Member Info for Tiger16

UOG Ownership Update: Why This Matters

✅ Around 90% of UOG’s shares are held by just 25 major shareholders – that includes institutions, brokers, and insiders.

✅ This means there is only around 10% of the total share capital in the public float – the tradable portion that determines the share price on a day-to-day basis.

✅ Of the total shares, over 70% are held by institutions – including names like Hargreaves Lansdown, Shore Capital, and Puma Investments – which suggests a solid base of long-term holders.

✅ The float is incredibly tight – meaning any positive news or fresh buying could trigger a major price move due to limited supply.

✅ Many of these top holders are known to be stable and strategic investors, not quick flippers. That helps protect the downside and builds pressure for an explosive upside move.

✅ The CEO has recently alluded to potential deal outcomes where “telephone numbers come to mind” – referring to valuation potential if the farm-out deal completes.

✅ That deal is currently in advanced discussions, and if confirmed, would significantly de-risk the project and bring in funding for drilling.

Summary: UOG is sitting on a perfect storm setup — tight float, strong hands, low market cap, and a near-term catalyst. It’s just waiting for the spark.

Here is an actual break down of who owns these shares and won’t be selling .

Shareholder

Shares (approx.)

% of Company

Hargreaves Lansdown Asset Management

282.6 M

14.8%

Puma Investment Management

205.5 M

10.2%

Shore Capital Group

190.7 M

9.5%

Aberdeen Group Plc

177.5 M

8.8%

Richard Deacon

141.0 M

7.0%

HBOS Investment Fund Managers

110.1 M

5.5%

HSBC Global Asset Management

92.7 M

4.6%

James Brearley & Sons

86.7 M

4.3%

IG Group (Asset Mgt)

81.7 M

4.0%

Anthony Cappalonga

72.1 M

3.6%

Shard Capital Partners

54.9 M

2.7%

Barclays Wealth & Inv. Management

35.4 M

1.8%

Premier Fund Managers

31.8 

These top 25 collectively represent ~1.83 billion out of 2.028 billion outstanding shares (as of May 20, 2025) .

3. Public vs Institutional

• Institutional ownership makes up ≈ 71.3% of the total .

• Public/retail investors account for only about 2–3%, with the rest tight among insiders & private entities.

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📈 Why This Matters

• Tight float means even small trades or new interest can significantly move the share price.

• Many strategic or institutional holders are stable, reducing downward pressure but keeping price range-bound—until a catalyst arrives.

• Any positive development, like a farm-out agreement entering final stages, could trigger dramatic upward movement, thanks to the low float and concentrated holders.

Unsophisticated .. seems to be dropping .. something going on here as buys matching sells ..

UOG – Pressure Building as Price Drops: A Sleeping Giant?

While the price continues to drift lower, smart money may be quietly accumulating. Here are some hard facts and why this might not stay under the radar for long:

• Ultra-low market cap – Priced like it’s going out of business, but the fundamentals suggest otherwise.

• Farm-out deal in advanced discussions – Management has been crystal clear: talks are progressing well, and a transformational deal could land soon.

• CEO has hinted big – “Telephone numbers come to mind” – not our words, but the CEO’s. He’s clearly confident in the asset value.

• Tightly held float – When this moves, it could move fast. Just needs a spark.

• Undervalued assets – Significant resource base not reflected in the current market price.

Sentiment is low, but so was excitement before every major re-rate. Don’t ignore the silence – it’s often where opportunity lives.

This could blow at any time. Do your own research, but don’t say you weren’t warned.

With tensions in the middle east on the rise , and oil heading up in value due to supply chain issues , this coming back now is prefect timing .. hence we really need some news and this up and running again ..

Mm dropping sp catch the stop losses .. this will head up very soon ..

J smith .. Good afternoon ..

Have your alarm booked for 8 am , you have around 15 mins on open to buy in ,.. the tensions in the middle east are escalating and there are no signs of an calm .. hence this stock will be racing on momentum alone due to OIL becoming a seriously in demand ... Now if we get a RNS on any farm agreement being even Neg let alone completed .. game over .. you wont see penny again ..

Watch the interview of the CEO .. he has more a less made it clear where this is going , even making a reference to Telephone numbers gains ...NO CEO would make such a statement without knowing whats really happening in the background ..

The biggest give away was the recent 35 k warrant and the last one , when they had the opportunity to raise much more on the recent double of share price ..

game on

Your misdirected assumptions:

1. I’m NOT Sasha, and this isn’t day-1 theatricality.

I’m Tiger16, a long‑standing member with 4,953 posts since years ago—my profile is public and dated. I’ve shared my research and investments in UOG consistently. If you’d bothered to look, you’d have seen my timeline and contributions—this isn’t about who joined when; it’s about the facts.

2. Brent is around $74–76 right now, not $70 or $85.

Current Brent trades are in the mid-$70s, supported by Middle East tension and Canadian wildfires  . Yes, prices were higher last year, but that was pre-extension, pre-Petrojam involvement, and pre-data upgrades.

3. The jump from $30M to $50M drill cost changes nothing fundamental.

Licence extensions through 2028, refinements to the Colibri prospect (406m bbls), and a tidy cap table put UOG in a stronger position—not weaker—regardless of rig costs.

4. Farm-out terms haven’t vanished just because of cost changes.

Larkin’s stated target remains around 20% free-carry—unchanged. You’re guessing carry has dropped because the drill is pricier. That’s speculation, not fact.

5. Petrojam’s involvement signals national interest, not desperation.

They’re the state-owned refinery—stepping in at this stage means Jamaica sees serious potential. That’s a strategic move, not a stop-gap.

6. Challenger/Namibia comparison is irrelevant.

Different basins, different geologies. If you want a true comparison, think Guyana—which took years before majors exercised. UOG’s situation mirrors that more than Namibia’s.

7. EV adoption ≠ immediate oil decline.

Global oil demand is still growing. OPEC itself forecasts demand will expand into the 2050s  .

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Bottom line:

I’ve been here posting real analysis and putting money where my mouth is—all publicly archived. If this is your “long shot,” fine—own that. But don’t little-guy your way through with misrepresented facts and hidden motives. If you’re a fellow investor, you get it. If not, you’ve still got plenty to learn.

Assumptions dressed up as “industry insight.”

First off, dismissing a GaffneyCline CPR because they’re “paid” is possibly one of the weakest takes I’ve seen in here. These are world-class petroleum consultants used by supermajors across the globe — Exxon, Chevron, Shell. So let me get this straight… they’re credible enough for the biggest players in the industry, but not good enough for you, an anonymous poster on a chat board, because you say so? That’s not insight — that’s ego.

And about this supposed 40% figure — it was mentioned by posters speculating on upside scenarios. No one said it was confirmed. What is confirmed is that UOG is targeting a 20% free carry, which has been repeated multiple times by Brian Larkin. That hasn’t changed, and until the farm-out is signed, that’s the benchmark. The increase in drill cost to $50M doesn’t automatically reduce the carry — because the quality of the asset and level of partner interest can support better terms.

The idea that it “definitely won’t be 40%” is laughable — you don’t know, I don’t know, no one here knows. That’s why it’s called negotiation. But saying it with certainty, like you’ve got a seat in the boardroom, just makes you sound ridiculous.

Then comes the random name drop of Challenger. Let me guess — you Googled “frontier oil basin near Jamaica” and threw in a line to sound informed? Completely different geology, different structure, different partner dynamics. Comparing the two is like comparing chalk and cheese. The closest comparison is actually Guyana — another overlooked basin before it became one of the world’s biggest discoveries.

The truth is: UOG holds a 100% interest in a de-risked, high-impact asset with a state-backed oil company (Petrojam) at the table, a fresh licence extension, and a defined data room process underway. That’s what matters.

So let’s cut the rambling and stop trying to look clever by undermining everyone else. Because if you really believed it was “all doomed,” you wouldn’t still be hanging around here writing essays trying to steer sentiment. You’d have sold and moved on. But you haven’t. And that says everything.

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Let me know if you want a shorter, punchier group post version too.

Let’s be clear — you say you’re “long,” but every single one of your posts reads like someone setting up for a cheap entry or trying to shake loose hands before key news. That’s not a balanced take — that’s hedging your real intent behind the word “probability.”

Yes, everything in life is probability. But what you’re ignoring is that probability shifts based on real-world variables — and UOG’s odds have improved dramatically:

• The licence has been extended through 2028 — giving any incoming partner full scope to plan, drill, and monetise.

• UOG now has Jamaican government-level interest via Petrojam — that’s a national oil company putting skin in the game. Not as a fallback — but because Jamaica needs energy security and this is their only real play.

• The company has raised capital without a dilution-heavy placing. That’s a strategic move by management who believe they’re near-term catalyst-ready — not a distressed call for cash.

• The Colibri prospect has been technically upgraded to over 400 million barrels unrisked. That’s not an internet guess — that’s backed by GaffneyCline’s CPR, one of the industry’s most respected.

And let’s talk valuation: UOG is trading at a market cap that doesn’t just discount Jamaica — it practically ignores it. Yet we’re in an oil market where majors are under pressure to restock reserves, and frontier basins are back in play. You reference Guyana — it took Exxon a decade to fully realise its potential. Jamaica could be next.

So when you call this a “very, very long shot,” you’re not reflecting probability — you’re distorting it.

This is not a company throwing darts in the dark. This is a structured process, with NDAs signed, a data room open, and national interests aligned. That doesn’t guarantee success — but it significantly alters the risk/reward in the near term.

Say you’re cautious. Say you’ve got concerns. But don’t pretend this is still 2021. The fundamentals have changed — and the market will catch up fast if a farm-out lands.

Let’s clear a few things up because this kind of long-winded post looks well-crafted, but when you actually break it down, it doesn’t hold up.

First, you say your account isn’t new — fine. But showing up suddenly with walls of doubt just before a potential catalyst? Convenient timing. Anyone paying attention can connect the dots — classic tactic for an entry on weakness.

Now to your points:

You said Brent is in the $70s and not $80s — wrong. Brent is currently hovering around $74 and climbing. It’s up significantly over the last month and driven by real-world geopolitical events (Middle East, Canadian wildfires, and global undersupply pressures). These aren’t short-term noise; they’re tightening global supply when majors are hunting for new frontier assets.

As for the farm-out cost increasing from $30M to $50M — yes, but that ignores context. Since then:

• UOG secured a two-year licence extension, now valid until 2028.

• They’ve completed technical upgrades to the Colibri prospect (now 406 million barrels unrisked).

• And crucially, they raised farm-out funding and cleaned the cap table without a large placing — confidence move.

On the idea that if no major came in at $30M with oil at $85, why would one at $50M and $74 oil? Because the asset is now better defined, the data room is far more advanced, and Jamaica itself (via Petrojam) is now involved — showing national-level intent to progress this.

Petrojam’s entry isn’t a last resort; it’s a sign the Jamaican government is backing this project as a future energy asset. That’s not desperation — that’s alignment.

You dismiss the GaffneyCline 19% chance of success as “industry fluff.” But then what are we meant to use? Tweets and guesswork? GaffneyCline is a global standard. If you want to talk probability, then stay consistent with where those probabilities come from.

And dragging in EV stats doesn’t disprove anything either — even the IEA agrees that oil demand is growing into the 2030s despite EV penetration. This is about exploration in an underexplored basin, not consumer transition forecasts.

Finally, you say you’re “long” but call it a “very long shot.” That’s your call. But most who’ve followed UOG for a while can see that the Jamaica asset is on the cusp of real momentum — farm-out talks, national backing, oil price tailwinds, and an ultra-low market cap.

You’re free to take your view, but let’s not pretend your timing and narrative aren’t trying to shake out holders before something lands. Real investors will see through it.

Nobody said UOG will retain 40%. That was a scenario. But 20–30% with a full carry is entirely within range based on peer transactions in places like Suriname and Namibia (pre-discovery).

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🤔 “Namibia is struggling, so Jamaica has no chance?”

Namibia has had a string of major discoveries — that’s why Shell, Total, and Galp are there. Your linked article says Shell paused development — not because there’s no oil, but because they are assessing optimal paths forward. That’s completely normal.

You can’t compare that directly to Jamaica — which:

• Is in shallower water (cheaper to drill),

• Has a different play type (clastic not carbonate),

• Has no history of drilling with modern 3D — it’s a true first mover opportunity.

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🧩 “If a farm-out happens, it doesn’t guarantee a find”

Of course not — no one said it does. But a farm-out confirms validation of the prospect’s technical merit. And when a partner risks $50M+ on a well, they’ve done far deeper due diligence than any retail armchair analysis.

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🚨 Final Point: Motivation

You claim to want balanced discussion — yet:

• You joined LSE yesterday,

• You’ve posted walls of doubt, despite saying you’re “long”,

• You’re attacking other posters with assumptions and skewed narratives.

Sounds a lot like someone trying to reload cheap, not debate honestly.

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🎯 Summary:

• Jamaica’s basin is underexplored, not “ignored”

• The Colibri prospect is supported by real data and credible third-party assessment

• Market timing, macro factors, and national strategy do support farm-out potential

• The “no find = no value” argument ignores the reality of asset monetisation in E&P

UOG’s market cap doesn’t even reflect the optionality of its Jamaica asset. If a farm-out lands, this isn’t going to move 10% — it’ll re-rate like explorers always have in these setups.

You’re free to have doubts — just don’t dress opinions as facts. This community is smarter than that.

🧱 Counterpoint – Let’s Deal in Facts, Not Fear-Pitching

Right, let’s break this down properly — because your entire post is built on selective data, dated assumptions, and some very questionable conclusions. I’ll go line by line so everyone sees it clearly.

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🔢 “GaffneyCline gave Colibri a 19% COS — and that’s generous?”

Yes, Colibri’s 19% chance of success was assigned by an industry-respected third-party (GaffneyCline). That’s standard for frontier exploration. It’s not “generous,” it’s conservative and based on seismic, structure, charge, and reservoir risk.

If you’re dismissing a GaffneyCline estimate — you’re dismissing every frontier asset globally.

By that logic, Guyana’s discoveries would never have happened, since its initial wells had similar COS. Look how that turned out.

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🛢️ “Majors haven’t bitten yet — must mean the data is bad?”

No — it means farm-outs take time, especially post-COVID and during energy price volatility. Majors now prioritise timing and risk-sharing, not just asset quality. And let’s not pretend:

• The Walton Basin is massive and underexplored,

• UOG holds 100% of the licence, which is highly unusual and very attractive to farm-in partners,

• Majors often wait until licence maturity or licence expiry nears to negotiate from strength.

It’s not a “no-bite” — it’s timing. UOG has actively re-engaged the market this year with a stronger oil backdrop.

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🧨 “Oil prices are $10 off highs. Middle East tension won’t change much”

Middle East tension isn’t just headline risk — it’s strategic risk, especially with Red Sea shipping lanes and Iranian disruption. If you don’t think oil can spike on regional instability, you’ve not paid attention to the last 20 years.

Also:

• Brent has moved from ~$70 to over $80 in weeks.

• OPEC+ continues to cut production to hold price floors.

• Jamaica offers Atlantic basin diversification — exactly what majors want to reduce reliance on politically sensitive areas.

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🇯🇲 “Where was Petrojam for 3 years?”

Petrojam is a state-owned refinery, not an operator. It wasn’t their job to engage until the licence neared maturity and UOG’s farm-out strategy lined up with Jamaica’s domestic energy agenda. Now they’re positioned because Jamaica has national interest in this succeeding.

And let’s be real: if this asset was garbage, the government wouldn’t waste political capital backing it now.

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🧮 “A farm-out won’t be on 40%. They couldn’t get 20% at $30M, how will they get 40% at $50M?”

Again — you’re recycling old assumptions:

• The previous environment was during lower oil prices, limited seismic, and post-COVID risk aversion.

• Today, UOG has more data, a matured licence, and better macro tailwinds.

• Also, farm-out deals vary wildly — carry structures, cost-sharing, m

🛑 Let’s be real here – some serious spin going on.

Faaz — you say you’re long but sold most on the rise, and now you’re suddenly downplaying everything? Sounds more like you’re talking it down to re-enter cheap, especially when you only joined the LSE board one day ago.

Let’s address your claims head-on:

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🔍 “It’s all just prospective and slim chance of success”

Wrong framing. Yes, it’s prospective — but it’s:

• Based on 3D seismic, which identified multiple stacked plays.

• With a drill-ready lead (Colibri) holding 406 million barrels (P50).

• In a basin with working petroleum systems confirmed by previous wells (like the offshore Eocene play).

Risk is normal in frontier exploration, but this isn’t blind drilling — this is de-risked acreage with scale.

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💸 “If no one wanted it at $30M, why now at $50M?”

That’s ignoring global context:

• Oil prices have soared due to Middle East tensions and long-term underinvestment.

• Majors and NOCs are actively re-entering frontier and underexplored regions with scale.

• Farm-outs take time — and multiple majors are known to reassess assets when prices rise and supply chains open up.

Also, the fact that Petrojam is still in the frame is a positive, not a negative — they are state-backed, have strategic interest, and could easily bridge early development with a major operator down the line.

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🤔 “Petrojam being tasked with filling the void”

Or… they’re playing a strategic role as Jamaica’s energy arm, helping ensure the country maintains leverage and first rights. This is common in emerging producer nations. Jamaica isn’t going to let billions of barrels slip without securing national upside.

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❓ So let’s ask:

• Why post this right after selling most of your shares?

• Why join the board yesterday and instantly push a narrative that discourages retail from holding through newsflow?

• If you truly think the chances are “truly slim,” why even hold a single share?

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This smells like textbook accumulation tactics: talk it down, shake weak hands, and reload before the real move.

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Bottom line: The asset is real. The government interest is real. The setup is primed. And if a farm-out lands, no one’s going to be saying “slim chance” on the way up.

Let’s stick to facts — not fear dressed up as concern.

Guys these dark printed unknown buys that have just appeared are buys or sells . I believe they are buys .. ??

Anyone .

I’m happy that guy who kept posting crap after Crap the last two days has left our board ..

Real value pls explain factually why you believe it will

Move 100 x sssss ?

UNSOPHISTICATED , 100 PER CENT AGREE , HOW CAN ONE COMPARE THIS TO ANY OTHER STOCK ON AIM , THEY ARE ON A CUSP OF A DEAL ... LETS SEE THE FINAL CLOSE PRICE TODAY

It may open even higher then it closed if Global and PPP and merged and become one .. has anyone ever considered this theory .. NO .. You hear it here first ..

enjoy the Sun guys .. interesting times ahead of us next week ..

God bless

🌋 UOG – The Calm Before a 20x Re-Rate?

While most of the market sleeps on United Oil & Gas (AIM: UOG), the geopolitical and energy stars are aligning — and the company is sitting on one of the last big untapped offshore oil plays in the Western Hemisphere.

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🛢️ 100% Ownership. Billions of Barrels. And the Clock Is Ticking.

UOG holds 100% of the Walton-Morant licence offshore Jamaica — with over 2.4 billion barrels of oil potential and a drill-ready target (Colibri) holding an estimated 406 million barrels alone.

And here’s the kicker: UOG hasn’t farmed out a single percent yet.

That’s pure leverage. The kind majors and state-backed players dream of.

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🔥 Why This Could Move Fast:

• Middle East tensions are back — oil prices are rising, and energy security is back at the top of every boardroom agenda.

• Jamaica needs this oil: For national energy independence, economic growth, and regional influence. You can bet they’ll want first refusal on this asset or any deal done.

• UOG just cleaned up its cap table — no dilution, no placings — just quiet positioning behind the scenes.

• Majors with deep pockets are sniffing around. If a farm-out lands, this microcap won’t stay under the radar for long.

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💣 The Market Is Missing This

This isn’t just some explorer hoping to find oil. The resource is there, the government is supportive, and everything points to a strategic farm-out deal being close.

When it hits? This doesn’t move 10–20%. It re-rates 10x–20x.

This is a tiny cap shouting:

“I’m holding a company-making asset, and the world is finally paying attention.”

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🎯 Watch the headlines. Watch the oil price. Watch UOG.

This may be the last quiet moment before the floodgates open.

Next week the news falls .. hence the RNS today .. all. W cleared now . None left .. insider in cheap big time

One could not of timed this so beautifully .. tensions in the middle east have just began .. OIl will sky rocket under these unfortunate circumstances ... UOG are siting on billions of USA of oil and have a crazy small micro cap .. one can only imagine how many will be lining up to JV , personally with the current situation , a BUY could come now ...