Member Info for tonynorstrom1

Serenity is mentioned in the updated presentation

Picked up from the CEO website. Slides 8-10 go to further highlight the potential of the Montney / Simonette Acreage.

https://static1.squarespace.com/static/5ebeb3beb8891c6346025774/t/609a62aa21354f56c9777a2e/1620730544066/2021-05-11+-+Spartan+Delta+Investor+Presentation+-+Q1+Update.pdf

HL added on 26th or 27th of May after I sent them a message - I bought on the 27th.

The SP is not even reflecting the increase in the PO or the recent work overs at Simonette.

I'm positive that the market will wake up one day and we will see a significant re-rate. If not - ill climb on my donkey and head off and see if BBN will give me a job!

YoYoMa - what platform did you buy on ?

Maestro / Moses,

Its a pity ESNR is not on the platform for you - up 240% yesterday and I notice it is up another 20% today.

I would take a look at EMO - the Doc thinks there's a lot more to come. I don't know anything about miners - I bought straight off the back of Doc's research so as always DYOR !!

Maestro / Moses,

HL didn't have EMO also - I messaged them and they added to the platform a couple of days later and I bought. So its a fair bet they can add other companies.

HL - their costs are a little high but overall I think they are pretty good.

Maestro - English please ?

https://ceo.ca/@Drjimjones/10-bagger-in-oil-youve-never-heard-of-i3-energy

ESNR
BRAU
EMO

well he had quite a following - that bits true. The guru bit - probably more accurate to say sell styled guru !

What do you make of the the latest developments at i3e - Simonette ?

Also what's your latest take on Serenity - listening to Majid - its in the bag !

BBN has his own website now for those that are interested. For those that don't know - he was a former guru on i3e that had quite a following here and on some other boards. He was a perma bull and even had the ability to interpret Majids facial expressions during podcasts to allow him to provide added context.

Looks like hes given up on oil and gas and is now into mining, healthcare and others.

bbnbigbitenow.com

ESNR - up 210%

Going for a walk and a pint - I cannot take it anymore !

ESNR - up 180% today
BRAU - up 20% today

Still a believer in i3e - I cannot understand what the market is missing or indeed seeing that we're not seeing. One thing occurred to me -i3e has not really made the main street press this time round. When they announce a Serenity deal - I'm sure we'll get a mention in the papers and the needle will move!

The Doc has a couple of other babies on the TSX:

ESNR - up 144% today !!!!!
BRAU - up 13% today and I think over 100% since he bought in a few weeks ago.

not to forget EMO which I think he is up over 200% since he bought into a couple of month ago.

2-3 months ago he hailed i3E as the best risk reward play in a decade - not sure whether he was talking oilers or stocks in general. I think he was in around 7p - it could still be a monster play for him.

Bailiff,

I was going to day the same thing, the same thing and no - I'm pretty sure I don't know your ex !

Snue77,

There's a fair chance that you have never met anyone on this board so to make a statement that "we've go no interest" apparently on behalf of all posters means very little.

The rose tinted glasses comment did not refer to anyone on this board- i'm sure that there are many clued up investors here just as i'm sure this BB has its fair share of idiots and also people that are invested but have no idea what they are invested in.

And just to pre-empt any further comments - there's nothing in the rules says you have to be invested in Tullow to post hear - more importantly is to be respectful to others.

Deeko - I was serious and did ponder for a second on whether it was a pointless post as the response was predictable (and I guess understandable). I was not trying to get anyone to spend time looking at i3e - I was hoping that a person such as yourself who is already fully aware of the market would be able to rattle off a couple of thoughts.

Your comments on Canadian Crude does have an element of truth although it is not the answer in this case as I'm looking at metrics based on cash flow yields. Also there are many Canadian Crude Grades that trade at various discounts to WTI from a dollar or two or more to even a premium. Thanks for the response in anycase.

antonvb - did not realize that you are the spokesperson for the whole board. In future I will just address the question to you !

The selling is a head scratcher - would love to know what the person or persons who made the following two trades were thinking:

154,281....8.902p....SELL
167,258....8.903p....SELL

Nomad,

I'm not sure about the dividend bit, but I agree that we would need to be producing quite a bit more to get near to what many here think would represent value. Bit like Wheeler Dealer, buy a fixer upper, spend a bit of dosh (actually a lot of dosh) and then sell for top dollar.

The trouble is (if were right), if others see the value, make an opportunistic bid and i3e sells up for less than the potential.

If there was a bid for 20p for example - I think many would be tempted to sell. I think GGG has mentioned 20p as a target for him. 20p would represent a handsome profit over the current SP and a bid of significantly less than 20p might tempt many to sell.

With a potential 30,000 boepd at Simonette, 10,000 boepd at Serenity and who knows what at Clearwater - its obvious the SP could be many multiples of where it is now and why 20p would not get me selling.

I'm not currently an investor here but am interested in a few thoughts on i3e . I'm invested ini3e but despite what I consider a fundamentally sound company (good metrics and potentially transformative opportunities) - the share price has not even matched the rise in the POO.

The tendency on your own board is for everyone to be looking through rose tinted glasses and miss the negatives. This is not a pump but a genuine question looking for a few thought why you wouldn't invest in i3e and why the SP is underperforming.