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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
  -1.00 -1.08% 91.50 91.00 92.00 92.50 91.50 92.50 404,225 11:30:38
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 159.4 -41.9 -9.5 - 424

Jadestone Energy Share Discussion Threads

Showing 6176 to 6200 of 6450 messages
Chat Pages: 258  257  256  255  254  253  252  251  250  249  248  247  Older
DateSubjectAuthorDiscuss
14/9/2021
09:29
Institutional Shareholders with notifiable holdings (3%+) and Directors holdings has increased by circa 6 million shares from 72.10% to 73.42% during the last 6 weeks. Significant changes: Fidelity - up by over 8 million shares to 5.20% from 3.47% Major Holdings: 73.42% of stock is held by the largest 10 Institutional Investors & Directors as of 8th September 2021 Tyrus Capital 25.49%, Baillie Gifford 8.45% Odey Asset Management 7.12% Livermore Partners 6.96% Fidelity 5.20% Polar Capital 4.84% Premier Miton Investors 4.12% BlackRock 3.84% Sandgrove Capital Management 3.28% Invesco 3.26% Directors 0.86%. Source: Jadestone Website
mount teide
14/9/2021
08:52
The accrued Maari production to date is astonishing - the 4.16 million bbls projected to be accrued to Jadestone by Dec 2021 would be equal to Jadestone's 2020 production of 11,438 bopd (4.16 million bbls). FB - NZ's woke, liberal left Government is entirely responsible for the delays to the completion of the Maari deal. Jadestone recently completed the much more complex PM deal in 3 months. As a consequence, allied to the senior management's deep experience of the offshore Malay Basin from their Talisman Energy days, I believe Malaysia has probably leapfrogged NZ and Australia to become the leading location for future company acquisitions.
mount teide
13/9/2021
22:40
Moving and Maari start with the same letter but have nothing else in common.
fardels bear
13/9/2021
18:28
The way things are moving with Maari, any decommissioning costs will have been paid for with interest by time the deal closes.
lord gnome
13/9/2021
16:15
In terms of Maari, does anyone have any thoughts on what the decommissioning "fund" responsibilities will look like? I am assuming this will be part of the negotiations between JSE and OMV, but would this potentially be either partially or completely funded from the accruing cashflows due to JSE upon close of the transaction? Or would OMV likely be expected to fund most of this separately due to their long experience with the asset (somewhat similar to the Malaysian assets which came with a well funded decommissioning pool)?
gord959
13/9/2021
12:57
Maari Acquisition By the end of H1/2021 the average price of the 3.60 million barrels of Maari production accrued to JSE is circa $63.5/bbl. This should have generated revenue of circa $229 million. Assuming Brent averages $70 in H2/2021 and the current rate of production is maintained, by the end of 2021, the average price of the circa 4.16 million barrels of accrued production should have generated revenue of circa $275 million. Assuming an average OPEX to the end of 2021 of $22/bbl, this should have generated around $180m of operating cash flow before modest Capex and other adjustments - for an asset with a purchase price of $50 million. Therefore, the final cheque given to JSE to take the Maari asset off their hands (inclusive of the FSPO with a current valuation attributable to JSE of circa $50m) is likely to be very meaty - possibly in the $50-$75m. So, it's pleasing to note that both seller and buyer are still fully committed to completing the deal as soon as the legislation moving through the NZ Parliament permits. AIMHO/DYOR Data source - Cue Energy and Horizon Oil
mount teide
13/9/2021
11:39
Off Topic The PR roadshow for Empyrean Energy EME is now in full swing. Rig booked, drilling to commence before end of year, pathway to 1.2bln bbls in the 100% success case. 6.5pps could go to 200pps plus. NIAI. DYOR. AIMVHO. GLE WWW.proactiveinvestors.com.au/companies/news/957392/empyrean-energy-maps-out-path-to-spudding-of--world-class--jade-prospect-957392.html Search Proactive Investors for recent talks hTTps://www.share-talk.com/tom-kelly-ceo-director-gaz-bisht-executive-director-china-of-empyrean-energy-plc-eme-l-interview/#gs.axl2sj Broker’s note on the EME bb hTTps://uk.advfn.com/cmn/fbb/thread.php3?id=40022848&from=40009
lazarus2010
10/9/2021
07:19
World’s Top Oil Guzzlers Surpass Pre-Pandemic Consumption - Bloomberg hTTps://www.bloomberg.com/news/articles/2021-09-08/world-s-top-oil-guzzlers-surpass-pre-pandemic-consumption 'Some of the world’s biggest economies are seeing oil consumption turn the corner and even surpass pre-pandemic levels as falling Covid-19 infection rates drive a recovery in activity. Oil demand in China, the world’s top energy consumer, will be 13% higher next quarter than in the same period in 2019 before the pandemic, according to SIA Energy. Indian fuel sales extended a rebound last month, while American consumption of petroleum products just hit a record high. Europe has also just had its best August for gasoline demand in 10 years, IHS Markit said..............'
mount teide
09/9/2021
12:22
Stiefel loved it. Sheisters.
fardels bear
09/9/2021
12:21
A bit of a muted reaction. I cannot see too much to dislike, but there is quite a lot to like. Seems this is a little cash cow, especially if O&G prices stay buoyant. Unless i am massively missing something, its come in ahead of expectations.
winnet
09/9/2021
08:46
I liked this bit. No hedging currently in place, significant exposure to ongoing recovery in oil prices
dcarn
09/9/2021
08:45
I'm comparing it with serica since 2017.
fardels bear
09/9/2021
08:41
FB - Since the Sept 2018 London Listing Jadestone's +120% share price performance relative to the wider O&G market(average 50% loss) and Brent(39% average loss) has by any objective analysis been outstanding - particularly with the business now positioned extremely well to continue that outperformance in H2/2021 and beyond. AIMHO/DYOR
mount teide
09/9/2021
08:39
New presentation on website. hTTps://www.jadestone-energy.com/wp-content/uploads/2021/09/H1-2021-earnings-webcast-vf.pdf
11_percent
09/9/2021
08:35
Expecting in excess of 3kbopd for H6 and around 11-13kbopd in Q4 for Montara and Stag
croasdalelfc
09/9/2021
08:29
11% - H1 OPEX would have been lower than H1/2020($23.10/bbl) but for the impact of the lower production. PM asset production of 7,492 boepd in H1 was 25% above guidance and suggests a highly material drop in H2 OPEX(the management are estimating sub $20/bbl by year end) since at 6,000 boepd the PM asset OPEX was around $18/bbl. With Brent in H2/2021 averaging circa 20% above H1/2021, the H1 performance has laid the foundation for the business to deliver very strong production and cash flow growth in H2/2021 and beyond.
mount teide
09/9/2021
08:23
hTTps://www.jadestone-energy.com/wp-content/uploads/2021/09/H1-2021-earnings-webcast-vf.pdf
thedudie
09/9/2021
08:15
It's always jam tomorrow though, isn't it?
fardels bear
09/9/2021
08:05
Stiefel back on the bid for 100k at 76p. Only had a quick look at update but I like the use of capital to generate future profit and keeping the dividend low. There are better uses for capital in the current market environment than returning it to shareholders. I think H2 is going to be stellar when it comes. The next few months is the time to build a decent stake here.
zeusfurla
09/9/2021
07:56
Op cost up a bit. Operating costs per barrel (US$/bbl)(3) 28.16 23.27 23.10 # Unit operating costs(6) of US$28.16/bbl, up 21% from H1 2020 of US$23.27/bbl, in part due to lower production, coupled with higher operational staff costs and repair & maintenance costs; Full year guidance unchanged from 18 August 2021 update: o Unit opex: US$25.50 - 29.50/boe; (could also go higher).
11_percent
09/9/2021
07:48
Found it now sorry guys. Looking to join you but just doing a bit more DD.
sunbed44
09/9/2021
07:48
They received cash outside the period in July of $46.1m for a lifting in June which also affects profit.A stand out for me is the PM asset production of 7492boepd in H1 . If that continues in H2 and they execute H6 and skua workovers then end H2 production could easily be 22000 boepd excluding Maari.
croasdalelfc
09/9/2021
07:46
Great to see that dividend is going increasing by 10%. I cant find the previous dividend payments. Does anybody know off the top of there head what they were please?
sunbed44
09/9/2021
07:45
I cant download as on phone (?!) what's the div please?
dunderheed
09/9/2021
07:32
Figures out - reflect what we all know in that the market is good for Jadestone right now. Company clearly going in the right direction. Lots more growth to come.Could have done with a bigger divi though. Headline profit figure dented by mark to market hedging losses and a couple of one-off costs otherwise it would have more than doubled.
lord gnome
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