||EPS - Basic
||Market Cap (m)
EF Realisation Share Discussion Threads
Showing 151 to 167 of 175 messages
|NAV down again btw, now 81p so fallen 10% in 3wks of listing. Very Lonestar-dependent but without the weak £, would prob be another 10% lower. Can work both ways of course.|
|40p were sells, 41p was a buy, IMO.
@Gbill11 - thanks, interesting article re Lonestar. You're right - 3/4rs of EFR and pretty risky with the level of debt & hedges running out. Is a risk I'm taking on, but outcome far from assured.|
|chunky buys I noticed here|
|Lonestar is out 75% of this trust I believe. Am I the only one who thinks Lonestar looks terribly risky. It has massive debt and its oil price hedges in the $70s have either run out or will run out in the next couple of months. Either the oil price rises or Lonestar have to sell assets and if neither happens then is it worth anything at all?|
|Finally got them tradeable in Selftrade, took another phonecall. Bought yet more this morning (& didn't pay 43p).|
|Not sure what to make of those multiple 55ks. If they're buys then they've paid less than me. Still a stream of small sellers at near the bid, had no idea ECWO had so many small shareholders.|
|Still not tradeable in Selftrade, makes me think there'll be a few more sellers when it is. Added again this morning.|
|Thanks. Still trying to get it "unblanked" in Selftrade, but TD are finally allowing purchases in ISA. Mixed feelings about EFR - obviously very Lonestar-dependent, with uncertainty as to timescales - and MMs keeping it stupidly illiquid for the number of trades (generally small sells) going through. But then again - a sucker for big NAV discounts and having got no EGL to sell or add to, will probably add yet more EFR, having added in 2 a/cs already (to take it up to reasonable holding rather than 1/4 size of old ECWO).
Lack of alternative homes for the ECWO cash too - most of what I'm watching seems fair value atm, and anything seemingly cheap I've got already.|
|Portfolio company Texas energy future holdings, emerged from chapter 11 this week. It was written down to nil in the accounts. Their may be some value in the bonds, but I would expect the equity to be of no value.
|NAV update out after hours, a 7% fall of £3.2m to 83.9p nav.|
|All 3 of my brokers have now done the adjustment, all 100% cash & EFR.|
|One broker sent me an enormous hardcopy of the prospectus, badly photocopied but wish I'd kept it - would have been much easier going through it with a highlighter than having to try to dig it out (ECWO.L now gone) & search it numerous times.
Still no adjustment beyond EFL on any of my a/cs but can't be much longer.|
|I set a limit buy order which failed to get filled on Friday. I saw buys at around 42p and set my buy price similarly because I am not paying 47p when sell price is 37p.
Online quote was 46.89p with Halifax.
Will continue to monitor.|
|A sad day .|
|Whats happened to the Etrade BnB? :-) Had a look tonight and it's gone!|