Member Info for Sanjarw

20m$ salary / 50 people.

(0.6m$ is board cost - not the real issue, also ignore somaliland, total would not cost above 1m$)

juniors wont bite big, this tells the whole story. rewarded nicely without success, why show effort?

Energy M&A still seems slower than before the pandemic, buyers selective. Gas price volatility is keeping valuations in check, and financing for leveraged deals is still approached carefully. And US impact is a default risk

Market fragility tells me a deal is not too soon

Continuously and unnecessarily proud of mere cash-flow neutrality, the company is VERY behind. DNO and GKP have clearly demonstrated that KRG issues are not a permanent excuse for poor performance, but simply one of several agenda items requiring decisive management action.

How much dno/genel is owed?

pushing for receivables which one below

-a strategy to remain at 30$ for longer

-neverending effort to dicipline Iraqis

-big so resumption is a clear no before assured

The presentation had its flaws, especially from a short-term perspective, but its ok. Given the circumstances, what more could they really do? Insurance money will be lovely.

Still no real margin improvement, cash burn continues, and the chart’s stuck below key resistance. Needs mgmt to get serious

Showing real strength today Finally breaking out of that range with volume backing it. Been holding through the quiet — nice to see it moving!

No need for long analysis and promises. KRG investments are like thrillers—someone always gets hurt, just a matter of how. GKP still stuck: no exports, no payments, no trust. Down again.

The company’s strategic direction seems as murky as ever, and the market isn’t buying whatever they’re selling.

Baghdad very well knows in kind takes longer to process, cheap price, less barrels

trying to be as difficult as possible and preserving own cash

With oil holding firm and BP continuing its disciplined capital strategy, the long-term value case remains compelling

Low brent and ST share exercise maybe?

I sold some long term loss makings in O&G and doubled this one, fingers crossed

Now Miran in the caring hands of HKn. Enough drama. Diversification pitch is all talk — no depth, no delivery. Oman? Petty side show — not moving the needle. Execs milking the system for long years — high pay, zero value. Time to clean the house, homework for reelected board.

Boring is not costing money, unless it is some flop movie. This one is not boring… it is just unsuccessful, no vision, no direction business!

This stock is neither a buy or sell, but keep and monitor. I agree things take time in tech but management also needs to deliver more tangible progress.

Net cash = Cash less total debt, so $12m up is what business itself generated. $/bbl has to improve.

Yesterday’s news is positive however there may be a long wait till business stabilises - produce/sell/collect. Net cash was up by $11m in 2024, so money enters exits, dont get to excited about dividends

Promising day, Christmas break seems to be over