Independent Oil & Gas Share Discussion Threads

[fardels bear] 18/1/2021 10:04

The problem with articles like that is that they are still saying oil and gas in the same breath. The two have been diverging for years now and have markedly different prospects. The fact that the author doesn't acknowledge /seem to know this would prevent me from taking the article seriously.

[burtond1] 18/1/2021 09:57

With much of the Western world still in various states of lockdown, how strong will the recovery in #Oil be, and what companies are best placed to benefit?We consider the sector's prospects for 2021#RDSB #BP #DGOC #TXP #DELT #RBD #IOG #WTE #ADME #ENQhttps://total-market-solutions.com/2021/01/green-shoots-for-oil-and-the-energy-sector/

[marvelman] 12/1/2021 12:57

yellowdog...not much interest (BB wise)..but certainly an improved share price from the perception that first gas is this year and not (as a month ago) next year. We are sure to get more frequent updates from here and the hoped for RNS I am waiting for announcing a full take out.

[yellowdog] 11/1/2021 19:00

Not much interest here yet 1st gas Q3 this year and they are targeting 24,000 boepd. Mkt. Cap is also very similar to a number of O&G cos with nothing but hope !!! Even better / worse PANR has a Mkt. Cap of £247m. Plus IOG have lots of prospects.

[burtond1] 17/12/2020 10:08

Here, @mgrahamwood catches up with @DDS_DocHoliday and for the first time ever does an exclusive interview to reveal his "Bucket List" for 2021#JOG #SQZ #IOG #UJO #JSE #PTAL #TXP #SAV #PPC #PRD #SCIR #CHAR #DGO #GENL #WEN #SLE #KIST #LBE #ZPHR #BPC #ECOhttps://total-market-solutions.com/2020/12/malcy-bucket-list/

[fardels bear] 15/12/2020 15:17

I had TXP at 12p. One of my less astute sells at 14p.

[dunderheed] 14/12/2020 09:14

FB sqz just doesn't seem to be "sitting well" at the moment. I am assuming nervousness over work over well and, really everything "should" be fine. Good price at jse me thinks? I like dgoc but see this as a slow burner? Have you dipped your toe re TXP as there should still be potentially a lot of value there? All imho of course so probably best to totally ignore all the above !!

[fardels bear] 14/12/2020 09:09

Back in sqz and JSE Dh. Still mulling dgoc.

[dunderheed] 09/12/2020 13:09

FB - wasn't this before the (huge!) dilution? EDIT good to hear from you though!

[fardels bear] 09/12/2020 12:13

Have you adjusted to compensate for the huge dilution, Dh?

[dunderheed] 09/12/2020 11:39

What do you mean anley - it's pretty obvious why share price is weak "today*"? * for last year - still significantly below AA's kind offer.

[anley] 09/12/2020 10:41

YES Jimmya.........but have you worked out why?

[dunderheed] 04/12/2020 19:14

I'd say it's at least a year away by the way.

[dunderheed] 04/12/2020 19:13

Apologies building what?

[anley] 04/12/2020 18:29

Getting rig etc to get the stuff out - currently building it and using their cash balances..............

[dunderheed] 04/12/2020 11:16

6 more months until what anley?

[anley] 04/12/2020 10:44

THOMAS...........AA tried to get hold of IOG with a cheeky bid months ago....no go BUT now we have another twist. Administrators sell 5m & X and buy new shares at 8p and 11.9p and that makes them 29.88% and they still have more options to exercise. It all means they are bid proof as Lombard the Swiss dealers have a big chunck of IOG so they all have to sit on their stock until first gas comes out of the pipes and in to the Bacton gas hub........... 6 more months unless circumstances change..................

[dunderheed] 02/12/2020 10:34

Course they do but you'd never get them to admit it here! I was both a holder of rre and iog and had to admit I was concerned they may pay as much as 25p a share.

[thomas11] 02/12/2020 10:21

Andrew Austin has launched his Rockrose Mk2 on the market and is looking for gas and infrastructure projects in the North Sea up to £100m. I wonder if people regret the rejection of 20p per share from Rockrose and if it will be offered again. Just a random thought GLA

[bbluesky] 30/11/2020 18:08

Well, I was't wrong! 2 x 5m a buy and a sell at an agreed discount. Institutional stuff (hopefully part of the overhang) IOG is too small for Buffet links to hang around, particularly with energy prices on the rise. Action ahead, Jackson.

[eggbaconandbubble] 30/11/2020 15:04

Not until this obviously desperate seller has dumped their lot. I wonder who that can be. Suggestions anyone?

[bbluesky] 26/11/2020 15:00

Looks the start of a major move to me!

[dunderheed] 26/11/2020 13:43

A few punters have bought a few tightly held shares - nothing more.. nothing less, IMHO!!