Member Info for zebbo

Have 250k of these blighters. Confident we will see some action at some point. Hopefully upside :-) They already owe me 4k

With GBP and SEA (next cove energy) I remain 100% confident that there remains massive upside in the coming months. With 25Yrs+ investing truley big opportunities take some finding and are thin on the ground

StanA, depends on how you measure value and how patient you are willing to be.

Ask Geraldine Murphy why she joined SEA...lol

For me anyway, picked up another 200k

8.5m Mcap, 9TFC - enough said

DROs can be funded in many ways, the key is getting the DRO

Fund raise is inevitable and should form part of your investment thesis here

Looking forward to the results and presentation. Hopefully we are still on a good timeline trajectory

Cannot work out if we will need any further cash, or we can spin this out until India cough up (assuming they do)

Based on the current rate of burn. They need to look at the wage bill

Why buy decom and debt burden

That is what will happen

Followed by an overseas takeover/merger and re list, possibly in the US

Does not take a genius to work out this would be a big upside win for Mercuria

Lets not forget that we do have supporters. Scottish MPs & Unite + Jim Ratcliffe (INEOS) a large sponsor of the Labour party. So this is not going to be plain sailing

IMO we will move to 78% and allowances will be reduced, but not ceased. A sliding scale may also be introduced ie if POO & gas hit certain levels

Feels like we are moving to the end game @135

Im amazed why this continues to drop. The market cannot be so wrong for so long surely

Are we going to be 40s next week and 30s for Xmas......

138

Whats the expected time frame for the spin off. Cannot remember from the last interview

Worst case was 1.90 - no sunset, no capex allowance etc, 78%EPL

On what basis!!

6 months pay.......he is bleeding this dry

At this level, drop yesterday was well overdone with sum of the parts being 8-10p, no brainer

Will settle for 4p. Expect it will bounce to 2-3p based on sum of the parts