Member Info for rossannan

LLL Fair enough to warn against going all in or anything like it on any share, let alone an AIM oiler. This has to be discouraged, however much confidence you may have in the management or the assets or the technology or whatever. And with an AIM oiler we all know how quickly and comprehensively macro factors (such as a sharp economic downturn and its effect on the demand for oil) could ruin the party with share price carnage, whoever is on the Board. Good managers may mitigate the damage, bad managers may exacerbate it, but all AIM oilers are inherently vulnerable. Leaving macro factors aside though, if someone is looking for an AIM oiler to stick in a well diversified smaller companies portfolio, you have to admit that CERP looks a pretty good candidate for long term growth. Or maybe you just can�t see what Schroders see in it. If that is the case, what AIM oiler do you think they should switch into?

What is it that counts as negative rhetoric on here? There is a world of difference between suggesting to the rampers that they calm down a bit and suggesting that CERP is going to zero. Is negative rhetoric saying that WF takes time and that LK’s low case is probably the most likely figure for EOY production? Because that low case would still be a remarkable achievement without ANY new drilling and in the FIRST year of a WF campaign. Arguments about 2018 production targets are though increasingly a red herring - CERP is more about the deals that LK can do and the exploration of the SWP. Is that negative rhetoric or is it what CERP’s LTHs are looking forward to?

joebop Whatever prices folk paid to buy into the new management that were higher than the current price.

offerman Agreed. The BoD’s values (and in particular their attitude to shareholder value) are ultimately the most important variables here.

joebop But if the new management are what they appear to be, even the folk who paid top dollar will be laughing eventually.

joebop If you mean name and number, I see what you are getting at.

Sorry Chesh, but if you think I need to see sense over a bit of fun in support of a good cause, this has got unexpectedly personal. You should know by now that I�m not interested in swapping personal comments with folk on BBs, so we�ll just have to call it a day there.

joebop And how does the List significantly increase the previous risk of that happening, other than by being more convenient for these 8 year olds?

Chesh If you cant leave this alone I will just filter you. It�s your call.

petersalkeld Sounds like Admin. have taken a sledgehammer to crack a nut.

and subsequent posts on the same thread have been deleted. Someone might want to challenge Admin. on that one because it�s generally folks� avatars that are down against their shareholdings, not their real names. What�s the harm?

There we go.

write up today.

write up today.

Chesh The thing is that, after the last RNS, omniramping has been discredited (again). All that I�m promoting is a balanced view. I can see the good, the bad and the ugly here. I think LLL is only seeing the last two (which is a pity because I think the LTHs will do very well here down the line). Still, a donation in honour of Purple Day (a very good cause) would ensure that, for a while at least, I only inflict my balanced view on the ADVFN BB... https://mydonate.bt.com/fundraisers/rossannan

Chesh Carry on Ramping! (It wasn’t one of the better ones though, not without Kenneth Williams and Sid James)

Chesh I hope you’ve not been making excuses for LK - “nearly doubledgate” was bad form, pure and simple. And what LK said in the interview was imminent (and apparently still is) was not a big deal. Seriously, listen to it again.

Chesh But that’s just not what LK said in that interview. Saying that, his “nearly doubled” was a bit misleading so maybe we can’t entirely rely on what he says in his interviews.

Chesh The big deal seems to be some way off but the smaller deal still seems to be imminent. That will be interesting.

Chesh Happy to stay on the sidelines for a bit longer after an update like that!