Member Info for regvarny

djm1......effectively Baron have hoisted the for sale sign over the whole business.....Shell is the obvious suiter....Reg

djm1.....yes you are right.....this is part of the wider Baron Timor/Woodside deal being finalized.....But I have a feeling Shell are circling.....Indeed of all the majors....Shell have the inside knowledge on Chuditch andthe LPG expertise....and probably rue the day they sold it.....Baron also have other assets of interest to Shell.....Dunrobin eg......Shell could bid for control of Baron....Reg

erm yes.......Shells/BG mkt cap £170B.....LPG is Shells game.....they wont want Woodside musseling in on their game.....So if jilted by Baron....may bid for whole company.....Looks to me Baron have a couple of oysters Shell would like to get their tenticals on....Goes better on Shell....Reg

......Shell could take a calculated risk.....and be first mover on Chuditch....Reg

......walking on the beach this morning.....what did I find.....a large clam shell.....could this be an omen.....I read this is Shell could gate crash the party.....Dawn raid.....Reg

Cloud.....in 1998.....Shell discovered the Chuditch 1 discovery well.....drilled to a depth of 64 meters.....where they encountered a 25 meter gas column.....The dill cost Shell $8m.....Baron said way back in Oct.2022....they were in discussions.....with a number of interested parties......Reg

.......my feeling is.... Timor Leste.....will want £200m for their 25% share of Chuditch.....valuing Baron 75% share at £600m.....Woodside are Timor Leste preferred partner,.....because of Timors interest in Sunrise field and the on going....Australian/Timor Government talks.....The debate currently is over where to process the LPG.....Timor or Australia.....Sale of Chuditch.....will make tip the balance in Timors favor.....Reg

......dated 6th Feb......East Timor makes fresh play for Sunrise LNG plant.....IMO its not if but when Sunrise gets green light.....and Chuditch be part of the same equation.....Reg

Acker......this is whats brewing....Reg

.......I was just looking at my tea leaves this morning....after devouring a nice peace of crumpit.....as you do......and the answer to unlocking the Chuditch cunundrum revealed itself......I predict Baron and Timor will sell Chuditch.....to Woodside Japanese consortium......This will unlock the chain.....giving Timor Leste.....the finance to built the gas plant.....This route is a Win Win for all parties.....Conclusion expect Baron sale of Chuditch next week.....Mystic Reg

Ardon......your managing expectations.....a painful long long six month view.....I feel your pain.....Laughable....Reg

Ardon.....Serinus dont report or update market on drilling outside scheduled windows .....Indeed both Cana 1 and Mofinu Nord 1 were.....to say drills had been unsuccessful.....FACT.....Reg

Ardon Cyste.....you probably share the same office....at Canary Wharf.... Laughable....Lets see when Serinus update....Reg

We have the feeder now.....It does not wash.....Laughable.....Reg

Ardon.....your managing expectations.....Not rosy.....£8m cash.....£4m FY profit.....potential of increasing production by a 35% Q1 2023.....Indeed Serinus should update market with W1 daily flow rate.....Reg

Ardon.....you have to ask the question ....why are you here/what is of interest to you with Serinus.....MM.....Shorter.....PR to manage Serinus expectation.....I know theres money to be made in shares.....But no holder talks down his shares.....IMO defeats the laws of logic.....Reg

Ardon.....you have an agender.....maybe to manage sp up or down......Your certainly dont act like you have the vested interests of a holder ......We are talking about the future not the past.....You have all your facts at hand.....even look at satelite footage.....What do you take investors for......I see right through you....I want to put a big full stop here....and lets move forward with less negativity.....I expect positive W1 workover to be accretive to sp.....I will expect to see increases in production.....profit.....and cash position in Q4.....Lets see who is right.....Bring it on Reg

Ardon Cyste.....what pessimistic comments fellers......you cant be possibly invested here......IMO theres a big opportunity with Serinus.....Q4 Romania production should stay around 400 boe/d....in Tunisia with the addition W1 workover production increasing.....Romanian Tax increase will only come into effect from Q1 2023.....What I am looking for in Q4 is increased production and cash position.....This should rerate Serinus.....Positive Reg

My thoughts......very quiet.....60 days are up on W1 workover.....IMO W1 work duration being completed/not receiving an update mid workover is positive.....because to do so.....9-10 theres a hitch.....Maybe Serinus are crossing the t and dotting the i on stellar RNS.....Who knows.....Reg

......could we be looking for some kind of Serinus M&A.....Tunisia W1 update or progress report is now overdue.....Reg