Jadestone Energy Share Discussion Threads

[forrest1987] 15/4/2025 08:51:36

I’d be asking Stifel why there is a constant large seller if I was the bod

[forrest1987] 15/4/2025 08:42:00

Out of kilter with what

Hasn’t had any serious success in years

Had numerous issues

Continued large sellers

Unknown what tyrus want long term


I see 15p within next few weeks


The new leadership seems to carry less than the previous bod

[nigelpm] 15/4/2025 08:35:14

Below 20p now.

Seems out of kilter.

[pughman] 15/4/2025 08:30:08

The $62m for Skua should have been used for decommissioning Stag. On Q1 cyclone reduced production of circa 1800bpd, each barrel cost $106.50 to produce. It's time to lance the boil, that yearly $70m of opex spent on Stag is throwing money down the drain and should be spent in Malaysia, which would produce meaningful shareholder returns.

[fireplace22] 14/4/2025 17:17:12

Low poo must be making the pips squeak in Russia, Saudi's inaction may be at the behest of Trump to achieve that.

[ashkv] 14/4/2025 17:07:02

JSE Enterprise Value / Flowing Barrel approach that of Gulf Keystone in Kurdistan!!!

Unreal!! Sentiment in oil is at a rock bottom with the great Goldman Sachs from being uber bulls on Brent just a few months prior now predicting Brent at $58 in 2026!!! In 2024 they couldn't even correctly predict one quarter ahead!!!

A Shale oil response / lower production is the only saving grace for Brent! Saudi's appear to have capitulated to Trump and will do his beckoning!!! So much for the spineless Saudi Energy Minister stating that he will have shorters "Ouching"!

US oil rig count down by 9 last week - and down nearly 10% Year on Year! Let this continue!

I am not for JSE springing big bucks for Skua well!!! Seems expensive as production outcome not a certainty!

JSE Share Price -> 19.50p
Brent Current Price -> $65.30
JSE Current Share Price vs 52 Week low of 19.50p on 15 Apr 25 -> 0.00%
JSE Current Share Price vs 52 Week High of 35p on 14 May 24-> 79.49%
Shares Outstanding -> 540,817,144
GBPUSD -> 1.3200
JSE 2025 Production Mid-Guidance (19,000-22,500 Boe/d) -> 20,750
JSE Q1 2025 Average Production -> 21,000
JSE Production Average for 2024 -> 18,696
JSE Production Average for 2023 (Montara Curtailed for a period) -> 13,800
JSE Production Average for 2022 (Montara Curtailed for a period) -> 11,487
Debt (USD) 31 Dec 24 (USD200Mn RBL Draw) -> $200,000,000
Cash (USD) 31 Dec 24 -> $95,200,000
Net Debt (USD) 31 Dec 24 -> $104,800,000
Available Credit (Remaining USD 200Million RBL Available + USD 35Million Standby Facility) -> $130,200,000
Market Cap (GBP) -> £105,459,343
Market Cap (USD) -> $139,206,333
ENTERPRISE VALUE (EV) (Market Cap + Debt - Cash) (USD) -> $244,006,333
EV/Barrel(USD) JSE 2025 Mid-Guidance (19,000-22,500 Boe/d) -> $11,759
EV/Barrel(USD) JSE Q1 2025 Average Production -> $11,619
JSE Decommissioning Expense Provision i.e. Asset Restoration Liability per HY 2024 Results -> $682,915,000
EV/Barrel (USD) JSE 2025 Top Guidance[Added Decommissioning Provisions Per HY 24 Results to EV] -> $41,197
2P Reserves (Boe) as of 31 December 2024 -> 68,300,000
EV/2P -> $3.57

[wooster4] 11/4/2025 21:05:12

What is a clip

[volsung] 11/4/2025 20:47:35

I think you’ll find that is true of about 80% of all stocks
Would have been a thousand times better to stick your dosh in a FTSE All Share tracker

[forrest1987] 11/4/2025 19:01:00

It can only be margin sellers on these oil stocks getting called and liquidated

Not that anyone ever admits to this on here

Yes so ipo 18p, sits at 20p, 10% compound return over 7 years is 1.4% annually

Literally ISA, ni bond, savings account would have paid you more over that time

It’s been a horrendous waste of time and effort

[sea7] 11/4/2025 18:53:26

I Bought a clip at 20.49 today and I think it is the lowest it has ever been, since the IPO in august 2018. Even the covid low was higher

[forrest1987] 11/4/2025 18:31:02

7 year low share price I have it now

Is that correct

[forrest1987] 11/4/2025 10:21:25

People selling at almost ipo price

What’s the compounded rate of return

It’s a complete waste of everyone’s time

[forrest1987] 11/4/2025 00:35:28

Lastly odd isn’t it how the new leader here states the share price is his priority

Yet it’s at a five year low under his watch not Paul Blakely, at what point does the finger shift ?

[forrest1987] 10/4/2025 19:51:20

I should just have the investment strategy of tyrus

Kill the investment case for everyone else by having cheap warrants forgetting I need to make a return on the investment myself.

Stands at almost 20% of its all time high, tyrus must tell me how they do it lol

[nigelpm] 10/4/2025 19:16:50

woohoo - Forrest is back ;-)

[forrest1987] 10/4/2025 19:07:40

Red again tomorrow imho

Silly rush this morning to buy at 22p

Will be buying at 20.5 in morning

3 years ago was a pound, what a terrible waste and mismanagement this has been

[forrest1987] 10/4/2025 08:42:21

Sell orders now being send to broker

Looks like steam gone out already lol

[fireplace22] 10/4/2025 08:27:53

TGM, Russia has agreed with the US that Iran should not get nuclear weapon. Iran's capability in the recent skirmishes with Israel was found to be wanting. They will lose their nuclear weapons programme (bunker busting bombs already on Diego Garcia should the talks fail) which will trigger the eventual removal of the Ayatollahs. Principally down to Trump.

[winnet] 10/4/2025 08:20:06

Got an order in that isn't getting filled... This is going up IMO.

[sea7] 08/4/2025 14:20:52

Changes to major shareholders as of 31st March

new addition of Interactive Investor - 3.08%
River Global up to 4.11% from 4.02%

invesco down to 3.02% from 4.04%
ubs down to 3.25% from 3.38%

[winnet] 07/4/2025 15:38:02

Good discussion 25 minutes onwards. Keith and Richard hold opposing views. Bit like us.