I3 Energy Share Discussion Threads

[rankor] 29/9/2021 09:30

I3 Gas hedges coming to an end soon. I3 can re hedge at much higher prices or not hedge at all for even bigger FCF that goes straight to the bottom line and our next Dividend payment. Coupled with a higher oil price and potential energy crunch, I3 is the gift that will keep on giving, both in share price rises and dividend payments. Just hold on because 2022 is going to be the 2x (steady growth in production and higher commodity prices) - 5x (North Sea, Simonette farm-in etc.) steady increase in the share price

[fandagle] 29/9/2021 09:04

Does anyone know why this hasn’t rocketed as predicted by the Rampers. It’s really disappointing, folk seem to be kicking the can down the road and make up excuses for almost everything! Answers on a postcard .....lol

[highly geared] 29/9/2021 08:32

The gas and oil prices are a perfect storm for I3E and now show what a great piece of business , the Canadian asset acquisitions were. The North Sea farm outs will also be a huge bonus. Hold onto your discounted golden tickets...

[edgein] 29/9/2021 08:29

Yeah it closed at 14.57p eqv over there, Canadians still keen to get in for the Serenity FO and huge cashflows.

Regards,
Ed.

[1choip] 29/9/2021 07:39

Over TSX ITE, BOOOoooMmmm!

[muddyfox0151] 28/9/2021 22:20

Brilliant article, the electronic revolution is years away regarding full electric car hook up .. where do we city guys/ dolls hook up / what Greennnnnnnnnnnnn dream

[ark87] 28/9/2021 21:37

Here are some tweets from John Arnold who started as an Oil analyst then became perhaps the most successful oil trader of our times. Retired in his late 30s a billionaire to focus on philanthropy.

@JohnArnoldFndtn
The energy crisis in Europe is a wake-up call that US must ensure a smooth transition to decarbonization (i.e. reasonably priced energy). Efforts by some to kill oil/gas industry will result in price spikes to levels that risk losing voter support for the energy transition.

A perfect storm of factors has caused UK gas prices to jump 4x this year, from $6 to $24/mmbtu. For reference, US gas is $5 after doubling since the spring. UK electricity providers are going bankrupt, industrial plants are shutting down, and this spike may cause a recession.

It will be easy to place blame on government policies if consumer energy prices spike. Opponents will scream from the rooftops that decarbonization actions caused the price rise, whether true or not.

In the US, a (growing) majority of voters support efforts to address climate change. A majority also express reluctance to pay for these policies. If voters believe climate policy is causing a spike in energy prices, support for those actions will fall.

While some advocate trying to destroy the fossil fuel industry as quickly as possible, the reality is oil and gas consumption will be high this decade in any decarbonization scenario. Clean energy is growing quickly but off a very low base.
It’s impossible to build enough EVs, solar, batteries, transmission, wind, etc fast enough to materially change fossil fuel use in the near term. For instance, autos can last 20 years and EVs have only 2% market share today. Changing the fleet on the road takes a long time.

Higher fossil fuel prices will spur a faster shift to renewable sources, all else equal, as they become economically competitive in more uses/geographies. But very high oil/gas prices risk a voter backlash against decarbonization policies, which are vital to a cleaner future.

Like it or not, oil and gas will be widely used by Americans, and the world, this decade. The transition to clean energy will be eased if it's smooth: oil and gas prices stay at reasonable levels. Attempts to kill the industry are counterproductive to the broader effort.

[goodday1] 28/9/2021 20:04

Tell that to the low-lying countries.Some people don't care attitude affecting real people lives.Remember, not all are 3rd world countries.https://www.google.co.uk/amp/s/www.worldatlas.com/amp/articles/countries-with-the-most-largest-low-lying-land-urban-area.html

[muddyfox0151] 28/9/2021 19:55

Oil is here for a very long time to come , my daughter is panicking on m6 motorway , coming off toll road no fuel on southbound services , crazy !! Imagine the world without oil , this electric revolution is a long way from reality, these green fanatics are delusional. Crazy world

[36redhill] 28/9/2021 18:22

Sobered up?

[fictitious1] 28/9/2021 18:13

Mr Fandangle to Mrs Fandangle:

Honey, Even Hurrcane up 20% today, KISTOS 3%, if your share didn't go up today your company is Tinpot.....

[muddyfox0151] 28/9/2021 17:52

In profit and take the divvy end of month , what's not to like here , only the troll ... )

[fandagle] 28/9/2021 17:36

Even Hurrcane up 20% today, KISTOS 3%, if your share didn't go up today your company is Tinpot.....

[bountyhunter] 28/9/2021 16:11

Nearly blue

[goodday1] 28/9/2021 14:51

Up she goes.13.80 to sellGl all

[fictitious1] 28/9/2021 14:28

Fandangle: "my wife is sitting at 38p break even, she is particularly furious at the BOD and rightly so....."

How does she handle your daily morning welcome shout of Timmbbeeerrr darling?!

[hoper1] 28/9/2021 13:35

If you want to know where this share is going just look at the graph!

[banksy] 28/9/2021 12:46

Just hold for the divi short term. The share price will sort itself out and fingers crossed we get a farm in November sorted and then light blue touch paper!!

[source] 28/9/2021 12:40

Oil up at $80 & gas up 7.5% today alone! Why the heck would i3E be down!? Crazy sellers....

[dunderheed] 28/9/2021 12:28

FB - not a lot?
How are you btw?

[fandagle] 28/9/2021 12:27

Yes Crabs, sadly a lot of folk were victims of the Black Friday (phone our family and friends)swindle, It doesn't matter what the BOD do here its the sentiment holding the share price back, my wife is sitting at 38p break even, she is particularly furious at the BOD and rightly so.....