Share Name Share Symbol Market Type Share ISIN Share Description
Savannah Petrol LSE:SAVP London Ordinary Share GB00BP41S218 ORD GBP0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.375p -0.96% 38.875p 38.25p 39.50p 40.00p 38.875p 39.25p 445,636.00 16:21:44
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 0.0 -5.0 -3.4 - 82.68

Savannah Petrol Share Discussion Threads

Showing 276 to 299 of 300 messages
Chat Pages: 12  11  10  9  8  7  6  5  4  3  2  1
DateSubjectAuthorDiscuss
29/3/2017
15:23
Well into the 40s tomorrow:)
ch1rp
29/3/2017
13:06
They are currently 39.4 to buy.
captain james t kirk
29/3/2017
11:32
Very difficult to tell what's buys and sells.
mdumont
28/3/2017
12:40
looks like 3d is on its way by the end of the week
theblackbaron
27/3/2017
09:10
By the end of the week, as per the recent RNS. Also could have joint venture news very soon as well.
simonparker5
27/3/2017
08:59
When is the 3D going to be rns ??????? with oip increases ??????
theblackbaron
25/3/2017
12:48
In your previous post I note that you state there could be around a dozen ii's and significant shareholders below the 3% reporting threshold and I agree. The total SAVP institutional holdings could comfortably be in the 80% plus range. I'm following SDX very closely. They disclose down to 1% and do themselves have 12 holders between 1% and 2.9%, including the likes of JP Morgan, Axa and Allianz Global. I see the last shareholder update on the SAVP site was 22nd August 2016, so there might be another one posted shortly.
captain james t kirk
25/3/2017
10:41
My mistake captain and thanks for pointing that out. I misread them as being duplicate holdings (CEO/Peleng) when they are not so this reduces the free float even further. Now looks as follows - Directors hold 10.18%, Standard Life 9.91%, Fidelity 9.69%, Capital GC Inc 8%, Legal & General 6.61%, Petro Ventures 6.24%, Henderson Global 4.95%, Aralia Capital 4.57% and Ludivine Capital 4.17%. Above 9 holdings account for 64.32%. Morgan Stanley were previously over 5% at 10.75m shares but no longer reportable as they fell below 3% when the 2nd placing happened diluting their percentage holding - so they could still be here (or not). Also Fil Investments International had 7.437m which if still held is under a notifiable 3% interest due to the last placing causing percentage holding changes. Fil Pension Management had a separate holding of 2.295m. If those 3 holdings alone remain intact, that accounts for a further 20.5m shares or 7.5%. Possible therefore that as little as 12 holdings account for just shy of 72%.
zengas
25/3/2017
08:08
zengas Any reason you didn't include Aralia Capital 4.57% and Ludivine Capital 4.17% in your listing ?
captain james t kirk
24/3/2017
17:24
On the fence here, only reason is no funds currently available. GLA, GD
greatfull dead
24/3/2017
14:30
Just hoping the twitterati crowd don't discover this one.
divmad
24/3/2017
09:27
The 38p placing which was done when the actual share price had slipped to 23p, was oversubscribed and prior to that there was a limited free float. I think the fall at that time was due to small sales and little buying/liquidity during that period otherwise how could they get a massive $40m capital raise away at that price ?. "This fund raise was oversubscribed and has been extremely well supported by both existing and new shareholders". Now that a significant drilling campaign nears and also the possibility of a farm in, the free float may be as tight as before. Directors hold 10.18% Standard Life 9.91%, Fidelity 9.69%, Capital 8%, Legal & General 6.61%, Petro Ventures 6.24%, Henderson Global 4.95%. All the above holdings represent 55.58% from the above 7 shareholders. Those are just the main shareholders listed, so how many more institutions are under a notifiable interest ? Given the blue chip list above, it wouldn't surprise me to think there could be a dozen or more possibly holding an un-notifiable few per cent each and possibly a tightening supply of stock ? edit - Morgan Stanley were previously over 5% at 10.75m shares but no longer reportable as they fell below 3% when the 2nd placing happened diluting their percentage holding - so they could still be here (or not). Also Fil Investments International had 7.437m which if still held is under a notifiable 3% interest due to the last placing causing percentage holding changes. Fil Pension Management had a separate holding of 2.295m. If those 3 holdings alone remain intact, that accounts for a further 20.5m shares or 7.5% in relation to tight free float and my thinking on other significant but un-notifiable interests.
zengas
24/3/2017
08:40
Tried to buy another modes amount this morning (only £2.5k) and straight to negotiated trades? Are we really in that short of supply here?? edit: Cant buy even £2k now....
dorset64
23/3/2017
14:06
Nice to see the placing level breached...just bought another 50k.
miti 1000
23/3/2017
10:07
Divmad The m/caps are where they are because what they have are total opposites. They both offer various levels of upside if successful and of course different levels of ceiling constraint on their ultimate valuations relative to their assets. I hold both. AAOG has oil/gas found in multiple zones in the Tilapia field with reservoirs that have been significant producers. It's their only asset and their licence area is the actual 50km2 field. It's next to billion boe discoveries but their net potential if all reservoirs are further proved up is estimated at 11.5 mmbo mid case (to 31.4 mmbo high case for the oil) and a further potential of 19.6 - 49.5 mmboe gas in the mid to high case i beleive. That doesn't include 3 existing shallower point indienne reservoirs. It's working on the basis of being a significant producer within a matter of months on its existing infrastructure. If fully successful it should be multiples of it's current value. The directors have no desire they say to seek other assets so the one field it is. Savps net licence area is 13,655 km2 and over 100 drilling targets and is 80 times AAOGs mid case oil potential (even after a 50% farmout if it happens) and also within 10km of significant CNPC discoveries amounting to over 975 mmbo P2 as of mid last year with a low risk and high chance for success. MOUs in helping Nigerians and potential for further transactions on that side of the border. In addition any farm-in to Savps licence could be worth more than their m/cap.
zengas
22/3/2017
19:41
Zengas, how do you assess the relative upside/downside on SAVP with AAOG, which I know you also like for its oil prospectivity, but which is 1/5th the MC?
divmad
22/3/2017
17:31
Westie, you should add ARS to that list if you have a couple of spare £'s. DYOR but I am very happy holding them & SAVP amongst a few others at the mo.
dorset64
22/3/2017
17:13
Yes, as ever Dorset. Thanks Zengas. Exciting few months ahead guys -- SAVp / PVR / 88E drills all turning at the same time. Thinking of buying a new prayer mat ! :-)
westmoreland lad
22/3/2017
16:18
As ever Zengas, in-depth & quality research. Thanks.
dorset64
22/3/2017
10:08
My thoughts on the drill programme - The rig is booked for 3 then 6 optional wells. No farm-in partner imo is going to get into this kind of opportunity cheaply and should if it happens in effect see the company funded for a considerable first phase drill programme. The stacked eocene target wells are 25 days average and around $4.25m. On the way to the eocene they will pass through the shallower stacked upper Sokor targets. The deeper targets are the Yogou. On R1 the Damissa prospect has proven oil "accumulations" within 10km and is also in the main kitchen fairway as the others. On the R3 Bushiya prospect with 5 interval targets and a 6th as a lead, this prospect is within 10km of proven oil accumulations. Again on R3 - the Kunama prospect with multple stacked targets in 3 geological zones, it's situated within 14 km of proven oil accumulations. When you look at the mapped chinese discoveries you can see the similar and even greater distances between multiple prospect discoveries. The flow rates from the eocene have ranged 1000-3000 bopd and are estimated to lie at 1200m - 1800m depth (having stacked reservoir targets within - ie more than 1 eocene target). That leaves the upper Sokor targets at a shallower depth - so if it takes 25 days average to drill the eocene - they would be passing through the shallower upper sokor much sooner - maybe less than 3 weeks from spud ?. Below the eocene lies the Yogou formation where discoveries were made by the chinese at 2500 - 3000m with similar bopd flow rates to the eocene. If the eocene is an average 25 day drill at $4.25m cost - then with the deeper yogou, the cost may be around $8m/well in total ? I feel that the 9 well total option could form part of a phase 1 farm in and why Savp have reserved that drill option with Great Wall. With the short drill times, multiple targets per well and extreme close proximity to proven discoveries of 975mmbls P2, There is 2.2 billion bls risked recoverable over multiple interval targets and low drilling costs. It does not get much better than this imo and for any partner to commit a minimum $50m to a drill ready, seismic backed opportunity, early 2 year production, knows it is not a one shot wonder for that money and that is why there has been consistent mention of farm-ins for up to $250m which is reasonable considering all the factors above so i would think reasonable over 3 phases dependent on the success of phase 1 - all imo). No wonder it has such a strong blue chip investor base. As for the route to market - there are 2 options and one is the trucking option that could go to Kaduna. Whatever option, production is being envisaged within 2 years of discovery so not right away. Saying that, i'm not here for production - purely reserves growth and a likely sell on/takeover to a major player (Majors across the border in Chad and CNPC already here with a $5b investment committment as are Sonatrach).
zengas
22/3/2017
09:36
Another nice start to the day, and thanks for that link thomas.
dorset64
21/3/2017
13:54
Hi guys, Thought you might like to see Andrew Knott's (CEO) interview on TipTV with Malcy this morning. hxxps://goo.gl/NfIyDK
thomasthetank1
20/3/2017
13:00
Hi guys, Thought the below link to an interview with Malcolm Graham-Wood, which highlights the exciting period the Company is entering into, might be of interest. His comments on SAVP start at 24:30. hxxps://www.voxmarkets.co.uk/blogs/738-the-peoples-operator-tpop-malcy-on-sdx-savp-igas-connor-campbell-on-fevr-kg/
thomasthetank1
20/3/2017
13:00
https://audioboom.com/posts/5726600-738-the-people-s-operator-tpop-malcy-on-sdx-savp-igas-connor-campbell-on-fevr-kgfSAVP starts at 24:25GLA
mdumont
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