Member Info for NigelHaemoglobin

The capacity at the LNG plant is relentlessly increasing as gas fields adjacent to EOG's acreage (90%+ gcos) deplete. I take the commercial cos as read in the event of a discovery.

Think you are correct, bid ticked up on a sell. As for the Canadians my view is that they are high risk/reward investors with matching gonads. I don't wear conspiracy theories and all that stuff about Singapore is total eyewash.

However watch out for the next holdings RNS.

Gut feeling, it's time for manifold problems at Bor to be solved. 1-2 yrs payback is beyond wild. The big negative is of course fundraising. Some research indicates that this may not be wholly dilutive i.e the execrable placings but an OO or RI.

They will lose horribly but you did the right thing. Over the next five years Reform or it's next iteration will grow by taking disaffected Tories and some traditional Labour types who are somewhat conservative.

No more cop cars with their idiotic rainbows

No more gender ideology in schools just appropriate sex education.

No more twaddle about what the British (and most European advanced societies) did 200 years ago!

A massive rebuild of particularly surface armed forces.

A restoration of British culture.

A hard and almost improbable task!

Sefton you remain severely deluded about the big picture here, that is despite of the endless delays, ambiguous well results and downright meretricious RNS's written by a serial sand-pecker of Moroccan territory.

Third time goofing around in Morocco over decades! Micro E&P weaners are dependent on half witted newbies...sound familiar?

Certainly hope you are right Rob but Machiavellism is so deeply embedded in left wing 'thinking' that I dread to think what they will come up with.

Vicious legal constraints though on freedom of speech are pretty much guaranteed in the first to parliaments.

Not bad, will be a four way deal though: not another oiler...something else.

Or, the deviant marxist swine who start work on Friday will find a way to kill it.

Complex isn't it? Due the annual Siberian high burning of virtually anything from timber to Methane produces pollution trapped by the months long inversion layer. First, it is noticeable as haze which is annoying as 75km visibility is commonplace. Gradually the visibility is reduced to a toxic smog until convective weather systems replace the Winter long high pressure system. Then the filth is lifted into the upper atmosphere and dispersed.

I preferred Mongolia in it's cleaner form tbh, beautiful.

Bold you have condensed my own view exactly. There is a chance that investors here will benefit from some fortune with the Sandjet testing, well that is when the Steinbeck twins finally manage to get all the kit and operators together at the same time. Apart from hbob (due mental raving on twitter) I wish all gamblers well. £25/share was it from the great one?

So it's the lucrative type of fundraise or the death spiral type.

A lot of the guff about 'trolls' is clinically delusional. PG has fessed up to the next fundraise already.

No worries Phil, I am generally averse to offering opinions on areas almost totally out of my control but yes, we have some say in events here. Take PRD for example, glaringly obvious placings for probably two years. A short interregnum but it looks likely that a fundraise is within line of sight. Major shareholders e.g here at BOR have much more influence, it is necessary to cross certain thresholds in order to have access. It's not a simple equation of say Gus having 3 mil shares and A.N.Other having 70 mil shares meaning that Gus has influence in proportion. All we can do is vote on resolutions, call for EGM's if our collective voting power is sufficient. I see no reason to object to the company's current strategy though.

Fair point, some luck involved but then the RKH transaction seemed likely as it greatly simplified the delineation of discoveries thus avoiding unitisation agreements.

But yes, on balance the presence of new and large investors appears to be positive.

It wasn't a question old chap but a choice of two options. I'm afraid that this scenario is potentially far more nuanced.

Not only that but I have been more than clear that there are distinct limits to my business knowledge. Wearing a suit and attending stuffy meetings indoors not really my bag.

Ya, I made a mint when Fogl bought DES and again when RKH bought FOGL to regain control of the NFB. Was a big surprise I will admit to see who was involved in the 1-3% category. Sovereign wealth fund if Kuwait popped up! Remember that?

Good effort Rookie, he didn't actually tell you anything but jolly polite!

Agree Rookie, if things start smelling fishy that is the time to stand firm. Still, the major shareholders have a big punch now.

Phil, I'll try again. ADB's holdings are possibly going to be good news for him. Down here in the pond where we PI's dwell the water is rather murky.

I do not know enough about business to offer opinions. Observed what happened to BLVN, a fairly rare event as far as I can see.

As for the current resolution votes I can't see anything contentious to be honest. Can't make the AGM and pointless anyway. They are obliged to be very circumspect and the NOMAD will intervene if any market sensitive info is accidentally spilt.

I would try and calm yourself.

Rookie they cannot give you an answer on that question.

No PI can call with certainty what will happen Phil. If I could do that I would own Space X by now.

Obviously.