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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| I3 Energy Plc | I3E | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
|
|
|---|---|---|---|---|
| 0.00 | 0.00% | 12.74 | 00:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 12.74 | 12.74 |
| Industry Sector |
|---|
| OIL & GAS PRODUCERS |
| Top Posts |
|---|
Posted at 26/8/2024 07:17 by tonynorstrom1 One thing you need to remember with Polus is their price entry - which was 0p, 5p and 11p. The 0p shares were the warrants that were repriced to 0p when i3e were in non compliance with their debt covenants. They then aquired most of their shares at 5p and 11p during the equity raises to support I3e's entry into Canada. So they are in significant profit on all of their shares and that's not including dividends which were important for Polus and proberly mandated by them as a condition of providing the fundingNon of us know the reason for Polus deciding to pull the plug - it could be that they are under pressure to divest from Oil and Gas - it could be that they were not prepared to wait around for i3e's share price to recover or other reasons such as their investors wanting to cash out. So they have made a decent return on investment and I dont think you can automatically read into their support as meaning the deal is good, bad or average. Not all of us are in the same boat as Polus and have higher entry points - so any Investors like me that bought into the story particularly the recent updates around zero debt and a transformative 2024 Capital program will have had a reasonable expectation of a higher share price some time in the near future - all that potential upside has now been capped with a low ball cash offer and a small 16% holding in GTE with its South American dominated operations which historically have failed to attract the same valuations as North American Operations. It could be telling that Slater have not supported the deal or at least there is no evidence todate that they have signed up to it - so applying your logic - would they have not signed up aleady if they thought it was a great deal? |
Posted at 23/8/2024 16:21 by loganair RW - Some posters keep saying what a good company GTE is and therefore why are any retail investors selling their I3E shares...as it seems to me these posters do not get it and why most retail and instiutional investors are invested in I3E and why they are not interested in owning any GTE shares. |
Posted at 22/8/2024 09:14 by loganair p2 - You forgot to mention that many Retail Investors and most Institutional investors hold I3E for the high yielding dividend the company offers whereas GTE hasn't paid a dividend since 2000, instead prefers the typical American taking on debt for share buy backs. |
Posted at 22/8/2024 09:09 by pretax2 The GTE Deal: A Contrarian PerspectiveThe deal looks terrible, and I understand why investors are squealing. • The cash offer is derisory • The dividend; we’d get that anyway, right? • Then we have those GTE shares – who wants them? So, I don’t understand why I3 would agree to this. Was it really all about directors bonuses – they’re wealthy already? --------HUMOR ME-------- So, let’s go back to Majid’s comments from I3e: “We believe this acquisition presents an exceptional opportunity for i3 Energy’s shareholders. It reflects the culmination of a comprehensive process to maximize shareholder value and offers significant upside potential.” Now Gary Guidry, CEO of Gran Tierra’s comments: “By integrating these high-quality, operated assets—charact Neither Majid or Gary are talking about the deal as it is TODAY, they’re talking about how the synergy or merger of the two companies can create a highly valuable mid-tier O&G company with fantastic potential. For I3E we will have access to the trans Canadian pipelines and transportation of our products to Europe and the east. GTE already have logistics to the West Coast in Ecuador and Columbia. Weaknesses within the two companies are supported by the other in a symbiotic-like relationship. The perfect marriage. I strongly suggest investors read the following before selling out in disgust. Like I3e’s shareprice, GTE has laso been beaten up, just look at the long-term chart. But unlike many companies where the share-price gets increasingly diluted over time meaning former highs can never be achieved again, GTE have embarked on an aggressive share-buyback programme to maintain the ‘underlying&rs Read the article…. I recommend that investors look beyond the dealing table. GTE is not a turkey, it’s a goose that’s pregnant with a large golden egg. So now, with hindsight, I say yes to the deal and yes to 12,500 GTE shares; they could be worth a fortune when they multibag. IMO DYOR PT |
Posted at 14/8/2024 08:13 by fandagle FTThe Canadian oil and gas sector is currently facing significant challenges, with major investment funds increasingly divesting from the industry. This trend is largely driven by growing government and investor pressure to align with environmental, social, and governance (ESG) criteria, which prioritize sustainability and climate-conscious investments. The divestment movement has accelerated as governments and institutional investors seek to reduce their exposure to fossil fuels and transition to cleaner energy sources. For small-cap companies within the sector, the impact has been particularly severe. These companies often rely on continued investment to fund operations and growth. However, as large funds withdraw and the pool of available capital shrinks, many small-cap firms are struggling to stay afloat. The situation is exacerbated by volatile and generally declining gas prices, further squeezing profit margins and limiting these companies' ability to secure new funding. This contraction in available capital and the corresponding decline in investor confidence suggest that many small-cap oil and gas companies may face insolvency or forced mergers in the near future. The sector's ongoing challenges represent a "shot across the bow" for private investors, signaling the need to reconsider investment strategies. Investors are increasingly advised to diversify their portfolios, potentially reducing exposure to traditional energy sectors in favor of renewable energy and other sectors that are better positioned for long-term growth under current market and regulatory conditions. In summary, the Canadian oil and gas sector is undergoing a significant transformation, driven by a combination of regulatory pressures and shifting investor priorities. Small-cap companies are particularly vulnerable in this environment, and the sector's future will likely be defined by consolidation, divestment, and a pivot towards more sustainable energy investments. |
Posted at 04/7/2024 12:51 by tonynorstrom1 You’ve already been proved horribly wrong with the dividend cut which you seemed to be quite sure about and you don’t even have the good grace to hold your hands up and admit you got it wrong. You are clearly a de ramper with a clear objective to peddle misinformation usually all negative for your own personal agenda.I’ve told you previously to call me out immediately if you catch me ramping which you have consistently failed to do. My posts are factual like the call on the dividend - yet because it does not feed your negative narrative - you call it ramping - how can it be ramping - I got it right you got it wrong !!! Q2 financials are likely to be poorer than Q1 due to AECO. However, I don’t think it will be overly negative for the share price since sophisticated investors and institutions (does not include you, Fanny or RTH) already will be able to forecast the numbers so should already be baked into the price. This excludes any unexpected news such as production curtailments or the like due to wild fires etc. In addition natural production declines will also impact revenue but like I said - institutions and sophisticated investors will already have factored this in. The only investors that will be caught by surprise is some small investors who are under researched and cretins such as you, Fanny and RTW. If anyone is interested - I can push the button on my spread sheet and provide my forecast for Q2 NOI v the actual figure for Q1. |
Posted at 07/6/2024 10:51 by fandagle Share Review: Why Nobody Will Buy I3 Energy (I3E)Historical Distress with Board of Directors I3 Energy (I3E) has had a turbulent history marked by instability and distress within its Board of Directors (BOD). Frequent changes in leadership and strategic direction have undermined investor confidence. The lack of a cohesive vision and strategic planning has created uncertainty, which is a significant deterrent for potential buyers. Stakeholders often view the company's internal conflicts and leadership turnover as red flags, questioning the company's ability to navigate through its operational and financial challenges effectively. Increasing Debt One of the most critical factors affecting I3E's attractiveness is its mounting debt. The company has struggled to manage its financials, resulting in an ever-increasing debt burden. High levels of debt not only strain the company's cash flow but also limit its ability to invest in new projects and technologies. This financial instability poses a significant risk to potential buyers who would inherit these liabilities. Investors are wary of companies with heavy debt loads, especially in a volatile market environment, as it indicates potential liquidity issues and financial distress. Reducing Gas Prices The global energy market has seen a trend of declining gas prices, which directly impacts I3E's revenue and profitability. As a company operating primarily in the oil and gas sector, I3E is highly sensitive to fluctuations in commodity prices. The ongoing decrease in gas prices diminishes the company's earnings potential, making it less appealing to investors. Furthermore, with the global push towards renewable energy sources, the long-term outlook for gas prices remains uncertain, adding another layer of risk for any potential acquisition. North Sea Assets: A Double-Edged Sword I3E's assets in the North Sea, once considered lucrative, are now viewed as a liability. The region's high operational costs and stringent regulatory environment make it a challenging area for profitable extraction. Additionally, many of these assets are aging and require substantial investment to maintain and develop. Potential buyers are likely to see these assets as a financial drain rather than a valuable acquisition. The North Sea's diminishing returns coupled with the high cost of extraction further tarnish I3E's appeal in the market. Potential Impact of a Labour Government The political landscape in the UK adds another layer of uncertainty. With the possibility of a Labour government coming to power, there is a looming threat of policy changes that could negatively impact the energy sector. Labour's stance on increasing taxes and regulatory measures on oil and gas companies could knock off an estimated 5% from I3E's share price. This potential political risk makes I3E an even less attractive acquisition target, as future profitability could be significantly hindered by adverse government policies. Lack of Drilling and Investment in New Fields I3E has been criticized for its lack of drilling activities and investment in new fields. The company's conservative approach towards exploration and development signals a lack of growth prospects. For a sector heavily reliant on continuous investment and development, this stagnation is a major drawback. Potential buyers look for companies with robust growth strategies and active development pipelines, both of which I3E currently lacks. The absence of proactive measures to expand and innovate further reduces its attractiveness in the market. Apathy and Investor Disengagement Lastly, the overall apathy and disengagement from the investor community towards I3E cannot be ignored. Years of underperformance, coupled with the factors mentioned above, have led to a significant decline in investor interest. The company's shares have seen low trading volumes, reflecting the lack of confidence and enthusiasm among investors. This disengagement is a strong indicator of the company's diminished value and appeal, making it a challenging prospect for any potential buyer to justify an acquisition. Conclusion In summary, I3 Energy (I3E) faces a myriad of challenges that significantly diminish its attractiveness as an acquisition target. Historical distress with its Board of Directors, increasing debt, reducing gas prices, unappealing North Sea assets, potential political risks, lack of drilling and investment in new fields, and general investor apathy collectively contribute to a bleak outlook for the company. These factors combine to create a highly unfavorable environment for any potential buyers, making I3E a difficult sell in the current market. |
Posted at 07/6/2024 06:15 by fandagle Recent News (RNS) Impact- The recent RNS (Regulatory News Service) announcement seems to have created some negative sentiment, leading to a forecasted drop in the stock price. Board of Directors' (BOD) Compensation - Concerns about the Board of Directors taking significant amounts in compensation each month, which may not align with the company's current financial health. Resource Depletion - The company is facing issues with depleting gas reserves, impacting its core business operations. Economic Environment - A looming recession which could further strain the company's financial performance and market conditions. Debt Accumulation - Increasing levels of debt are creating a burden on the company's finances, which might be unsustainable in the long run. Market Sentiment - Currently, there is no positive market sentiment to lift the company's prospects, leading to pessimism among investors. Lack of Positive News - There are no forthcoming positive announcements expected that could potentially improve the company's stock price or market perception. Dividend Concerns - Due to increasing debt, there's a potential risk that the company may not be able to sustain its dividend payments, further worrying investors. Lack of Upside - Overall, you are finding it difficult to identify any potential upside for the company in the near future. Analysis Given these concerns, it might be prudent to assess the company's strategic plans to address these issues. Here are some potential areas for consideration: Cost Management - Review and potentially restructure executive compensation to align with company performance. Resource Management - Develop a strategy to manage and potentially replenish gas reserves or diversify into other energy sources. Debt Strategy - Implement a plan to manage and reduce debt, possibly through asset sales, restructuring, or refinancing. Market Strategy - Engage in active investor communication to rebuild market sentiment and confidence. - Explore opportunities for positive news generation, such as new partnerships, projects, or innovations. Dividend Policy - Clearly communicate the dividend policy in light of financial constraints, ensuring transparency with shareholders. Conclusion Without addressing these significant issues, the company's outlook appears challenging. Proactive management and strategic adjustments are essential to turn the situation around and regain investor confidence. If you are an investor, it may be worthwhile to monitor these developments closely or reconsider your position based on your risk tolerance and investment strategy. |
Posted at 29/5/2024 20:43 by genises Shareholders in i3 Energy (LON:I3E) are in the red if they invested five years agoFri 24 May 2024 In this article: While it may not be enough for some shareholders, we think it is good to see the i3 Energy Plc (LON:I3E) share price up 22% in a single quarter. But don't envy fandagle -- looking back over 5 years the returns have been really bad. The share price has failed to impress him, down a sizable 73% during that time. Some might say the recent bounce is to be expected after such a bad drop. But it could be that the fall was overdone. So let's have a look and see if the longer term performance of the company has been in line with the underlying business' progress. Because i3 Energy made a loss in the last twelve months, we think the market is probably more focussed on revenue and revenue growth, at least for now. Shareholders of unprofitable companies usually desire strong revenue growth. Some companies are willing to postpone profitability to grow revenue faster, but in that case one would hope for good top-line growth to make up for the lack of earnings. In the last half decade, i3 Energy saw its revenue increase by 56% per year. That's well above most other pre-profit companies. So it in 's not at all clear to us why the share price sunk 12% throughout that time. It could be that the stock was over-hyped before. We'd recommend carefully checking for indications of future growth - and balance sheet threats - before considering a purchase. earnings-and-revenue We consider it positive that insiders have made significant purchases in the last year. Having said that, most people consider earnings and revenue growth trends to be a more meaningful guide to the business. What About Dividends? As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. Arguably, the TSR gives a more comprehensive picture of the return generated by a stock. In the case of i3 Energy, it has a TSR of -67% for the last 5 years. That exceeds its share price return that we previously mentioned. The dividends paid by the company have thusly boosted the total shareholder return. A Different Perspective i3 Energy shareholders are down 37% for the year (even including dividends), but the market itself is up 13%. However, keep in mind that even the best stocks will sometimes underperform the market over a twelve month period. Regrettably, last year's performance caps off a bad run, with the shareholders facing a total loss of 11% per year over five years. We realise that Baron Rothschild has said investors should "buy when there is blood on the streets", but we caution that investors should first be sure they are buying a high quality business. It's always interesting to track share price performance over the longer term. But to understand i3 Energy better, we need to consider many other factors |
Posted at 01/5/2024 07:11 by goodday1 Remember, remember "Even morons are welcome to be pointed in the right direction"LolInvesto |
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