Member Info for mrc_mrc_mrc_mrd

Very bullish.

This could go vertical shortly IMvHO

Thanks Chilting

Has dropped significantly today.

Maybe looking for sellers to Hoover up their shares?

Chart Looking for 33p within the next month

https://www.**********.co.uk/articles/traders-cafe-with-zak-mir-alfa-fx-conroy-gold-darktrace-enquest-itaconix-microsaic-oxford-cannabinoid-quadrise-fuels-9722019/

I expect the Americans will be all gee’d up and patriotic after their holiday and ready to buy

NM

Hi E,

The graphic, coordinates and inspection images are from the fish safe site. Attachments presumably added for info by Enquest to help shipping avoid it.

I think if it was seriously affecting production we would know about it. My assumption is that worst case is we might not be taking gas from shiehallion for gas lift, and flaring what Magnus produces.

Not at all 3card - if the stars had aligned I would have also lost money here. My first year of investing I thought it sounded great but never quite pushed the button on it.

My comments come with the benefit of hindsight and experience. Not sure when I clocked that FOO was a wrong’un.

I like what the new man is doing. Very workmanlike it seems. I don’t like that Malcy is still being paid in hot meals. And I think the BOD have a very tricky job here to steady the ship. Grid power is really the only answer here for shareholders. If it comes then things could be very good.

I keep VOG on my watchlist so might dive in one of these days, but have a couple other higher priorities for my cash at the moment.

Not a binary bet (all or nothing, 1 or 0). The market is already betting Perth won’t happen. If it does then the SP goes north of a pound on the first announcement. If it doesn’t then SP might drift back down to 40p all else being equal.

Therapy

Here are the cords
Large Boulder Resting on Pipeline
161°11.395'N 001°40.275'E

Near statfjord bravo

https://storage.googleapis.com/kingfisherbulletin/notice-attachments/61bb25c8564a89e2d776203789782226.png

My view is we are entering a multi year bull run / potentially multi decade in oil and gas as investment moves to renewables which won’t be able to scale up quickly enough to cover the reduced supply of oil and gas.

The Finn cap price assumption of $55 oil and €16.5 Dutch gas is too low IMHO.

Dutch gas can just about generate the NPV in profits shown by Finn cap in the next 2 years at current prices

There has never been a consolidation

Can you check if you are high?

Indeed Steve

AA - the new deal is an irrelevance. The proof will be in whether they can scale from this to the promised land where they are promising an EV of what? £120k??

Why are this arrogant BOD turning their hand to renewables on shareholders dime?? They may have been poop hot at running a region of a supermajor but are they really the right people for little old confused SCIR?

Steve - I worry about the BODS judgement to be honest.

I think they are making another mistake with the new strategy.

You say water under the bridge... I say another piece of evidence in the case for changing out the BODs

Mate it is worse than that!

Dutch gas (TTF) is now at €38 up from around €10 when the deal fell through.

PMG now flying

Yes indeed Rommy, the Americans will want to lead the way!

My understanding

It’s all down to supply and demand. WTI was not wanted by domestic refiners in the volumes being produced during the shale boom. They had to export it and to be competitive with similar benchmarks after shipping costs they had to discount it.

Before shale (and when the export ban was in place), WTI traded at a premium.

There may be other factors, like Venezuela sanctions, that make it more expensive for US refiners to import oil. And Opec+ have been targeting the US market with fewer cargos to drive down inventories I think. Also demand for certain products may make certain blends more desirable.

Domestic demand in the US is driving the narrow spread.

Very high for being summer holiday season!

These placing shares are getting turned over nicely before the breaks come off and we get the next leg up.