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Owing to all-day absence I failed to add @ sub14p . . . and don't believe there will be another opportunity. No hardship as the stock will be at multiples in the time ahead.

Mommur - I can certainly see what you are getting at.

First, SQZ's recent performance has caught me by surprise ad it is quite possible the share is not going to stop for very long @ 440p. And I have no intention of reviewing it unless gas prices spiral downwards. That event is unlikely for quite some time.

Equally I have had a similar sense of heralding a couple of other stocks this year and have decided to let them rest. One feels slightly foolish bigging them up.

One point has become patently obvious: any sensible investor should have a percentage of his p/f in North Sea O&G plus at least one good overseas prospect.
-

34p v 35p @ 12:00
Management team was in London for a full week a fortnight ago. Itching to ask more questions but realise there are limits.

I shall, however, be writing to a Broken Arrow, OK, contact as he has been buying up parcels in southern OK, esp. Atoka co., for quite some time. SOUC's area of interest now includes the known resources in Oklahoma.

My bias on this stock has been evident for some time but attention must also be given to a selection which are going to do equally well, namely -
DELT, IOG and SQZ. There are others that also warrant examination.

. . . . haven't complained for months. Are those plonkers finally getting somewhere?
Hardly ever bother to check the damage here.
You fellas certainly have stamina.
I thought running the Two Oceans was my limit.

Yes, noted early a.m. I failed to understand why posters were pushing Russian big name houses so hard in the face of inevitable collapse. Whilst matters remain precarious for all of us, Putin & co. have almost certainly ruined his country's economy for the foreseeable future.

Despite laborious progress prospects will always be far better here. Mildly disappointed of course on government's tepid mouthings on North Sea O&G but expect care is being taken on anything to do with greenhouse emissions.

Good to note continuing SP recovery.

http://southernenergycorp.com/wp-content/uploads/2022/03/Southern-Energy-Corporate-Presentation-March-2022-FINAL.pdf

Updated/revised today

Before further comment I must make it clear that I am not tampering with JSE. Regrettably we are being held up on Maari and it looks as though we won't get a hurry-up in Vietnam.

Yes, am quite involved with IOG and SQZ. Have also gone a bit blind with DELT but there is a strong argument for doing so (Pensacola is surely a must).

Fourthly, loaded up with more SOUC on Friday. See that thread. Have also noted the company jacked up their presentation today. Refer -

http://southernenergycorp.com/wp-content/uploads/2022/03/Southern-Energy-Corporate-Presentation-March-2022-FINAL.pdf

See page 8. The kit on Mt Olive Rd is no toy. Big ambitions over next 3 - 5 years and I keep in touch with them. They will reach Bcf targets with 2 km horizontals.

. . . Don't know what to think re KIST although I kept a holding until £4.46. I note the Dutch are reviewing their policy on Groningen field despite dwelling collapses. Austin almost certainly has some big plans.

If relevant I know of two local Russian families who are "appalled" and "trying to get money out of the country". With ~200million already outside Russia this month it suggests many take the line Putin has wrecked his economy.

High Brent prices are likely to remain in place for a long time. I have refocused on North Sea oil and esp. three gas plays. Initiatives will become increasingly evident on local O&G exploration.

Bad form, I know, but could you fellas watch SOUC Monday, 7am.
Could be Tues/Wed of course.
I am familiar with Gwinville.
[Ref. https://money.tmx.com/en/quote/SOU]

Admittedly only 4k but I had my final add-on here.
Expecting fairly good news as soon as Monday, perhaps a bit later.
There should be modest activity into the close today on SOU-TSX.

https://twitter.com/BurggrabenH/status/1504826522565230617/photo/1

I see Alexander S has put up targets for JSE and PTAL among others.
AM sitting back on both but currently going through the gears on four gas plays, three of them in the North Sea.

Certainly a mild improvement here but I can now see why many have been vexed.
Haven't added since my last rush of blood @ 43.9p but had a final top-up on SOUC.
Should be some important news there on Monday or later in the week.

Are IP flowrates expected before a 30-day period ends?
It seems some are looking for them right now.

SQZ has done well. It just needs DELT to be up and running on Pensacola.

https://www.tradingview.com/symbols/OTC-SQZZF/?msclkid=28344314a6bf11eca0e0845a268acaa0

Being something of a late arrival I should have been aware that we are on OTCQ-X.
Arbitrage from 13:30 onwards will accordingly have some bearing on SP movement.
Action there will help get us nearer £4.
[Actually its influence starts kicking in from 13:00 onwards.]

Mommur = Have you changed your opinion since 04/03 when you said -

"Lets be pragmatic we are not going to multibag from here and I await an opportunity to reinvest if we drop a further 10%".

Whilst I partly agree with your sentiment (dependent on an acquisition or even a JV) there are not that many obstacles in the way of SQZ reaching £5.

Yes, have taken up another £2k.
The math looks pretty convincing.
Hoping a few more instis will be doing their calculations as well.

Least studied of my four gas selections and it's doing better than the other three.
Strange how it sometimes goes . . ..
Pity I didn't take up more.
Bid now >£3.63.

Having jumped in with an add-on late Friday @ 44p the pain has been short-lived.
Difficult to understand cause for the drop in the first place.

https://diariolaregion.com/web/indigenas-del-puinahua-esperan-reunirse-con-representantes-de-la-pcm-hoy/

This guy Perez is a real pain.

@ 12:40
If relevant . . . the following is applicable throughout the City at present vis a vis the gas sector:

Quote ". . . all week with a crazy busy marketing blitz that has been very well received - both in the stock price and the feedback from analysts, institutions, retail, etc. . . . "

IOG's progress will surely now be on insti/fund radar.
And North Sea gas has received a clear green light.

I added last week @ 14p and now hold a satisfactory number.
Am content to sit back and watch BMcM take us on the next stage of the journey.
Among my beliefs are inroads to nearby sugar plantations.
All being well HMI should experience exponential growth.