Angus Energy Share Discussion Threads

[haff1] 04/3/2025 12:23:52

People are getting out!

[iceagefarmer] 04/3/2025 10:40:11

a few more days..you cant rush it,dangerous technology

[haff1] 04/3/2025 10:38:18

Where's the news on the compressor instilation etc?

[dannymaz89] 28/2/2025 21:57:38

Just me then

[bionicdog] 28/2/2025 20:32:35

Try again.

[dannymaz89] 28/2/2025 19:39:24

Let your wife slip some digits it bionic?

[bionicdog] 28/2/2025 16:08:18

That's far too much!

[dannymaz89] 28/2/2025 12:03:42

ANGS- new CPR imminent 10bcf + added potentially - balcombe appeal due 2500bopd ?- compressor online 50%+ production ?- hedge removal June doubles first 1m therms revenue ?- new acquisitions in USA, Africa and EU ?- £6m+ cash in the bank and profitableAnd moreeee ?YOURS FOR THE LOW LOW PRICE OF £13m cap

[onetomany] 28/2/2025 10:40:08

UK gas moving 106

[dannymaz89] 28/2/2025 07:27:10

Uk gas moving 110

[iceagefarmer] 27/2/2025 13:34:25

ticking up..compressor about to come online

[dannymaz89] 26/2/2025 12:23:45

That's assuming that someone else inside of aleph haven't had the 55m who is under the threshold So I think your wrong tbh

[1347] 26/2/2025 08:17:11

No it's yet more late disclosed share dealings from these companies who are related parties and hence insiders.

The latest previous TR-1 from Aleph Commodities Ltd. was on 2 Jul 2024 and stated they held 263,431,484 shares (6.18%). The first TR-1 from Aleph Commodities Ltd with a date of 15 Jan 2024 states that their previous holding was 223,431,484 shares (5.27%) so clearly they had sold down at some point before the 15 Jan 2024 and crossed the 6% threshold but had not disclosed it.

On 15 Jan 2024 they held 136,164,818 shares (3.08%) but had not disclosed it at the time. So that’s one non-disclosure and one very late disclosure. As per their second TR-1 they now hold 116,164,818 shares (1.18%). So much for that cornerstone strategic investor eh?

Meanwhile Atanas Djumaliev the Bulgarian Director of Aleph Commodities Ltd has increased his holding from 109,948,719 shares (2.50%) to 183,450,000 shares (4.15%) but again declaring well outside the period when you are supposed to do so.

Their combined holding is now 299,614,818 shares (6.78%) which is actually 56,552,153 shares less than the 356,166,971 shares (8.11%) that Aleph Commodities Ltd held themselves on 19 Mar 2024. Smoke screen.

[dannymaz89] 25/2/2025 19:59:49

Wow huge show of confidence from aleph founder

[iceagefarmer] 25/2/2025 19:33:40

big player
LONDON, May 20 (IFR) - VTB has hired Atanas Djumaliev from Goldman Sachs to be the Russian bank's head of global commodities. He will be responsible for the strategic development of the business and reports to Vitaly Bouzoveria, global head of fixed income.
He joins from Goldman Sachs, where he was head of fixed income, currency and commodities for Russia and the CIS region. Prior to that, he also worked at Deutsche Bank in London and Moscow.


YTD Price Performance: 3.33%


Average Trading Volume: 10,051,888


Technical Sentiment Consensus Rating: Buy


Current Market Cap: £13.71M

[bbd2] 25/2/2025 19:29:21

So a transfer from the company to its director. Meet the new Angus head?

[bbd2] 25/2/2025 19:26:58

Atanas is Managing Partner and Co-Founder of Aleph Commodities. Prior to Aleph, he was Global Head of Commodities at VTB Capital, where he built one of the largest commodity financing and trading bank businesses in Europe. Atanas started his career in Global Markets at Deutsche Bank, later joining Goldman Sachs as Managing Director for Russia, Ukraine, and the CIS region. Atanas is a graduate of the London School of Economics and Grinnell College, Iowa.

[haff1] 25/2/2025 18:54:20

Three late news items I note.

[dannymaz89] 24/2/2025 16:46:06

1.25m therm are hedged rest is marketLast quarter averaged 1.9m thermsIt's not hard math tbh

[1347] 24/2/2025 13:11:37

Well I'd say the declining gas flow will more than offset any small increases in the price, in fact Anguish are probably not selling much at market rate but only getting the hedged rate on much of their production.

[dannymaz89] 24/2/2025 12:49:06

UK Natural Gas is expected to trade at 134.34 GBp/Thm by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 144.76 in 12 months time

[iceagefarmer] 24/2/2025 12:35:29

massive announcement tomoro..you have been warned!

[1347] 24/2/2025 09:09:31

"Within 12 months of the date of this Memorandum, Trafigura and Angus will agree and set out specific milestones, subject to technical and commercial feasibility. required to establish a gas storage facility at Saltfleetby."

The MOU was signed 22nd February 2024. Same old, same old.

[iceagefarmer] 23/2/2025 12:16:17

Explorer claims potential 16 Tcf UK gas discovery
By Michael Behr
17/02/2025, 8:03 am
Photo of Michael Behr
© PAThe Cuadrilla hydraulic fracturing site at Preston New Road
The Cuadrilla hydraulic fracturing site at Preston New Road

Oil and gas exploration and production company Egdon Resources has discovered a reserve believed to hold 16 Tcf (480 Bcm) of gas.

According to national media reports, the company’s Gainsborough Trough sedimentary basin could provide a £100-billion boost to the UK economy.

Chief executive Mark Abbott claimed that said the results “compare favourably with some of the best producing shale basins in the US”.

The trough consists of shales and sandstones and extends across parts of Nottinghamshire and South Yorkshire with the gas buried around 2km beneath the surface.

It added that the basin could hold around six to seven years of the UK’s gas consumption.

Egdon previously drilled Gainsborough Trough basin in 2019 when it discovered the resources. After gathering data since then, it commissioned Deloitte to analyse the results of exploratory drilling in the basin.

“Deloitte̵7;s modelling estimates that if this was developed it would generate a GDP contribution of £140bn, £34bn of direct taxes, up to 250,000 direct and indirect jobs and offset 202m tonnes of CO2 equivalent when compared to the emissions associated with imported gas,” Abbot added.

The company is set to make an official announcement about the discovery at a conference at the end of the month.

While the company has yet to confirm whether it will need to use hydraulic fracturing techniques to extract the gas.

2019 wasn’t just the year that Egdon discovered the resources – it was the year that the UK government under the Conservatives called to stop fracking in the country. Aside from a brief month-long halt in 2022, the ban has held.


Among Labour’s pre-election policies was a pledge to permanently ban fracking.

However, with the government under pressure to deliver on its promises to boost economic growth, and energy security rising as a priority after Russia’s invasion of Ukraine, the discovery could reignite the debate about fracking in the UK.

The news has been met positively by some politicians, with the BBC quoting Conservative MP for Gainsborough Edward Leigh as saying: I’m going to welcome all research and if it is going to power the nation for a decade and create thousands of jobs locally and safely, then I’m all in favour for it.”

Egdon Resources is also part of the Wressle oil field extension project, which has suffered legal challenges to its development.