Member Info for NewKOTB

So zero mention of the Latest mega deal pencilled in… and the cut also is based on “forecast” gas price in 2 years time, also no mention of oil , just gas. Talk about one sided reporting by a single analyst.

Definitely pack attack .... new day low on close by the look of it.

Guess GS et al all opened shorts the other day too.... a r s e s, the lot of them.

Appears they, GS et al are really trying hard to suppress any bounce.

When it appears that it's a done deal, you can always banks on the SP being dropped to allow the pack of hyenas in.

NAV_Mike, yes would be nice to see exactly what reasoning is behind GS attack.

aimo & dyor

When our Time Comes ....lets out shine HE1..... ~1200% increase in 4 days.

Hopefully no shocks, too many of those recently ! Our LWIV campaign should be improving numbers and no major shutdown until mid 2025 so pump, pump, pump for next 18 months.

aimo & dyor

"SP reaction continuing to show the influence GS hold amongst its peers..."

GS know exactly what they are doing, knowing full well that every BoT will 'read' and act upon their latest farcical downgrade. One massive boys club and Rachel Reeves is more than happy for these lowlifes to go totally unchecked.

aimo & dyor

They must have a big order…

That is the closing UT, not a buy per se !

However, it's great to see such volume, albeit as an UT.

Flexmw,

Direct result of the EPL is now forcing UK focused O&G to circumnavigate tax by acquiring other players that have large tax losses, or utilise current allowance, failure to do so will result in more and more distressed sales occurring esp for highly geared outfits with poor hedging. EPL is now starting to bite, result being the accelerated demise of UKCS.

For an out-of-the-box thought, I would be happy for us the sell out totally all NS assets (>£1.5bn) move to 100% focus on overseas. Cash from sale could sit in holding company gaining interest whilst we complete deal/s. Even better still, sell up and distribute cash to SH's, now there's an out-of-the-box thought ( could that be SQZ's aka Mercuria's game-plan ) !!

aimo & dyor

NAV_Mike,

"Doing okay then the familiar sudden smackdown around 2pm.....", indeed Sir !!

Has to be someone in the America's building a position at ~300p/s, my money is on one particular amigo, although I would have thought other buyers are thinking the same.

aimo & dyor

SQZ also stated regarding maximising tax losses was :

"Further efficiencies may be identified in due course.."

Something I understand SQZ are working on.

aimo & dyor

LOL, not as if the UK is reliant upon the US (soon to be Trump) for its supply of LNG.

https://www.bbc.co.uk/news/business-63885968

Time to buy UK woodland as timber will be the UK's primary source of power soon .... !!!

Can our gov not see that preserving, at all cost, UK supply of O&G is more critical than ever....

AIMO & DYOR

Would be > wouldn't be

NAV_Mike,

Would be surprised the see TR-1 with our Mexican amigo adding significantly.

aimo & dyor

Which one do you work for ?

NQM,

Are yes, those "tax losses" that have yet to show in our accounts.

One would think, given all the emphasis placed on those wonderful tax losses (by Mitch et al) obtained from the TW deal that SQZ would pay very little tax in 2023, other than what we incurred prior to completion on 23rd March 2023, thereafter tax bill should be zero.... lol, if only !!

Lets see if Mitch 'n' Co have managed to port successfully all the tax losses into the combined group and to apply across all asset/revenue base.

aimo & dyor

It's also illegal, but when has that ever stopped this and other illegal activity happening, esp on AIM.

BB73, Short answer, NO !!!

"Is this just relentless selling..." Mr 100k imo

No daily gap afaic ....