The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Looks like it was a non-event, judging by the near-zero trading volume. Despite what BornToBoogie tells you, it was a non-event.
Regards,
theknight
Who would impersonate a poster who claimed that “Bruner will be on the cover of Time Magazine”? And who threw money at PHUN?
That origin theknight sure drank the koolaide!!! ;). The 2020 version of theknight drinks far less kool aide and doesn’t propose that vertical+horizontal+fracking can be completed in 30 days.
The 2020knight is fact based and polite. And not a dreimer.
Pods - can u pls share the link to the Sweetpea filing?
Boogie: you’re way off. Origin is a $12B+ company with a 4% dividend yield. It’s correlated to broader equity markets and the energy space. Falcon’s stock has no correlation to Origin’s stock.
The Citi report suggests “catalyst possible in late Dec after a peak rate had been established”. Otherwise Feb/Mar.
They say significant upside from $1B value, if gas is sold at LNG price or condensate yields are high.
Oleo: don’t be thick. Who are you? Jethro Tull? :) A public company will always need to send the sample to a lab. Are they going to issue a PR saying “we smelled it, and there was clearly oil”.
Anyone else notice that the US share price is significantly lower than London, based on current FX rates? The offer in US is lower than the bid in London.
Everyone knows the share price will close down 15% today. That’s just what Falcon does.
Big news here is that POQ demonstrates he’ll provide ops updates. And these ops updates will be more detailed than Origins.
Now let’s see what the big research houses say about Origin...
Or is Origin buying Empire?
Agree with Mr. Boogie on the significance of this week’s Origin investor update. Range of possibilities from “we reached total depth”, to perhaps something more meaningful/strategic from a Falcon standpoint. Either way, this is the first operational result for Falcon in many years.
UBS recently stated that they expect a Beetaloo update this week. The more analysts that write about Origin’s Investor Day, better for us. We need Credit Suisse , UBS, Goldman, JP Morgan (all cover Origin) to start recommending Falcon to their clients. Can you imagine? If they’re bullish Beetaloo, then they absolutely could profile Falcon, which is the purest play that’s active.
I too have met Bruner, when I was representative of an institution that owned shares. Nothing more to add.
Philip makes what, $600k per year? With no clear incentive link to share price. Who in their right mind would choose to leave such a financially favorable setup?
I still think the stock will benefit greatly with favorable geological results. The first of which I expect to come in this month.
Greetings from an old follower of Falcon, back from the dark days of 2005-2008. Back when Bruner told a bunch of porky pies, and PipeDreimer and other characters contributed to what proved to be irrational exuberance.
I say with conviction that this is a very exciting time for Falcon, especially if you're a new investor and not jaded by years of misery. Stock price is cursed by investor fatigue. Stock could be on the precipice of a multi-bagger. I added shares recently. Not many opportunities out there with such near-term potential.
Philip has played the hand he was dealt.
It's indeed fair to ask him if he has, or if he plans to, buy shares in the market. A reasonable question to present at the AGM. Philip buying shares would send a nice signal to the market.
The reality of Falcon is somewhere between the gloom, and the irrational exuberance ($4 per share). But closer to the latter.
Cheers....