I3 Energy Share Discussion Threads

[royalalbert] 22/11/2022 08:08

Marvel better to not respond, he is one of few I have on filter.

[divmad] 22/11/2022 08:07

The dividend increase mentioned in the presentation is a GBP amount allowing for a full 12 months of payments rather than the 10 this year. Nothing else.

[marvelman] 22/11/2022 08:05

Perhaps you missed it Diary in all your woe and more woe,but less than a month later 2 board members bought 1.2 million shares between them. They clearly did not feel it felt very wrong. I would say get a grip but as you have no investment here and you are only here to wind us up it is irrelevant to say so.

[royalalbert] 22/11/2022 07:56

Expect a bit of a rise today after the Saudi statement, pity people here don't realise that gas is a massive player in our revenues especially Alberta.

[loafingchard] 21/11/2022 21:59

What's wrong is when folk try to talk a price down to suit their own ends.

[diarybeach] 21/11/2022 18:31

MB

Not sure.

Something just feels wrong.

[worraps] 21/11/2022 18:07

Thanks to Laserdisc on the HUR board

[marine boy] 21/11/2022 17:53

Do you think JF & MS would have bought shares recently if there was something 'fishy'?
Maybe you need to open the window & get some fresh air.

[diarybeach] 21/11/2022 17:05

Any one else concerned how long it’s taking the company to appoint a new CFO after Graham Heath suddenly resigned 2 months ago due to ‘ill health’ ?

Very odd there was no contingency planning. This guy was also the co founder.

I can’t put my finger on it but I smell a rat.

Be careful.

[royalalbert] 21/11/2022 16:47

Gas Alberta prices holding well.

[goodday1] 21/11/2022 16:44

Winter arrives on the east coast of America.hTTps://twitter.com/skynews/status/1594719273955508224?s=46&t=UVaA9L7raCSOdnIO0RGpBwGl al

[marktime1231] 21/11/2022 15:44

My x 3 was based on the Investor Presentation from 17 Nov saying the dividend outlook for 2023 would cost only 30% of fcf at $90 oil, projecting production up 30% and the dividend by 25%.

[goodday1] 21/11/2022 15:28

HahaEnjoy the win.Lovely to see Jack Grealish keep his promise of the shoulder wobble when he next scores to Finley - the young City Fan with Cystic Fibrosis. Even in the biggest game!Respect and well done.Gl all

[royalalbert] 21/11/2022 15:23

Way to early GD1.

[goodday1] 21/11/2022 15:22

Is it too early to say,It's Coming Home?Gl all

[cashandcard] 21/11/2022 15:09

Some have been here long enough to know the companies NS strategy has always been a failure.In this day and age, smallcaps should not be dabbling in exploration. Maybe buy production assets and squeeze as much out as possible - but only if the price is right and there is some potential to add incremental reserves.Cash

[cashandcard] 21/11/2022 15:07

Tony,Are you getting confused between FCF and NOI?Cash

[tonynorstrom1] 21/11/2022 14:29

Marktime,

Where do you get that I.e. 25% increase covered x3 by FCF ?

[hoper1] 21/11/2022 14:18

We're a bit unloved today

[marktime1231] 21/11/2022 11:27

In summary the dividend is set to grow 25% in 2023 and is set to be covered x 3 by free cash flow. Even with poo at $90. Noting that WTI is only $80 now.

[goodday1] 21/11/2022 10:58

Some people need to think beyond their noses & me me me.The company needs to keep growing & things will move in the right direction for the current/future holders.People really need to stop having a meltdown and keep yelling give me more & more & I want now.Good capital spending is very much being this company forty.Yes, that includes the NS.That thinking will kill the Golden Goose.The current dividend was implemented & covered 70 dollars barrels of oil & 18K b/d production if I remember correctly.NOI will be much better on 24K plus plus b/d on anything above 70 dollars PoO.Gl all

[cashandcard] 21/11/2022 10:38

I remember that time well. Moving between 10-12p everyday until it popped with oil prices heading the right way as Russia/Ukraine war came onto the radar.Management need to commit to a higher Divi and consider, at these prices, the viability of a limited buyback programme. They've spent a fortune on Capex this year, so shareholders need to see that flow through in returns - which is really the only metric that matters in the end. Be it in the equity or Divi payouts.I really hope they can end the NS business once and for all, which I have emailed them with regards to. In the current fiscal climate, it's just not worth it chasing tiny fields.Cash