Member Info for zebbo

Will want a good deal. There is no incentive to let SQZ go on the cheap.

Heart of hearts, I believe £1.50 will do it regardless of how that is divvied up, shares/cash/divi etc

Synergies must be 20% at least

Would not be surprised if we dont hear something from ENQ by then as this is the only game in town

I expect results to be weaker due to Triton

Then theres the divi....Hmmmm

IMO - Its short term holders getting bored. I will be adding on any further weakness. My time horizon is 2yrs min. I expect to look back (like many I suspect) and conclude what a bargian price this is at the moment.

Putting everything to oneside, lead up to 2A will see us way higher than today. For those that have been here for a while there is no need to elaborate :-)

Question as a newbie to SEIT :-)

Do SEIT have plans to recycle capital ie sell some current assets at NAV and re invest in better more profitable assets

Anything North of £1.60 would do it

Divis are all well and good, but when you get the capital depreciation that we have had its small consolation.

Not sure why we have such a drop today, other than an RBC PT cut to 280 (340) - BUY

What ever path they choose, they need to bring in before 2030, hope thats the plan anyway

That the biggest issue. China used 5.8% less coal last year, green power becoming more accessible

In addition coal has been over mined so stock piles still rising,.....race to the bottom. This needs to be address by the BOD

I do expect another RNS spelling out the following as a min

Impact to FY24/25 production

Financial impact FCF / divi's

Impact on ENQ negotiations (if any)

If Triton comes on stream May, do we expect any other planned maintenance

What happened to our rep who was meant to be helping Dana since Jan, whats the full Triton story ++

Best advice is to watch via SEA website. B

ODs doing a brill job 2026 into 27 will transform SEA IMO

The SQZ calamity with the FSO is bad news. On top of the EnQuest deal (if it goes ahead), there will be no share price premium, and the dividend will likely be slashed. In fact, with the FSO issue, the dividend itself looks to be in jeopardy IMO

Cannot trade this on EQi

updated cav note

https://*********************/companies/uk/oil-gas-services/seascape-energy-asia-plc/research/cavendish/seascape-energy-asia-completion-of-transformational-farmout/129_e4b22dc0-e7c9-49cf-8ac3-f23cd47165a3/0b422c02-1ab5-4f98-8b73-e52a74fd5bfe

Brilliant job, yet again, by the BOD in hitting the timelines promised

Feels like they are not standing still and have a few irons in a few fires. Looking forward to tomorrows presentation

Since the raise just 2 months ago, red day follows red day, follows red day

Punters suckered into the riase appear to be dumping volume daily

Ready for the next raise.....:-)

3.91 to 3.26, all helps

Purley following FSA rules (basically its about 100% trading transparency - Financial Supervision Authority (FSA) takeover rules, as defined by the UK Takeover Code (administered by the Takeover Panel), involve provisions regarding equal treatment of shareholders, preventing actions that could frustrate a takeover, and ensuring bidders have adequate resources for offer

I do like reading these insights, however when you boil all the comments down, they are a load of full of if's, but's and maybe's. I will just go with company RNSs thanks

This could be another poor decission from a BOD that lacks any vision beyond the NS (if they agree to a TO)

Do these guys just want to fill the governments coffers?? HBRs latest results (again) lay testament to NS and the punative tax regime. ENQ results also mirror the challenge, a royal mess IMO