I3 Energy Share Discussion Threads

[goodday1] 29/7/2021 22:50

Good luck i3eACP

[goodday1] 29/7/2021 14:49

I am considering it, was right to avoid last fateful excursion but I agree that now it looks better.CFO best man to chat to I have asked IR co to fix a meeting!https://twitter.com/mgrahamwood/status/1420736489189781515?s=21

[goodday1] 29/7/2021 13:03

FandangleGone With the wind.OrSilence of the Lambs?Lol

[1choip] 29/7/2021 09:23

OP $73 on the mark

[spangle93] 29/7/2021 09:12

Edge - hope you're right :-) WH Ireland view this morning i3 Energy’s growth is relentless and the pace of its operational progress is truly exceptional relative to peers listed on AIM and peers operating in Canada. The success of its drilling operations to date is highly significant given the company’s extensive drilling inventory. The company had previously indicated that it expects to achieve next-twelve-month “net operating income” (revenues less opex, less royalties, less tax) of circa $US75m. We anticipate that the company will clearly beat that estimate because i) i3 Energy’s estimate is based on the oil & gas futures curves, which are exhibiting backwardation – we believe this is an anomaly related to structural dynamics in the futures market vs. an indication of where commodity prices are heading and ii) because the company’s net operating income estimate is premised only on announced drilling/acquisitions/workovers. The newly announced Elmworth wells are additive to the company’s $US75m net operating income estimate. Importantly, the company’s drilling is oil weighted and self-funded with rapid paybacks (less than one year in general based on our estimates and commodity price assumptions excluding initial farm-in related additional capex costs). We anticipate providing the market with our forward-looking projections in due course, which we expect will be materially higher than the company’s estimates

[tournesol] 29/7/2021 08:46

It's looking like a reasonably solid floor roundabouts here. On that basis have doubled up.

[edgein] 29/7/2021 08:27

Hi Spangle, No I don't think so. Assuming they're around the same depth as the clearwater wells, those wells took about 14 days to drill. So we could be looking at around 12th of August if all things are equal. So would you call that early Q3 or mid Q3. To get them drilled and tied in for early Q3 looks ambitious, certainly mid Q3 I would expect. Regards, Ed.

[goodday1] 29/7/2021 08:19

Orders are being filled up.10.90 to sell

[basem1] 29/7/2021 08:13

Seems to have turned Been trying to dummy sell 100k since Tuesday and no bid returned It is the other way round now bid returned but cannot buy 100k without going NT

[spangle93] 29/7/2021 08:08

Ref Wapiti Emsworth "Well 09-17-071-10W6 in i3's Elmworth Wapiti acreage was spud on 27 July 2021. The Company will be drilling two wells with a partner at a net cost of USD 2.1mm. Operations are planned to conclude in early Q3 2021" Given that we're 1/3 of the way through Q3, and $2.1MM represents quite a few days of drilling, does anyone else think that they meant early Q4?

[goodday1] 29/7/2021 08:06

10s will be history today.Hopefully.Onward & upward.Gl all

[edgein] 29/7/2021 07:52

Interesting to see the new inisti come onboard in the acquisition fund raise with 68m shares. Also nice to see them efficiently tie in the new wells and move swiftly to the Wapiti operations. Plenty more news to come from today's announcement. Still to hear about the Simonette wells. Etc but its all going in the right direction operationally. Regards, Ed.

[jungmana] 29/7/2021 07:51

Today's market cap of GBP 116m is just too low. Producing 18.4k boepd , 132mmboe+ reserves, production increasing with drilling campaigns, over $80m of tax exemption, huge North sea Assets, dividend paying cash cow. No better pick on the market right now imo for my money.

[source] 29/7/2021 07:37

Yes nice quick turnarounds but shame we won't know flow rates for a few weeks yet.

[jungmana] 29/7/2021 07:31

Good rns there. We will soon be producing 20kboepd .

[goodday1] 28/7/2021 21:34

Cancel the last post, please.Sorry.What a lot of rubbish.Lol

[goodday1] 28/7/2021 21:13

I think about 82% of all the shares in circulation & not including the BoD holdings are in the hands of 9 institutions.That is 891,694,029 out of the 1,091424,766 total shares in the company.Figures from my post are below.Please, check my calculations.Gl all

[goodday1] 28/7/2021 20:51

Big buy after hours!Look at the new big holdershttps://twitter.com/drkhrsrsrch/status/1420468284558913540?s=21Below have not been updated https://i3.energy/investor-relations/shareholder-information/

[goodday1] 28/7/2021 19:03

From memory, I think he did post something about his source before.Isn't that why he bought i3e again?Did he say "at the solicitors"???

[goodday1] 28/7/2021 18:39

Which industry does your source work at, please?Oil & Gas?Solicitor?Trader?Have BoD contact?Other? ????Thanks in advance Mr Smiler At last.

[fandagle] 28/7/2021 18:21

yip, a happy camper, looks as if they are lining their ducks in a row prior to the Serenity release, maybe Friday.........

[goodday1] 28/7/2021 17:40

Does that mean you are smiling at last?Praise the Lord.Lol

[jungmana] 28/7/2021 17:37

3 holding rns. T B Amati, that's a new shareholder ?

[goodday1] 28/7/2021 17:02

RNsChange of % due to the enlarged shares after today share admission.