Exillon Energy Share Discussion Threads

[useless23] 19/12/2013 22:15

Pro,You never traded EXI in the short term so it is irrelevant. You may recall that you used EXI as an example of a bullish tip and that tip, at the time of writing, would be underwater.In the past year you could have a traded LRL in the "short term" and made a very healthy profit which makes your point absolutely redundant unless your views on lrl have changed which I doubt they have.

[ghostofahangman] 19/12/2013 21:13

Wherever pro turns up disaster strikes des,FOGL,bor,trap,now this load of junk

[falklands] 19/12/2013 16:55

You mean Pro sold you down the river but he forgot to sell

[the stinger] 19/12/2013 16:49

BOD sold PI's down the river....they'll soon be gone however and deserved.. Waiting for a £1.40 entry point now.

[lanaken] 19/12/2013 14:21

Pro is Paul Curtis???

LOL! You'll be saying he's WShak next;-)

repo

[alexios1201] 19/12/2013 12:57

Pro is Paul Curtis???

[pro_s2009] 19/12/2013 10:09

Not really, Gazprom could buy up Seneal tomorrow, buy back the Sinclare holding and launch a bid by tomorrow evening.

Seneal could launch a bid in 2 weeks time.

Sinclare could launch a bid in 2 months time.

Anything can happen - not sure why you have this "Nothing will happen for 6 months.....".

Everything is now in play, the only timeline is that Sinclare have to pay for the stock they took from Gazprom by end of March - and presently paying for that stock will give them over a 50% paper loss. Seneal are sat on a near 60% paper loss at present.

The only thing you can be sure of is nobody knows whats happening next and also when it will happen - might be today, tomorrow, next week, next month, 2 months..... who knows.


liam1om
19 Dec'13 - 09:02 - 4652 of 4654 1 0

The problem with these valuations is that you could pick out almost any Oiler at present and they are wildly undervalued.

I'm no longer a holder, but what would worry me is the fact that no deal could be agreed with ANY bidder. Nothing will happen here for at least six months and it would be a real concern that these could trickle back to pre-bid prices.

[johncraven] 19/12/2013 09:19

Looking like this was going to rocket yesterday but now looks like its going to fall excessively.

[dvb99] 19/12/2013 09:13

Those criticising Pro Paul Curtis - perhaps you should stop following others blindly and do your own research and make your own investment decisions

[liam1om] 19/12/2013 09:02

The problem with these valuations is that you could pick out almost any Oiler at present and they are wildly undervalued.

I'm no longer a holder, but what would worry me is the fact that no deal could be agreed with ANY bidder. Nothing will happen here for at least six months and it would be a real concern that these could trickle back to pre-bid prices.

[pro_s2009] 19/12/2013 07:41

Oh no, repo agrees with me......... the sky is falling, run for the hills........

[lanaken] 19/12/2013 07:37

Really worrying this. I can't disagree with pro;-)

Getting this company for an average price of 4 quid is a steal longer term. My rough calculations suggest that if they pay for 4.40 for the remaining 40-45% they'll average 4 quid. That's less than $2pb for over half a billion barrels. That's assuming they can't pick up a few per cent under 2 quid, which given a month or two shouldn't be too difficult.

repo

[pro_s2009] 19/12/2013 00:33

Noting of course than Sinclare purchased their shares on a 3.5 month payment schedule........due to be paid end of March 2014.


HTTP://www.oilcapital.ru/company/227503.html


Seneal International Agency will not consolidate shares Exillon Energy

Moscow. December 18. OilCapital.ru. Seneal International Agency Ltd, whose beneficiary is businessman Alex Hawtin will not make an offer to buy 70% stake in the company Exillon Energy, said in a statement Exillon Energy.

December 5 Seneal acquired businessman Maxat ARIPOV 29.99% (48,430,000) shares Exillon by 3.77 pound per share. The total purchase price amounted to 182.6 million pounds ($ 300 million).

At the same time Seneal within six months formally retains the right to make an offer or participate in the offer to purchase shares Exillon Energy, said in a statement.

Earlier plans to consolidate shares Exillon Energy refused Hanberg Finance Limited, the beneficiary of which is the President " Russneft "Mikhail Gutseriev. On it informs RIA "Novosti" .

Exillon Energy is listed on the Isle of Man, is headquartered in Dubai. The company owns several oil fields in the early stages of development in the Timan-Pechora and Yugra Khanty-. The company's shares are traded on the London Stock Exchange. In September Exillon announced its decision to conduct an analysis of activities involving the sale of the company.

[pro_s2009] 19/12/2013 00:23

Useless23 18 Dec'13 - 20:08 - 4645 of 4646 0 0

Yet another sound investment by Pro...


It was, if you traded it in the short term. 190p to 340p with high volume and easily able to sell in the 270 to 300 region.

Now at 180p for a breather before the next round of action.

At the end of the day this is :

A fully listed company - not an AIM market dross company.
Has 2P reserves of 520 million barrels
No net debt.
Producing 20,000 barrels of oil a day.
Ramping up production (early stage development at the moment).

The fundamentals scream 400p - which would only be around 2US$ a barrel in the ground - which is why there has been big share purchases at 377p and 363p (nearly 60% of the company).

To those that sold the rise thats an easy 60% profit with high volume trading - well done, wish I had joined them - but I am holding on for more - when the takeover really does happen - and I think it will be before the end of the March. Time will of course tell the true story.

Its what makes ADVFN so amusing, that the share price has gone from 190p to 180p certain people are high fiving and calling themselves guru's and crystal ball readers and nipping into the toilets for a celebratory hand shandy.

However, they fail to "see" the rise from 190p up to 340p the share price had - with high volume easy to buy and sell in the 270p to 300p region. Easy profits to those that took it - but because its now historical they ignore it. In the same way that if the share price goes up above 190p again in the coming months then the longs can ignore this short term dip and start their own high 5'ing and back slapping.

All you can be sure of is that if the share price rises again now and into a takeover offer in the coming months - the posters who have suddenly reappeared the last few days when the share price fell, who were missing from posting when the share price rose, will again go missing again - thats a sure fire certainty you can place on a bet on with bulletin board forums :)

[useless23] 18/12/2013 20:08

Yet another sound investment by Pro...

[alexios1201] 18/12/2013 17:57

Pro is playing a weak hand

[johncraven] 18/12/2013 15:26

Level 2 looks strong for a surge upwards in price

[nufcfan] 18/12/2013 14:09

exi did need to get rid of arip and to a lesser degree worldwide...thankfully we have and one of the reasons i have read was that caspian minerals, which we know preceeded exi, had allegedly used funds from arip's paper company to buy the assets in tp/ews, prior to the exi ipo. So with arip's current ongoing issues it was time to distance arip etc from the potential fall out. Who knows whether it's true or not but having read that type of info i knew i needed to derisk at £3 plus when it presented itself. Some of the process has defo been stage managed but I still believe a t/o is coming but when and at what price.....gla..

[pro_s2009] 18/12/2013 13:43

Fair enough - I am happy to hold.

[nigelpm] 18/12/2013 13:38

methinks this is just the "collect stock cheaply" pause for a few weeks, months, before the real takeover bid happens.

Let's come back in the few months and see.

[pro_s2009] 18/12/2013 13:33

LOL :)

You missed an 80% rise - with volume you could have sold a large holding into and disappeared into the ether during that time.

Now its back near 200p again you are brave enough to post saying how all along you said not to touch it......

I think if you get an 80% fall from 200p you can start waving the "I told you so" flag - given the price rose 80% where you went bearish.

In the meantime the clock ticks down to Sinclare coughing up to pay for 363p a share for over 25% of the company, now the price is less than half that - methinks this is just the "collect stock cheaply" pause for a few weeks, months, before the real takeover bid happens.

The company needed to get rid of Arip - it has - now he is gone and all his baggage of court cases - now Exillion is ready to be purchased by a new party.

This is a fully listed stock you know, its not AIM dross.

:)

[nigelpm] 18/12/2013 13:28

Caution nigelpm ? So you were happy to be totally wrong at 190p on the way up - you are happy you missed a rise to over 300p - and now just because its below 190p again you feel you can now justify, today and for however many days before it goes over 190p again, that your caution was correct ?


LOL :)

Yes mate. Read my posts rather than continuing to spout nonsense.