Kistos Share Discussion Threads

[mariopeter] 05/10/2021 15:36

TTF 119 euro

Bought some firewood and smokeless fuel yesterday for the winter !
Turnover at this level will be Euro 30m a month and mostly profit..

[mariopeter] 05/10/2021 13:35

We hit a seller. Each to their own!

[fandagle] 05/10/2021 13:11

Not really a share to trade, the last dip was £2.30 then within days it was £3.30, hardly worth the risk....

[bountyhunter] 05/10/2021 13:06

Dutch TTF NG now 113.32 EUR
+16.670 (+17.25%)

Why is this down, profit taking?

[bountyhunter] 05/10/2021 12:15

gas is going crazy, now 111.060 EUR
+14.410 (+14.91%)

[fandagle] 05/10/2021 08:26

The November gas price at the Dutch TTF hub, a European benchmark, hit an all-time high of 104 euros per megawatt hour (MWh)! Never believed this could happen....

[bountyhunter] 03/10/2021 19:54

Formerly CLNR, they were doing so badly they had to change the name, just check the CLNR chart. KIST wouldn't be interested in Deltic, that's a certainty. They want further producing assets which would add to shareholder value as they already have sufficient exploration interests which can be costly and time consuming to develop.

[therealdeal25] 03/10/2021 19:05

Pmg has sour oil in Perth, nobody is interested in that, everybody walked away, Pmg are too exposed now, they are in Netherlands where the Gov are now anti oil Amd gas, and not issuing anymore new licenses, they have small percentages in their portfolio, 15% here and there, they dint generate enough income, and the percentages they hold won’t generate enough to allow them to buy other companies even at higher gas prices, Kist wouldn’t be interested in PMG that’s 100% a fact, but they could be running their eye over Deltic, predominantly Gas, has Shell, and Cairn now as partners, holding approx £10 million in cash, and zero debts, now that’s something to think about, what’s not to like about Deltic? Probably the most undervalued and attractive company in AIM right now !

[bountyhunter] 03/10/2021 16:58

The only possibility would be for KIST to retain the gas assets and sell off the heavy oil ones if that combination came to light. The price would have to be attractive or KIST would surely go for just gas assets elsewhere? The potential windfarm asset may be a plus.

[mariopeter] 03/10/2021 16:34

PMG ... think the Perth Oil would be a significant deterrent as from memory it is heavy. May be a market for the heavy oil somewhere along the line but it goes strongly against the green ethos of Kistos. The stock market appears to be attributing a nil value to the PMG oil asset anyway. What a distraction and seems a legacy from earlier promotion. Promoters are known by others as lying bastar*s and plenty about in O+G Aim sector. (definitely exclude KIST from this).

PMG gas assets seem attractive though and guess that is why the PMG price is rising. The turnover looked very derisory at the last half year but that should change with the improved gas price. Don't know how much of the gas they actually own or for that matter how proven the reserves are. Can't see PMG selling gas assets only; they do not need the cash and will likely expand themselves.

[fandagle] 03/10/2021 07:03

Everything ahead of schedule here, listened to AA's interviews again and its clear his objective up until now is to establish a good solid base, which he has, then to go after more valuable and profitable assets in the medium term, he really is a cracking business man....

[ziblot] 01/10/2021 15:38

Got in late. Nice rise but now back to where I started. Anyone any thoughts on PMG as a possible tie up with KISTOS? Gas in Netherlands and Southern North Sea. Just a thought.

[fandagle] 01/10/2021 14:00

Whistling Dixie here for sure, share price higher at this stage than I thought it would be. Having watched the share price over the last few months any dip is massively bought into either immediately or with in a day or so, some massive buyers out there........

[mariopeter] 01/10/2021 08:38

Ruskies cornered the market but they were very good as they have relaxed supply constraints to China ......for one day. Great to see people like IOG selling their gas to Gazprom! Tough winter ahead. It seems. Capex for O+G collapsing as governments look for reduced emissions but the world will pay heavily for what oil and gas is left and it is still very dependant on the stuff. Just also to say since about 2016 the O+G capex has been low anyway due to the falls in the oil price back then. Major transition to green is being accelerated but leaves the world with a shortage and high oil and gas prices.This is the story of Gazprom. Green gas is not a bad place to be for a few years anyway. Green gas should be more expensive than dirty gas and not sure that market has been created yet.

[mariopeter] 30/9/2021 10:37

94.920 Euro per MWH.
D
EUR
+7.705 (+8.83%)
MARKET OPEN (AS OF SEP 30 05:22 UTC-4)


Appraisal of Q11 B happens Q4 and with these sales prices may have to accelerate production forward from Q2 2023 . Same size roughly of current producer ( Q10A).

If you can see ahead production expected Jan 2022 is 4474000 MWH per year. Costs are Euro 3 each and sales price ..... pick a figure you like from the TTF chart. G and A say Euro 5m. Then double output from Q2 2023. Don't forget oil asset of $600m. First oil expected Q3 2023. The hedge they took out at 100,000 MWH per month is probably all written off in the half year to 30/6/2021 as exercise price was only Euro 25 to March 2022.

Shave off 40% of the market cap you think of and tell me why this is sitting at under £300m market cap . Who needs acquisitions which will dry up anyway at these gas prices.

ps add more gas from Q10B Q3 2023 and more from H2 2024 from M11 and more later from M10 and everything ascribed high probabilities.

[bountyhunter] 29/9/2021 11:42

Give it a couple you can have a Tesla (probably;)

[steve73] 29/9/2021 11:39

Bloody Russians.... keep it up Vlad...!

[gf123] 29/9/2021 11:23

Give it another year you can have 2

[fandagle] 29/9/2021 10:37

Was thinking about buying a modest 2nd hand camper van a few months ago, but now im looking at buying a brand new all singing and dancing beezer thanks to AA.....

[bountyhunter] 28/9/2021 18:02

Yes a nice steady chart today 🙂

[pyglet] 28/9/2021 11:49

Slowly slowly

[mariopeter] 27/9/2021 14:26

ttf

76.610
D
EUR
+6.370 (+9.07%)

[markstevenkirby80] 25/9/2021 20:40

True but fan what a weirdo

[bountyhunter] 25/9/2021 09:58

Both have natural gas interests, you're spamming on the wrong thread.

[markstevenkirby80] 25/9/2021 09:41

Get out of here i3e the one to be in