Member Info for Swell2316

Been here too many times. I’ll have a look again at the end of the week but, it looks like it’s going the same way as the Belgrano.

I’ve been stung by this shower before, more fool me for thinking they’d sorted their Shiite out. Luckily I managed to get out this morning with a significant loss but, not a wipe out like previously. This is a scam to take GKP out of the hands of investors. That’s the last time I’ll. Good luck to all those hanging in there.

It’s phoney, there to scare you witless.

How much exposure to Russia does PFC have? I read the details of the hydrogen project on Sakhalin island but is there more.

We’ll that’s not happened for over 10 years, I actually sold GKP with a profit. I’ll monitor the price and get back in for the divi if it’s possible.

Not sure what to make of this. I held for many years and sold at a huge loss mid pandemic as I needed to refocus my portfolio for the inevitable turnaround. I recently bought back in but, now I’m wondering if it was a wise move. From what I can read into this court ruling we’ll need to realign our contract with Baghdad and disregard the KRG one. What this means moving forward, I’m not sure but, can it be any worse than the contract we have with KRG, potentially we’ll get paid on time and in full which wouldn’t be a negative but, there could be more interference in the FDP or a less lucrative share of the profits? I think the majority of the drop today was caused by the general malaise surrounding the Ukraine crisis but, there has to be some selling caused by the ruling and some stop losses being triggered as a result. I’ve put a SL on and I’ll bail out (again) if this looks like it’s going south but, I’ll keep monitoring as the divi is very attractive. I may be barking up the wrong tree here so any corrections are welcome.

All indications are that 300 is only possible if the buyer is willing to make adjustments to the business model with regards debt and real estate but, a 3rd party with deep pockets and a revised business plan that enhances MRW but, doesn’t break it up or load it with debt is easily a better option. Interesting times indeed.

Any speculation on the final price? I’m guessing somewhere above 300 but, don’t know if Amazon will/can get involved, if they do there could be serious price movement.

73 percent rise on no news. Is there any significance that it happened late in the trading day with no more trading until Tue? Let’s see.

According to the last update on 27 Apr, debt is $1.1 billion. There has been some massive share volumes moving over the last week, either someone is taking an interest, they’ve got a debt for equity agreement in place or this is the last hoorah before it sinks below the waves. Get yer stop losses in place.

They also have a world class gas treatment facility which cost $2 billion, this will be used to process 3rd party gas as well as their own and being that it’s the only one of it’s kind in that area it’s worth every penny. If/when they monetise that facility cash will roll in and the debts will be stabilised. It’s still a risk but, they’re in a transition from exploration/production to production/treatment and export. Gas is becoming very profitable and their location is close to key markets. As I said, it’s still got significant risk but, the rewards could be worth it. DYOR as always.

IMO, there could be a return to traditional advert platforms from social media. There’s a lot of companies pulling their ads from those platforms in protest at their inability to police offensive material. I understand there won’t be a wholesale return to TV ads but, a rebalance from the current situation would see a tidy increase in revenue.

National pride I doubt. It’s a simple equation, let them default, go bust, then hand the licence to someone else with deeper pockets. No wonder there’s no offers for the company, just wait till they go under and you can have the lot for a peppercorn. It’s curtains for this one I’m afraid, it’s only a matter of time.

Stupid boy, well coveted dividend and brokers consensus is buy. Do your homework before having a sherry old chap, ‘‘tis the wise approach.

I get that but, he’s not a trader and if he’s an investor, like me, he’s not a big shot as, he’s sitting on a substantial paper loss. However, unlike me he can afford to walk away if he thinks this is a dud. If he thinks it’s a winner he’d have put his money where his mouth is but, he hasn’t. Very baffling. Either that or with all the MnA he’s been involved with lately, he’s forgot he’s got skin in this one ;-)

When it was last at this level Brexit was the main issue, that has now been put to bed. It’s now a massive buying opportunity but, there is a need to address growth and that can only be done with a deep pocketed suitor. I think we can safely say Liberty won’t be that suitor as he’d had ample opportunity to **** but, he’s still firmly rooted to the pot. I can’t understand Malone’s reason for staying invested unless, it’s part of his SIPP.

You couldn’t write this. Another head wind for ITV investors to weather. ITV now, more than ever, needs someone with deep pockets who has a broader vision for this company. If that someone has been waiting on the sidelines for the time to strike, now is the time. Depressed share price, long term grown issues and Brexit journey becoming clearer, there won’t be a better time to put cards on the table. Apple have issues with hardware due to the China crisis, if they wanted to Put some money to work and show the world that they’re serious about taking on the digital broadcast giants, ITV is the perfect vehicle and the price is sooo right. Iphone, iPad, ITV?

In the words of Sleaford Mods “We’re going down like BHS”. I really thought they’d turn it around but, it’s all over bar the shouting. On paper, I’ve lost a large sum here but, I’ll wait till the end as I’ve got nothing to lose. very poor management and long delays have seen this go to the wall. Never mind, time for a rebuild.

If RDS wanted to buy NOG they’d have gobbled it up ages ago. They’ll struggled to find a buyer at the moment but I’m hoping that with a small increase in production and payments for third party gas processing later this year, this company can turn it around over the next 12 months. If not, it’s curtains and my slush fund with it.

This share goes below £1, it’ll bounce massively. I for one will be buying more. It’s obviously being manipulated as it’s just too good an earner to be at these prices. The lead up to 31 Oct will be an interesting period for this company as those interested in acquiring the company will need to Shiite or get off the pot before we leave the EU.