Iog Share Discussion Threads

[bountyhunter] 29/9/2022 11:53

Southwark should stop the shareprice going South so long as there are not any more really nasty surprises and they get there in the end Q4/early Q1?! Or shall we call in Southfork lol!

[tidy 2] 29/9/2022 11:49

Southwark Predictive txt !!

[tidy 2] 29/9/2022 11:40

Bring on Southward 100bcf+ due to be on line anytime soon.

[bountyhunter] 29/9/2022 11:27

Yes but no surprise there. Nevertheless I've taken my average down. It won't take much for a rebound given ongoing high gas prices as we approach winter.

[xxnjr] 29/9/2022 11:21

Are the company being slightly disingenuous? No matter the problem we received very regular updates before. This appears to have stopped when the water issue arose.

"In early July, aqueous liquids first arrived at the Saturn Banks Reception Facilities (SBRF)....."

IOG could have/should have told us production was being curtailed as a result but we didn't learn about this until half year results on 24/8. Then radio silence since.

[bountyhunter] 29/9/2022 11:16

The company response seems reassuring to a degree although maybe that's just my perception, anyway as long as more than one of the two wells does not need to be offline due to the water issue the price seems way too low given forward gas prices and future prospects.

[bountyhunter] 29/9/2022 09:44

It should be exciting but it isn't! Let's hope that they can change things with a more positive RNS. It shouldn't take much to reverse this appalling share price decline.

[tidy 2] 29/9/2022 09:40

Southwark news due. This is part of an exciting growth period ahead, with the Goddard and Kelham appraisal wells following straight after Southwark, plus a Nailsworth final investment decision and seismic re-evaluation results for the Panther/Grafton area both targeted by year end.As the government encourages reinvestment in the North Sea to support energy security, we also have a clear view of value-adding new licence targets, alongside other business development opportunities under active evaluation."

[dunderheed] 29/9/2022 09:14

Here's hoping wskill!!
I wasn't impressed by reply but you're right and hopefully that is the correct inference.

[wskill] 29/9/2022 09:11

I read the replies the guys got back on LSE from the company still production as previously advised is my take from them.

[therealdeal25] 29/9/2022 07:54

I’m going to throw another £10,000 into this today, hoping it falls back, if not I will gauge when to! I just think this will bounce back big,

[ashkv] 28/9/2022 19:19

Oops didn't appreciate update was due next week - I just downloaded the file and was same as your prior link.

[bountyhunter] 28/9/2022 16:43

It's not easy to double check due to limited information from the company but I would assume those figures are accurate. The next update expected next week should be interesting.

[ashkv] 28/9/2022 16:34

Was the below accurate historically until the available July dataset?

bountyhunter 9 Sep '22 - 19:30 - 2277
0.000010
Found it! But I can only see data to July, maybe needs a bit of tweeking?

[aishah] 28/9/2022 15:27

Surely they would have had to announce to the market if flow rates indicated in the last update were further impacted due to the water issue.

[bountyhunter] 28/9/2022 14:31

I also checked against IOG announced data OD and couldn't match anything up either! It seems rather pointless publishing mixed data, they must have the actual figures or how do joint contributors get paid?!

[officerdigby] 28/9/2022 14:28

It works famously for ANGS Saltfleetby.But we went through this at the start of production. It don't work here.Another one is Beach including Norway. And you could take away (from Beach and IOG) but the flows still don't match on days that IOG have actually stated flow!

[tonytyke2] 28/9/2022 14:22

Yep agreed, of course.

[bountyhunter] 28/9/2022 14:19

With the caveat mentioned by OD above of course.

[tonytyke2] 28/9/2022 14:18

BH, thanks for checking that out, appreciated. Also possibly slightly encouraging is that nearly all those latest daily flows you published are increasing.

[bountyhunter] 28/9/2022 14:06

So for the sake of argument if we assume that the non-IOG contribution is constant (a big assumption I know) then the latest September figures seem slightly higher than the July figures.

[bountyhunter] 28/9/2022 14:04

For the same period in July:

27/07/2022 09:45:00 25/07/2022 Beach and IOG - Daily Flow 193.5702 27/07/2022 10:00:00
26/07/2022 09:45:00 24/07/2022 Beach and IOG - Daily Flow 187.1531 26/07/2022 10:00:00
25/07/2022 09:45:00 23/07/2022 Beach and IOG - Daily Flow 184.4222 25/07/2022 10:00:00
24/07/2022 09:45:00 22/07/2022 Beach and IOG - Daily Flow 199.3788 24/07/2022 10:00:00
23/07/2022 09:45:00 21/07/2022 Beach and IOG - Daily Flow 205.4186 23/07/2022 10:00:00
22/07/2022 09:45:00 20/07/2022 Beach and IOG - Daily Flow 0.0000 22/07/2022 10:00:00
21/07/2022 09:45:00 19/07/2022 Beach and IOG - Daily Flow 195.3592 21/07/2022 10:00:00
20/07/2022 09:45:00 18/07/2022 Beach and IOG - Daily Flow 192.4249 20/07/2022 10:00:00
19/07/2022 09:45:00 17/07/2022 Beach and IOG - Daily Flow 205.4428 19/07/2022 10:00:00
18/07/2022 09:45:00 16/07/2022 Beach and IOG - Daily Flow 206.0760 18/07/2022 10:00:00

[bountyhunter] 28/9/2022 14:01

Interesting OD, difficult to interpret I agree, these are the figures for the last couple of weeks. I might look back to July for a comparison.

27/09/2022 09:45:00 25/09/2022 Beach and IOG - Daily Flow 225.4287 27/09/2022 10:00:00
26/09/2022 09:45:00 24/09/2022 Beach and IOG - Daily Flow 210.0716 26/09/2022 10:00:00
25/09/2022 09:45:00 23/09/2022 Beach and IOG - Daily Flow 209.2430 25/09/2022 10:00:00
24/09/2022 09:45:00 22/09/2022 Beach and IOG - Daily Flow 206.7724 24/09/2022 10:00:00
23/09/2022 09:45:00 21/09/2022 Beach and IOG - Daily Flow 204.0371 23/09/2022 10:00:00
22/09/2022 09:45:00 20/09/2022 Beach and IOG - Daily Flow 206.6953 22/09/2022 10:00:00
21/09/2022 09:45:00 19/09/2022 Beach and IOG - Daily Flow 199.7603 21/09/2022 10:00:00
20/09/2022 09:45:00 18/09/2022 Beach and IOG - Daily Flow 197.0645 20/09/2022 10:00:00
19/09/2022 09:45:00 17/09/2022 Beach and IOG - Daily Flow 193.6654 19/09/2022 10:00:00
18/09/2022 09:45:00 16/09/2022