Member Info for NewKOTB

Not sure what that was all about today .... at one point more than 15% down, lots of 'A' sells with no real news.

Into auction now!

Now more than 12.5% down ..... news anyone?

Down +10% on nothing ?

Good sign, almost all the buys are 'A' trades .... looking strong for move up.

"The world's hydrogen fuel cell electric car market is expected to grow to 400 million passenger cars, 15 million-20 million trucks, and 5 million buses by 2025, U.S. management consulting firm McKinsey & Company said in a recent report...."

Absolute rubbish imo, I don't think they could even build that many never mind sell and provide infrastructure to support those kind of numbers. They would do well to achieve anywhere near 10% of that imo..

Hydrogen is the logical answer for saving the plant over EV's, so EV manufactures will not give them an easy passage. Market share is the be all and end all regardless of which is the better environmental option, battle lines are being drawn !!!

This deal will most certainly draw attention to SDX once completed and no doubt SDX will be on its way to the $1bn company PW is targeting, enabling him to put the 'up for sale' sign out.

How the deal is structured will determine our opening SP on return from suspension. I can not see there being no dilution at all happening, all I hope its no more than an additional 100m shares, or 50% of the company. I would be really annoyed if bonds are mentions at all in the deal, the last thing I want to see are bondholders on-board.

That said, a deal akin to SQZ's BKR with no dilution at all is what I would love to see ... On resumption, should the SP close around 95p I would be more than happy, as this, I hope will provide plenty more upside over the coming months/years as the assets bed in. I know we should be at 95p already pre-suspension, but it is what it is .... and the market will always want its pound of flesh.

24th May was the last director dealing so the BP deal could have been worked on shortly after this date, so maybe closer that we think, particularly after this weeks tweets. IMO the BP deal was the reason we took on the $10m credit facility on 18th July, that at the time, appeared we had no need for, given our current/ projected cashflow. So imo we commenced talks between these dates.

Remember, we will need to vote on any deal, so it has to be attractive to current holders, until then its all guess work.

gla

Riskisprofit, you really are trying hard to pump this now ...... a little too hard imo.

Don't think River and Mercantile Asset Management would have accumulated +10m shares just a week before suspension if they thought PW was going to anything other than grow the company. We hope, just like River and Mercantile Asset Management no doubt, its without too much dilution.

Although dilution in the form of shares to BP as part of the deal (akin to SQZ), is more than acceptable.

The drill cost will be very low, completed in day 11 of est 40

London, 11 October 2018 - Serica Energy plc (AIM: SQZ) hereby provides an
update on operations at Erskine.

On 28 September, Serica reported that a new 26km section of the condensate
export line from Lomond to the CATS Riser at Everest had been completed and
tested and production was due to recommence shortly.

Production restart of the Erskine wells and facilities is taking longer than
expected due to the formation of gas hydrates (ice-like crystals of water and
gas) in the Erskine to Lomond production line, upstream of the new line
section, during the commissioning process. Standard methods are being used by
the operator to dissolve the hydrates, using methanol and slowly
depressurising the line following which it is anticipated that the hydrates
will be fully dissipated. The process is not expected to result in a
significant delay or in any long-term impact.

Prospect S well has been safely drilled to a total depth of 4,165m.

· Well did not encounter a hydrocarbon accumulation.

· Stacked target reservoirs were penetrated within the pre-drill depth
prognosis but were water-bearing.

· Further analysis will be required to understand the implications of the
well results on the prospectivity of the surrounding area.

Not again !!!!

Few 600k sells and the price collapses, just wait until we see the +1m AT buys start coming in and price action that will follow. All 'O' trades so a PI or two who's got in too deep imo, having to off-load. Still low volume atm

Lets get R3 done now asap.

D220, agree, nice for them to be on the receiving end for once .....oh arr

It will be criminal if we don't close above 100p

gla

LOL, and now we get a single share traded ..... all 16p worth of a BUY ... so far all morning.

05-Oct-18 08:00:15 16.165 1 Buy* 14.55 16.45 0.16

and google doc's, visible that is.

and google doc's

Am I reading this correct, LEK reports £7 trade for the whole day and we drop 5%, wtf

04-Oct-18 16:35:01 15.00 47 Sell* 15.00 15.60 7.05 UT