I3 Energy Share Discussion Threads

[tonynorstrom1] 07/6/2024 12:02

Fanny - now we know you only earn about 20k from your investments - I would suggest you concentrate on your imaginary consultancy gig

"20k - its a tidy little sum" - no its not !!! - its a years worth of dole money - oh my sides !

[xongkudu] 07/6/2024 11:58

Genises

I believe we are a red hot take-over target largely due to the fact we are materially under-valued compared to our peers. See multiple broker and research notes backing this up.

Add in large scale consolidation in the Alberta oil & gas sector, the quality and desirability of our assets + the recently completed trans mountain pipeline and the take-over case grows stronger.

Ignore disingenuous idiots like Fandagle who is trying his best to create negative sentiment.

[fandagle] 07/6/2024 11:51

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.

[xongkudu] 07/6/2024 11:51

Great to see our 100k buyer back and Brent hitting $80 again.

[fandagle] 07/6/2024 11:45

Great to see this at 15p today! Who predicted that one? Lol

[fandagle] 07/6/2024 11:39

Nobody would go near this for a T/O! Would be easier dealing with Rl Chapo! lol

[genises] 07/6/2024 10:25

Out of interest what are other investors thoughts on Takeover or building to a medium oil company.
What would you except on a take over if the stock price is at 11p when an offer is made.
22p or more for me

[genises] 07/6/2024 09:54

Rocky ride
No problem with mine

[genises] 07/6/2024 09:52

This link is good for oil news around the world

[genises] 07/6/2024 09:44

Cmackay
I believe we will be taken out by another company who will keep the more lucrative assets and sell the rest.
Hopefully next year as I want to see what production we produce second quarter after our platform is built,other wise some one may get us on the cheap.
Will the investment companies take a bid cheaply when they are receiving a 20% dividend on their original investment.

[fandagle] 07/6/2024 09:26

Jog on AA you sheep sha$$er!

[rockyride] 07/6/2024 09:18

Add this to my post below:-

[rockyride] 07/6/2024 09:17

Don't know why my posts are missing text / posting as blanks

[rockyride] 07/6/2024 09:16

We buy when commodity prices are low and not sell. We drill when commodity prices are high. At this rate, if AECO stays

[cmackay] 07/6/2024 09:03

Do you think i3 is more likely to be the target of a full buyout or do you expect an offer for certain assets?

[tonynorstrom1] 07/6/2024 08:50

Gensis,

I should filter Fanny and it would help to declutter this BB - however, I challenge the lies / misinformation for the benefit of any new posters here. Nearly all the regular posters know what Fanny is up to, but any new posters / readers may not and could be influenced. I know I was when i was new to these chat forums 20 or more years ago. It proves the value of doing your own reserach and helps you weed out the information from the misinformation. Anyway - GLA !

[aberdeenandy] 07/6/2024 08:12

Even I now think Fandagle is a complete lying idiot and I have filtered him.

[genises] 07/6/2024 08:09

Tony
He trying to get investors to sell by casting doubt into their minds.
The more sells the lower the price.
🤣🤣🤣 I would say filter the muppet but you doing a very good job in rubbishing his claims
One day he will 🔥 on his short

[goodday1] 07/6/2024 08:09

Hahaha, the plonker posting blank diarrhoea and you ask for the source???That did make me laugh.Hahaha Will PoO top 76 dollars today?It looks like the world engine running on all cylinders!#China's Imports of Iranian Oil Jump in May on Better MarginsCrude shipments climb to seven-month high, Kpler data showsProfits from making fuels at 10-year seasonal high: OilChem#oott #IranhTTps://x.com/staunovo/status/1798953116022243397?s=46&t=wfsOgfWHdwyExVA_MX6XYQ-.-.-.-.I hear Sunk rushed back from the D-Day commemoration to get advised by our plonker! A liar meets a delusional liar!Hahaha We all should block the moron & Co and leave Tony to ragdoll them and their lies.TaGl all

[genises] 07/6/2024 08:01

Canadians getting a rough time
To buy 11.15p to sell 10.8p

[pretax2] 07/6/2024 07:59

Tony
I don’t read some of the muppets on here, but if you’re not happy with the correctness of a poster and believe that this is malicious, suggest you report them to the company. It wouldn’t be the 1st time that posters have been prosecuted for defamation. The burden of proof is on the poster to prove their statement.

[genises] 07/6/2024 07:56

lol
Is that the best you can do.
Fanny just remember you were warned not to short the stock as you don’t know what’s around the corner.