Member Info for NewKOTB

SP looking more than lively today .... for >£50m someone could grab themselves a bargain here. Should Putin continue on his chosen path then all UKCS assets will be sought after for some years to come.

aimo

THURSDAY : Good Volume 1.35m with 77.2% of 876 trades by BoT's
Trades over £50k :
tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2022-02-17T16:35:12.247 GBX 258 73291 £189090.78 UT AIMX P
2022-02-17T09:05:37.513 GBX 254 50000 127000 Off-Book AIMX P LRGS AIMX
2022-02-17T17:32:28.000 GBX 257.525 36415 93777.72875 Off-Book XOFF TNCP ECHO
2022-02-17T09:05:17.637 GBX 253.75 25000 63437.5 Off-Book SINT P ECHO

Your first post in 2 1/2 years since becoming a member ..... lol

"In the aftermath of such an incident, Blinken says Russia's government will likely "theatrically convene" an emergency meeting. After that, Russian missiles and bombs would begin striking Ukrainian targets, as well as jamming of communications and cyber attacks...."

Hurricane having a very good day atm on no news !!! ....hummmm

Could this mean a Cyber Attack :

"In the absence of readiness on the American side to agree on firm, legally binding guarantees to ensure our security from the United States and its allies, Russia will be forced to respond, including by implementing measures of a military-technical nature,"

Breaking : https://www.bbc.co.uk/news/live/uk-60413332 @ 15:52

Significant jump in monthly volume size.

From start of Jan 2020 until November 2021 we averaged ~4m per month. Since Nov 2021 monthly volume has increased more than fourfold to average ~18m per month, on a much improved SP too, so transactional value is even higher.... greater volume at higher SP since November, with this month looking to be a Roy Castle one too, from as far back as 2010 .....

And they say size isn't everything !!! ......hummm

aimo & dyor

Massive amount of share churn happening in respect of number of trades, for what is a relatively low number of shares in issue, on what is very low volume too.

Now need a 30% rise to get back to just last weeks SP. Fall on no direct DT news and the BoT's have managed to keep the RSI from showing oversold .... that's how to work a SP so as to not attract attention.

aimo & dyor

Toff,

My money is on a hidden buyer that will surface at some point with a sizable % position, I'm talking double digits. Seen it before on other FTSE shares where the price is walked down for no really obvious reason, over a prolonged period only to bounce back when at some point the mystery buyer's shows their hand/s.... then everyone go's 'ahhh that's why'.

Confident with DT at the moment so long as business model is underwritten with strong YoY growth. Potential here will not have gone un-noticed by those interested in acquiring DT and that's where I see this going, when, well that's finger in the air stuff. How long will the downtrend continue, that is also, finger in the air.

Only IPO'ers are in profit now, so in theory selling will slow, although will not stop shorter's who are the main protagonists here imo. Then, it's just a matter of waiting for them to closeout and watch the SP begin it long climb back up.

aimo & dyor

Toff,

Makes little difference to me tbh ..... I will continue to trickle buy, adding to my position.
You can also look at this as an opportunity without such blatant manipulation you, I and others would never have been given. Middle draw hold for me but as we all know DT can move very fast without warning, in both directions !

atb & aimo

Charts do show another weaker target within the trend channel, but that's ~330p atm and rising .... if only.

aimo & dyor

Wednesday : Decent Volume 1.57m with 73.6% of 950 trades by BoT's
Trades over £50k :
tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2022-02-16T16:35:27.387 GBX 251 84539 £212192.89 UT AIMX P
2022-02-16T08:08:28.387 GBX 246 50000 123000 AT AIMX P ALGO
2022-02-16T09:23:41.277 GBX 246.5 42140 103875.1 Off-Book AIMX P AIMX
2022-02-16T12:20:11.677 GBX 245 38684 94775.8 Off-Book SINT P LRGS ECHO
2022-02-16T09:46:25.830 GBX 248.4 33055 82108.62 Off-Book AIMX P LRGS AIMX
2022-02-16T14:55:47.710 GBX 247.75 30000 74325 Off-Book AIMX P LRGS AIMX
2022-02-16T14:20:55.673 GBX 243.12 26360 64086.432 Off-Book SINT P ECHO
2022-02-16T15:30:14.050 GBX 247 25094 61982.18 Off-Book SINT P ECHO
2022-02-16T09:19:00.423 GBX 247 21358 52754.26 AT AIMX P ALGO
2022-02-16T14:20:38.453 GBX 243 20576 49999.68 Off-Book AIMX P AIMX
2022-02-16T15:32:11.800 GBX 249.943 20000 49988.6 Off-Book AIMX P AIMX

Well at least yesterday was less frantic .... Nice to see bounce off lower rising channel, just need to stay above for next few days. Upper rising trend channels offers atm two resistance targets, ~281.25p & ~304p. Closeout the week above 255p would be progress afaic.

aimo & dyor

Sorry, correction, once again used gross not net :

With average NBP ~198p/therm and Brent ~$89 barrel for 2022 to-date on average production 30.3kboepd revenue would be around ~£98m, net (post Opex / hedging / Admin). With EoY 2021 cash and equivalents resources reported at £218m plus Dec receivables less Nov / Dec PSA estimated at ~£15m net.

After yesterday panic fall, SQZ with cash, equivalents and owed revenue totaling ~£331m would mean that SQZ present Cash to MCap represents 50% of company MCap held in cash and equivalent atm. Not forgetting, SQZ are DEBT FREE too.

As I keep mentioning, perversely, the longer this continues the cheaper SQZ becomes to acquire.

Cash build will continue to be significant as major CapEx not expected until H2

PS At current NBP/Brent SQZ are adding cica £1.87m per day, net

PPS Just for fun, if SP & NBP/Brent remain as is, in only 160 days or by 11th Aug, SQZ will be in -EV.

aimo & dyor

With average NBP ~198p/therm and Brent ~$89 barrel for 2022 to-date on average production 30.3kboepd revenue would be around ~£133m, net (post Opex / hedging / Admin). With EoY 2021 cash and equivalents resources reported at £218m plus Dec receivables less Nov / Dec PSA estimated at ~£15m net.

After yesterday panic fall, SQZ with cash, equivalents and owed revenue totaling ~£366m would mean that SQZ present Cash to MCap represents 55% of company MCap held in cash and equivalent atm. Not forgetting, SQZ are DEBT FREE too.

As I keep mentioning, perversely, the longer this continues the cheaper SQZ becomes to acquire.

Cash build will continue to be significant as major CapEx not expected until H2

PS At current NBP/Brent SQZ are adding cica £1.87m per day, net

PPS Just for fun, if SP & NBP/Brent remain as is, in only 160 days or by 27th July SQZ will be in negative EV.

aimo & dyor

I mentioned yesterday "Be nice for the board to buy on open market soon to counter this.."

Well done AA for listening, just need the others to follow too.

aimo

Tuesday : Super Mega Volume 4.5m with 79.3% of 2348 trades by BoT's
Trades over £50k :
tradeTime currency price volume tradeValue type micCode tradeType venueOfPublication
2022-02-15T13:35:19.890 GBX 276 882000 £2434320 Off-Book AIMX TNCP AIMX
2022-02-15T17:22:59.000 GBX 250.265 191067 478173.8276 Off-Book XOFF TNCP ECHO
2022-02-15T16:35:00.163 GBX 247 119568 295332.96 UT AIMX P
2022-02-15T14:52:01.000 GBX 243 50000 121500 Off-Book AIMX P LRGS AIMX
2022-02-15T14:52:21.387 GBX 242.5 50000 121250 Off-Book SINT P LRGS ECHO
2022-02-15T14:50:13.650 GBX 242.5 50000 121250 Off-Book AIMX P LRGS AIMX
2022-02-15T08:05:23.983 GBX 274 35856 98245.44 Off-Book AIMX P LRGS AIMX
2022-02-15T11:21:33.303 GBX 260 32500 84500 Off-Book SINT P LRGS ECHO
2022-02-15T13:38:29.960 GBX 250.29 31088 77810.1552 Off-Book SINT P LRGS ECHO
2022-02-15T15:15:33.003 GBX 245 27000 66150 AT AIMX P ALGO
2022-02-15T15:15:36.310 GBX 245 26159 64089.55 AT AIMX P ALGO
2022-02-15T15:19:07.173 GBX 243.5 24686 60110.41 Off-Book SINT P ECHO
2022-02-15T15:55:50.327 GBX 247.956 24192 59985.51552 Off-Book AIMX P AIMX
2022-02-15T09:12:44.880 GBX 265.494 20000 53098.8 Off-Book AIMX P AIMX
2022-02-15T14:40:05.750 GBX 246.11 21102 51934.1322 Off-Book AIMX P AIMX
2022-02-15T15:50:33.603 GBX 246.083 21102 51928.43466 Off-Book AIMX P AIMX
2022-02-15T08:48:12.533 GBX 269 19162 51545.78 AT AIMX P ALGO
2022-02-15T14:59:09.353 GBX 242 21091 51040.22 Off-Book SINT P ECHO
2022-02-15T08:02:23.393 GBX 276.783 18064 49998.08112 Off-Book AIMX P AIMX
2022-02-15T14:35:30.130 GBX 244.787 20421 49987.95327 Off-Book AIMX P AIMX

Highest daily volume since as far back as Sept 2015 (7.54m) when we moved up from 4.87p on interim's following acquisition of 18% interest in the Erskine and third highest from as far back as Feb 2011 (4.65m). Volume book cost in 2015 ~ £357k, compared to today's traded value £11.51m, no contest.

Let's see what gems await us tomorrow !

aimo & dyor

Even at current NBP 162p/therm and Brent $92, SQZ are receiving £1.87m per day net, post Opex / hedging.

Cyber-attack against Ukrainian websites, reports say...

Websites including the Ukrainian defence ministry and the banks PrivatBank and OshadBank have been subject to a cyber-attack, the Russia's Tass news agency reports.

Reports suggest ATMs & banking services have been interrupted.

The website of the Armed Forces of Ukraine has also been affected, the Unian news agency reports.

Canaccord are out of order imo .... last reported holding as per SQZ holdings shows them holding 7.76%, now the RNS details last known as 5.0572% , SQZ need to have a word imo.

Canaccord Genuity Wealth Management* 20,357,494 7.76%

So they reduced by 7m as of yesterday !