Iog Share Discussion Threads

[deltalo] 03/2/2023 08:13

Well my buy order is in £37600 quids worth.

[deltalo] 03/2/2023 04:20

I'll buy 500k tomorrow, what's your thoughts on that?

[dunderheed] 01/2/2023 17:00

LOL ticked up matey.

[bountyhunter] 01/2/2023 15:42

Careful, we don't want to attract the trash back here 😉
Here's something to catch it in 🗑️

[ashkv] 01/2/2023 14:44

haha I suppose it is juvenile - though do find it satisfying

[dunderheed] 01/2/2023 14:08

BH lol!! ashkv - yes but it really is playgroundish is it not?

[ashkv] 01/2/2023 13:53

I am waging a single handled battle on Char with two dedicated vulgar deranged loons - takes 4-5 mins of my time daily... find it cathartic :)

[bountyhunter] 01/2/2023 13:45

Tous pour un, un pour tous! 💂💂💂

[dunderheed] 01/2/2023 13:16

Was that to me - fellow Musketeer!!

[dunderheed] 01/2/2023 12:04

Unfortunately this is the level of posts on IOG now - such intellect and wit!
Looks like the reputed "seller" has stopped now so here's hoping!

[bountyhunter] 31/1/2023 19:18

Yes sudden movements in share prices do seem to attract the T* brigade, best ignored. Just a waiting game now. Maybe something can be salvaged from A2 before moving on (or back!) to A1. Anyway I'm not selling at these levels. Any positive news and the share price should respond given all the doom and gloom we have been through to date with IOG.

[dunderheed] 31/1/2023 18:46

Mate I has some small time trader pouring scorn on me today lol.
The problem is that there are so many of that ilk here now - it is difficult to determine genuine leak or trader spike down leaving the stock having "given up"?
It's been a mess technically and corporately for a long time - now they have managed to f up the investor profiling as well!
All IMHO, DYOR of course.

[bountyhunter] 31/1/2023 18:32

It's already a fiasco, but there is A1 to look forward to (!) and still the possibility of some gas from A2 to add to Blythe & Elgood with Blythe2 to follow.
Before scorn is poured on this lol all I can say is ...always look on the brighter side of life! ;)

[ashkv] 31/1/2023 17:45

I am invested in HBR - I am not invested in IOG...

IOG has to be far below current share levels for risk reward to be fairly balanced...

High probability that Southwark could be a fiasco like Elgood - which would lead to curtains for IOG, or a low ball takeover or a further share raise which would greatly dilute existing shareholders...

[daar] 31/1/2023 16:47

So which one is your favourite HBR or IOG?

[ashkv] 31/1/2023 16:35

REPOST FROM 27 Jan 2023

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] 31/1/2023 16:34

REPOST from 27 Jan 2023 - for the newbies so that they have a clear picture vis-a-vis the ramping...

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

[9naz] 31/1/2023 10:26

So dunderhead you had a day off yesterday, and back to scaremongering again because you want a price of 5-6p, that’s disgraceful behaviour, yes there is risk here, but on a risk reward basis, this is very much a buy at these prices, it could just as easily double or even treble from here, so give it a rest.

[dunderheed] 31/1/2023 10:21

Wouldn't wait too long for what?

[daar] 31/1/2023 10:17

Understood.. I wouldn't wait too long here tbh

[dunderheed] 31/1/2023 10:12

Me? Watching interestedly but wouldn't be trading at this time as IOG has a habit of letting people down IMHO.