Member Info for zebbo

Agree TomHH, our BOD do not appear to be very proactive in the M&A space (ENQ merger being initiated by ENQ)

SQZ are turning out to be the CAML (for those familiar with mining stocks) of the UK O&G sector. How many years will we wait?

Answers on a post card........

We survive and collect the next divi...............then what!!

Please no more NS and what feel like illegal taxing to the point of distruction

The BOD need to think further afield. My worry is they dont have the depth of experience to make this happen

SP could be related to ........Seascape remaining focused on new business activity by actively pursuing growth opportunities through ground-floor initiatives and potential mergers and acquisitions, hoping to “materially” expand its portfolio during the year.

Perhaps we have some movement

Can only buy in 1k at the mo

Have been doing small vol dummy buys/sells this AM, very little stock about.

On top of this we are expecting news / update very soon

More re hashed old news. Cheveron and PEL 82 farm in was around Feb. All this article does is fill editorial space. All it says is that GBP (not GEO) is exploring PEL94 and looking for a deal. Which is what we have been looking to do for the past 10yrs lol

Issuing equity 5% above NAV

Board punters and worriers. However. enerprise vaue ~£8M is a joke

The SEA team are working hard and I am more than hppy to hold. The SEA BOD have delivered on everything thus far.

Current POO may also help with any deals in the mix or being considered

Put all this to one side, ask yourself this one question. What price will the SP be when the drill bit turns on 2A

I was tempted, but already have 4%+.

The BoD are in at 1p, distressed seller of 5m a few weeks back, stock nearly cleared

Deal expected very soon :-) REIT tide is starting to turn after a long time in the doldrums

IMO, what does HBR have to do? Seems like nothing is good enough

Divi comes from the operationala pot. The share buyback / debt reduction (RCF) funding comes via the capital recycling programme

Sell the bounce feeble as it was. Any sort of deal is months away at best. The macro needs to play out first and Shell have said as much.

New lows coming IMO

Can anyone shed any light on why IIs have been consistently selling SEIT over the past 12 months

Sell the bounce tomorrow and buy Shell

I expect the OPEC move, driven by Saudi is is 2 fold.

1. Gain favour with Trump ahead of next months visit.

2. Reign in the rogue states to obtain compliance

On that basis this may be the end of the production increases, so a little more short term pain to come + we have an Iran no deal that may help support POO around current levels. Then we have the wider macro and who knows how that will play out (recession / no recession) Then the cycle starts again, same with the miners

HBR options/impact, capex reduction, modest divi reduction if things dont settle over the next 3 months

Will never happen, at least not in the timeframe most think. Shell / BP has been doing the rounds for years. How can the Shell CEO say the best place for FCF is to buy back their own stock. Then 1 day later some spurious leak says Shell are running the rule over BP = pure speculation

I fcast aSP mark up on Monday that will be sold into, as the maco / OPEC impact becomes the bigger story

Key element of the statement - "shell is waiting for further stock and oil price declines before deciding whether to pursue a bid".

Looks under pressure today for some reason, any thoughts

See they grabbed 4.5m yesterday instead of the usual 3.5m

Ive gone contrarian and picked up another 40k