Member Info for ralph2010

Not been following your comments in any great way ChessM. But, how can you be the oracle of Delphi on RKH and its share price when you were stating "college kids" constantly ? You also do NOT know the reason for the recent rise and retrace, you are specualting, unless every single buyer and seller has given you the low down on their decisions, which they have not. Perhaps, like Socrates, you should declare "I know, that I know nothing" ? Because that is the truth, you know nothing. I know nothing and Im gambling below 15p, its a buy for me, but its my risk, no devine intelligence or "im special". Even going on a board and declaring yourself as a ChessMaster, is somewhat blowing your own trumpet. You maybe, but a ChessMaster knows no more about RKH and Navitas than the bin man.

This thing got legs. I dont think its just OM. Starting to think we could get a farm in RNS for another partner, perhaps the suspected Murphy. A US company going in with Trump at the helm.............Things I could only dream of just 1 year ago ! Argentina wont matter anymore, even with our weak woke governments. UK, now a graveyard for Oil investment and the related skills. Those skills and investment will be looking at the FI for an escape, its just so inviting, welcoming, no nutters waving "just stop oil" etc etc.

I have that problem too Ovets. Trying to juggle what I can sell, since I have other investments. I just had an intention to build under 15p thinking it would be year or 2 until I had to worry. A pleasant problem though isnt it.

I pick this :

https://www.youtube.com/watch?v=Oeo5x-KIJJA

Rather glad I decided to build on my holdings under 15p, all year !

Yep. A certain demographic that you cant criticise is the snakes head. Massive unrest coming the Europe.

I think Isobel could easily be X2 SL OIP from what I remember. Plus there is likely a few more decent fields yet to be found.

Given the provided figures:

Operating cash flow: GBP 156 million per year

Multiples: Conservative (4x) to optimistic (10x)

Valuation Estimates

Low end (4x cash flow):

156

 

M GBP

×

4

=

624

 

M GBP

156M GBP×4=624M GBP

Midpoint (7x cash flow):

156

 

M GBP

×

7

=

1.092

 

B GBP

156M GBP×7=1.092B GBP

High end (10x cash flow):

156

 

M GBP

×

10

=

1.56

 

B GBP

156M GBP×10=1.56B GBP

RKH might have to give another 10% imho.

Borgo - had some knowlege I feel, unlike Garbled. Sometimes it was mis interpreted

Murphy Mcap of ~$5billion - A good fit for FI Oil.

Murphy Oil Corporation, an independent energy company specializing in oil and natural gas exploration and production, has its corporate headquarters located at:

9805 Katy Freeway, Suite G-200

Houston, Texas 77024

Phone: +1.281.675.9000

LOL. It was chatGPT that missed it.

Interstate 10 (I-10) traverses several key regions in the southern United States that are hubs for the oil and gas industry. Notably, in Houston, Texas, I-10 passes through the Energy Corridor, a prominent business district housing numerous energy sector companies. Major firms with a presence in this area include:

bp

Shell

ConocoPhillips

Citgo Petroleum Corporation

Baker Hughes

Enbridge

Fluor

Kiewit

McDermott International

MD Anderson West Houston

Petroleum Geo-Services

S&B Engineers and Constructors

SBM Offshore USA

"The world has turned against hydrocarbons" - I think that's one of the reasons Navitas has picked up SL. FIG is desperate for this to happen. You would be hard-pressed to find a more inviting government, people, and Tax setup! Look at the UK and others in Europe; none can be trusted. Africa and the Middle East can't be trusted. That's the main attraction here now; trust in Fig and Navitas.

If they were a bit more established in things like healthcare, it would be a great place to emigrate to, much like the UK before the Blair era.

Na, it was Phipps, he let RKH have the sweet spot !

Garbled is Rachel Reeves.

Around 4 years time.

Id be pretty happy with 40p tbh.

£150/200mln - I hoping for more than that.

As expected. I think they need shenandoah confirmed a success and pumping oil/money to increase leverage on their finance options.