Hedgies successfully pushing this back down every afternoon. with MM compliance. I do wish they would foxtrot oscar..
I agree with the previous posts. SMS is sending messages of lessons learned. I expect upgrades in H2. Subject of course to tango man not blowing us all up.
RE: Canβt be long now - hopefully good news.5 Feb 2025 15:45
I honestly don't think anything that happens in Namibia, bar a farm out will do anything to the SP. We are essentially back where we were before 3b/4b. Aint nothing shifting this until drill dates announced or a farm in in Guyana and on the latter I really think its not XOM the market will just shrug.
It's going to take some dynamite to make this lift. At this rate I'll be pushing up the daises and Gil will still be on Proactive talking about the coming months and company makers.
Well, I think one way or another H1 2025 is an inflection point for ECO. 3b/4b drill dates and farm in Guyana (would need to be H1 to secure li fence requirements for a drill).
ECO seems to be less leaky than it was but nevertheless the lack of trades/interest seems remarkable with so many potential catalysts.
Her forecasting was lamentable. First job of a CFO (after making sure no-one is stealing money) is to ensure the business is conservative and reliable inits forecasts. I agree she obviously introduced proper controls but on the forecasting she has to carry the can.
SMS, his temper and the stories regarding ladies of the night gets its a statutory mention. However the one thing that caught my attention was that Ahmed had left AKQA back in October which I had completely missed.
If ever there were a candidate to replace SMS as CEO its him. I seem to remember reading somewhere some time ago that they still speak and have a relationship. I'm sure he will have some restrictions on what he can do for a period of time however....
Come on Martin time to enjoy being non exec Chairman and FT guru. You know it makes sense!!