Jadestone Energy Share Discussion Threads

[jeff114] 30/1/2023 11:48

No, that I found on the website. As Stifel does the buyback for them, they are not subject to quiet periods if news is about to happen...

[pughman] 30/1/2023 11:33

Under $7m of buyback left to spend. If they have to scratch around for that, the $100m shareholder return ain't going to happen, but that's been apparent for some time. Recent and future CAPEX I guess.

[mount teide] 30/1/2023 11:11

L2: opened 1 v 3 / 80p v 83p - moved to 3 v 4 / 82p v 84p (rest between 85p and 88p)

Over 1.0m volume in the first three hours of trading.

[fireplace22] 30/1/2023 11:03

Isnt the buy back independent of JSE's board now its been set up. Other than cancellation?

[kaos3] 30/1/2023 11:01

share buy back - does it depend on inside important news not yet known to the market too?

[jeff114] 30/1/2023 10:58

What does it say, don't find it on the website and is not in the news release of August 2

[nigelpm] 30/1/2023 10:56

Someone just dumped 400k shares on book at 83p - won't be going anywhere in a hurry.

[nigelpm] 30/1/2023 10:49

Read the AGM resolution carefully.

[thommie] 30/1/2023 10:48

Still no buybacks since 12 days. Wtf? The average price should have adjusted to the higher share price already to enable the restart of buybacks....?

[taurusthebear] 30/1/2023 10:40

If this continues I'll soon be at breakeven. :0)

[thedudie] 30/1/2023 10:36

People anticipating a Feb restart at Montara ?

[pughman] 30/1/2023 10:33

Some perky share price activity this morning.

[fireplace22] 29/1/2023 08:58

Just watching Talk TV, bottom screen caption reads UK told to expect 6 hours of blackouts, so doubtful that those other regions would be so foolhardy.

[danieldruff2] 29/1/2023 08:13

Perhaps the huge alarm bell will be silenced if other regions can get down to two thirds hydrocarbon use like Europe and S&C America.
Interesting stats.

[mount teide] 29/1/2023 00:51

BP Statistical Review of World Energy 2022

Oil Production (BOPD) - 2011 to 2021

28.07m to 28.16m (+00.1%) - Middle East
14.34m to 23.94m (+66.9%) - N America
13.51m to 13.83m (+2.4%) - CIS
8.31m to 7.33m (-11.8%) - APAC
8.51m to 7.28m (-14.5%) - Africa
7.46m to 5.91m (-20.8%) - S&C America
3.91m to 3.42m (-12.5%) - Europe

The World has been entirely reliant on the US Shale Oil Industry to meet its oil demand growth over the last 11 years.

Since 2014, the collapse in production development CAPEX outside the US combined with its subsequent collapse across the US shale oil industry since 2020(the result of generating $300bn of negative FCF over the previous decade), should be a huge alarm bell for the growth ambitions of a global economy that has averaged a 1.5% CAGR in oil consumption since 2011.

[mount teide] 29/1/2023 00:49

BP Statistical Review of World Energy 2022

Primary Energy(Exajoules) used to generate Electricity

The World - Per Energy Type
490.1 (82.3%) - Oil/Gas/Coal

65.6% (11.0%) - Nuc/Hydro

39.89 (6.7%) - Renewables


Regional - Per Region and Energy Type
272.5 (45.8%) - APAC (84.9% Oil/Gas/Coal - 8.8% Nuc/Hydro - 6.3% Renewables)

113.7 (19.1%) - N America (79.6% Oil/Gas/Coal - 13.0% Hydro/Nuc - 7.4% Renewables)

82.4 (13.8%) - Europe (70.6% Oil/Gas/Coal - 17.2% Hydro/Nuc - 12.2% Renewables)

40.3 (6.8%) - CIS (88.4% Oil/Gas/Coal - 13.4% Hydro/Nuc - 0.2% Renewables)

37.8 (6.4%) - Middle East (98.7% Oil/Gas/Coal - 0.8% Hydro/Nuc - 0.5% Renewables)

28.5 (4.8%) - S&C America (65.5% Oil/Gas/Coal - 26.7% Hydro/Nuc - 11.8% Renewables)

20.0 (3.3%) - Africa (90.1% Oil/Gas/Coal - 7.6% Hydro/Nuc - 2.3% Renewables)

First World v Emerging Nations
399.2 (67.1%) - Emerging Nations
195.8 (32.9%) - The West

Per Capita Consumption of Energy is circa 15 times higher in the West but, over 90% of the annual increase in consumption is by the emerging Nations.

[mount teide] 27/1/2023 12:22

According to the China Electricity Council, China will add a massive 70 GW of coal-fired power generation capacity this year, almost double that of the 40 GW added in 2022.

Locals were saying "where's Greta?" at the breaking earth ceremonies for the new mines and power stations about to commence construction!

[pughman] 27/1/2023 09:07

You need to reread the criteria you posted on here.

[nigelpm] 27/1/2023 08:55

Lordy - been through this time and again - the price has been above the point at which they can buyback.

[jeff114] 27/1/2023 08:09

Perhaps some large transaction in the making and they need the cash

[pughman] 27/1/2023 07:59

JSE have stopped the buyback. Why could they have not informed their shareholders. Poor.

[tom111] 26/1/2023 18:13

All coming together next month which will be a catalyst for the share price imo

[mount teide] 26/1/2023 16:27

Reminder: Trading Statement next Thursday

[bradvert] 26/1/2023 10:00

MT - Yes when the FID appeared imminent in 2020 (before Covid put it on ice) JSE had scheduled 7-8 quarters from FID to first gas.They had also lined up the PTSC yard in Vung Tau, Vietnam to do the FPSO refurb work. I wonder if that is still the intention? 

[mount teide] 25/1/2023 17:40

brad - thanks.

Vietnam - post the FID, since it's likely to take circa 18 months to 2 years to convert an oil tanker into an FPSO with the condensate handling and storage capacity to service these gas fields.......this timescale should provide a good guide, on placement of a long term charter contract with a specialist FPSO operator to supply and operate such a vessel, as to when the gas/condensate field/s are most likely to see first production.