Member Info for pijoe1212

Only by a factor of 10 😀😀

Morning boyzee. I think you cold be right.. SS helping old mate out...

BTW....they just love me on the stormy BB..too many blinkered *ossers i think!

i would suggest the dogger is down as all the co has told the market is what it expected (portland to flow as per cpr)..still nice trade over lunch for 6.8%...remains massively over valued.

john..yep colin goes back to dana days and was well respected back in his BP days also.
pmg has proven very volatile over recent times! given the cash (and fpm investment) the mcap is not far off covered by the nl gas production value in my view. so the 2p & 2c oil is currently valued at very little but has considerable value when it is put into production. if all goes well i can see pmg mcap far higher than current (and i am sure tc will ensure dilution is as low as feasible!). if hur all goes to plan (and i think it will in the main) i can equally see that doing well. having weighed the risks and upside potential is see pmg as the better option currently..but we will see as that view is based on crystal ball gazing!

posts gone on other place?! could finish down today?

out at a profit i hope! regarding your gregs visits- looks like the feeding frenzy came early and appetite a little light...

Johnpwh. I have rated and do rate Colin Percival highly also. Tc is not the only key member of the team.

I think the ref to Hur is interesting- I rate both but to an extent I think the Hur potential mcap gain has been realised where as pmg’s it has not yo the same extent.

pijoe1212, fantasist, chancer, man of limited means and sower of the seed of doubt.

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rather that than be you!

ricfle

while most of what you say is correct (except i hear on the grapevine he does have an oily type as a key adviser in the wings). but i can see him not using the veto!

hi boyzee..yep doing well ta. i see ukog with what 500K bls 2p now has an mcap of 130% of an oiler with 4K bls per day (plus 4K cost recovery bls) & 230M 2C & 5.7bn oil in place prospective...bonkers or what!

good luck with the trade..pi frenzy is next week i think!

cebo..LOL. it must be perfectly clear i am bullish on Hur as a business and long term very good prospect. but equally other co's have there own attractions. as i stated i can readily see £2+ sp on a good EPS outcome - so a potential gain of 400% - over say a 2 yr timeframe? but i can equally see other opportunities that could deliver similar gains (which i have named on several occasions and do post on the bb's on and off, so nothing is hidden as you imply!) . i do not recall talking about any "secret oily share"?!!

one thing that does slightly surprise me is i get the impression (which may of course be wrong), that many on here do not look around the oily space very much. the hur storey has been fundamentally about turning high cos prospective oil in 2C and the future storey is about turning it into 2P...in other words the investment case is all about asset class transition of large asset volumes. peeps here (including me) have seen the ups and the downs - other shares do the same and while oil price moves the market, the position of each co in its own development cycle is not aligned to hur. but as we all know there is no such thing as a dead cert!

SXX - nothing really to do with hur as such, but trading volumes are lower in the summer, so much larger movements can occur providing good buy in opportunities.

btw- this could become increasingly interesting...

https://uk.investing.com/news/commodities-news/us-senators-revive-bill-to-counter-opec-price-fixing-1249096

just re-read some of the old broker reviews (on pmg website) - lots in them on the fpso concept / H2S levels / gor etc. worth a read. of course things have moved on with the % ownership etc over that reported back then. also makes clear there are 947M bls (oil in place) within 30 Km of perth (but excluding some areas) (which is clearly why the 1bn bls oil in place comments can be made). the main issues appear to me to be: the sour gas disposal (flare cheapest but politically difficult?) and lowlander being 3 times the H2S level of perth (24,000ppm v 8200ppm).

i comment on that BB now and then..

i was part of the weald team in the late '80's getting planning consents for drills..(sub con to BP while employed by enterprise..)..the kimmeridge was well know about- we planned drills on the basis of the kimm at c.1000...

but as JK says ..investment case can be secondary to making money..

buy ukog..

please could i ask ricfle and aduk to line up and face the wall..now come on you know you both can act as one..

..one...two ..****.. there is a wall that needs watering..got the name udogger on it..

what a joke..

doubleheaded..i think most posters and readers here know the difference between wishful thinking and reality

oh by the way..e-mail was from a senior member of the 1922 committee.....

i give 7(ish) days for the 1922 committee to action..

e-mail recieved 10th july:
Dear Mr pijoe

Whilst I have not yet seen the detailed document emerging from Chequers, I support the agreement reached by the Cabinet which facilitates leaving the Single Market, Customs Union and subject to certain qualifications able to conduct Free Trade Agreements across the world.

It is important for jobs and investment that we should provide as much reassurance as possible to businesses. You may have seen my questions to the Prime Minister on 9 July about every Government department’s readiness, which in the event of a ‘no’ deal will need to be as early as 29th March 2019

On the matter of the resignation of the Foreign Secretary on top of that of the Brexit Secretary, while these are principled actions by two of my colleagues, whatever happens we are going to leave the European Union on 29th March 2019 and therefore the Prime Minister must get on with the job at hand.

um....i have responded since...

bancos1..i engage bods. far more than i articulate on these BB's.

i have engaged with RKH bod and II shareholders also. we exchange views - positive and negative.

challenge to the bod is never far from my actions. i am content over the last 2 years.

the interesting dynamic is an early sale of lanc equity..i can see hur bod do this to start to crystallise this wider 2C value..the sp will not go up in a straight line...