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||Market Cap (m)
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Bowleven Share Discussion Threads
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|Thanks Shak, I hope this turns into a profitable little transaction for you as well.
From here on in Ashworth et al have nobody to blame anymore, but themselves.
We'll still agree to disagree on our definition of "waste". Exploration requires risk and running a business cost money.
At Bomono clearly they spent too much, but that's the business. Anyone who doesn't get that and understand the risks shouldn't be rolling the dice (this comment is not aimed at anyone in particular before you all jump on me!)|
|I wish you well, winnet. Onus is on the new board to now slash costs - they have been horrific in the last few months as usual.
BLVN still has circa $90m cash and a terrific asset in Etinde. Not much downside, IMHO.
Sad thing is, over $100m has been wasted in such little time by the outgoing board. Shocking.|
|There is no "old guard" to support anymore and theres nothing naive about my views at all.
Clarkson will go soon to IMO.
I don't see huge comparable upside with COCs strategy (as many have noted). I also see more risk with the majority holder residing in a tax haven and nonadherence to CG best practice.
I sold out the majority of my holding and that's that.
There is no wrong or right with any of this. Just differences of opinion.
I maintain that Bomono is valuable. 4 million per annum in revenue net. That's my prediction based on my own research. SHN will not have had the books opended to them in the same way VOG have. So I know which horse i'm backing.
COC have got control. They will execute their strategy. How successfully remains to be seen, but i will not be a sizeable holder when they do.
oh - and as for the shareprice "telling me things". Pleeeease!|
|Good news today, old guard out.
I don't usually like to personally comment on posters, but Winnet - you come across as very naive/blinkered with your consistent support of the old guard.
The share price is telling you exactly the opposite to your opinions, and has done for years.|
|Simon Thompson's recent comment...
"Of far more interest to me is that these developments pave the way for an accelerated disposal programme of the company's assets. It may not generate the maximum cash returns for shareholders, but there should be significant upside nonetheless."
|Sand Grove, at least, appear to be full of the BLVN Spring.|
|did I miss the snh press release?|
|Clarkson could have resigned. He chose not to.|
|Well I guess if Clarkson doesn't change his ways he'll go the same way as Hart pretty quickly. The new directors have control of the board 2:1 now.|
|Given that he appeared to be siding with old gang during the interregnum, interesting to see that in this morning's RNS Clarkson is given as the contact point at BLVN. Perhaps, all is not as appeared.
Meanwhile, I wonder what is now going to happen over COC's two Frenchmen - five is two too many directors for a BLVN holding company.|
|I think we need to know the true picture of what Bomono actually is before any decision can be made on it. Clearly the VOG deal had something to do with the last BoD hanging on. The SNH press release was "news to us mate" and so there must be much more to it.|
|So what do you propose blvn do with bomono other than selling the gas?|
|and the downside for blvn loglorry?
Hopefully no more downside on Bomono now sanity has prevailed. I'm hoping wasting $100m was enough.|
|and the downside for blvn loglorry?|
|Vog are still spinning it as a winner but then I suppose they would. Very little downside for them.|
|The authorities had to agree to Bomono by June 30th otherwise either side could pull out.
I would expect the deal to be dead in the water.|
|Don't be silly winnet. It was obvious that CoC would just buy more stock. He didn't need to faff around to realise that.
I note winnet you have gone quiet on your claims that Bomono is worth something now. Perhaps you read what the SNH really think and have modified your thoughts?
|You're a cynic aren't you log. I'm sure it had nothing to do with "leaving packages".
He probably realised that COC were going to get enough stock to force him out and jumped before pushed. Nothing to do with his own personal circumstance.|
|The independent review makes sense and was supported by the COC director nominees. I suppose now that Allan has gone there is no need for the EGM, unless it is called to replace the COC original nominees with a more pliable lot. :) Also there is no need for an office in Edinburgh now. Cut costs to the minimum necessary.|
|Silence about what? You had news an hour ago, what were you expecting in the last hour?|
|lawrence23 / DonpatrolTime will tell - place your bets.|