Member Info for surprised

lol....clear takeover target now......at what price ?

https://twitter.com/surprised_trade/status/1635194087103148032

added to ..SEPL @ 111.74p...

give it time, markets take time to edge back up after quick falls and re rate, clearly the major holders are confident in a re rate and recovery too :-)

https://twitter.com/surprised_trade/status/1630192723113267201

'...met with the Chancellor re Budget submissions, key ask is industry wants the “wft to be a windfall tax” so a price floor is implemented to stop the levy, should oil and gas prices fall.....government action is now underway on that issue.'

https://www.energyvoice.com/oilandgas/north-sea/485893/windfall-tax-north-sea-oeuk-david-whitehouse/

pretty safe to say all shareholders underwater at these levels.....we would hope the upside is much larger than the downside from here as there's certainly very little left to squeeze out of the share price.....

Price is what you pay; value is what you get. buying quality stocks when they're marked down.

https://twitter.com/surprised_trade/status/1634122294887952384

no idea how it's this level so took some more 225p

Price is what you pay; value is what you get. buying quality stocks when they're marked down. Warren Buffet

Price is what you pay; value is what you get. buying quality stocks when they're marked down.

https://twitter.com/surprised_trade/status/1634122294887952384

no idea how it's this level so took some more 225p

https://twitter.com/surprised_trade/status/1634098240457940992

Newlands issue TR1 today increasing to 5% holding...
Interview with Gervais Williams of Prem Miton who maintain hold of 4%+

https://www.res earch- tree.com/media/totally-tly-fund-manager-series-gervais-williams-of-premier-miton-29-11-2022

Hbr very clever use of accounting and free cash management ;-)

Yup very close morsemash very clever accounting and will benefit hbr going forward

Guys, it's a message to government, but please read the RNs and look at the free cash flow aspects, it's not as terrible as it reads, it's a clever tax adjustment ...read the RNs buy backs will continue divis etc....profits wil come etc and debt is almost gone

The addition of oil is now appearing to be a wise choice, the tax losses will be as valuable as the sum of their parts in off set and altough I appreciate we all have different outlooks and views, it's what makes a market , the sp drift ahead of completion of the deal is undertandable as assets and value cannot fully be allocated ahead of confirmation.

I for one am positive on the new outlook and am happy that SQZ has not stood alone with gas only. All analysts predict a rising market for oil (rising gas demand later in 2023) and rising prices so forecasts look rosy for those who can produce and provide. Blackrock increased their position only a few days ago, the majority of major holders voted for the deal as well, so in reality there is actually more positivity within holders than often displayed on some bb's on occasions.

https://twitter.com/surprised_trade/status/1628149939866927104

market not applying any added value yet prior to completion of the deal.

increased production 20/02/23

https://*********************/newsfeed/article/serica-energy-plc-first-production-from-tailwind-s-gannet-ge-04-well-1719045

Blackrock increase holding to 6 percent 10.2.23 around 240p to 250p

https://*********************/newsfeed/article/serica-energy-plc-holding-s-in-company-1708729

Now the dust has settled and looking at the latest broker report below, TLY now on a p/e of just 5 and forecast is still for continued growth as detailed below. TLY still a healthy cash balance of £5m and still maintaining dividend and still seeking out new contracts. At just 18/19p the dramatic drop appears out of sync imo and why I added further at 19p and await a re-rating higher when markets settle

broker report 2.3.23

TLY is facing similar challenges to the NHS as it seeks to provide essential healthcare support. This includes cost inflation, service and schedule pressure and strike action .....Our forecasts assume FY23E revenue of £140.8m which suggests 11% growth y/y.

while revenues for the year ending March 2023 are expected to be broadly in line with expectations, EBITDA will fall
short of forecasts while still being marginally higher than FY22. The Board cites workforce shortages, inflation and increased usage of agency staff and strikes as factors inflating the cost base, all of which are similarly impacting the NHS itself. The Group and management team are nevertheless resilient and we anticipate a continuation of growth in the year to March 2024

In spite of the challenges surrounding delivery of urgent care services, the Group’s insourcing and outsourcing services have
seen strong demand with a doubling of revenue in the year. In addition, the new contract awarded in January 2023 for the delivery of NHS 111 resilience support which went live in February 23 will deliver additional organic revenue growth.

Full year EBITDA expectations of an anticipated £6.3m with Year end cash levels expected to be approximately £5.5m. The Company expects to maintain its dividend in line with previous expectations

The Board remains confident in the prospects for the Company and we expect continued growth and opportunities for expansion going forward. While these headwinds are creating challenges for management, we remain of the view that the Group will be able to mitigate these and continue to deliver robust growth

https://www.lse.co.uk/rns/SPT/directorpdmr-shareholding-x3tny3zyku3hkbh.html

Director buys x 2 both 15000 @ 1.83p each ...

disappointing though recent update was it does appear consistent with the tech sector across the board as other companies in same sector providing trading updates with a similar theme and sp's dropping hard (overdone in many cases) an example today is CLX a £130m mcap business, well run, profitable etc and a near 30% drop today ....just a bit of perspective for the sector that is taking a beating currently......it would appear there is more upside than down for the tech sector and in a few weeks/months recovery will have occured ...or cpx will be bought out ;-)

lol...now that is an out of sync sp 187p ! crazy price for a business in this position ...bargain for anyone picking them up today

results as per trading update so no shocks and forward look now is what matters as sp had already priced in a marginally slower start. spt maintains profit, cash etc and as sector recovers spt will too....expect some very short term 'games' on sp before sense returns

https://twitter.com/JavierBlas/status/1632716592956964864

After the convulsions of 2022, the European gas market appears to have entered into a new phase: a ‘new energy normal’

Gas prices are down from their peak, but still elevated.
Bloomberg sees gas prices rising over coming months and into Winter 2023

apologies redinjun if I have mis read your comments, easily done on this particular bb with the fued between some posters we have become familiar with....most of us are open to all objective and considered views as typically markets are hard enough for investors alone without the petty posting by some. I'm sure most investors share the view it is us pi's against the markets not each other.
Good luck with your choices and occasinally markets offer opportunity as detailed earlier and the dramatic sp drop here to just 20p against the no debt, cash in bank, profitable situation with growth also forecast on current knowns seems hugely overdone from the 35p days a couple of weeks ago . Interesting few weeks ahead