Iog Share Discussion Threads

[farrugia] 27/1/2023 08:09

you are comparing oranges and apples ashkv - how can you compare mature assets of HBR (2.62 billion market cap!) with a minnow like IOG? IOG has plenty of future prospects but it needs to develop them

[the kingpin] 26/1/2023 19:38

The kiddie fiddler ASh is a dirty con man who needs money to go for an expedition (fiddling kiddies) in Africa.

[ashkv] 26/1/2023 16:49

IOG currently trading at EV/Flowing barrel 2x that of HBR!!

HBR Cursory Overview ->
Share Price : 309.0p
Brent : $86.50
UK Natural Gas: 139p
Shares Outstanding : 847,168,796
GBPUSD Exch Rate : 1.23
Market Cap GBP : £2,617,751,580
Market Cap USD : $3,219,834,443
Net Debt (2023 Jan Update): $800,000,000
Enterprise Value USD (EV) : $4,019,834,443
HBR Mid:Point Production Guidance 185k-200k for 2023 (Bpd) : 192,500
HBR 2022 Average Production (Bpd) : 208,000
EV/Barrel:USD Mid 2023 Guidance : $20,882
EV/Barrel 2022 Average Production: $18,355
(Decommissioning costs : HALF YEAR 2022 Results) : $5,092,000,000
(Decommissioning Costs : Discounted at 10% & After Tax) : $2,000,000,000
EV And After Tax Discounted Decom Exp / Barrel : $47,334
Dividend USD 200mn per annum - Dividend Yield: 6.21%
Net Payout Yield (NPY = Div(Y) + Buybacks(Y) + Tender(N) : 18.63%

[ashkv] 26/1/2023 16:47

IOG Cursory overview ->

Brent: $86.50
British Gas Prices (Next Month): £139
SP: 8.4
Shares Outstanding: 523,855,758
GBPUSD: 1.23
EURGBP: 0.8828
EURUSD: 1.09
MarketCap GBP: £44,003,884
MarketCap USD: $54,124,777
Cash - GBP (Jan 2023 Corporate Update RNS): £32,400,000
Cash - USD (Jan 2023 Corporate Update RNS) $39,852,000
Debt (GBP): £97,580,000
Debt (USD): $120,023,400
Net Debt (GBP) Per Jan 2023 Corporate Update: £65,180,000
Net Debt (USD) Per Jan 2023 Corporate Update: $80,171,400
Enterprise Value (Jan 2023 Corporate Update RNS): $151,704,777
2022 Actual Average Production: 5,206
2023 Production To Date (25 Jan 23 RNS): 3,515
Guidance for 2023: ???
Enterprise Value/Barrel 2022 Actual Average Production: $29,140
Enterprise Value/Barrel Current Production (23 Jan 23 RNS) : $43,159
Enterprise Value/Barrel Mid-Point 2023 Guidance: #VALUE!
Decommissioning Expenses (GBP): £16,600,000

IOG LIABILITIES
− €100m Senior Secured Bond: £88,280,000 [MATURITY SEPTEMBER 2024]
− LOG Subordinated Convertible Loan: £9,300,000
− Decommissioning provision: £16.6m

[farrugia] 26/1/2023 16:13

34 million traded! lots of shares are exchanging hands.

[billthebank] 26/1/2023 16:06

Firestormyou mentioned poss 9p by close well it is a strong possibility I feel now then hopefully 10p on Friday!!!

[the kingpin] 26/1/2023 16:02

Nonces like you ares scum, conman, kiddies fiddler scum.

ashkv26 Jan '23 - 15:43 - 3343 of 3346
0 0 0
Demonic scum!!!

[firestorm911] 26/1/2023 15:11

TICK
TOCK
TICK
TOCK
TICK
TOCK

BOOOOOOOOOOOOOOOOOOOOM !!!!!!!!!!!!!!!!!!!!!!

15P

Regards,
F911

[firestorm911] 26/1/2023 15:06

There should be more 500k delayed reporting buy trades.

Enjoy


Regards,
F911

[anley] 26/1/2023 14:51

Always keep in mind what the true value of a business is........

IOG LIABILITIES
− €100m Senior Secured Bond: £88,280,000
− LOG Subordinated Convertible Loan:£9,300,000
− Decommissioning provision: £16,600,000

and I understand the SECURED BOND is trading at 86 - 100 being par value

[firestorm911] 26/1/2023 14:50

On a side note, I still believe 9p close today, let us wait and see.


Regards,
F911

[sludgesurfer] 26/1/2023 14:32

This used to be a decent board where people with something between their ears would actually discuss the company in a rational and civilised manner... be they bull or bear. Not any more.Any chance you could do some banning BH? It's now at the point where it's hardly worth checking it any more.

[farrugia] 26/1/2023 14:02

look at the volumes - they are huge compared to historical levels. Lombard Odier Asset is almost if not out by now - and the market knows that. Once that supply has receded... Lots of day traders are also selling into the rally, they will regret selling way too early.

[g2theary] 26/1/2023 14:00

Someone missed the boat or even worse short underwater :D

[farrugia] 26/1/2023 13:53

if you're just watching why are you trying to impact sentiment? the truth is that this stock has been beaten down to a pulp.

[farrugia] 26/1/2023 13:31

hope to see some more director buys - that would really add some serious fuel.