Share Name Share Symbol Market Type Share ISIN Share Description
Independent O&G LSE:IOG London Ordinary Share GB00BF49WF64 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 14.00p 13.50p 14.50p 14.00p 14.00p 14.00p 1,730 07:43:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 0.0 -21.4 -23.2 - 15.30

Independent O&G Share Discussion Threads

Showing 5351 to 5374 of 5375 messages
Chat Pages: 215  214  213  212  211  210  209  208  207  206  205  204  Older
DateSubjectAuthorDiscuss
01/8/2017
16:27
Signing off for August holidays. So FWIW the three shares I am keen on right now are AEX, CERP and IOG. The first two are expecting news in September. I have an enormous number of AEX and much fewer of the others but will look to accumulate. CERP (is ex LGO) with new management saying all the right things about upping production without dilution and they have a plan (waterflood) in place to do it. Leo Koot the new Chief is very impressive. IOG (North Sea) putting a hub together and have just "bought" the pipeline for nominal cash that allows them to do it. Management have done this before. Funding is the issue the market is waiting on but these guys are ingenious at funding and if they can get it together it is a ten bagger. And AEX, obviously. Delays are part of business in Tanzania and part of being an Aminex shareholder. I am going on holiday absolutely certain that AEX is far too cheap. I believe it should be 8p plus on the assets now. I believe the N3 target has increased enormously, will be part-oil play and is going ahead. I don't mind waiting (too much). The last quarter of the year is going to be interesting on all three fronts. Good luck to all the regulars Happy holidays.
edgar222
21/7/2017
16:06
That's excellent news Expect a sharp rise in the sp
saturn5
20/7/2017
07:50
mrb thanks - a direct route. hTTps://www.youtube.com/watch?v=EwbRT-Mw9Q0
cottoner
20/7/2017
07:42
https://www.youtube.com/watch?v=EwbRT-Mw9Q0Yesterday's interview with Mark Routh and Andrew Hockey.
mrbridgeruk
19/7/2017
22:36
Very good! Well done all longs.
cinques
19/7/2017
20:02
It's been interesting watching the share and debate on LSE today. There is certainly a lot of potential here. Looks like £600million profit here in long term with a £18 million market cap. Yes there is some risk but the rewards look outstanding. Broker target looks realistic within the year with some risk. £5 might be possible long term...The financing (from offtake / suppliers / LOG) is being loaned to a company with multiple valuable known assets rather than a risky exploratory company, I think the IOG team can secure this. If they do the shareholder returns could be huge.
mrbridgeruk
19/7/2017
19:35
320Bcf has gross value of £1.2B at 40p/therm. Translates to around $30/boe. Obviously capex and opex will take a significant chunk out of that but IOGs target B/E for Vulcan is under 20p per therm I believe.
ua36
19/7/2017
19:28
Wrt IOG gas offtake prices it needs to be remembered that Vulcan , IOG's by far largest gas resource was bought at an extraordinary low price due to the field basically being 'stranded' before IOG stepped in. From the RNS on June 13th 2016 detailing the Acquisition of Vulcan satellite fields. "The Acquisition increases IOG's 2C recoverable resources by 320.7 BCF or 53.45 million barrels of oil equivalent ("MMBoe") at an effective cost of US$0.22/Boe." How does this compare to the current price of gas? Also from the same RNS "Oyster also has approximately $25.6 million in UK pre-trading expenditure which can reduce the future amount of tax payable."
cottoner
19/7/2017
15:30
Well good news. I wonder however with the favourable terms of the contract, should a rerating of the share now take place.
twodegrees
19/7/2017
13:29
I wouldn't like to second guess it... Punters like today's news though, what?
fardels bear
19/7/2017
13:16
Ah - thought you might've had some previous experience to expand on the "significant" aspect which would've been good to give us an idea re. what may be likely. Is the discount to the future NBP curve price when the gas (might!) be online?
ua36
19/7/2017
10:53
No idea. It would depend on how many potential offtakers were seen to be interested in the deal.... If a lot, then not a lot; if not many, then quite a lot.. IYGMD..
fardels bear
19/7/2017
10:47
How much Fardels?
ua36
19/7/2017
10:31
Anybody prepaying though is going to want a significant discount on their gas price..
fardels bear
19/7/2017
09:37
It's certainly an innovative structure Edgar. You'd think that having gas pre-sales agreed will give confidence to the big contractors (platforms, pipelines) that the revenue that they'll get paid from is "real". Time will tell of course and plenty of hurdles still to overcome.
ua36
19/7/2017
07:53
Early (?) FDP submision good.But whats fascinating is their funding plans. Not only deferral of payment by contractors but now also advance paymemt from gas buyers talked about.This is unique isnt it? Market betting on whether this can be put together.If it can, Boom.
edgar222
19/7/2017
07:08
Wakey wakey this is not going to 8p nice update this am.
chesty1
18/7/2017
12:05
Well whilst I wait for this to wake up my AST holdings is looking amazing at the moment!!
chesty1
17/7/2017
17:38
See you there ;-)
cinques
17/7/2017
17:27
8p and I'll be buying too.
sleveen
17/7/2017
16:43
IOG tweeted wrt interview this Thu. hTTps://twitter.com/iog_plc?lang=en
cottoner
17/7/2017
14:38
IOG need to draw down on the facility and thereby increase the loan which can be converted at 8p per share. I think we are getting near to more fundraising and I suspect it will be 8p per share again - it's getting within range. disclosure: I will buy at 8p :-)
cinques
17/7/2017
12:38
The Net Liabilities? £4.3mill? Don't follow re. your point that LOG will have to convert - what would make LOG covert? Unless you mean IOG will need to continue to draw down the associated loan? That's the whole point of the loan associated with the CLNs?
ua36
17/7/2017
11:53
ua36 Have a look at the net liabilites. Those CLNs @ 8p will have to be converted. IMHO.
sleveen
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