Xplorer Share Discussion Threads

[skier100] 25/9/2014 16:54

The 1st step on the road to a rerating began today for XPL. A flood of trades came in. Awareness of XPL is expanding among investors. Plenty of newsflow on the way, including the company AGM in a few weeks.

[colin12345678] 25/9/2014 11:09

Same deal as WRN get in early pressure is building here

[skier100] 25/9/2014 10:31

XPL is ready to blow the doors off.

[skier100] 25/9/2014 09:26

This one is ready to roll, guys. Strong charts. New deals. New newsflow. Will move very fast.

[workinglunch2] 25/9/2014 09:24

Well some believe good news is on its way, a lot more buys today.

[workinglunch2] 22/9/2014 10:15

So quiet for such a long time, and now a posting of the annual accounts and agm on 14 October. I'm not sure there will be good news. However, the agm is held in a law firm, make of it what you will.

[tamer investor] 19/9/2014 09:14

ZZZZZZzzzzzzZZZZZZZzzzzzzZZZZZZZZZZZZZZzzzzZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZZzzzzzzz!

[workinglunch2] 12/9/2014 10:40

Someone has finally bought a fairly large amount of shares. Are we about to finally get some excellent news?

[tamer investor] 12/9/2014 10:23

.....going back to the 30's

[tamer investor] 03/9/2014 14:17

.........into the 20's

[fretfreeinvest] 20/8/2014 15:01

tamer investor - I don't think they are both buys, as they are for the same amount. I think they are a joined sell and buy back as part of rolling a T20 position forward.

Lots of people are away in August - so may be it makes sense to wait until September before they release the news.

[tamer investor] 18/8/2014 15:13

....couple of nice chunky buys.

[workinglunch2] 11/8/2014 10:45

Imo it will come at any moment. Previously they were looking at two assets and then they added another one, which would mean more due diligence time and thus further delays to the whole process. But from the last rns they are "in the main complete" and are therefore just wrapping things up for the final announcement.

[tamer investor] 09/8/2014 15:37

"Shortly" again in the last RNS's. Can anyone define an XPL "shortly" please. Mind you I guess they are looking at 3 targets now.

[moreforus] 01/8/2014 11:04

20k of sells ..hardly a big sell off...plus they are now close to completion on 3 and not 2 assets....

[workinglunch2] 01/8/2014 09:01

A muted response to yesterdays news, and this morning a sell-off. Is it due to the long wait for news or the fund raising that company plans to hold. Whatever happens the enlarged company's market cap will be much bigger than the current one.

[liquid millionaire] 31/7/2014 21:55

So far what the XPL management have stated from the IPO times has proved to be accurate except for timings. The deals being struck at 100p and a move straight into the FTSE 350 could well still happen. Aimo. DYOR.

[euclid5] 31/7/2014 20:29

so is he happy to pay 100% more for placing shares thrn the current share price - if so he would of been out of this game long ago - I also know investors that participate in many fund raisings & they will not pay 100% more especially for the risk involved in Exploration

$75m is a huge amt of funding - by the way what has the Imara co got to do with XPL

as I mentioned before many high level people will go to very extraordinary lengths to tell investors what they want to hear - plus there are wealth mngrs / Private investors - Private equity & Hedge funds that clamber onto many private co's investments pre IPO & sell off after they IPO

at the moment what asset do with have in XPL - no production no assets no cash flow just a good sound business idea or merging with oil co's that have some exploration assets & funding them & funding means raisings huge amts of cash via placings

They may get it off at 100p - if we were in 2009-10 & 2011 but the market conditions have changed dramatically since then

Example - I calculated LOGP's BarrY NPV wi of 20% at 300p per share - today it's trading at 96% discount to that - agree though PVR has so far failed to farm this out

[ryan83] 31/7/2014 17:06

euclid LM participates in more placings than Birthday parties so out of all of us here I guess they may know a bit more?

I am pretty sure on the original Imara PDF I seen 47p funding of $7-8m but then they would need a further $75m to carry out the exploration / drilling program of additional wells and also crucially that one of the assets produces 8,500BOPD. Lets see.

[euclid5] 31/7/2014 16:25

LM what you must realise is times have changed since then - BoD's need to upsell their business strategy to s/holders pre IPO - It is possible if they do a placing at a large 100% premium to where we are today - but as the above post proves they were talking about this in July 2013 - oil co's are risky which ever way you look at them & at what ever stage

[moreforus] 31/7/2014 16:08

lol wasnt it 16po then...so probably 1000p now (-; please

not unheard of look at VMP 1000% premium

[liquid millionaire] 31/7/2014 16:05

XPL



Liquid Millionaire 24 Oct'13 - 21:30 - 41 of 58 0 0

Good evening euclid5. Basically the 100p came from the days just prior to the IPO where at a meeting with management it was stated and in writing that a major deal was extremely likely to be done at 100p before year end.

[euclid5] 31/7/2014 16:05

Thanks for the post LM - but don't forget regarding the below they will need large amounts of capex to bring oil assets into production - so yes they will need to do a placing & major investors don't pay much above market price for the large risk factors in this business they want large discounts, which is very common

doesn't matter who backs them or what they said pre IPO - we are going to raise at 100p - but depends on what assets they buy & how close they are to production - the work commitments required on the licences etc & where they are based

This is an interesting beast as nly 12.4m shares in issue & capped at £4.5m - all depends on the BoD's past oil business trading history really

Not comparing like for like but re the looking at 90 candidates - can they provide factual proof of this - because BK & co at NEW (which is the biggest AIM oil & Gas dog in the past few years) said they looked at 50 assets worldwide & went for Belize which had 50 previous dusters except SL & ND oil fields...the rest is history there!

"The opportunity set comprises existing production with significant development upside, offshore exploration in a province with high levels of industry activity and finally, a large acreage position in a prospective but under-explored onshore basin. Xplorer and Sprint continue to review other opportunities that could be added to our portfolio"

[liquid millionaire] 31/7/2014 16:01

Liquid Millionaire
11 Jul'13 - 16:09 - 275696 of 430328 0 0

XPL



XPL are a shell [clean] which has fully listed today i.e. not AIM

They say that they will do a MAJOR deal at 100p within 3 months that will propel XPL into the FTSE350

They have serious backers.