Member Info for unvrkw

I thought it was 14.5! sorry

So are we assuming, starting to think another increase in bid will be needed?

i've voted no again and seeing sp increasing above the 14.5 this morning

Stocks are going to re rate down this next year, all shares so dec is probably half way there already. natural gas has a great future and 2026 onwards the price will be going far higher. they know how to survive, grow and manage cost very well. i’m no.3, will hold for however long and take my now 5% until we see the sp climb

See little benefit staying as we are. there is share dilution as always coming, says at significant level higher than todays sp but let’s see. i’ll go with it, i expect certainly to start to loose great value but already have, id rather it tries to become something different and then better

Have you watched episode six of the gentleman on netflix?

it mentioned since william the conqueror came to england, grabbed all the land and then changed all the laws on land, tax etc so that the aristocracy could keep hold of everything, they own over 75% of uk and you think they’ll give some transparency? not a chance. the laws are written for one reason only

I don't think they'll have done anything illegal just stretching of the timeframes which they will be allowed to do. when you invest in a company and they aren't doing great, want to change in their favor its interesting to learn how well design, the rules in place are, there to suit and help the board of directors. the law is stacked towards the owners, boards not the investors, that has always been the case and the owners of companies wrote the laws originally!!

There’s only so long they can wait. they’ll have to produce results updates soon and if there is too much money in the bank it would get challenged why.

there stuck as gold goes up, we know they sell in the open market, non leveraged price so they’ll be getting max from golds rise. they aren’t keeping up with the increase, six months too late

I can sit and wait. now i’m getting 5.5% divi rather than 14% plus which is still ok. good lump next week, won’t buy more but hold for however long.

I can take the divi cut for a few years as whilst i bought most shares a lot higher it’s still not ridiculously low, mine with average around 5.5 %. i expect more assets bought, consolidation in the industry and gas in high demand

Absolutely flying

Yep it can’t move. i’d suggest the delay means they knew if a vote was cast then it would have been lost so they have gone away to understand and maybe reconsider. they’ll try a cheeky small increase to say they’ve listened but as gold increases so does everyone’s expectation

Putin will want odesa before he finishes

Well the usa must be helping here i think

Its another angle to take shares off the table using the divi payments, manage this over the period so less shares are sold off after the ex divi date? for me any shares taken off the table at this price is worth while. its clear for me the future of gas and oil from US is secured as europe is now off russia and qatar ram up what they can supply against USA.

prices may go up and down, the future doesnt show huge prices based on the vol available so the clear ability to manage costs and leverage price over medium term will be key and more than possible by DEC. it might not set the world on fire but it will be a cash cow for sometime

You get to know the divi in sterling and tender price before it closes. you have to then be quick but possible to trade best outcome for you.

I bought 50k worth at 935 which is the lowest mark for tender off. we get to see the impact of next set of results, get to know the divi amount, tender offer only and then decide to sell based on extra 5% given or take divi. even if it has a reasonable run in van hopefully make a few % and agree why sell after ex divi when you can wait and hopefully get the extra %s.

Trek, do you think these prices will lead to the opportunity for dec to buy others? i assume debt, liquidity and cash flow become even more important and only the fit survive.

Well looks like china is really starting to fall apart now

This is exactly what rusty will be looking at. dec are no different from everyone else that liquidity is drying up, as long as they have debt reduction, cash flow the great opps will come.

Mmm sounds good