Kistos Share Discussion Threads

[brummy_git] 20/10/2021 07:24

Andy Brough (no less!) of Schroders talks positively about Kistos (starts 22:00) here.

www.linkedin.com/posts/paul-hill-a5994116_andy-brough-schroders-am-interview-18-activity-6856186414749552641-KFlG

[yawn1971] 18/10/2021 07:19

Will we see Kist in the 4s this week ? May be!

[mariopeter] 14/10/2021 12:54

Dutch future nearly at 100 again ...no wind but plenty next week by the looks of things on the weather.

[mariopeter] 14/10/2021 08:59

Is a million $/£ a day profit not enough to warrant a strong board? Sense another acquisition though. Thanks for the header change Pro.

[vino] 14/10/2021 08:51

Expensive crew - needs new deals to pay for them

[fozzie] 14/10/2021 08:22

‘The bands back together’ as I think Andrew says in the vid. Good start to the day 👍

[bountyhunter] 14/10/2021 07:52

This really is looking like the new RockRose!

Peter Mann(former CEO of RockRose) is appointed as Chief Executive Officer and Richard Slape(former CFO of RockRose) as Chief Financial Officer of the Company.

[pro_s2009] 14/10/2021 01:12

Video interview with Malcy now in the header.

[mariopeter] 13/10/2021 19:18

The discussion about the godson says alot. I have an overweight position here but then I knew some of the answers to the questions Malchy was asking.

Interesting that he mentioned premium prices for "green" gas. He confirmed no more hedging and made reference to acquisitions (only with more cash in the target). Nice to hear him confirm they are making money at the rate of a million a day which stacks up. Most importantly he feels there is now an expected built in higher floor price on gas. Debt to be covered by cash soon. Plenty of organic growth ahead and no more dilutions for some time to fund the organic growth.

There is to be a run of RNSs about the current drill program was the other news and there was definately no sense of disappointment so far. Exit gas production for 20/21 he mention now as being 7500-8000 boe per day. That sounds like a significant uplift bigger than we were expecting. In the first half they achieved 5190 boe per day. Think we now know which way the drill reports are going.

[fozzie] 13/10/2021 17:55

Andrew Austin just comes across so well, every time I watch him speak I just want to buy more shares, quite why I only have a 10% position here is beyond me. I must buy some more.

[mariopeter] 13/10/2021 16:46

DUTCH TTF NATURAL GAS CALENDAR MONTH FUTURES (CONTINUOUS: CURRENT CONTRACT IN FRONT)
TTF1!NYMEX

93.360
D
EUR
+7.660 (+8.94%)
MARKET OPEN (AS OF OCT 13, 11:29 EDT)
85.700
PREV
91.375
OPEN
244
VOLUME
90.290 — 94.610
DAY'S RANGE

Market taking the view that Putin et al , despite the promise of more gas supply, will mess about if indeed they ever had the wherewithal to do anything. Funny that.

Interview resulted in buys this pm.

[pro_s2009] 13/10/2021 10:20

Malcolm Graham-Wood
@mgrahamwood
·
1m
I’m heading over to @CoreFinanceTV
for my latest CEO interview. Today’s guest is Andrew Austin CEO of Kistos I’m sure we will have much to talk about!

[pro_s2009] 12/10/2021 11:54

Holding well.

[fandagle] 07/10/2021 10:11

Putin has them eating out of his hands. He will play them for all its worth, he wont let the Gas prices go back to what it was, no chance....

[volsung] 06/10/2021 09:23

Next leg up

[fandagle] 06/10/2021 09:22

I take it today was not grammar day at nursery school Scuddyfox? lol

[muddyfox0151] 06/10/2021 09:05

Don't sell your 500 pounds worth Christmas soon you stool

[fardels bear] 05/10/2021 20:06

Prefer bags of sand myself...

[bountyhunter] 05/10/2021 18:48

I don't even like ponies so you can kist that idea goodbye.

[thefartingcommie] 05/10/2021 18:10

No signs of stopping: Gas prices in Europe just hit another record By Katherine Dunn October 5, 20Today 18:09



The European energy crunch intensified for yet another day on Tuesday, as the continent's benchmark natural gas futures contract hit a record high and the impacts of spiraling energy costs continued to cascade through every aspect of the region's economy, threatening industrial production and stoking worries about critical gas shortages over the winter.

On Tuesday, the front-month benchmark Dutch TTF gas contract was above €100 (about $116), surpassing €107 per megawatt hour near midday—a jump of more than 14% on the day and its highest price ever. The nearly vertical rise in recent days shows just how much pressure is on the vital gas market, with storage levels now at their lowest in a decade—particularly concerning given storage is typically high ahead of the winter months.

Gas still plays a critical role for heating and industrial manufacturing in Europe and underpins the stability of the region's energy mix, even as renewable power grows. But the energy crunch isn't just limited to gas. Prices are rising nearly across the entire energy slate: Regional benchmark electricity prices are also rising, as are benchmark prices for coal, carbon emissions, and oil.

On Tuesday, the Europe-based Brent oil futures contract touched a seven-year high after members of OPEC agreed to only a minor hike to its production cap.

While every day seems to bring a new record for futures prices—and new stories of factories and plants that have to limit production, or of failing energy providers—the surge is the result of a perfect storm of both short- and long-term factors. On the demand side, the largest factor is the macro resurgence of demand as economies have boomed after COVID lockdowns ended. But there are also numerous factors on the supply side that have contributed to the constrained supply of gas: from suspected Russian slow-walking of its gas supplies to Europe, to shifting climate policies, to extreme weather, which has disrupted both transport and long-established seasonal patterns in how we buy and consume energy.
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With so many factors collectively exacerbating the shortage, repairing single elements hasn't been sufficient to ease worries. Prices have continued to rise despite reports this week that Russia's Nord Stream 2 pipeline, intended to be a key—if controversial—long-term source of Russian gas to western Europe, has started testing at least one of its pipelines. Another example is wind power. While calm skies were a contributing factor to energy shortages in recent weeks, the wind is blowing again. In the U.K. on Tuesday wind power was contributing about 30% of the nation's electricity mix, a proportion slightly higher than gas, according to the N

[fardels bear] 05/10/2021 17:28

I'll give you a pony for your shares.

[bountyhunter] 05/10/2021 17:27

I've no intention of selling either.

[fandagle] 05/10/2021 16:40

Decided not to sell at these prices, I will wait until it hits £18.40 and buy a pony.....lol