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Short term asset sale for Predator. Special Dividend for shareholders who kept the faith.
Longer term project for deep pocketed major…. Which can develop distillery/ pipe/ shipping infrastructure.
Brucie Bonus.
Findme…
You omitted to see the word ‘IF’
As my ol’ man used to say. ‘Either it is or either it’s not.’
Your choice…
Imagine we were in final negotiations with Israel owned NewMed Energy when the unthinkable happened on 7th October.
Well that would have ended very quickly. Our Morocco state partners could not allow progress to continue.
We move to number 2 on the interested list. Maybe BP. Repsol. Total. ADNOC. But there is an inevitable delay.
That is not something that PG can simply announce.
Slowly, slowly catch monkey.
If the asset is as wealthy as is calculated, it WILL be realised.
Gudin
I am neither telling people to sell, nor to trust the management team.
Individual calls.
But if I didn't trust the management and could exit safely, then I would be gone.
No moaning. Just adios.
It’s about risk. And trust.
I get the risk. And I trust the management team.
It’s a comfortable place to be.
We will see…..
GLA
Findme....
My ol' man used to have an annoying saying. "Either it is, or either it isn't......"
I believe most posters here have researched and decided "it is", have taken a position and are riding it out. PG can be iritating, even bombastic, but I have never doubted that he will do anything that does not potentially increase value here. He is vested afterall. (btw, he has no need to treat this as a lifestyle position)
Things change. We have no idea what a preferred suitor may or may not want to see. They may be happy to progress to MOA without tests. We will find out idc.
I am sorry if people bought in higher and are now under water. I hope they can stick it out.
As for quick buck merchants.... they know that they win some and lose some.
If this works out, SP will not be important. Special Dividends will be vogue.
Anyway, my central point being. Stick around. Or move along. Stop whinging.
Have a good day all........
Data hasn't changed.
Timings and plans might have. Still good assets. Still a major shareholding Chairman.
Trust the assets. Trust the Board.
The rest is just noise.
Sell if you wish.
Being a shareholder does not give you the right to sift through every piece of business or possibilities that pass through the Boardroom. You either trust the Board or move on.
Good business in T&T, by the way.
Chill....
From a CEG perspective, “completion of a farm-out of its assets in Uruguay”, suggests that they are progressing sales enquiries well.
Good. Wasting our money on such opulence! Hire a motor home and park up outside….🤭
“if you fail to keep us informed i have no doubt you will lose us as investors”
bye then, wellillbe****ed.
honestly, not missed.
Ibiza…’So maybe already have an inclination of what the potential is.’
Do you think 🤔
Interesting read in itself. And Hyundai Heavy Industries last month agreed to build 17 LNG carriers for QatarEnergy.
https://www.ogj.com/pipelines-transportation/lng/article/14299921/qatarenergy-starts-building-north-field-expansion-infrastructure?utm_source=OGJ+Daily&utm_medium=email&utm_campaign=CPS231009167&o_eid=3066G1765401C1B&rdx.ident%5Bpull%5D=omeda%7C3066G1765401C1B&oly_enc_id=3066G1765401C1B
Interesting, thanks Keith.
Just on timing, from the weight of data currently available to Predator and invited potential partners, would it be sufficient for potential partners to send in their A team and progress to outline agreements.
I am sure many would be holding a watching brief but at what point would NewMed / ADNOC have decided to get serious?
Keith…. Interesting geothermal map of Morocco.
Out of interest and ignorance, have ConocoPhillips any activity on the neighbouring licence, given the proximity to the ‘red zone’?
Everyone is untitled to their opinions.
Why do some new posters need to explain their reservations on any stock? Do your review, make a decision. If it is not for you, just move on.
I review several new opportunities every week but never go on bb’s to explain why I didn’t invest.
Maybe others have agendas.🤔
“ Paul Griffiths having an ongoing slanging match with social media posters and tweeters as was seen on the most recent podcasts. ”
May have something to do with the quality of some posters. Jog on.
And he only says that he probably knows more than some posters. He’s probably right!
From reading this, PRD will be lucky to have you back. NOT!!
Move along, pal. Nothing to see here….
Sat here listening quietly to Classic FM ‘Relax’.
Yep, with all that is going on, Keith’s fine hypothesis, Graham’s enduring confidence, Paul’s knowledge and nous. Noisy visitors have piped down. All my beer tokens sat neatly on the table…..
Yep, relax sums it up nicely.
Good things come to those that wait 🥂
Quite a lot of it is near to Guercif, Keith I think. Hope.
😉
Watching2….. I know I do not carry the same weight as Keith, but I am going for an emphatic’yes’.
Just saying…..