Member Info for NewKOTB

"I expect a post IPO dip so waiting a week or two."

I don't think AA will wait that long for his next deal.... he appeared to be in a rush to get KIST to the market before the target assets cost much more as sentiment, good that is, has returned to the O&G market for now.

atb

Brent well through >$48/barrel and gas looking to break back through into 40p/therm.

SQZ down 0.3pts .... lol

At least my foot is in the door .... just hope it doesn't get squashed.

atb

107, very good ... only managed 111p myself.

I'm guessing we will drift along a little until the MM decide where they want to take us.

atb

IG .... Not at the moment

DEAL REJECTED
08:29
Kistos Limited
The order request you have made has not been accepted due to price movements in this market.

All my platforms are closed / unable to quote for dealing KIST atm too .....

Managed to get in this morning ... :-)

atb

Our SP is just over 10p above the March low ..... loads of ground to be made up here.

Added more today and will continue to do so.

atb

Why would it be an issue, RBL would backed up by LTV on the asset to be acquired plus we have our own +50mmboe 2P reserves too. SQZ have been able to renew every year and can easily comply with the criteria. World is about to witness the largest infrastructure program across the globe and energy, particularly O&G will be needed to power that. Tomorrow we have a new O&G entity listing on AIM, no assets but will come to the market with an MCap of +£40m, they didn't have an issue acquiring capital even though they have NO assets.

Nothing to do with the vaccine itself per se , more a case of the US not wanting anyone selling in their backyard who's not American imo.

Remember, Trump is still the president atm

"63% increase in attributable revenue from BKR.." 66%

In fact, given SQZ massive embedded organic growth, which includes 63% increase in attributable revenue from BKR in little over 12 months, R3 online Q1 2021 and Columbus online est Q4 2021, SQZ would offer any suitor virtually ZERO risk for max reward. Nothing below 180p should be considered by our BoD imo

PE backed entities will be running riot over hard commodities within the next 6 months. SQZ are not immune.

IMO, the odds of SQZ being taken out soon has significantly increased since start of the month.

As I said, SQZ, get the deal over the line .... now, or otherwise SQZ will be no longer. Viaro still have 50% of their RRE warchest intact, to name but one suitor.

aimo

QC,

So it looks like you agree, market is expecting (know) what is about to happen.

DOW reaching record high today, hard commodities are soon to be in high demand, this is just the start of the commodities boom for the next 3-5 years imo SQZ can not afford to be left behind.

SQZ, get the deal over the line .... now.

QC,

"That being said the share price performance over the last few weeks has been terrible relative to the market....."

Exactly, regardless of doing comparisons, SQZ should have moved up at least 5-10% on sentiment if nothing else, it has stayed stuck in the mud. Why, you have given your reasons which are beyond question as any reasonable person would think. I have been watching SQZ for a very long time, even longer than 10 years. Trust me, our SP's lack of traction is NOT normal market dynamics atm

imo

Cracking day for virtually ALL O&G once more ....... SQZ end up,0.6pts on UT to counter the 0.6pt down yesterday ...... lol

Not being managed ... yeah, right !

Brent looking to break above $48/barrel, gas back above 39p/therm too. :-)

Brent just flew past £47/barrel too, gas up also ..... SP is really starting to p**s me off atm

Upomega,

You gut was right in wanting to swap SQZ holding to BP .... now up +36% from the other week.

Just hope there will be a 'L’Oréal Pari' moment very soon.

We have put on 1% since the market rally on 9 November......... seriously you are suggesting that our SP is not being managed. Sorry I beg to differ, the DMA are running the show atm. We are being held, no question about it imo.