Member Info for Schlum

There are a few oil and gas producers who at current prices will cover their market capitalisations in a couple of years.
IOG seems to be one such .

Good find. Good news.

Natural gas supply is becoming a national priority. Can a foreign corporation acquire IOG and sell the gas to their own country. I suppose there is nothing to stop it.

2023 looks to be a good un.

Great analysis! Oil now £100 per barrel, our 200,000+b/d will surely see a special dividend before too long.

Investment banks and hedge funds oil and gas trading desks, have made billions owing to oil price swings; where is their windfall tax?

Pipelines from the U.K. supply the majority of gas for power generation. In these uncertain times is that wise, when Macron has threatened the U.K. with power cuts.

Biscanthorpe appeal decision must be imminent .

Number of places at medical schools have been held back, plus doctors are retireing in their fifties on sizeable pensions.

Selling family silver? Perhaps escaping legacy millstone.

Historical accounts will mean little as this is a new vehicle, debt free with a growing laser business which has a increasing order backlog.
Concentrating on the larger custom built product, designed for client needs is proving successful.
Forward looking P/e of less than 5, suggests substantial re rate is due.
Semiconductor issue notwithstanding.

I agree. Great appreciation potential.

Confirmation of substantive progress at Uskmouth; is good to hear.

Positive news is Egdon’s extensive fracking acreage sharply resurgent value.

Ryan expects the U.K. to simply supply the Irish. He lives in a World with the “little people”.

There is no doubt that this is a significantly positive announcement, and in view of the current high prices for hydrocarbons ,bodes well for the development of Falkland Island’s oil and gas.

Is it possible that we will retain a percentage in Sea Lion, or is that now history.

There must be something due soon. 70 % of Ireland’s natural gas comes via the U.K. ; this leaves Ireland too vulnerable .
Ryan is surely out on a limb politically?

Osi reported contracts being signed at a rate not seen since 2019, let us hope there is a read across to Swg.
SP moving higher.

DJ, Well done for getting some info. I think the outlook for solar power integrated roofing must be red hot at present. Still hoping to see some chunky contract announcements soon.

Let’s see if we can move into the 20s, and close the gap at 28p.