Member Info for NewKOTB

The millions of shares that were late reported yesterday, I guess news in on the horizon imo.

12-Feb-1918:05:5054.8881,340,000Buy* 54.8054.90735.50kO
12-Feb-1918:05:4454.8881,000,000Buy* 54.8054.90548.88kO
12-Feb-1917:22:2654.877170,888Buy* 54.8054.9093.78kO
12-Feb-1917:18:1554.8772,169,112Buy* 54.8054.901.190MO
12-Feb-1917:16:4954.9052,340,000Buy* 54.8054.901.285MO
12-Feb-1914:58:1154.852,100,000Buy* 54.8054.901.152MO
12-Feb-1914:49:3954.858,413,216Buy* 54.8054.904.615MO
12-Feb-1914:58:2054.852,100,000Buy* 54.8054.901.152MO
12-Feb-1914:58:0254.851,890,000Buy* 54.8054.901.037MO
12-Feb-1915:01:3954.852,100,000Buy* 54.8054.901.152MO

12-Feb-1917:14:1254.888240,000Buy* 54.8054.90131.73kO

12-Feb-1916:10:3654.851,198,272Buy* 54.8054.90657.25kO

Still holding around 2/3rd's of original investment, although as time goes on I'm thinking, 'Should I buy back?'.

Have to say the way our BoD are 'leisurely' taking their time with setting up the schedule of voting tells me a possible rabbit and hat is involved.

Lets hope so.

gla aimo

While we await the Chinese celebration to kick off as it's the Year of The Pig ...... (very intelligent animal by all accounts.) lets all hum a little tune !!!

I can wait a little longer and also looking forward to the weekend.

gla
aimo

Extremely poor design, unless the objective was to keep potential investors on the outside.

One small entrance and can only enter one by one!!

Please do not replicate this design again, just shows total lack of thought.

"might we be buying something large and need financing options.."

Or we could just be buying someone small, ie CLNR.

We have a stockpile of cash building up that the market would like to be seen as being used to add value, not sit in an account earning 0.25%pa.

Very much doubt we will take on debt given our history of deal making.

Fall way overdone unless a deal is on the cards, in which case we will move up significantly after announcement.

aimo

Taking our time with setting up the schedule of voting !

Are we about to be presented with an 'alternative' at the same time as the schedule.

Strange trading activity given we are virtually at the offer price 55p.

What could that mean .... ho hum .... I wonder !!!

Saying that, I have now reduced my holding by a third, letting the remainder play out.

gla

More massive intra-day mid-point trades;

11-Feb-19 11:28:52 128.50 122,135 128.00 129.00 £156.94k

This trading pattern has been happening for some weeks now.

Who is trying to hide their trades and why?

We had a massive spike in 2018 natural gas, prices just returning to equilibrium imo.

Don't forget SQZ had an automatic 25% increase in revenue from BKR from 1/1/19 too.

NI,

"Gas prices down another 3% today to 48p per therm...."

UK Natural Gas NBP Price on 8th Feb 2018 was 49p per therm .... so I don't see a problem !

chinch,

"I'm going to wait for the announcement of the next deal .."

Fair Do's, if we get chance to make another one !

Me, I'm feathering into my current position as she falls, not usually a recommended strategy, but this could turn at any moment. So undervalued as she stands imo

Should my floor be reached I will add big.

gla

Sand Grove Capital, now at 11.14%,up from 6.43%

Also, it is not about time we got updated P2's ... 31/12/17 last updated !!!

What about all our 'discoveries' in 2018 ?

Really .. "C.200+% uplift since AIM listing..."

Thought at AIM listing, if my memory serves me correctly, it was around 21p back in 2016, so that would be c63p in today's money .... we are 40p atm or c100+%.

If they have to go back that far to show how great SDX has been performing, at least get it right!

For me, its a bad show and very poor reflection on PW imo

Down 5p in a flash.

Appears as if someone wants more tomorrow.

So why has MEA morphed into an SPV !

MEA Energy Investments Limited (changed name to "SDX SPV Limited" on 7 June 2018)

What is an SPV ?

"A legal entity created for a limited purpose. SPVs are used for a number of purposes including the acquisition and/or financing of a project, or the set up of a securitisation or a structured investment vehicle. They are usually used because they are free from any pre-existing obligations and debts, and are separate to the parties that set them up for accountancy, tax and insolvency purposes."

https://uk.practicallaw.thomsonreuters.com/4-107-7534?transitionType=Default&contextData=(sc.Default)&firstPage=true&comp=pluk&bhcp=1

Let you guys decide which one is more likely .... I know which one my money is on .... literally.

gla

Time for the captain on our board to hoist the Ophir flag, taking down the white one forever, reverse course and steer our good ship away from the treacherous Medco reef.

Options a plenty, when traveling the seven seas.

gla

Massive amount of share shuffling between institutional holders last few days.

Bring it on .....

gla

We need a 50% rise just to get back to 50% discount to RENAV.

So undervalued atm it's worrying.

"On which basis we should be 55-60p now.."

That's smack in the middle of where we were trading during the trading halt (57.5p) with the failed reverse takeover. Hence my concern why our SP suddenly continued to slide on trading resumption and is currently so far off that 50% discount to RENAV figure.