Member Info for Robsroom

Like the look of this. I see production in 2020 was 5000 million barrels, but only 3700 million barrels in 2021, anyone know why this is the case? Did they lose a well or is production falling off a cliff?

Looking through the IPO docs, Bertie Mayfair is doing ok for himself, lends the company 45 million to acquire itself, then IPO’s to get back his 45,nice business if you know how to do it. Interesting to see the LTIP vest at 13M EBITDA, they’ve got some work to do to hit that. The SP crash in feb looks like a massive over reaction to the trading update on the 23rd? Institutional investors continuing to offload? Is the HSBC debt 6 or 12 million? I read 12 in the IPO docs…why leave the company with debt after the IPO? From my limited understanding, I really like the look of it, reminds me of grabbing French connect at 4p in Covid 2020, just a case of trusting slick Bernie Mayfair?!

Anyone know if Lee Williams is any good? French Connection and ASOS haven’t exactly had a wonderful couple of years? Looks like if they can get through transitory issues there is decent upside here, can’t see any gorillas in the company report or balance sheet. My 19k buy went through as a sell, maybe MM’s have a lot of stock to offload at the mo.

Hi folks, just taken a sizable punt on this this morning. My wife loves the brand, or did when she was pregnant. 15 mill market cap, surely the only way is up from here? What’s the downside risk?

Thumbs up, you’re alive Dick! Wasn’t sure if I had you on filter, you’d sold out or kicked the bucket but good to have you back… no deramping now, 10% here or there, any talk of less than £43 and I’m hitting the filter button!

Another 10% gets us to £3, base camp for a deal and then 5 bag! Nice to see what feels like good support at £2.50

So is trin still a well run company with Bruce having passed away? Do you know what happened with all his shares? Looks like a good story but a bit of a dog of a stock the last couple of years…

Tightly held by those who remain onboard the rocket ship! Recent falls will probably be Dick Upham or his family offloading, he was proper deramping end off may.

I think it was PC01 or Abbat who suggest £5 pre farmout, looking very likely. I have this at £15 end of July, £500M market cap on the back of a deal, then onwards and upwards to Dicks £43.

Dick shows his true colours as vampire kitten!!! Proper deramp job today, not fair on the LTH’s, no doubt took his profits yesterday with the dirty cabinet and mm’s :( maybe it’s the meds, but the football analysis (and please remember this is a forum for value adding stock analysis!!!) is fundamentally flawed…all Man U season ticket holders live in Essex!!! PS. Don’t forget Wigan Athletic, I think their season ticket is £42…or is that £43? Long live JOG and all who ride her!

Some big trades end of the day yesterday, director deals? Hopefully any tax encourages one of the companies to pump 500M into jog and the GBA rather than The Treasury!

It’s gonna pop, sale in my opinion £12.50 a share!

Verbier tie back to tweedsmuir with Repsol is my bet, much cheaper and faster than a new hub I imagine, handy having Les Thomas onboard. This week is the week haha…

22nd May? Half the members of this board could well have kicked the bucket by then, March 21st latest! Challenge I see is the volatility in the markets, I can’t see the banks exposing themselves to any oil price based lending at the moment. What puzzles me is the increase in volume the last week? Just traders? Back to 135 next week? Or is the volume here to stay?

Is this rise just on the back of the IC article? we had a similar spike in december? nuts.

This is the most life this old dog has seen in a good while…it jumps with such small volumes…leaky deal?

I'm an eternal optimist. Just loaded up with another 10k; this baby is gonna pop in 2022! With regards oil price, I listened to tobias ellwood on the news last night. He reckons its a dead cert vlad will go into Ukraine in a couple of weeks...surely a disaster for EU\UK gas supply. Best play to capture the gas spike? Also good energy security mood music for JOG farmout :)

The options don’t look all that generous, equivalent to about 500k each. Wouldn’t be surprised to see these guys on a million a year each. Then back to market to raise cash for an acquisition. I’m sure it may come good at some point, just a question of how low she goes in the mean time.

I hope nobody is in a rush to see a farm out. Options with 7 years. Clearly unable to farm out with current crew onboard so looks like they try again…probably at the top of the next oil cycle! Shudder to think of the salaries these guys will be on, another share placement next?

Surely that means larger Salaries, more options and more shareholders money to play with. Farm out discussions ongoing with a now departed CFO. Disaster.