Bowleven Share Discussion Threads

[jaystevens1] 01/4/2022 12:27

https ://ihsmarkit.com/research-analysis/russia-ukraine-conflict-impact-on-upstream-activities-Africa.html

[jordaggy] 01/4/2022 12:23

What does it say?

[warbaby43] 01/4/2022 12:12

Available via Google is a piece by S&P (IHS Markit) on the russia-ukraine-conflict-impact-on-upstream-activities-Africa

Providing a link not possible

[gark] 31/3/2022 09:41

I think that is the point, it should be but they can't seem to get there.

[buy_more] 31/3/2022 08:05

if 2022 is not the perfect time to start developping etinde, when would it be then?

[gark] 30/3/2022 10:56

As I said focus on Lukoil and potential delays. Never disappoints. The positives were not really focused on in that the optimal FID solution has been agreed and there could be a resource upgrade when we get going. Always very negative when they put these together with a lot of covering potential future risk.

[bondholder] 30/3/2022 08:03

We're doomed! Maybe.

[ham74] 28/3/2022 10:05

To back up these points, Cameroon did not even vote in the UN resolution on Russia's invasion. Nor did lots of other African countries. Not one single country in Africa has applied sanctions to Russia.

And I think the relevant corporate entity here for Lukoil, is Lukoil International, not the Russian company.

Plus Lukoil is not the operator, New Age is.

[warbaby43] 26/3/2022 11:16

Pluses and minuses re Lukoil with their presence adding considerable clout to the JVP and their technical resources providing a major boost to engineering capabilities.

Cameroon and EG unlikely to be too bothered, "A far away country of which we know nothing" likely to be their attitude to events in Ukraine especially given the diplomatic, military and political presence Russia has built up in W Africa.

Sanctions are financial institutions related (and highly porous) rather than corporate and if Bioko is the route to be taken, then Marathon unlikely to be too sniffy if it makes economic sense to them especially as Lukoil only one of the four JVP partners with the lead being NA, the operator.

While precedent indicates that Chahin will choose to emphasize the negative, if the Results also happen to announce that it's to be a two field, IM and IE, development with the Bioko route chosen and sanctioned by SNH with discussions with Marathon begun, then that will be a huge stride towards FID and help put the Lukoil situation into perspective. In short, Lukoil's minority presence is unlikely to present an insurmountable obstacle to FID

One possible negative might come post FID if they wish to bid for the company but that situation is at least a year away and in any event with c 50 mboe of gas plus liquids, low Bioko development costs and consequent near term production and cash flow, BLVN are most unlikely to be short of suitors given the medium/long term outlook for o&g prices.

What would be nice though, especially given the number of questions that have built up and that there was no AGM opportunity for online back and forth, would be to hear a near term conference call announced.

[gark] 23/3/2022 14:18

Results will be about difficulties given Lukoil I would imagine. One thing after another with this one.

[gark] 23/3/2022 14:17

And down it goes again

[toopoor] 18/3/2022 17:57

I ADMIT AM AN IDOIT BECAUSE WHEN AIM WAS FORMED AND I HAD SHORTED I WOULD HAVE BEEN A BILLIONAIRE.

HOW MUCH HAVE PRIVATE INVESTORS LOST ON AIM.

COLLECTIVELY OVER BILLIONS OF POUNDS?

READ THIS...

[jaystevens1] 18/3/2022 11:19

It is what I have been told

[ham74] 18/3/2022 10:42

How do you know the FID will be soon?

[glavey] 18/3/2022 05:10

Really, really?

[jaystevens1] 17/3/2022 23:01

Yes really

[jaystevens1] 17/3/2022 19:30

Etinde FID news soon

[haywards26] 17/3/2022 14:49

Finally some share price movement! Hopefully continues

[toopoor] 17/3/2022 11:26

RAMP OF THE DAY...

BUY...

Keras Resources (KRS)

[welshki] 23/1/2022 11:45

Winnet you weren't correct at all. First you didn't say a word against KH despite his disastrous time at the helm, in fact despite his almost fraudulent behaviour, you actually praised him. He destroyed the company way before COC were allowed to take over BLVN, and they did so precisely because of his awful leadership and how low he had driven the share price So is it any wonder no one listened to you when you're either a liar or a clown, most likely both. Then you were stating COC illegally "stole" the company, which of course was ludicrous. Then stated COC would just take all the cash BLVN had a ride of into the sunset. Then to prove how stupid that call was shortly after they paid everyone a dividend....lol. Yet COC are still here, no nefarious or illegal behaviour taking place as you claimed would happen, simply waiting for Cameroon, Lukoil and Newage to do their their thing. As you well know, KH made BLVN a one asset company, and we are where we are due to him, in fact we would probably be bankrupt if COC hadn't stepped in. You absolute tool.

[ham74] 06/1/2022 18:13

This is the first time I have seen you post on this site Elena. So when exactly did you give the warning?

[winnet] 05/1/2022 09:55

Elena, yes, they have and did. I got hooted at when i questioned what CoC did and how they did it. Doesn't please me to be correct.

[elena saratov] 25/12/2021 08:40

Looks like the chumps who ignored my advice lost a lot of money here.

[warbaby43] 16/12/2021 14:57

As I recall Sonara was mentioned in the recent AR