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Share Name Share Symbol Market Type Share ISIN Share Description
Jadestone Energy Plc LSE:JSE London Ordinary Share GB00BLR71299 ORD GBP0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.80 -2.0% 88.00 88.00 90.00 89.80 89.00 89.80 262,105 16:35:21
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 159.4 -41.9 -9.5 - 408

Jadestone Energy Share Discussion Threads

Showing 6076 to 6100 of 6475 messages
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DateSubjectAuthorDiscuss
20/8/2021
09:23
I keep buying more. Now got 160,000 of them. Not a lot by MT's standard but quite a lot by mine. I'm not selling any.
fardels bear
20/8/2021
08:41
Hi Thommie Stiefel have been acquiring on the bid for weeks if not months. I think impatient PI's are at least partly the source for those II's buying. MT provided some figures on movements in holdings a month or 2 back. Steady growth is what we want. I'm looking forward to the update next month. The Maari mirage is still accruing value so fairly relaxed about that.
zeusfurla
20/8/2021
08:34
I wonder who is selling all this shares to them...
thommie
20/8/2021
08:18
INteresting to see Stiefel remaining on the bid looking for 100k at 75p so it appears that II buying may not be over yet on the face of it.
zeusfurla
20/8/2021
07:52
Explains recent relative share price strength in the face of declining oil price. Another confident II.
zeusfurla
20/8/2021
07:43
Fidelity up to 5% - they were 3.47% in July . Another 7m added
croasdalelfc
19/8/2021
16:59
Especially for 11 percent ;)
croasdalelfc
19/8/2021
16:55
If you get bored :) https://vimeo.com/571560045
croasdalelfc
19/8/2021
16:20
An exceptionally buoyant global shipping market (Baltic Dry Index is up nearly 900% since last April), is helping marine fuel oil pricing to buck the trend and hold up very well against weakening crude oil pricing. At today's $66/bbl Brent price, Jadestone's Stag production should still be realising circa $80/bbl inclusive of the most recent IMO 2020 price premium to Brent. Marine Fuel Oil and Major Oil Benchmark pricing - Change compared to pricing on 9th December 2020 in brackets - (all prices rounded to nearest whole number) $100 / (+24) - Marine Gas Oil - APAC Average $86 / (+19) - VLSFO - APAC Average $80 / (+20) - Jadestone / STAG - $13.88/bbl latest premium to Brent $69 / (+19) - Jadestone / Montara - est $2.5/bbl premium to Brent $69 / (+19) - Jadestone / Peninsula Malaysia - est $2.5/bbl premium to Brent $68 / (+19) - Maari - est $1.5/bbl premium to Brent $68 / (+22) - High Sulphur Fuel Oil - APAC Average $66 / (+17) - Brent $63 / (+16) - WTI At today's Brent price, 2021 guidance OPEX and latest IMO 2020 premiums to Brent, Jadestone should be realising circa $45/bbl operating cash flow for its Stag and unhedged Montara production, and circa $50/bbl for its Peninsula Malaysian production. With a current total production of circa 16,500 bopd, Jadestone should presently be realising circa $286m/yr of operating cash flow per year, with the potential to increase to circa $365m /year on completion of the Montara H6 Infill well and Skua well work-overs, and to $425m on completion of the Maari acquisition. AIMHO/DYOR
mount teide
18/8/2021
14:24
News flow:Results for H1 Sept 9th inc dividend announcementResult of H6 well possibly at the same time or before. They are 50 days into drill plus sidetrack.Skua workover results Oct .Dividend payment Oct.And of course - another possible acquisition
croasdalelfc
18/8/2021
13:00
Croas, Cheers.
11_percent
18/8/2021
12:16
As can be seen from link the Select committee submissions close tomorrow. A report is then written - deadline Nov 21. Then second reading to the House. Reading to the committee of the house, 3rd reading and then Queenie signs it off. Not long then ;)
croasdalelfc
18/8/2021
12:07
The backstop date is different again and really is just an agreement between OMV and JSE to continue the process. They made it 31st August to try to put a little pressure on govt to approve before legislation is in place - I very much doubt that tactic will work.In the meantime we wait .
croasdalelfc
18/8/2021
12:06
And a lockdown due to one case of covid won't help us, or in the long term, them, I feel.
fardels bear
18/8/2021
12:04
The regulator and the govt are different entities through one governs the other.Like OGA and U.K. govt.It's a case of intransigence by NZ govt - they won't approve operatorship transfer until legislation is in place. JSE have already provided everything the regulator needs.The progress of the Act of Parliament is slow up until the second reading and then will speed up (going on past legislation) https://www.parliament.nz/en/pb/bills-and-laws/bills-proposed-laws/document/BILL_111853/crown-minerals-decommissioning-and-other-matters-amendment
croasdalelfc
18/8/2021
11:41
Croasdalelfc, You seem to be the guy with the finger on the pulse regarding the NZ Gov legislation and the transfer of Maari to JSE. Can you tell me what the backstop date for the transfer is assuming we have to wait for the NZ Gov to pass the legislation and then JSE to comply with it. Cheers.
11_percent
18/8/2021
09:32
RSI of 9 is nus for his share......so, bought a few more. It has a habit going below 30 RSI.....and bouncing.......done it a few times.
11_percent
18/8/2021
09:12
I've set out my thoughts on production and revenue for 2021 post todays update:9934 bopd core H1 182 days $121.1m9000 bopd core H2 182 days $116.3m3000 bopd H6 Barrels 90 days $20.3m2000 bopd Skua workovers 60 days $9.0m5400 bopd PM Oil 152 days $61.6m600 boepd PM gas 152 days $2.7mTotal Barrels = 4.73M (12.9kbopd) $331.0mIve added a $2 premium to all barrels. H1 based on $65 Brent averageH2 based on $69 Brent averageThe above is 3.8m Montara and Stag barrels which is at upper end of guidanceThe exact amount depends on liftings but they had the scope to delay liftings until a better oil price was reached.NB record revenue for JSE was in 2019 at 4.5m barrels and ~$337mThey will exit 2021 with :Record Operating Cash flow ~ $52 a barrel at $70 oilRecord Cash ~ $80/100mRecord Production ~ 20kbopd
croasdalelfc
18/8/2021
08:06
No fireworks ... They have flagged some upside at PM and expectation seems close to 20000boepd who knows but hopefully sometime early next year. That would be a doubling of 1st half production. Cash flow must be huge and even with the increased spend their cash reserves must be accelerating. Be good to see what dividend they declare - they say "to maintain and grow dividends in line with underlying cashflow generation" The underlying cashflow must be significantly higher than last year when they still declared the maiden dividend based on a Covid disrupted first half. A significant hike looks due. All very solid. Have been adding TXP to my portfolio in the last few days - hoping my patience there (before buying) and here and at SQZ (while holding) will be rewarded.
thedudie
18/8/2021
07:41
Maari - darned autocorrect strikes again
lord gnome
18/8/2021
07:40
A solid enough update to my untrained eyes with good developments to look forward to. Mari will land in its own good time when the NZ government is ready to move. 2022 is a more realistic completion expectation. No harm at all long term but it does affect us in the short term and that is probably why the market will mark them down today.
lord gnome
18/8/2021
07:34
Also : 6000boepd over 153 days for PM would give 2515 annualised over a year .7000 boepd from PM over 153 days would give 2934 annualised over a year. So PM must be expected to out perform in the next few months
croasdalelfc
18/8/2021
07:31
My thoughts: The sidetrack explains the delayed rig movement . Rig watch ongoing Extra capex as a result .Maari pulled from guidance as expected . In my opinion it won't complete until Feb/March 2022 at the earliest . Select committee submissions close tomorrow. 2nd reading of bill due November.Surprised they didn't move the long stop date - as they will need to RNS again before end August.Good news on H1 production. 9934 b/d is better than my forecast 9500.Also guidance now includes 2500/3000 boepd from PM averaged across year. 2500 was my estimate . 3000 would imply a lot of extra production.
croasdalelfc
17/8/2021
15:46
News on the Montara Infill well should be imminent and is forecast to add circa 3,100 bopd of oil production. At today's Brent price, 2021 guidance OPEX and latest IMO 2020 premiums to Brent, Jadestone should be realising circa $50/bbl operating cash flow for its Stag and unhedged Montara production, and circa $55/bbl for its Peninsula Malaysian production. With current total production of circa 17,000 bopd, likely increasing to 20,000+ bopd on first oil from the Montara Infill Well, Jadestone could soon see operating cash flow rise from the current circa $325m/year to circa $385m/yr, with the potential to increase further to circa $450m/year on completion of the Maari acquisition - (assumptions: $70 Brent and 2021 OPEX guidance (which is expected to be materially lower by year end - at an average of sub $20/bbl according to management forecasts).
mount teide
17/8/2021
10:54
No chance of completion by the end of the month. Deadline will be extended again and again. Rinse and repeat until sometime next year.
lord gnome
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