Member Info for SharkSaber

Ok...so now we have a battle of convictions between three directors buying vs a hedge fund shorting recently. Who do you pick for the eventual winner perhaps?

Your conviction about it is strong. Will its business model recover back nicely to deserve that target price level?

Sounds like a ring match going on between S, T and L . A grand prize of capital appreciation awaits in the future. May the victor win.

I'm glad that KKR's bid didn't succeed. Obviously their offer at 50 pence per share is cheap from the get go. Only a tiny cash benefit without the prospect of future growth participation from a vital industry sector unlike PHP's offer. If KKR's bid had succeeded due to Assura shareholders short term greed hypothetically, the future benefits of investing in healthcare are all reaped by that private equity firm, leaving virtually peanuts to minority holders. PE firms are only for themselves and rarely align with minority interest.

Just a question. If I chose the max share option , if I'm not mistaken it's 0.5024 ( or so) per PHP share yes? And I have 2000 shares of Assura here. So do I get new PHP shares through this calculation as below:

0.5024 x 2000 Assura shares= 1000+ new PHP shares approximately ? Can anyone clarify here thanks!

Ok thanks for the clarification. Usually when the trades are made it is officially in blue or red depending whether its a buy or sell. But this round has lots of unknown trades here, so I wondered whether its purposefully unknown due to a large institutional buyer buying or so.

Why the share trades registered are not in red or blue and unknown in large quantities? Are they still confirmed buys and sells and originate from dark pools or something?

A hedge fund deciding to go short on a stock nearing its multi year lows. Seems to be the trend these days. Investor vs big boy funds. I'll pick the former. Hope the rebound surprise comes in soon. Fingers crossed.

What was the reason sp dropped down that much? Is it solely because of oil and gas prices drop?

Does anyone know when SQZ has their investors meeting again? Hope they could give out some really good news to the shareholders.

Dennis, I believe they have the capability to do so being the next HBR in the local sense. When is the next upcoming company announcement here on? Need to hear some really good news coming from the bod soon. Fingers crossed.

So after the Budget announcement, if I'm not mistaken in my understanding of the gist presented in the speech, it's still only a very minor short term relief as the punitive taxation is here to stay at 78%. 100% first year capital allowances is retained no doubt, but what about subsequent years to come after that? Will they be reduced in the following years then ? And the 29% investment allowance is removed altogether as well. I think

SQZ will do best to scoop up firesale cheap NS assets and simultaneously look for overseas acquisition to boost it's valuation further in the long run.

While there is a profitability window of three years time, SQZ should embark on a two prong approach whereby it could use it's cost efficient business strategy to buy up cheap NS assets left from other O@G companies who are abandoning the UKCS and tap whatever reserves they have left ( hopefully about 10-15 years worth at least) and generate decent FCF from them, while also keeping an eye out for potential overseas acquisition to boost its current valuation much higher. The current UK fiscal regime is beginning to weigh in very negatively on many oil operators within the country, with some have already started packing up their bags and leave for much greener pastures. The NS theater may get pretty interesting asset valuation wise once more unprofitable players are throwing in the towel and calling it quits, leaving only the most cost efficient local oil companies with a decent cash buffer to capitalize on the opportunity that presents itself here. On the short term, the company still looks steady on the go, so hopefully we'll see a major improvement of SQZ's business model once its tax losses are used up, and it remains to be seen how well can it adapt itself to a punitive tax regime moving forward without any allowances or further tax losses to be utilized.

Https://www.newstatesman.com/thestaggers/2024/10/ed-milibands-net-zero-fantasies

Surprised, can you post the full article in here if possible? It's linked to the Bloomberg paywall there thanks!

Share price keeps going up and down like a seesaw phew!

I know ST lol, sometimes I can have a little Disney imagination in my head lol. For sure turning Maldives into an underwater city makes silly sense of course. At least it's better to "go with the flow" rather than to fight against it for lack of a better term to say it analogically speaking. It would be too expensive for Maldives to float itself up geographically speaking with all the engineering capabilities that modern technology could afford. I wonder how they're going to survive here in the next two or three decades as their whole little country or island sinks down gradually underwater. That's why I jokingly suggested that they should turn it into an underwater city instead. Unless if you have better ideas yourself to keep the island afloat in the course of climate change happening.

Not to offend or so, but suddenly the concept of an underwater city like the Atlantis sounds very appealing to the imagination if the Maldives could reinvent itself that way in the future. Just too bad that humans are not equipped with gills to breathe in the water and thrive on underwater living for long periods of time. If only that imagination would turn into reality someday....

The quality of scientific prediction about doomsday disasters on specific dates from the past till at present is nothing more than erroneous fortune telling at work by either ill informed or vested interest fearmongers, and is just as bad as religious cults boldly predicting the end of the world on a specific time frame. Getting a monkey to throw darts on a circular doomsday timeline board might be more accurate in fact than Nostradamus perhaps.

SQZ shareholders are very vocal 'campaigners' against the stupidity of the Cabinet indeed lol. Most O@G heads are too afraid to step up to the platform and speak out against the ludicrousness of their domestic energy policies, save for a very few here. The golden goose needs to gather its entire family of ganders and goslings to chirp and quack aloud in one voice of protest against the totalitarianism of Labour govt, and gang up together against Starmer and his colleagues in threatening to abandon the UK en masse if Labour doesn't stop their nonsense right now against the O@G industry. Perhaps then hmg will see the true gravity of the situation at hand, and hopefully reverse it back to O@G's favor while still be able to derive much needed tax revenues from that sector and further their renewables cause at a more pragmatic pace of things.