Member Info for MrCareful

We were in the 190's and even 207 in March all before the ITP opened. Now its open with pressure from the US, I'm sure we will get our payments, meanwhile I expect book building in anticipation of our Oslo.

Oily1990 on 7 Oct 2025 15:42 you claimed Genl and DNO are set to join the other 8 producers having negotiated the historic payments outstanding claim without links to back this up. There has been no RNS or statement from AKIPUR nor has anybody found anything online to support this claim

Please refrain from making such comments without backing them up. I understand one can be reported for spreading such untruths and a ban after being reported 5 times.

Since not following the path of the other IOC's haven't DNO/Genel been actively engaged in discussions with the KRG about finalising the required back payments in order for them to join the collective, whats new? Would somebody please supply links?

Brent currently up 1.35%

"Brent crude oil futures rose more than 1% to $65.4 per barrel on Monday after OPEC+ agreed to a modest increase in production, easing market fears of a larger supply boost. The producer group agreed on Sunday to raise production by 137,000 bpd in November, matching October's increase, with markets seeing it as a cautious move amid persistent concerns about potential oversupply. OPEC+ described the latest decision as a response to a steady global economic outlook and current healthy market fundamentals, noting that output adjustments may be paused or reversed if conditions change. By the end of September, OPEC+ had already rolled back a 2.2 million bpd cut—a year ahead of schedule—and was in the process of unwinding an additional 1.65 million bpd cut. However, price-gains were limited as worries grew that the ongoing US government shutdown could weigh on economic growth and dampen energy demand.

Although monies won't be deposited for 3 months there is no doubt we will be paid our dues after the pressure the US has exerted to get this agreement.

The prospect of a possibility of an announcement of a merger with DNO may take time, but the Oslo listing could come soon. Meanwhile there may be bookbuilding in anticipation of this event and it may also draw the attention of other potential bidders!

Itsaponzi, you may be interested to know that Worldquant reduced their short in GKP by over 11% on 29 September bringing them below the mandatory reporting limit of 0.50% . I’m sure you are hoping for your sp falls to make up for recent good news and healthy dividend!

I have noticed some large trades going through(some buys);

02-Oct-25 10:18:43 216.50 66,067 Buy* 215.00 216.50 143.04k O

02-Oct-25 09:38:40 216.00 60,000 Unknown* 215.50 216.50 129.60k O

02-Oct-25 09:32:13 216.00 40,000 Sell* 216.00 216.50 86.40k O

02-Oct-25 08:21:40 219.966 26,820 Buy* 217.50 219.50 58.99k O

The sp has fallen again today, below the 1st Support Level of about 215.88 and approaching 2nd level 212,76. Looking at LSE share info, which I know isn’t always reliable, but it's all I have: Vol. Sold 267,306, Sold Value £577.90k, Vol. Bought 349,850, Bought Value £736.37k Does anybody care to comment?

Bamps are you just counting the 3 rigs in the Main Dome or better still the areas; Main Dome, Underground &Another ? Common Bamps stop teasing us & gives us the good news!

And potential Takeover! I think there will be reinvestment of dividends over the next few days.

OR hang around for the takeover? ..Maybe that's why Putup is saving 80% despite his model is saying GKP is overvalued for the foreseeable

Pls would you supply the link

DNO may be negotiating better terms than GKP ! It in their interests especially if there could be future mergers, like with GKP after its got its listing in Norway

Gold futures held steady near $3,590 per ounce on Monday, close to record highs, following a weak US jobs report on Friday that raised expectations of a Federal Reserve rate cut later this month. People’s Bank of China increased its gold holdings for a 10th straight month in August as it continues to diversify its reserves away from the US dollar. On the trade front, the Trump administration on Friday moved to exempt gold, along with some metals, from its country-based tariffs.

Brent crude oil futures rose more than 1% to above $66 per barrel on Monday, ending a three-day decline, after OPEC+ agreed to raise output further but at a modest pace amid weak demand prospects. The group announced on Sunday that it would increase production by 137,000 bpd from October, significantly smaller than the previous monthly hikes of about 555,000 bpd in August and September, and 411,000 bpd in June and July. The move reflects Saudi Arabia’s effort to reclaim market share, while also highlighting some caution as the market faces a glut toward the end of the year. Prices are also supported by expectations of tighter supply from potential new US sanctions on Russia. On Sunday, Russia launched its largest air attack of the Ukraine war, striking a government building in Kyiv for the first time. Meanwhile, President Donald Trump said that some European leaders would visit the US today or Tuesday to discuss ways to resolve the Russian-Ukraine conflict. https://tradingeconomics.com/commodity/brent-crude-oil

The meeting would be nearly there if they could actually agree to some of the demands that the IOC’s have made outlined in the post by Jim800 at 13.18 yesterday. APIKUR have said they will not be exporting oil through the ITP until these points have been addressed.

Has anybody got an official link to the presentation please?

I wonder how the market would react to a delayed FS on top of the recent changes in guidance? It may be more palatable if some good drilling results were released early to support any case for a possible delay and to show our cash is being put to good use. Any indication that SD is listening to SH’s.

Quite right Bankboy the FCA short is shown on my shortdata link

I wonder what happened to the pre ASX short?! :-)

ActusRayPartners Limited 0.25% Wed October 2, 2024

https://www.shortdata.co.uk/company.php?isin=GB00B15XDH89

Unfortunately things cropped up so I missed the presentation. I just managed to join the very last bit of Q&As where I was pleased to hear that our insurance covered loss of earnings & they are liaising with assessors. Hopefully I’ll get to hear it all later.

I notice that Canaccord Genuity have reiterated their Speculative Buy stance today with a 80p target.