Member Info for redwineday

Maybe he likes the food.

Gsa closing?

I think Rory attends a lot of lunches and dinners by the look of it.

He just can't help himself can he.

You could be right

There are precedents for announcements at this conference

2025 ExxonMobil Announced 2025 as the "pivotal year" for project acceleration and detailed a two-year gas appraisal program to assess non-associated gas.

2024 Govt. of Guyana Provided major updates on the Gas-to-Energy project and the status of the first-ever offshore licensing round evaluations.

2023 Ministry of NR Used the keynote to announce the extension of the Stabroek Block exploration period and updates on the local content legislation.

Looks like our big buyer is back

Gemini forecast on SA UPDRA regs introduction timings

Draft Regulations Issued Feb 4, 2026 The Government is in the "Final Polish" phase.

Public Comment Period Ongoing (Ends late Feb) Usually lasts 21–30 days.

Review & Finalization Expected March/April Department (DMRE) incorporates feedback.

Gazetting (Commencement) Target: Mid-2026 This is the "Green Light" for the industry.

I notice Connor Clark has reappeared. Must have bought back at a higher price and then sold back in at lower price. They should hire me as the quality of their strategy seems about on par with mine lol.

L2 book very thin. One big buy order of a few 100k shares would send this to 38p immediately. If news drops on such low level MM stock the price will surge much much higher. In that sense this lull is actually a positive.

Don't think Mr Market is going to be very impressed

https://www.ft.com/content/5f495338-591d-4fdf-88a4-5186b82084e7?segmentId=bf7fa2fd-67ee-cdfa-8261-b2a3edbdf916

Got to hand it to Gsa, they have played a blinder here in getting the SP back down whilst Connor, Clark had an accident in their pants after the last trading update. PI's flipping on the rise was a certainty and all they had to do was wait and help it on its way.

I expect they'll get it back down to 22p and then exit pre the FY results.

Voodoo

Wonder if Tucker was ousted due to selling the Eco stake at 11p! Meren board must be looking at the Navitas deal and thinking wtf.

TBF to Gil, short term news is mostly reliant on 3rd parties in Guyana govt and SA courts.

"The wait continues!!"

I know patience is a virtue in investing but in this S4 is taking the **ss.

ManU, thanks for that.

Bloomberg has the benefit of showing movement over time.

Thanks mate..

Nige

Do you have access to an up to date terminal screenshot showing major holders positions? Be useful if we could see any differences post the trading update.

Also you would be crazy to sell today for 34p when you know there are buyers out there willing to ay 38p.

I think it's more likely that these off book transactions are between Israeli investors. Why would you pay 38p when the retail punters are selling at 36p on Friday or 34p today. They want large blocks and are swapping the 26m shares added on Friday between themselves,, some of them booking at profit and others buying more.

Eventually the retail sellers will be exhausted and the MM's will have to move the price up to reflect the II off book price.