Jadestone Energy Share Discussion Threads

[ashkv] 21/9/2023 11:38

Wow tempted to add more here - 33p and lower than 28 July pre-Montara 2nd shutdown with Brent at $82/$82 on 28 July versus $92.5 today with Montara online, successful infill wells and with Akatara a month closer....

[jacks13] 20/9/2023 18:18

Goehring & Rozencwajg latest:

[fardels bear] 20/9/2023 12:20

Nor me. I'm spent up until I sell the Maserati.

[sleveen] 20/9/2023 12:06

I'll own up...it's not me.

[s34icknote] 20/9/2023 11:51

Someone's buying 150 k blocks

[sleveen] 20/9/2023 10:17

Bought another 40k @ 35p.

[fardels bear] 20/9/2023 10:13

Lot of traders to clear out, haven't we.

[taurusthebear] 20/9/2023 09:28

Reminds me of Tull.

Sitting on a park bench...

[fardels bear] 19/9/2023 21:41

Titter ye not!

[dunderheed] 19/9/2023 21:26

In the way that he doesn't know what he's talking about I suppose!!

[nigelpm] 19/9/2023 20:25

Reminds me a little of Tullow

Crikey! I don't think it could be any different from Tullow.

- Different continent
- Different size
- Completely different capital structure

In what way does it remind you of Tullow?

[mariopeter] 19/9/2023 19:50

Nice company. Montara seems a hiccup and back on track.

Reminds me a little of Tullow but importantly without the huge, although diminishing, debt. Needs a spreadsheet and a lot of work on sensitivities before I buy. Usually bopd is more important than oil price (hedging) so watching.

Struggled with the gross loss this morning but that's Montara.

Monitor for now.

[papy02] 19/9/2023 18:09

Interesting,re using a finer ultrasound test technique to identify defects on Montara

[s34icknote] 19/9/2023 17:11

Suprised that wasn't the closing price !

[s34icknote] 19/9/2023 17:10

Nice 150 k last trade !

[nigelpm] 19/9/2023 15:16

Great presentation I thought. Nice to see latest net cash projection much better than at June.

[croasdalelfc] 19/9/2023 11:16

Akatara progresses 5% each month . Steady as she goes.

[fardels bear] 19/9/2023 11:13

No, he isn't a troll. That word springs too oft and easily to your lips.

[ashkv] 19/9/2023 11:01

I have listened to the call - and have noted from prior postings that you are a veiled troll...

Akatara is on budget, on time and will be online in Q2 2023 - Blakeley conveyed so repeatedly please dial into the JSE webinar... not some trollinar in your mind...

[pughman] 19/9/2023 10:46

ashkv, listen to the call. Blakeley was pressed a couple of times for a starting date for first gas from Akatara, but was cautious. Akatara is making good progress but it's understandable that issues will arise.

[ashkv] 19/9/2023 10:37

50% of production remains unhedged :) Remaining is hedged at $70 not counting premium

[fardels bear] 19/9/2023 10:27

We have hedged rather a lot at rather lower price than current.

[pughman] 19/9/2023 09:59

Overall positive, but Blakeley sees chartering of storage tanker until mid 24! Couple of minor delays at Akatara, they've increased the number of crews working on the gas pipelines from 2 to 3, with a fourth to be added if needed. CWLH next lifting Nov, one year after first lifting and it trades at a $3-4 discount to Brent.

[sea7] 19/9/2023 09:55

I note on the call, that when questioned on further acquisitions, paul hesitated and then said, yep we are looking at opportunities that we are excited about - we hope that one of them will move further forward, however, we will talk about that in due course

I guess the hesitation, was that he immediately had something come to mind, but was careful not to mention anything specific.