Member Info for Nickthesaint11

Https://youtu.be/OoGAbmR_AvA?si=u0kmwl9LZtXrlXiV

Late late show from the company again.

Late late show from the company again.

It's clear that the focus now is on the drill programme. If we can do enough to demonstrate that we have some decent reserves and much longer LOMs by 26 as well as no shenanigans, the shares will gradually rerate.

Or just transact all business in Norwegian ;-)

- Share buybacks do not fix the problem.

- Dividends do not fix the problem.

- The CEO picking up the phone and buying out the remainder of Seafox's shares and cancelling them fixes the problem.

Takeover target.

Price action in the charts...

https://x.com/WizardofWindsor/status/1914647733605982573

£30.6m in net profit, deleveraging nicely, Sand and Stone ramping up... how is the market missing this?

Analysis of the THX Chart here. 40p the call.

https://x.com/Share_Talk/status/1902096228982386779

Massive, 8 month cup and handle formation completing on THX, with breakout today.

Last chance to buy below 25p guys.

Oh la la.

Thor gets a frankly small-time request for tea money, which isn't even confirmed, while Resolute gets the mother of all shakedowns in Mali, replete with the CEO spending time in the clink and the risk of s delist... yet we are led to believe that Thor should be cheaper than Resolute on most metrics?

Really?

Plus Thor now has multi-jurisdiction optionality. C'mon folks, get a grip.

The HUI is back down to 311, 10% off its recent high.

When the HUI breaks out, THX will get a bid or two as hot money starts coming into the sector and looks for the racehorses rather than the plodders.

The good news is that THX has not fallen more than the HUI or GDX, so it's not too much of a worry, just market matching.

Did you check the SP vs GDM?

Https://youtu.be/1iNpON9ckTg?si=okoIlYp-0yI6vOC3

I'm surprised that we are now 6 months into EAAS's extended finance capability and in a time of crazy high energy costs (in the UK at least) yet there is a deafening silence on progress being made signing up new customers.

Why is this? This company is in a sweet spot yet seems not to be able to deliver so much as a liquorice stick.

Pretty positive write up.

https://open.substack.com/pub/theoakbloke/p/ocean-wilson-idea-10?utm_source=share&utm_medium=android&r=yqi60

Key points:

Outlook: The US$100m in guarantee financing is the first step in a multi-stage financing that will hopefully see further investment in Etana and Chariot’s Transitional Power subsidiary level. A conclusion to this process will provide important third-party financial validation and a potential readthrough valuation for Chariot. —Anchois post well analysis continues: Chariot and its JV partner Energean are still finalising the technical assessment of the Anchois-3 appraisal well, with the future plans for the development to be set out in due course. This could include a potential future smaller but still economic development.

I agree with Shandy. We need more of these deals.

Yup. A Board committed to Grand Larceny.