Member Info for taudelta

research published today .. as well as analysis of EDR itself, there is useful info on forthcoming planning decisions re Cuadrilla (Lancs) and Third Energy (N Yorks).

the big one, then our own Springs Road. On the conventional side, Biscathorpe pretty big ... a lot to look forward to. But none of this news likely before the results due Apr 26 .. so on that date, there may be impatient people moaning. Best sleep through and enjoy later!

late reply as haven't been on board .. been in supermarket buying drinks for grandchildren ... noticed Vimto no sugar added.. think whole SP reaction overdone ... to answer your Q, exports high teens %. GL with PSG tonight ...

if there are redemptions requiring cash to be raised, funds can tend to top slice all their holdings mechanically rather than liquidating one or two holdings

Crackerrrrr! GLA .. (Shan, what happened at Soton?!?!)

link worked for me, with Safari, sometimes there are browser differences .. you could go direct to the LEK website via google .. but in any event, the presentation which is only half a dozen or so slides says nothing new. Concerning DYOR (everybody), if you poke around the websites of the various partners in the Aje field next-door to OPL310, you might find a pleasant surprise about the projected costs in this shallow subsea area .. do DYOR!

totally agree .. stock moves on really tiny volume ... so it's a "lock away" .. own to wait for the financing, ignore any volatility along the way ... GLA

.. NICL sharply down today owing to sugary drinks levy proposed in UK budget. Per litre level of tax is not announced however estimate is that levy will raise incremental tax revenue of £520 mln. Nielsen estimates the UK soft drinks industry at £7200 mln sales pa .. so that would imply a levy of 6.8%. Think NICL could live with that and think the 10% drop in the stock (on minuscule volume) is an overreaction... GLA ...

has lots of encouraging stuff to read, particularly about progress at Springs Road ...

rogue, Laughton was hardly a key feature even within the conventional portfolio ... GLA

agree ..and would also say the real test of government's commitment will be overturning the major anti-Cuadrilla planning decision in Lancashire ... big upside potential if/when that happens .. EDR has 160,000 net acres of unconventional licences and if half the market cap is attributed to unconventional, that prices it at just $92 per acre, which is ludicrously low! GLA ...

better all of a sudden today, is there something in the wind?

Cuadrilla has won its appeal against a council decision to reject plans for a monitoring site in Lancashire. The Company has been given permission by the Planning Inspectorate to restore the Grange Hill shale exploration site near Singleton. (reported by energy-pedia).

value!

seriously for once, think that the quality dividends-grow-every-year AIM stocks (NICL, JHD, BRK, DWHT/DWHA, TFW, YNGN/YNGA ... except PMP which has been steady) are getting killed now because there are high-wealth retail managers that use them in a highly concentrated fashion in portfolios sold on the basis of inheritance tax avoidance.. these stocks were all bid up to PERs of 20 or so, a premium to the FTSE PE, over the course of 2015 ... these holdings are now being liquidated heavily on behalf of panicky clients ... their PE relatives have dropped a bit, but I still think that there may be further heavy falls until the FTSE stabilises ... all IMO, and I'm not selling as I'm not a market timer and I myself want my kids to get the IHT relief! Good luck, maybe you could dribble money rather than pick a single level ? ....

trading statement today, hinting at div increase when full results published, GLA (note the repeat one year later!)

extension is probably the least significant of the series of announcements due 1H16 .. smallish mature field .. GLA

once in a blue moon time?

positive for sentiment and for costs seen in $ ... GLA ..

of news due .. Laughton & Keddington Sidetrack drills 1Q; N Kelsey & Biscathorpe 1H ... that's the conventional side .. plus there will be external news e.g. from Cuadrilla (potential overturn of adverse planning decisions) etc .. 2016 could be a watershed year .. HNY all ....