Member Info for Mr.Flibbles

Gettingthere67, I am one who bought at 550 to 660p, had good chat and banta with Steff and sold at 1000p in Q1. I was talking about long duration way back then. But to talk about his now is way too late. There is one law in investing and that is personal investors are always last in and last out (LILO). I have slowly added and averaged 320p but this represents only 1 to 2% of my portfolio. I have positioned my portfolio to have more buyout (e.g. iii and ICGT) than VC (GROW, CHRY) and have a long-term but will accumulate both as they exit and no one can predict long-term rates or inflation.

10 ticks up for this comment!!!! You are all too overweight in this and not suited to AIM. It's not what the share price is today but what it will be on production and frankly, interest rates on loans are too high. Just buy some more at 9p. £230m market cap is still extremely cheaper than anything else. I have added at 9p.

Posts made here are well out of date. Centennial in the portfolio has been on an uptrend. Energy up. Strong buy today.

I chose LGEN with MNG with a little GSK and VOD. I hope this is the low and its onwards and upwards in the months ahead.

HZM operates in a region with no rainforest. So happy for Lula to win and would welcome it. Read the odd RNS. Don't read much of the forum certainly not from the resident de-ramper... how many years can you keep feeding it?... simply don't reply and entertain.

I added today to HZM. I always add on new lows after a week or so. If Glencore takes us over early take an investment in Cleantech Lithium PLC.

Hi never posted here but followed for many years. Yes oil prices are falling but the panic drop I believe to be overdone.

Well 33% for half of Kist production, so not thatsignificent. What is unknown to me is the effective date.

* Russia won't be switching NS1 back on meaning UK and TTF prices *should* go up but by how much?
* Truss mentions an energy plan within a week. More uncertainty but won't impact KISTS another asset.

I am holding KIST, SQZ, HBR, DELT and IOG

Don't stop at page 4 of the GLA presentation. Adding Glendronach in with GLA will give at least 1 more year of good production at very low risk and cost (page 5). Then page 6 shows an exploration well to be drilled in the near future and success could lead to a multi-well development that is producing gas by the end of the decade. All fields produce through common, owned infrastructure. There is a bit of a dip in production but to me it looks like Tulip (2C of 99MMboe) will make up for these and contains. Make sure you read in detail both presentations on the website. Lots of upside potential and money and political will and tax breaks to progress (this is why SQZ deal would have been good for both unless Truss actually abolishes the windfall tax in that case SQZ are better of paying the money as a dividend and investors can choose to buy bonds or keep as cash, or actually invest it.)

Think some of us are all a bit shaken of IOG poor performance and results today. I know I sold some in KIST to buy over there and SQZ.

SQZ also mentioned acquisitions. I think it's best to simply buy a bit of all the European natural gas stocks as there are not many... as mentioned IOG is probably the most suitable for either company to consume and add value.

The US climate bill and China opening up should mean metals climb from this low. Also the US is in a much better place than Europe from a recession point of view so all I can see is upside in the next 18 months and if not then a bid from Glencore at +30% to begin with that would be massively undervalue the company but its a starting point.

Apologies scoredagainsteps I did not read the title of your post. LOL on me!

OMG, LOL on IOG forum today. Scoredagainsteps please refer to the Corporate Update on the 20th of June "I am pleased to say that Saturn Banks production continues to be restored as planned, up to 54 mmscf/d gross currently from 30 mmscf/d at the start of June. We are taking the necessary actions both to improve facilities uptime and minimise restart times after any outages. Allowing for planned and unplanned downtime, we expect to produce 45-60 mmscf/d gross on average over 2H22."

The award for the highest price paid today goes to... me. Collecting all of these pure European gas plays SQZ, KIST, IOG, PMG, IGAS and now DELT. The share price movement is unpredictable so own all f them IMHO. Holding out for the results of the first well for DELT and if I don't get to sell some before the results have another batch for the second well. Amazing partners also means amazing PR going forward. I do remember the old days fondly.

Borderline psychotic thoughts going on here. The most sensible thing to do is for SQZ to use the cash pile to buy out KIST and put AA on the board.

Oh lordy your are both right but thinking about different time scales. The sector is driven by the same macro and speculative forces impacting the copper price, the nickel price, RIO, HZM and commodity regions like Brazil. Its the speculators that create the short-term direction of these prices and they choose the macro narrative right now. But they could choose the supply narrative. But in the longer run possibly into production the supply narrative could come into play and we rocket... in the meantime we fall. I have added last week and will look to add on weakness and like many sell some into strength.

Flabby, this why you need AA. “The stock market is a device for transferring money from the impatient to the patient.”... unless your with AA who can speed things up and add value.

Both companies are about relatively fairly valued to each other. We only have about 15-25 years before we the transition removes the need for all fossil fuels. What AA brings is acceleration in growth that frankly we need. I've held both. Frankly I don't know whats in it for Kistos holders but we all trust AA.

Yes lots of people own both including me. Happy either way. Buy all European gas companies.