Falkland O&G Share Discussion Threads

[robpuguk] 17/2/2015 15:02

hehe - i think you will be lucky time wise - Zebedee should be done and dusted by late march / very early april - then its isobel! So by mid may we should know.

Cant wait.

[le_commissaire] 17/2/2015 14:56

Rob

Looking at the timing, we may not be in the market to gain from any substantial rerate but our FM's have set sell targets of £1.20 RKH, 43p FOGL on any successful drill results before our end Q2 market withdrawal. This returns a healthy double up on our APPS which is very doable in my personal opinion.

Profits aside, i have a personal 'desire' to see Isobel put on her lipstick and shout to old Sealion "Hi wimp" :)

[robpuguk] 17/2/2015 14:29

Le_com... you gonna try and hold thru the isobel drill?

That is gonna be one tense drill methinks! exciting tho!

[le_commissaire] 17/2/2015 13:33

Cyan

Our FM's would not lower themselves to 'play' with AFR as you know and even moreso this close to the date of our operating licence as the moderators are swamping the fund at the moment making sure we are squeaky clean for the float and the Caymans takeover.

My throwaway gamble buy a few days ago that i did again for the Soi Dogs charity was as i said a underpinned £40k casino'esque play for a good cause and i am sure you have read the usual nonsense from our soon to be dissolved share tipsters calling AFR to 1p. The average PPB at the moment on my screens is a lowly £1.2k with a median pressure around 8.40.

Seplat i have never had any time for and it was clearly a stalking game that they did not have the clout to play out specially with a main listed like Afren.

There is always inherent value to be had which is why i posted the back door activities of the bond holders group. (my apologies to the FT for positing a day before their hacks:)

[walter ego] 17/2/2015 13:25

Thanks John (post 28545), I appreciate your valued input on these plays... as for the head shaking, I hope its not the kind of "head" shaking that we frequently see from certain posters on this and similar b/b's. ;-) Good luck.

[le_commissaire] 17/2/2015 13:20

Daniel

O/T so apologies to the board but have you read the latest RM report on the current void? Your Brook Green plot should be sustainable this year if you can build a further 10-12 apartments into the estate plan.

Decades of inadequate provision of homes to satisfy demand are having an increasing effect, with a tight-stock market resulting in a shortage of quality property to trade up to:
- Average price of property coming to market up by over £5,000 this month (+£5,729/+2.1%), with all regions reporting uplifts

- Increase in demand for property continues with busiest ever January site traffic on Rightmove

- 31% increase in housing transactions in last two years in England and Wales, outstripping 11% rise in number of properties coming to market in same period

- Some agents reporting lowest ever stock of quality property for sale, as lower owner-occupation, buy-to-let investors not selling, and owners’ reluctance to ‘sell before you find’ contribute to a 4% fall in new seller numbers compared to same period in 2014

- Different tactics required for a successful move in a tight-stock market


We’re now over a month into 2015, and despite predictions that the upcoming May election could slow home-mover interest, Rightmove has recorded its busiest ever month for traffic and leads to agents. This demand has contributed to new seller asking prices being up across all regions this month, by a national average of over £5,000 (+£5,729/+2.1%). Decades of inadequate provision of homes to satisfy growth in demand are having an increasing effect, with a tight-stock market resulting in a shortage of quality property for sale to trade up to.

Miles Shipside, Rightmove director and housing market analyst comments:
“For the right property at the right price, demand is outstripping supply and leading to some further upwards price pressure. However there is a limit to what the majority are willing or can afford to pay, especially with the tighter lending criteria. In locations where there is a tight-stock market some different tactics are required for a successful move as competition gets fiercer for quality homes as demand increases.”

Housing demand is at a record high with visits to Rightmove hitting over 100 million in January for the first time ever, and home-hunters looking through a record 1.5 billion pages of property. New record busiest ever days were set on Sunday 25th and Monday 26th of January. Email and phone enquiries by home-hunters to agents on Rightmove hit 4.3 million for the first time, equating to around 100 enquiries every minute.

Quality stock is in short supply in some locations, which is unsurprising given the structural under-supply of homes and the recovery from the economic downturn. The 31% increase in housing transactions in the last two years in England and Wales has outstripped the 11% rise in the number of new properties coming to market. Rightmove statistics show that the average available stock for sale per estate agency branch for the last two months (57 and 58 properties) has never been lower at the beginning of the year. New seller numbers this month are also 4% below those recorded in the same period in 2014.

[cyan] 17/2/2015 13:19

Lots of bargains on AIM for sure. The recovery in oil looks set to stay and hopefully we will see some growth in our share values.
Are you playing with AFR Le_com

[le_commissaire] 17/2/2015 13:02

Walter

This reminds me of the XEL "Hunt the rig". Great days and one AIM bull run that i doubt will ever be bettered in our lifetimes.
I regularly shake my head at posts on bulletin boards when a particular stock's reputation is somewhat tarnished by a perceived drawn out price drop when in most cases it is as a result of a overall -85% sector trend since 2011.

Some amazing bargains out there at this time amidst a generalised Aim revival that both GS and JPM are expecting and i wish our own fund was not having to remove ourselves from any stock positions on the markets end of Q2 as that is when a steadying oil price over a rolling month average could put a decent foundation under the sector.

There is a current backlog of AIM floats that are waiting in the wings to weather out the May election, our own float included, which underpins the still positive forecast for Q3 and Q4.

If FOGL, RKH and BLVN can bring some old fashioned post TD rumours then these 3 will remain my personal choices along with a late runner XEL for a decent AIM quartet but obviously as usual, merely my own personal opinion.

[undervalued companies] 17/2/2015 12:44

Hey guys chrisoil will be at uk investor show great stuff

[keya5000] 17/2/2015 12:34

Lol sure they will get a warm reception there.

[walter ego] 17/2/2015 11:37

Keya it looks like the ER has changed course today. It's now heading for Buenos Aires. Probably to let the crew ashore for a few days fun before the serious work begins in earnest.... ;-)

[oilretire] 17/2/2015 11:36

A few days after arrival.....lots to do before spud,,,,,,, Friday 27th would be too soon if that's what day you mean

[keya5000] 17/2/2015 11:32

So if eta is the 26th when do we expect the spud?

End of next week a Friday maybe after the crew is mobilised etc?

Any thoughts on this?

[agnabeya] 16/2/2015 16:08

hxxp://www.ft.com/cms/s/0/4f9a518e-b3a6-11e4-9449-00144feab7de.html#axzz3RvN1jOHq


If you sign up for a free account you can read up to 4 artcles.
Will probably take out a 6 month subscription once we spud.
Bent crude 61.81 as we speak.

[colinvest] 16/2/2015 10:36

FOGL on the verge of a chart-breakout, with 'stops' at 28p+.

[walter ego] 16/2/2015 10:03

Daily Rig Progress Update:

Present Position: c. 650m SE of Rio de Janeiro.
Course: 219 degrees.
Speed: 6.9 knots.
Sugar Puffs on crew breakfast menu today.
Over half way!
ETA NFB: 5.27 pm 26/02/15

[ifthecapfits] 16/2/2015 09:54

Are we there yet ;)

[gbb483] 14/2/2015 22:49

JeffCranbounre 14 Feb'15 - 15:24 - 139 of 140 0 0 (Filtered)

This idiot needs banning.

[thaaarg] 13/2/2015 08:23

How are you, sir? You see, I speak English well. I learn it from a book... Hello... I am English... Helloooo...

[mr fawlty] 13/2/2015 07:58

I think we're just out of Waldorfs Manoil...