The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
We first bought PRD shares in 2018, Razorman,...we were also holding CERP shares at the time,...the way I see it, that creates an opportunity, for a massive positive re-rate of the Market Cap.
Tune: https://youtu.be/PyeWRd7ZEBs?si=jWyxoVBVopnUC797
BW
Thanks for the link ( https://onepetro.org/DC/article-abstract/14/01/28/108863/Sand-Jet-Perforating-Revisited ), Kasjnaton,...I found it interesting when read in conjunction with the RNS (
https://www.londonstockexchange.com/news-article/PRD/phase-1-rigless-testing-update/16339607 ).
BW
Page 21 ( https://www.vermilionenergy.com//wp-content/uploads/2023/01/Vermilion-Energy-Corporate-Presentation-February-2024.pdf ) does make interesting reading, thanks for posting the link VernetLes.
BW
cove energy:
in 2012, following a massive gas discovery offshore mozambique, shell and pttep (a subsidiary of thailand's national energy company ptt) engaged in a prominent bidding war to acquire cove. ultimately, cove was sold for £1.2 billion (us$1.9 billion) to pttep.
£1.2 billion x 5 = £6 billion divided by 565.16m shares in issue = s/p@ £10-62p approx.
£1.2 billion x 8 = £9.6 billion divided by 565.16m shares in issue = s/p@ £16-99p approx.
prd has already come a long way, from when i first bought prd shares in 2018, after listening to this directors talk interview ( https://*************.net/interview-predator-oil-gas-holdings-positive-results-but-corrib-south-could-dwarf-everything ),... prd had a market cap of £3m approx (100m shares in issue, & i was buying around s/p@ 3p) from memory.
i'm very comfortable with the latest rns ( https://www.londonstockexchange.com/news-article/prd/extension-of-2022-star-valley-rig-101-contract/16317237 ),... looking forward to the years as we advance.
bw
Thanks for posting the interview link ( https://www.brrmedia.co.uk/broadcasts/65c2147f3fb3f51bf67d2d62/event/ ), ontarget.
BW
With GBP current Market Cap of £3.17m, that's an impressive target:
The 10-year goal, the chairman said, is to reach £200-250mn.
I will continue to hold,...thanks for posting the link ( https://www.energyvoice.com/oilandgas/africa/547094/globals-new-board-takes-aim-at-africa-and-east-med/ ), Aimtrader999.
BW
Progressing nicely, (IMO);-
· During Q4-2023, mining productivity increased and advanced towards the higher-grade regions of the Koekoe deposit. The processing plant continued to perform well and consistently operated at nameplate capacity, running on a 24-hour basis through the quarter.
· The Company has fully implemented its near-term revenue protection strategy over a portion of the Company's production for the first three quarters of FY-2024 in the order of 60,000 oz, with forward pricing and cost collars, with an average floor price of US$2,000 per oz and upside of up to US$2,150.
Source: https://www.londonstockexchange.com/news-article/HUM/q4-2023-operational-and-trading-update/16310936
BW
That's interesting, Sheephatch,...we are holding both PRD & RKH shareholdings,...at this point, our PRD shareholdings, are considerably larger than our RKH shareholdings,...I'm looking forward to the next few weeks, here at PRD.
BW
I have just clicked on jemgeee name, Mesquida ... had a quick look at the posting history,...I agree, doesn't come across as a typical ramper, to me, either.
BW
I agree with the thread heading,...Inishkea, Serenity, Wressle, etc,...EOG, with a current Market Cap of only £10.07m,...I have been increasing our EOG shareholdings, considerably, recently,...took another 250,000 EOG shares yesterday.
BW
That's interesting, jemgeee,...we have been holding our BOR shareholdings, for a very long time,...after all this time, getting a deal concluded will justify the patience,...the upside here is huge, (IMO).
BW
Agree with Malcy's blog, bobbybee,...I have just been looking at the 'Europa – Ireland Emissions Study
February 2023' ( https://www.europaoil.com/wp-content/uploads/2023/03/Ireland-Emissions-Study-Feb23.pdf ).
EOG has the well cost at $40 million on their website ( https://www.europaoil.com/operations/ireland/ ), Copper3.
Agree with what you say, donalb,...we hold both, EOG & PRD shareholdings.
BW
The two-year licence extension ( https://www.londonstockexchange.com/news-article/EOG/fel-4-19-licence-extension-approval/16307108 ), is very welcome news.
BW
I have put the August 1, 2018 interview link on before, middleEastMoney,...I first bought PRD shares, after listening to the directors talk interview below,...at 4:56 into the interview, 'in the highest case, Corrib South could create three & and a half to four billion sterling',...that's at 2018 prices.
August 1, 2018 interview link (copy & paste link, for access);
https://*************.net/interview-predator-oil-gas-holdings-positive-results-but-corrib-south-could-dwarf-everything
BW
That's what I wanted to see:
Following delivery of fuel to the Kouroussa Gold Mine over the past few days, mining operations at the site are restarting shortly and are expected to ramp up to full capacity levels over the coming weeks.
Source: https://www.londonstockexchange.com/news-article/HUM/kouroussa-mine-update-notice-of-q4-trading-update/16303348
BW
The same thought (takeover) had crossed my mind, BushyTailed,...with the 7 February 2023 placing ( https://www.londonstockexchange.com/news-article/HUM/strategic-investment-issue-of-equity-tvr/15827455 ), s/p@7.79p,...followed by the second placing on 07 December 2023 ( https://www.londonstockexchange.com/news-article/HUM/corporate-strategy-update-equity-placement-tvr/16241587 ) s/p@11.2625p,... I have CIG average buying price penciled in at s/p@9.64p approx.
BW