I3 Energy Share Discussion Threads

[tournesol] 15/10/2022 08:12

Thanks for sharing. Who knows where disinformation comes from....

[pro_s2009] 15/10/2022 00:47

Tournesol, no not sold.

[hoper1] 14/10/2022 20:47

Is that the lse group or one I don't know about?

[gusto01] 14/10/2022 19:03

Let's face it.... Everyone's disappointed in serenity however, it only cost approx 5m that's peanuts!NOI over 200mApprox 24k bpd by end of year.Plus Dividends.John festival bought 1,000,000 shares at around this price.1.hire a PR company2. Maybe new CFO could do all interviews from now on.Keep calm and carry on collecting the divi.GLA have a good weekend

[goodday1] 14/10/2022 16:48

But Turkeys voted for Brexit!LolGl all

[gusto01] 14/10/2022 16:32

It's 23.32 in Hong Kong now.... He's probably sleeping..!

[tournesol] 14/10/2022 16:32

A focus on Canada implies the loss of jobs in the UK office. Indeed it would imply the closure of the UK office altogether. That prospect must influence management thinking. Turkeys and Christmas sort of thing.

[tournesol] 14/10/2022 16:06

Hi Proseems to be a repeated claim that you've sold your holding here. is that true? if so would you mind sharing the logic behind your decision pls. Thanks in advance. T

[diarybeach] 14/10/2022 15:35

They need to forget about Serenity and NS.

One wonders why they don’t. Is Canada proving a harder slog than they’re letting on.

[pro_s2009] 14/10/2022 13:16

My word everyone's a bit touchy today.

[bluemango] 14/10/2022 13:09

Who? Where?

Are you referring to the Chancellor, or something else?

[goodday1] 14/10/2022 13:06

GoneGl all

[goodday1] 14/10/2022 12:30

Someone is going, going....In other news, Someone posting one hour ahead of us!!Could it be Greece?I will moderate Pro & post on the other thread if I remember.Gl all

[edgein] 14/10/2022 10:29

Just to add further to that too, most of I3E's oil production is also hedged, therefore negligible impact on NOI.

Regards,
Ed.

[divmad] 14/10/2022 10:27

Is Pro the same poster as Joe Soap over on the other BB?

[moonshot3] 14/10/2022 10:23

Expect negative deramping posts from Pro until he buys back in. No coincidence that the deramping started yesterday when the shares went ex dividend.

[royalalbert] 14/10/2022 09:51

Some people seem to be talking their own book, I'll take the Divis thank you.

[edgein] 14/10/2022 09:47

Don't forget folks only a small portion of I3E's liquid production is oil, the rest are NGLS and condensate, not heavy oil. Only about 10% of I3E's production is heavy oil and about 75% of our gas production is hedged. So discount on our heavy oil is only a tiny part of that NOI. However as they increase the clearwater production that would be more relevant but hopefully the discount will be gone by then.

Regards,
Ed.

[markstevenkirby80] 14/10/2022 09:25

Just keep topping up don't worry about it, the dividend is there every month when that stops ,well

[cashandcard] 14/10/2022 08:47

It's an irrational market in respect of this one. They need to do more to educate potential investors about Canada.It's the duty of a Director to maximize value for the company and shareholders using every reasonable avenue.Cash

[tonytyke2] 14/10/2022 03:49

Don't forget the hedging in place Pro_S2009

[pro_s2009] 14/10/2022 01:33

Mattybuoy 13 Oct '22 - 12:59 - 2778 of 2786
Here is a WCS chart. It doesn't look great.



MB - yes, they say bad news comes in 3's.

Well we had it this week and the saying rings true.

Serenity fail.
Gas price collapse.
WCS oil price collapse.







But the other saying is......things can only get better........fingers crossed.