I3 Energy Share Discussion Threads

[goodday1] 27/1/2022 12:38

PoO 70 Cent above the 90 Dollar.One of the reasons Saudi Arabia Expected To Raise March Oil Prices On Robust DemandhTTps://oilprice.com/Latest-Energy-News/World-News/Saudi-Arabia-Expected-To-Raise-March-Oil-Prices-On-Robust-Demand.htmlOnward & Upward Gl all.

[the patriotic irishman] 27/1/2022 12:31

wouldn't it be wonderful if they (the market regulators / rule makers) just amended (and therefore simplified) the TR1 form with the following teeny weeny tweak 🤔


2. reason for notification

a) acquisition [CHECK BOX]

OR

b) disposal [CHECK BOX]

OR

c) neither (% change resultant of issued share number change) [CHECK BOX]


# SORTED 👌



mind you, those tweaks probably still wouldn't cover what happened LOL


anyway who cares as the shifting shares % is a drop in the ocean to some of us 😉

[tournesol] 27/1/2022 12:22

May I respectfully suggest that sensible people react to the trolls by

a) filtering them

b) saying nothing whatsoever about them

Every time somebody makes a reference to any of the various people who are clearly posting in bad faith they reward that person. The objective of a troll is not to persuade other people round to their point of view, it is simply to distract, disrupt and damage the conversation between genuine contributors. A negative reaction tells them their tactic is working. It nourishes them.

The best, most effective, reaction is silence - simply ignore them and all of their statements without even mentioning them. It's easy to filter them. It's perhaps a bit less easy to restrain yourself from saying what you think of them, but it is well worth the effort.

[fandagle] 27/1/2022 10:55

Poor Scuddy! Yet another loser! How much did you lose in Tiziana you fool! Great banter today! Your all sitting ragin at this dog plummeting, looking for someone to Blame, anyone! what a crowd of cowardly imbeciles….

[muddyfox0151] 27/1/2022 10:41

Fanny as 100s username. Ants Army shorter of doom many more , he's in a fantasy world a childish gamer .

[goodday1] 27/1/2022 09:59

Wow, the lying plonker is upset & lashing out & all because I called him out.Maybe I wasn't wrong in filtering him ages ago.Could it be the reason he can not have fun with my IP address as he is filtered or is it he was caught lying?Lol.Anyway, how many millionaires be created by i3e?Well done, to all holders & congratulation.Gl all.

[marvelman] 27/1/2022 09:30

Yes I agree...filtered

[marvelman] 27/1/2022 09:05

"amusing from the resident peado"..you have sunk to a new low Fandangle

[fandagle] 27/1/2022 08:47

Catalyst hits the market? WTF! Such jive talk, amusing from the resident peado! If oil was $200 this would budge, it will take 5 years to get over the dilution, it’s not difficult to understand!

[goodday1] 27/1/2022 07:49

Thank you both for your analysis.Those entities know a certainty when they see one.Let us see if punters can follow the money.I believe our RNs will come on Monday!Thanks again.PoO had 3 goes at the 90 Dollar barrier, it may take a few more times before it goes over it, that is unless a catalyst hits the market!Gl all

[gooroo1] 26/1/2022 23:50

Hi Darton/the abbot,

Thank you for posting this.After reading it got me thinking why they would have to disclose financial instruments like CFDs which as you said have no voting rights.

Well, after doing some research and looking at section DTR 5.1.2R in the FCA handbook I read that for a UK incorporated company, which Cairn Capital is, investors must disclose every % increase/decrease in their holding above the 3% threshold. I then looked at section DTR 5.3.1 which discuses notifications from holding certain financial instruments. It states that if you buy a financial instrument which has an economic effect similar to the voting rights financial instruments you already hold you must notify in accordance with the applicable thresholds, i.e. the % increases.

So from this we can deduce that the Contract for Differences which Cairn Capital now own are long as they are own a lot of shares!

If we then look at the amount of shares they have sold from this TR1 its 366,088 and we assume they were sold at an average price of the current 14p this equates to £51,252.38 cash back to Cairn. In the same TR1, CFDs owned by Cairn increased by .6834% which we can assume is equivalent to an increase of about 7,697,995 shares. At 14p these would be valued at £1,077,719. So they have increased their exposure by net £1,026,467 and hold the equivalent of 21x the 366,088 they have recently sold. To me, this 21x multiple seems close to what a financial services company would let a larger institutional investor borrow on which means the CFDs could have cost Cairn a similar amount to the shares they have recently sold - ballsy move if this is true!

If this is the case there are a couple of reasons they may have done this which are both very bullish. The first is it lets them increase their exposure to I3E without having to free up funds and the second is that by selling shares this helps to suppress the share price in the short term therefore allowing them to load up lower priced, more lucrative CFDs.

I don’t know if you will agree with this and happy to hear other points of view and of course this is all speculation on my part so take this with a pinch of salt.

[pretax2] 26/1/2022 23:25

I think the shareholder is anticipating volitility and wants to be able to trade at the margins of their holding. If shareholder has insider knowledge, this could be a sign of imminent takeoff.

Speculation I know, but seems to make sense.

[gusto01] 26/1/2022 18:40

RNS.Institution has increased. They bought the dip.Clever..!

[tazarface] 26/1/2022 18:29

I am such a fool

[ark87] 26/1/2022 16:06

Oil will be $100+ before end of February. You'd have to be a complete mug to sell now.

[ark87] 26/1/2022 16:06

Keep selling while Oil is rocketing mugs.

[edgein] 26/1/2022 15:35

Pretax,

Given that oil is currently trying to crack $90/bbl and that the upcoming wells are oil focused (clearwater and Simonette) then your suggestion looks likely. The higher these commodity prices all things will be on the table, including the recently mentioned buybacks, additional divis and no doubt further drilling/acquisitions. Buying 100m shares at 13-14p and cancelling those would go down a treat for future divi levels. Even better get Serenity drilled as oil could be $100+ by then.

Regards,
Ed.

[pretax2] 26/1/2022 15:29

I think they'll have to up the divi (currently 1.05pps)

[goodday1] 26/1/2022 15:14

90 Dollars about to go for the 1st time.How many goes will it take PoO to get over the 90 Dollars?I am very confident that i3e will go from strength to strength.Bring it on.Gl all

[doughcyclone] 26/1/2022 12:42

Let’s see when Canada opens.