Member Info for wraith

Suzy2,...With Pageant increasing their holdings in PVR, at this stage of the PVR Druid/Drombeg drill,....that long awaited Barryroe Farmout news, could be close (imo). Pageant increasing from;- "Providence Resources P.l.c. (the “Company”) have been informed by Pageant Holdings Limited on 25th November 2016 that with effect from 23rd and 24th November 2016; Pageant Holdings Limited now hold 44,541,186 ordinary shares in the capital of the Company representing 7.45% of the issued ordinary share capital." Source: http://www.providenceresources.com/sites/default/files/Notification%20of%20Interest%20in%20Share%20Capital-%20Pageant%20Holdings%20Limited%2028-11-2016.pdf Pageant increasing to;- "Providence Resources P.l.c. have been informed by Pageant Holdings Limited on 8 August 2017 that with effect from 7 August 2017; Pageant Holdings Limited now holds 49,316,630 ordinary shares of €0.10 each in the capital of the Company representing 8.25% of the issued ordinary share capital." Source: http://www.providenceresources.com/sites/default/files/Notification%20of%20Interest%20in%20Share%20Capital-%20Pageant%20Holdings%20Limited%2009-08-2017.pdf BW

Suzy2,.....You left the most important one (Barryroe) out,.... for us LOGP shareholders, that is. With the guidance given (Barryroe Farmout targeted, for early 2017),..... so with that guidance,one would have thought, it must be close,....what has happened to our AGM this year, why the delay I'm asking myself, last years was on 20 July 2016. BW

Quiet in here at present,.....get Barryroe Farmout news drop out of the blue,...the re-rate potential could be quite an enjoyable experience. Dire Straits tune: https://youtu.be/8Pa9x9fZBtY BW

mannnan,...do you have a view, on why the two Tulow heavyweights, have joined the PVR board at this time (since 2016 last placing)? BW

As I said, I'm hoping for a successful Drombeg drill,...if Drombeg also does not work,..... then with the PVR strong Cash position, I would expect to see PVR priorities Barryroe commercial development,....EOG has plenty of other good UK assets of its own, so OK there. Then, as we saw today, AIM often overreacts to news, such as we had on Druid today,.....in a Drombeg Duster scenario, if we get a further overreaction to the downside on a Drombeg Duster,.... that is when I shall consider opening positions in the trading account,.....but what I want is a successful Drombeg result, hope we get one. BW

You make a good point Eoin600,.....I take the view, Barryroe will be progressed in 2017, whichever way drill goes. I'm hoping for a successful Drombeg drill, as that should put PVR in the best position to take Barryroe forwards,....it would also do wonders for my portfolio (read-across to EOG), where I'm holding a ratio of 10 PVR Core shareholding shares to 13 EOG Core shareholding shares,...so with my investment structure, Drombeg is the most important result for myself. BW

Yep, onto Drombeg now,...with the Druid news today, I'm thinking there is an unbreached Drombeg top seal, not long to wait to find out. If Drombeg does not work out either, then I believe Barryroe will be in the spotlight,.... still sitting on hands myself (with my PVR, EOG, & LOGP positions), awaiting full results of Druid/Drombeg drill. BW

Thanks for the feedback rpoodle,....that begs the question, why alter it from Farm-out (2016) to Farm-out / funding (2017). I'm comfortable with my position here at BOR though,.... happy to slowly increase my Core BOR shareholding, at these s/p levels,....if one of my other positions turns into a multibagger, & the s/p here at BOR is still around these levels, then I would anticipate increasing my Core BOR shareholding, by several hundred percent. BW

Had not thought of that scenario myself,....if I understand you correctly, in that scenario PVR would be waiting for Druid/Drombeg drill results, before signing off on a Barryroe deal,... & you believe, it's in the bag (Barryroe deal). BW

In the Borders & Southern Petroleum Annual General Meeting 26 June 2017,...... they give objectives for 2017 as Farm-out / funding,..... in 2016 the objective was just Farm-out. Source: http://www.bordersandsouthern.com/media/pdf/AGM%20presentation%2026%20june%202017.pdf I noticed PMO have Sealion targeted for sanctioning in 2018. Source: http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/PMO/13293383.html Hopefully 2018 will be a better year for Falklands Oil shares. BW

Thats a good question, last year's AGM was on 20 July 2016,....this year's 2017 AGM, is well overdue, when comparing to last years date!! Don't know what we are waiting for!!?,...what we do know by guidance given, is that PVR are in current commercial discussions, with interested parties, regarding a Barryroe Farmout,...which of course could come at any time, & is also well overdue (was expected first quarter 2017). BW

Because administration has been extended until 26 January 2019, see link;- https://www.bdo.co.uk/getattachment/Insights/Advisory/Business-Restructuring/Oxus-Gold-Plc-%E2%80%93-In-Administration/Creditor-Notice.pdf.aspx?lang=en-GB You are correct in saying, a decision from the Paris Court of Appeals is not expected until at least early/mid 2018. BW

Neither have I given up on Justice being served here at OXUS,...do not look on here very often at present, will take more interest as we get closer to 2019. BW

Here is the link: http://www.telegraph.co.uk/news/2017/07/28/uzbekistan-confirms-holds-ex-presidents-daughter-custody/ Geopolitical agenda has been served here, not Justice (imo), link I put up last year: https://www.theguardian.com/world/2015/nov/01/john-kerry-uzbekistan-islam-karimov-central-asia-human-rights "Diplomat meets president Islam Karimov and officials from other central Asian countries as US seeks to deepen ties in region amid concerns over Russia" The Partially Dissenting Opinion, gives me hope, that some sort of justice will eventually be served here, with the current appeal, & us OXUS shareholders that have been so badly served by the Justice system, are fairly compensated. https://www.italaw.com/sites/default/files/case-documents/italaw7239_0.pdf Have a few £k's locked in OXUS myself. BW

Welcome aboard alb791,...been strapped in here at LOGP since early 2017 myself, in anticipation of Barryroe Farmout. BW

510.16m in issue = 20% Barryroe (350m barrels of Oil), that's 70m barrels of Oil in the ground to LOGP, which if you use 50 cents in ground Oil price less loan note & recent loan, gives a figure of approx s/p@4.9p (by my calculations) for LOGP, on a Barryroe farmout,....agree, easy five bagger potential here, expecting more myself. BW

Yep, nice article & nice to see a bit of blue, but these s/p levels are irrelevant to myself,... locked Core shareholding here at LOGP into two ISA's (& that is where it is staying) for Barryroe Farmout, which in my opinion, will be many multiples of current Market Cap of £5.99m. BW

It will be good to get some feedback, if you do go JH77. Had a look at iii PVR board, sobeit post Thu 20:06 Re: Barryroe and SEL rules, Starting with "I suspect a deal will be cut",....makes some good observations, which I agree with. I also believe 2017 will be the year, in which Barryroe will be progressed forwards (given recent guidance),.... yesterdays news was very good.(imo) The potential for a Barryroe Farmout to happen in first quarter 2017, was the only reason I bought back into LOGP, earlier this year. BW

Agree JH77 , I also see this as very good news for LOGP,... from your post on the PVR board, I assume you are more likely to attend the LOGP AGM now. Also been considering increasing % of my portfolio, exposed to LOGP,... to adjust, for what I see as a lower risk investment, after todays RNS news;- Steve Boldy, CEO commented: "We are very pleased to be granted these extensions to the Barryroe licence, which provides additional security of tenure whilst we continue the farm-out process. The Barryroe partners are in dialogue with a number of parties regarding advancing the appraisal of Barryroe through to first oil. The extension work programme includes evaluating the deeper exploration potential of the licence, which offers exciting upside, over and above the substantial resources already identified in Barryroe." Source: http://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/LOGP/13293333.html BW

No JH77,.. have a holiday booked for around the AGM date. Would be interested to hear any feedback, if you go. BW