I3 Energy Share Discussion Threads

[edgein] 10/6/2021 09:38

Neo,

Plus the gas lift into one Simonette well and a replacement ESP into another. Those Simonette wells are estimated to add 700bopd in the near term too after the recent acquisition. Between those and Noel we'll hopefully push past a total of 10,000boepd.

Regards,
Ed.

[neo26] 10/6/2021 09:29

Plenty of news shortly2 clearwater wells resultNoel well into productionDivi newsFarm out of serenity

[edgein] 10/6/2021 08:51

The timetable has been released previously, the company restructure completes on the 1st of July. They cannot do much regarding the divi until that happens.

Regards,
Ed.

[1choip] 10/6/2021 08:46

where is the div payment as been talking so many months? Looks 10 times slower than cash call.

[edgein] 10/6/2021 08:15

Fand,

Yeah its a strong possibility, but I wouldn't rule out formerly listed IAE/Ithaca either as they operate the Captain platform and are a material sized company these days. Be very interesting to see how this plays out.

Base they've been messing around with the spread here for weeks due to the low volumes.

Regards,
Ed.

[basem1] 10/6/2021 08:06

That's a big drop from 9.2 to just 8.76 to sell 100k ???

[fandagle] 09/6/2021 18:42

The Repsol tie-in seems logical, The Bluewater operated Bleoholm has signed a 10 year extension with Repsol after extensive Hull and topside upgrades.

[edgein] 09/6/2021 11:46

Repsol/Sinopec are planning to drill the two developmental wells into Tain in Q1 '22. So even if we didn't get a FO with those guys the jackup rig will be right there around the middle of next year.




Regards,
Ed.

[goodday1] 09/6/2021 11:23

This is my last top-up.I must stop buying!Lol

[edgein] 09/6/2021 11:12

goodday,

You got a good price there chap. At least you got in before the imminent news to come. Even that July divi is starting to loom large now regardless of Noel, drilling and those re-completions. Perfect storm starting to brew now with the oil price too. These acquisitions have certainly turned out to be the right place at the right time. I3E has never been in a better or stronger position than they currently are, only a matter of time before the share price reflects that.

Regards,
Ed.

[goodday1] 09/6/2021 11:04

5600+ & 5500+ buys are my top-up.

[1choip] 09/6/2021 09:39

Oil price rises = more dividends + more production opportunities

[edgein] 09/6/2021 07:51

Looks like the oil price has firmly broken into the 70's again. A good time for the company to be focusing on the oiliest licences for the Simonette and Clearwater wells.

Regards,
Ed.

[basem1] 08/6/2021 11:23

And worth every penny

[1choip] 08/6/2021 11:20

on course to 12-15p range.

[basem1] 08/6/2021 11:06

Nearly bought a few more early doors but bought a further 19500 CAPD instead

[goodday1] 08/6/2021 10:47

Now it moving What is up Mr MM?

[goodday1] 08/6/2021 10:45

Up it goes!It feels different.

[goodday1] 08/6/2021 09:55

It is stirring8.60 to sell a big chunk.Come on Repsol farm out

[edgein] 08/6/2021 09:37

Yeah there can sometimes be different valuations on these dual listed stocks, but there's an even bigger disconnect between the share prices on both exchanges and the assets. Even on a multiples of cash flow like their peers in Canada it should be multiples of today's price. That doesn't include the 26,000boepd upside on the current Simonette acreage or the NS discoveries etc. I'd expect that valuation gap to close somewhat as the company continues this years activities.

Regards,
Ed.

[goodday1] 08/6/2021 08:01

I will be very happy to put it on the record.I3e will be well into double-digit within the next 30 days.X dividend day.Operational update. Farmout. More oil-producing wells added.We may know more about share buyback.Oil prices spiking.Free cash increasing.The only negative 5 million from Iran can come back online!

[1choip] 07/6/2021 10:40

so strange few people selling

[goodday1] 04/6/2021 14:08

The spread is absolutely right.0.41The MM narrow the spread when news due!Anyone noticed this before?

[inever] 04/6/2021 13:14

Did you place a "limit" order or a "quote" order?Even though you, as the buyer have initiated both, they are shown differently on ADVFN. When the limit order is filled it is shown as a "sell" not a buy and therefore in red.When a quote order is filled it is shown as a buy and therefore in blue.The opposite is true if you were trying to sell. I've seen this happen for some of my transactions. It means you can't rely totally on the volume of buys and sells ADVFN show to figure out which way the wind is blowing.Hope this helps.