Member Info for Roxi

Thanks for the update, looking forward to the Vietnam deal to be finalised, the asset has huge potential,

The sooner they can get CWLH and Stag back up and running the better, high oil prices are set to continue well into 2026 and early 2027, so we shoiuld get the benefit over the next 6 months.

Im sure we will get some feed back from the AGM on Thursday on how the CWLH has been progressing, and also the drilling of the Pen Mal field,

and possibly the issues on restarting the Stag field,

another good week for oil prices with JSE picking up revenue at premium oil prices, revenue for 2026 likely to be nearer $500 million, imo

With the latest attacks on Kuwait and Bahrain and the USA firing a missile to disable an oil tanker heading to Iran,

The Oil price is set to rise above $100 very shortly,

Inventories fell by 6.8 Million Barrels for the week ending 29th of May, just as the driving season begins in the USA

markets are now awaiting official inventory data from the Energy Information Administration, due out later on Wednesday, for confirmation of the drawdown.

A diplomatic breakthrough could yet drag prices down, but after tumbling in late May, it seems both Brent and WTI will continue to climb until an agreement is signed.

Markets are now awaiting official inventory data from the Energy Information Administration, due out later on Wednesday, for confirmation of the drawdown.

A diplomatic breakthrough could yet drag prices down, but after tumbling in late May, it seems both Brent and WTI will continue to climb until an agreement is signed.

Chevron boss is predicting $150 oil price as the crisis in the straights of Hormuz continues by the end of July

That being the case JSE will exceed all our expectations for 2026

As we enter the 6 month of the year, price of Brent remain very high, June looks like it is going to be another month of exceptional high oil prices,

with no end to the stalemate war and the straights remaining closed for the foreseeable JSE will continue to reap the rewards of high oil prices

Hopefully we will get a few updates over the next few weeks, CWLH, PEN MAL drilling STAG, etc, then later in the year Partner announced for the Vietnam

looking forward to the next trading statement in July

As USA throws out Iran proposals of a deal,

USA reserves are being drawn further as each week ticks on buy, they will reach the bottom of the barrel before the year end.

Buy and hold oil stocks for long term growth in 2007, Oil higher for longer !!!!

With current oil prices set just under $100.

"Oil is off its high at this point, I think oil is ​getting closer to where it ought to be, given that it doesn't appear that (the war) is going to escalate from here and that everybody's looking for an off-ramp," Pursche added.

U.S. crude fell 4.61% to $89.56 a ‌barrel and Brent fell to $95.54 per barrel, down 4.06% on the day. U.S. Treasury yields edged lower on continued signs of progress in Middle East peace talks.

With JSE premium prices on top, we will still be selling oil around the $100 price for several months , imo

Talks with Iran will probably extend into July/August, just as the reserves in most countries start to dry up,

these will require replenishing as and when?, the straights open up again, thus maintaining high oil prices into 2027

JSE going to have a great year. along with the other most other oil and gas companies.

YES, we know $100 oil will look cheap in several weeks, imo as Oil reserves are nearing critical levels,

IEA to update the market on the 28th, oil levels will have fallen further.

eventually the Market will realize there wont be a deal any time soon, and as the straights remain virtually closed pressure on the oil price will continue to rise,

JSE need to draw another line on the cash flow chart into 2026/7 if it remains above $100 for June-July and August , as the driving season kicks in JSE earnings will be exceptional , we wont need to farm out as much as we thought in the Vietnam deal

Have you all seen the

Vietnam GSPA signing ceremony video

on JSE website.

LOOKS 👀like the RE-RATE has started in earnest , this could easily move up to the 40p levels very quickly,

Analysts target of 80p could be tested this year, as soon as the gas deal with partner or partners announced,

been a long time coming but value eventually works it way through

Remain at year high levels, MPE will be raking in the cash, and distributing the Dividends as per usual.

Have a Great weekend , nice to see a little bit of recovery, im expecting this to return towards £20 in not time,

The Proposal by the Indonesian government is just that, a proposal

Brent remains above $100, and will do so for many weeks, USA and Iran wont agree a deal that works for both parties, Iran still pushing for Tolls,

USA , say they are making progress?, 🤣🤣🤣, they would say that to try and contain an escalating oil price, which is having inflationary effects in the USA

Every day it remains above $100 JSE are making huge profits, especially when you add on the premiums

💰💰💰💰💰💰💰💰

Whilst the fallback in the share price is disappointing , it is still significantly higher than my average around £8

however having asked Chat GPT , it says the fall is overdone and the future for M P Evans still looks strong, it even goes on to say that the new ruling when introduced could actually drive up the Palm Oil price as buyers look to other suppliers, for a more reliable source of palm oil , given that MPE and AEP supply into the domestic markets, it also says it Profits should remain solid.

current Palm oil prices are generally higher than 2025

I would buy some more , but im happy with the couple of thousand i currently have , so will sit back and keep taking the dividends

Has started, what a great day, JSE going to be raking the cash in over the next 12 months, High Oil Prices will continue for the rest of 2026, even if the Straights open up tomorrow.

and although its been announced that there can be no divis, or buybacks as part of the Bond deal, this will ensure JSE holds a heap of cash over the next few years, the rise in the Sp over the coming months will likely far outweigh any Dividend in any case.

Right now im very happy being in significant profit , since loading up in the low 20,s patience and commitment eventually paying off,

even Charlie should be happy now were back in the 30p range, he has only another 40p to go to get his average price,

Not too long now Charlie,m though every time you throw negatives out of your pram, your shooting your self in the foot 🤣🤣🤣🤣

Roll on end of June when we get a further update on CWLH and PenMal drilling , hopefully we will have penetrated another deep column of oil

Happy days!!!!!!

They are going to have a lot of cash on the books, with no Dividend distributions been given out, if oil stays at $100 for several months, which imo it will be

JSE could turn out to be a "Takeover Target" as a bolt on acquisition to a larger player in East Asia.

Yes, the free cash flow, imo be closer to 300-400 million,

however there will be no Dividends or share Buybacks for the next 3 years,!!! as included in the terms of the BOND so 2029 at the earliest

Maybe try BP or Shell?,

Pretty mixed update,

Stag still out of action, and likely for a few months yet, covered by insurance, so shouldn't be a drag on finances

CWLH slight connection problem, but soon to be on line, over next few weeks, will reap the rewards of high oil prices for the remainder of the year.

even with these two units out of production at the moment were still producing 16,300 BOE/D

"Our financial position has strengthened significantly since the beginning of the year"

Vietnam

The farm out process is progressing well , encourage by the number and quality of interested parties.

Pen Mal 323 drilling results due Q2 2026,

should be an interesting Analyst briefing at 9 am,

June 11th AGM

Today, particularly the 500,000 shares later this afternoon, Institutional Top Up???

early rise tomorrow, coffee and biscuits at the ready for Analyst briefing, hoping its mostly positive , be interesting how the drilling is progressing in Malaysia, must be very close to completing and getting a few more barrels from this field

Think its a given, were going to make a very healthy profit this year, with oil prices hovering around $110 pb, the futures are a strong indication that high oil prices are going to be here for the remainder of 2026,

i would like JSE to take a hedge position going into 2027 over $80 pb for about 25% of our oil production going into 2028 onwards it wont make any sense to take on anymore hedges as we will be looking to be a majority gas producer at set prices by then,

we should see a major re-rate in the coming months, imo roll on next weeks news update

Getting rather close now, great Company keeps on giving,💰💰💰💰💰💰💰💰