Member Info for zebbo

This ME crisis plays into the renewables narrative IMO. That said O&G away from the UK looks good as risk premium is likely to stay eleveated . Poor old labour dont know which way to look first

Moreover, this is a terrible update, how will they wind down................whats the plan stan!!!

They have given us the "why" to some extent, what about the what, when, how etc

Based on the following statement......years IMO......A key priority has been seeking to sell investments to reduce gearing and improve liquidity but this has "proved challenging", SDCL added

This has gone down like a s...........

Trying to work out if there is a good entry point or even its worth the effort

I managed a further small 25k purchase this AM, still no print. This is only going to get tighter as news looms large

Looking likely, based on dummy bid and sell volumes. Also the single didgit off book volumes indicate worked trades, even small ones. Interesting, but with big news due on Temaris & surrounding blocks it comes as little surprise

SEA's position is now stronger than ever. Prospective partners should be paying top dollar and SEA should be in a strong position to negotiate hard, especially with ME risk. Even if a deal is hammered out in the ME there will remain a greater $$ risk premium going forward

Another one bites the dust, some of our assets will take an age to get rid of. As they have previously stated its a very tough market

Seems to be the analysts take on the ceasefire

Not sure what people expect anyway. ECO got undisclosed admin expenses for their block/s and that was it, ie FA in real term

The tweets start when the begging bowl is low. Thats how it works here, has nobody told you...:-)

Correct, not much on this AM so thought I would check in to see if any "real" value has being added lately, or if more cash is needed.

Re PEL, the data room is that old it must be in danger of becoming a time capsule...lol

Is a good old fund raise to get the blood pulsing again - still no takers on PEL after 10 yrs ....lol

For me with 100k shares (added a big slug this week). Lots of market volatility, who knows if/when it will calm.

That said, whatever happens to the SP near term, its an easy keeper in these torid times. Certainly does not keeep me awake at night :-)

I got some through today via HL, again ~30%

Lets hope they have some downside protection for Meta and Google. IMO they should be dumping Meta. Right or wrong this litigation success will continue to pressure the SP short / med term. This success is also being labelled as a "tobacco moment", - not good

Very small raise all considered. Big news to come on many fronts. You can bet your bottom dollar we will be double todays SP as 2A approaches.... :-)

Fingers crossed I get my 70p allocation filled... :-)

They may need to commit financially as part of any deal

It was not clear on the presentation how long the cash would last and what it was for exactly, unless I missed that point

I think we need more cash, fingers crossed for another raise

SP reaction not that good, expected better on what seem to be good results. Maybe something underlying