Member Info for Onetomany

Marty I’m expecting similar, hoping similar. I belive they need to reassure the market that there are no ‘issues’. Seems to be some strength at this level and few decent buys will move it up quickly. I’m waiting on funds but think I have enough here and will probably buy couple of others I’m looking at closely.

Not the start to the wee we were hoping for after Fridays rebound. Still feel we need a progress update soon.

@joshing yes thankfully they are banned but under spanning other threads with the same negativity on IMM, plus having a go at me. Absolutely obsessed and clearly has had a meltdown.

I’ve not changed, I’ve been pretty consistent since mid September / October. Always stated I am hopeful of a deal and gave lots of reasons for my thought process.unjust wasn’t as bullish as others expecting £1/2 etc. Shouldn’t have made me a target for abuse and harassment.

Anyway onwards and upwards in the sanctuary that is The IMM board.

@Bigsid69 OTM is always balanced. Based on my unwavering expectations of a deal between 20&30p I’d say I’ve always been positive! Balanced debate is always best and I see we are having much more of that now which is good news.

Let’s hope for a miracle and a full takeover so we can close this chapter and move on. No more Ouzo fuelled outbursts.

After bouncing back from the dip in to the 5’s, and showing some strength again, hoping tomorrow it holds strong again. Who knows, we might even get that long overdue update!

Already feeling that tomorrow will be a better day.

🍿

I wouldn’t sell too soon BP. I think the rerate could quite significant and over a few weeks. Let us all hope the news is a good as I have been trumpeting on about.

@ocelot I did say a couple of weeks back that D4E is possible. Still leaves us upside given the commercials now with the expected better performing wells

@BP when will you stop living in the past. You’ve posted that line 50 times. What matters is the terms of the new deal and the stable production they achieve. I am expecting better loan terms and it seems apparent that we will see good production uplift. There are too many unknowns on the financials but I think we are now a leaner organisation and there will be clarity and transparency on the consolidated debt. Should be no more costly interventions, only the additional well which I hope spuds this year.

What’s this about a broker note? Is there one ?

That is possible boot but then his last interview would have him locked up if this were to be the case. He explicitly emphasised, on several occasions, that they had multiple parties in discussions (assume negotiations) and that the delay ‘was actually good news’, inferring that a bidding war was in play or about to be. It is well documented what I think of his interviews and that has been proven to be correct thus far. Whilst I am very skeptical, I cannot see how he could conduct such an interview then have to report to the market that they were unable to get a deal. That would be absolutely scandalous if it were the case. Hence, on the balance of probability, I still believe that a deal of sorts will be done in the coming months. I personally think the longer it takes, the worse it will be rather than better and I say that because it was supposed to be a blockbuster once they saw the ‘magic’ in the first week of September yet still the rabbit hasn’t been pulled from the hat.

@Popeye I know nothing of charting so would be miss of me to try and comment objectively on it. Maybe it is my ignorance that creates skepticism but he seemed to be reeling of number after number and talking about red boxes. He must have mentioned 6 different potential prices,. Literally ranging from 1p to 70+p. As I see it that has covered the entire spectrum of potential end results for the next few years.

@JK reference your cynical views below. I feel that some of it may be on point, even though I don’t want to believe it.

LAYMAN'S ATTEMP AT TRANSLATION OF TIM's COMMENTS IN NOVEMBERV2025 RNS>>

"The whole team is dedicated to securing a partnership deal that does justice [read> we've been badly lowballed] to the innovation and clinical potential of P140, valuing a more methodical approach over speed [read> we're reeling and are now playing for time], so the best outcome for shareholders [read> and for management, who hold very few shares] can be achieved. We are seeking a partner whose culture and aspirations match those of the Board [read> who gives us the highest retention package and perks], prioritising long-term synergy [read> upfront fees will be much smaller than seen in the market, so we are pivoting to royalties in many years' time. In the meantime, we can accrue more lucrative share options and max out potential rewards].

A best guess assessment only, DYOR

@Bob I wonder if we will ever see such an announcement with IMM in the mix ?

Total of all debt <£30m. That will be easily serviced from revenue with enough to spare. I expect they will use the cash pile to fund the new well, assuming the March results are as expected.

Note that the same chartist also gave about 5 upper target levels to as much as 74P (I think). It was a very erratic and somewhat eccentric podcast so didn’t know what to make of it.

@msuk.int I’m not sure what post about 1-4p you are referring to but I had commented on it as there was a chartist warning of that as a zone (from memory 3.88p then down to 1p). MrRSoul kindly shared the link which is below . I did clearly state that it wasn’t you when I was trying to find the link.

https://www.youtube.com/watch?v=HeY8TuKZHNI

I was just reading again the recent company presentation and it does look like this could be quite a lucrative year. They are partnering with the best and the free carry deals are very wise. I sold out last week just before the drop, might take a position again soon. I have funds coming but they might be a week or two away.

I concur with that and expecting March to be finalised. Hope I am wrong. Also we have the Gulf of America deal which appears still to be alive. Fingers crossed that is a more straightforward one to value

@BP I did say that I thought the funding terms could be tied to the March outcome but that was speculating. I think another RNS saying talks are ongoing and positive is a good sign no? They will of course update the market on completion of the workover, finance terms I am 50/50 on whether they com enow or March.