to the testing criteria by the US FDA. It will all be either puffed up and oversold or huge and we will see100p plus again very soon. One has to say from all the data so far and independent journals we should prepare for a substantial rise!

As long as no dry wells or unforeseen shutdowns because revenue from acquisitions is backdated to January last year and we have 140 million quid in tax offsets and no debt 100% of the profit becomes retained net profit. So we publish massive percentile increases across all the things that drive our share price so 200p should be a minimum expectation when FY is published. Oh I almost forgot our other cash cow Erskine is in rude health once again at record daily outputs too now since the remedial work was completed a few months ago. Sit tight and await a huge rerating. One caveat as long as POO is averaging about USD55 or above.

No NOMAD, Chinese only on the board now of a foreign (to them) unregulated (AIM), run a mile folks. You will get burned sooner or later, see it before many times from the Chinese on AIM. The spread tells the story too.

Cautionary Statement: The estimated quantities of petroleum that may be potentially recovered by the application of a future development project relate to undiscovered accumulations. These estimates have both an associated risk of discovery and a risk of development. Further exploration, appraisal and evaluation are required to determine the existence of a significant quantity of potentially movable hydrocarbons.

Well if anyone new sure Copperband I guess they wouldn’t be BB ing. Here’s my take. IQE have a lot of globally attractive IP and are revenue growers generally. They now have their own silicon furnaces and are asset rich. They would make a perfect target for Intel, Samson, Taiwan Semi, Qualcomm or similar. The low GBP with established business makes IQE a prime target especially at this low SP share cap. All decent UK companies in these areas with IP such as ARM etc tend get purchased. I would hang on as long as you can and remember Warren Buffet’s Old adage “Money is made by the patient from the impatient” Anyway hope the thoughts are of value for your consideration.

Exactly at 15p per share they could have done a 40 million dollar fund raising easy at 5 to 10p per share and with the top line growth and smart management made this enormously successful in what is a growth industry.
The Directors will get huge bonuses that do need to be publicly declared if they can get this through. I hope a buyer gets 30% like Tinkler and motions a vote of no confidence in the BOD. They need getting rid of and quickly

With the Updates and the the million plus Director share buys at just under 18p their are statistical patterns that show significant news confirmations and hence SP jumps between 2 and 3 months post the Director buys. This is very exciting stuff from a fully funded cash rich existing experienced producer. GLA Happy to be invested

Fully funded four-well directional drilling programme to commence immediately from the Indico pad to determine the prospectivity of the area within the LS3 play;

o Calao-1, targeting a structure alongside Indico to the southwest, towards the Aguila structure expected to spud in January 2019. On a simple structural basis, the Company estimates potential resources at Calao of between 2 and 7 mmbo

o Pavo Real-1 to follow Calao-1, targeting a similar structure adjoining Indico to the northeast. Structural evaluation by the Company estimates potential resources of 2 to 23 mmbo in this prospect

o Given the potential for combination trapping, the Company believes potential resources may be significantly higher at both Calao-1 and Pavo Real-1

o Following these wells, a further two appraisal wells will be drilled in the Indico structure from the Indico pad, with the objective of refining resources and reserves estimates

The Directors only hold 850k shares, are not operating in the best interest of their bosses, which is us the shareholders, nor the staff. They are trying to fake this through as quickly as possible I’m sure with promises of steak holdings and under the table bonuses. Just vote against it and give other airlines who also want UK infrastructure routes a chance and this will hit 10p plus. It’s all about nerve and sticking together.

Is that really correct. I note Flybe was trading at 15p and a much higher average past 12 months but is under offer of 1p per share Friday? I know it’s under BOD recommend offer but there is no way they even have 25% at the moment. Flybe are AIM and Debs is a full listing, maybe the rules are different - I’m just trying to understand the risk factors in holding Debs as I am not happy with MA and his antics. For sure his self interests and manipulations of rules will be self serving

I will back Whitehat to be this weeks winner at 208p GLA

Nothing expunged my friend, only 88e’s salt water finds. Definitely a Strong Cell, capital value is share price x shares in issues way way to high - Learn how to value a share pal.

Never thought while back we would see GKP lower than Genel. I think looking ahead the gap will widen much further based upon assets and pipeline assets. I do wonder though if both might merge one day

Well Pearls imagine how the CEO feels he brought another 1.2 million at 8.3p in November and previous to that much higher. This is under a bear squeeze that will be smashed very soon as the results will be steady and the price is priced at virtual collapse. Sad dimwits like MoneyGoRound want in and keep trying to de-ramp but they missed the boat as the price is rising and more and more of the shorters are realising it's all okay longer term. Not to say choppy seas now and ahead for a while but DEBS is doing all the right things especially on their excellent global websites which for sure will witness another double digit growth. [Does DEBS really need much in the way of high street apart from click and collect like next anyway [Flagship stores, brilliant internet, good service] It's all well in progress and has been for a while - Look forward to a 15 to 20p SP in 6-8 months or sooner if a serious bidder gets aggressive as might well happen [I don't mean sports Direct of course, clowns who will try barrow boy tactics to get Deb's cheap...Chairman and BOD are just a bit too smart for MA much to his displeasure.

Either way this a winner. No Brexit will have UK doing zero tariff deals with US, China and eveyelse in the world that the current membership or transition period does not allow. In turn that will increase travelers and traffic to the UK. Virgin don’t have that infrastructure, their arch enemy IAG BA does. Virgin cannot afford not to take out FlyBe bottom line. I don’t think Stobart are interested as they are enmeshed in board room squabbles and court actions with each other. IAG might bid to keep Virgin from linking UK hubs to their International networks so effectively taking some total market share away from IAG. I think because of the debt the take out price will be between 20 to 25p - All this 40 to 50p posts are noise.

The Bina Bawi will be a game changer, currently approved for gas but a lot of high grade near surface oil awaits. Should get news on that any day now, it’s been nearly 6 months of various stage submissions already. As for the other assets we already know should be adding some 100 to 200 million of EBIT, we are a cash cow now and as we are subject to IRAQ’s taxation’s to much RNS blabbing is probably counter productive. It does seem to erk on the impatience for news to some on this BB. It’s old hat I know but as Buffet says “Stock investing is the patient making money from the impatient” Good luck all, especially the Friday club regulars. I don’t post much these days on here but do read all your inputs with interests. Happy 2019.