|Mon 09:03||le_commissaire||I have banned Carla more so for the posts on the other board.
There is also a place here for negative posts as long as they have substance but those made were simply rather obvious.
Cole, morning. Sorry i missed your post.
As i mentioned a couple of weeks ago, the bridging loan is weighted in favour of BLVN due to the nature of the regulatory system of approval with SNH and the MoM.
In... read more...|
|Mon 15:29||ghhghh||I'm loaded with BLVN so may be blinkered but imo cheapest O&G
Deal values BLVN at 32p net cash on completion ($175m), further 14.5p cash to follow ($40m as drill carry, $35m cash). Hence unconditional 47p cash incl carry.
Read across values remaining Etinde interest 24p/$125m
Hence solid tangible NAV on cash and Etinde 71p
The 14.5p cash/carry is unconditional. Many don't realise that and... read more...|
|Wed 08:03||leoneobull||http://boards.fool.co.uk/repo-you-were-doing-well-until-you-got-to-there-13109957.aspx - thanks Paul Curtis.
My understanding is that BLVN have no significant commitments at this point in time. Furthermore a significant portion of the $175m must be set aside to fund their 20% Etinde development.
I accept the 'some people never learn' bit but this flips the other way in that some investors... read more...|
|Tue 10:05||le_commissaire||To Elena iii
(if someone can relay it)
I notice while reading the usual moronic statements that you write (insert Russian name here to pretend to be a female) that you summed up a reply to my long support post with just a one line saying that it is undermined by the fact that i did not know that there was just 30 days in November?
Dearest Apologies. I should have had a calendar next to me... read more...|
|Mon 17:47||winny155||Carla, with all due respect you're a troll on XEL and you're becoming a troll here. Grow up or move on. read more...|
|Mon 10:32||gloucester rugby||This is my take.
I am not the least bit surprised at the subdued response to the RNS. We all know that on the ground it is very good news. Bonomo Drilling Rig signed and shortly we will have a significant cash cushion. we have a loan facility which arguably most small O & G Explorers would find hard to achieve.
Cash is king and the market want belts and braces.
I now firmly believe that... read more...|
|Mon 08:21||griff2711||Somof you need to read the whole RNS:Notes to Announcement:(1) The information in this release reflects the views and opinions of Bowleven asoperator and has not been reviewed in advance by its joint venture partners.(2) The $30 million bridge facility with Macquarie is structured as a corporate loanfacility with an arrangement fee, a commitment fee on any undrawn amounts and interest payable... read more...|
|Mon 07:39||bigboots||The interesting part this morning is that the Ministry has given the go ahead to Lukoil which removes a very significant barrier to enable another predator/s to trump Lukoil's deal with BLVN read more...|
|26 Oct 2014||shrewdmole||At a time so close to us long term holders finally being rewarded can we not have some solidarity between us.
The boards will be full of new names banging the RNs after a sudden rise so let's stick together as seasoned and knowledgable holders.
Good mention in the papers I hear yesterday. Asset based investment now.
Jpm must be laughing all the way to the bank.
Talk of valuations and... read more...|
|24 Oct 2014||newswseller||Pillow you are all that is wrong with society, just a self centred position posting CNT read more...|