Member Info for zebbo

Nice to read the possible source of the GS rating. Cheapskates

xxxx.mckinsey.com/industries/oil-and-gas/our-in-sights/~/media/0B218D0C0A6749679268EDCB0E83F57D.ashx

Just added another 20k shares :-)

Where do we think the SP will settle if no buyout

Odds on for another extension. If an offer was expected by 24 Jan, I would expect to be higher, nothing is leak proof, but you never know. Either way its a keeper

Think the rise this morning has more to do with the Gov meeting with the bank execs, on why banks are so undervalued. A worry for the government with low valuations this could impact their ability to loan to businesses etc. So lets see what Mr Hunt and the execs come up with

Based on this update. Why are we messing around with these puddles of oil with $100M at hand. We should be focused on multi 000s bbls production (IMHO)

Opex and decom costs likely to keep the SP in check. JSE need a quality low cost bolt on to average out the the high cost risk profile

As they say, every dog has its day.

If SQZ does a HBR, we should see a significant jump in SP

Not sure we have the right management team in place for such a bold plan

Strange thing to do, however lots of people still on xmas leave. Guess they need more prep time

Yeah, but there is no reason why RBL could not be part of a production based deal

Dilution is not the only way. The BODs all have finance backgrounds. Would not be surprised to see debt based approach (RBL) or other financial instruments

Lets hope we dont miss our numbers, see JD got a 25% haircut for missing theirs whilst still making a handsome profit

50k @ 117.9, lets see

There appears to be a lot of unhappy investors that feel we CHAR is a Ponzi scheme. With a BOD that are far to well paid for what they do. The green initiatives have a lot to prove and could yet turn out to be be money pits

Park emotional baggage at the door and just trade it.

THG is all about timing trades, forget the politics

Whilst the herd panic, always pays off here

Panic looks to be setting in again

so we will have more selling by ****ed off iis......great

Listening to the Peel Hunt interview again. Just as a reminder of the current strategy. MF and team remain fully focused on the UK and short term returns on investment. Here in lies the inherent problem. There appears to be no real ambition to move outside their comfort zone (UK NS), even in the face of EPL and uncertain political/tax backdrop.

For me that shows real lack of ambition within SQZ and the BoD. Thats the difference between us and HBR. HBR nailed their colours to the mast from day 1 (post intro of EPL) and changed strategy. Not SQZ, we will plod along in the NS until Kerr puts the final investment nail in the coffin, we all know whats going to happen here, with the exception of SQZ BoD. Poor long term strategy management IMHO........All been said before, but remains a frustrating fact