Kistos Share Discussion Threads

[jdh1602] 08/3/2023 14:05

If you like technical analysis, the combined values of RSI, Stochastic and Volume are as low as they have ever been, all at the same time - equals oversold. So unless you have a very solid fundamental case for the drop in price, it looks to me like a bad time to sell a long term prospect holding, unless you really need the cash.

[costax1654x] 08/3/2023 11:29

Consider government tax

[ashkv] 08/3/2023 10:12

Market Cap is 47% Net Cash at 300p given year end 2022 cash level. Current Net Cash more likely to be 55-60% of Market Cap.

Enterprise Value approaching a measly $150mn for 11,000-12,000 Boepd per day when recent deals for similar barrels at 4x this level.

KIST is falling on low volume but A NO BRAINER BUY AT THESE LEVELS. Andrew Austin purchased mega share in 2022 when share price above today's derisory levels....

Brent: $83.00
British Gas Prices (Next Month): £110
SP: 300p
KIST Current Share Price vs 52 Week low of 300p on 8 Mar 2023: 0.00%
KIST Current Share Price vs 52 Week High of 665p on 30 Aug 2022: -54.89%
Shares Outstanding: 82,860,000
GBPUSD: 1.18
EURUSD: 1.055
MarketCap GBP: £248,580,000
MarketCap USD: $293,324,400
Cash EUR (31 Dec 2022): €211,000,000
Cash USD (31 Dec 2022): $222,605,000
Debt EUR (31 Dec 2022): €82,000,000
Debt USD (31 Dec 2022): $86,510,000
Net Cash(EUR) 31 Dec 2022: €129,000,000
Net Cash(USD) 31 Dec 2022: $136,095,000
Net Cash as % of Market Cap: 46.40%
Share Price - Net Cash Component: 139.19p
Enterprise Value (In USD): $157,229,400
Actual Production 2022: 10,700
Implied Actual Production H2 2022: 9,000
Enterprise Value/Barrel Actual 2022 Production: $14,694
Enterprise Value/Barrel IMPLIED Actual H2 2022 Production: $17,470

[ashkv] 08/3/2023 07:48

Nonsense post / assessment - expect Andrew Austin to provide a turbo boost to share price at any moment...

Prior instance of such low price in 2022 resulted in a forceful Director Buy!!!

Expect some juicy news - it is due... shorters beware.... THIS IS KIST!!!

Costax1654x
7 Mar '23 - 20:09 - 849 of 849
0 1 0
Kist 180 price target on charts I’m afraid

[costax1654x] 07/3/2023 20:09

Kist 180 price target on charts I'm afraid

[ziblot] 07/3/2023 17:52

Not all that bad , keep the faith.

[ashkv] 07/3/2023 15:14

Not so - cash percentage was not equivalent to market cap - far from it!!! Also another example of how insanely undervalued the RRE was vis-a-vis the buy-out deal!!!

45% Net cash at 211p given 31 Dec 22 Cash levels...

Likely net cash at 55-60% on 7 Mar 23... INSANE

Brent: $85.00
British Gas Prices (Next Month): £110
SP: 311p
KIST Current Share Price vs 52 Week low of 311p on 7 Mar 2023: 0.00%
KIST Current Share Price vs 52 Week High of 665p on 30 Aug 2022: -53.23%
Shares Outstanding: 82,860,000
GBPUSD: 1.19
EURUSD: 1.06
MarketCap GBP: £257,694,600
MarketCap USD: $306,656,574
Cash EUR (31 Dec 2022): €211,000,000
Cash USD (31 Dec 2022): $223,660,000
Debt EUR (31 Dec 2022): €82,000,000
Debt USD (31 Dec 2022): $86,920,000
Net Cash(EUR) 31 Dec 2022: €129,000,000
Net Cash(USD) 31 Dec 2022: $136,740,000
Net Cash as % of Market Cap: 44.59%
Share Price - Net Cash Component: 138.68p
Enterprise Value (In USD): $169,916,574
Actual Production 2022: 10,700
Implied Actual Production H2 2022: 9,000
Enterprise Value/Barrel Actual 2022 Production: $15,880
Enterprise Value/Barrel IMPLIED Actual H2 2022 Production: $18,880

[bigalan3] 02/3/2023 14:34

When it was Rockrose most of its market cap was in cash until the takeover.

[ashkv] 02/3/2023 14:14

Any feedback on the below Catalysts I have jotted for KIST would be most welcome :)

CATALYSTS - KISTOS SHARE PRICE
Gas price - TTF and UK (CONTINUAL)
Infill Wells and Production improving in Dutch Fields - total above 10kbpd or more (SHORT-TERM)
Bernriach Well - Q2 2023 (MID-TERM)
Deals for incremental production (CONTINUAL)
Buyback / Dividend Announcement (MID-TERM)
Glendronach Development FID (SHORT-TERM)
Orion Oil Dield Concept Selection Announcement (SHORT-TERM)

[ashkv] 02/3/2023 14:11

Kist approaching 50% Cash as figure below (42% Cash) is from 31 Dec 2022

Perhaps a takeover for KIST forthcoming? Rock bottom share price just 3.77% off 52 week low :(

Brent: $85.00
British Gas Prices (Next Month): £120
SP: 330p
KIST Current Share Price vs 52 Week low of 318p on 15 Feb 2022: 3.77%
KIST Current Share Price vs 52 Week High of 665p on 30 Aug 2022: -50.38%
Shares Outstanding: 82,860,000
GBPUSD: 1.195
EURUSD: 1.06
MarketCap GBP: £273,438,000
MarketCap USD: $326,758,410
Cash EUR (31 Dec 2022): €211,000,000
Cash USD (31 Dec 2022): $223,660,000
Debt EUR (31 Dec 2022): €82,000,000
Debt USD (31 Dec 2022): $86,920,000
Net Cash(EUR) 31 Dec 2022: €129,000,000
Net Cash(USD) 31 Dec 2022: $136,740,000
Net Cash as % of Market Cap: 41.85%
Share Price - Net Cash Component: 138.10p
Enterprise Value (In USD): $190,018,410
Actual Production 2022: 10,700
Implied Actual Production H2 2022: 9,000
Enterprise Value/Barrel Actual 2022 Production: $17,759
Enterprise Value/Barrel IMPLIED Actual H2 2022 Production: $21,113

[mariopeter] 27/2/2023 13:31

December production in:


55.011.483 Nm3
FEBRUARI
35.735.000 Nm3
MAART
49.671.140 Nm3
APRIL
39.471.818 Nm3
MEI
38.696.898 Nm3
JUNI
41.111.117 Nm3
JULI
21.967.078 Nm3
AUGUSTUS
11.590.999 Nm3
SEPTEMBER
38.750.554 Nm3
OKTOBER
35.581.236 Nm3
NOVEMBER
30.785.535 Nm3
DECEMBER
31.758.403 Nm3

[mariopeter] 27/2/2023 13:28

Valaris rig beside Q10:




Still actually there and be interesting to see volumes after the workover

[ziblot] 26/2/2023 18:22

Has to be some news shortly. Bad time to sell any and get left behind in a large rise. From what I can see the sells are only small amounts.

[ashkv] 26/2/2023 06:10

Warren Buffet on Stock Buybacks from his just released Berkshire investment letter ->

"A very minor gain in per-share intrinsic value took place in 2022 through Berkshire share repurchases as well as similar moves at Apple and American Express, both significant investees of ours. At Berkshire, we directly increased your interest in our unique collection of businesses by repurchasing 1.2% of the company’s outstanding shares. At Apple and Amex, repurchases increased Berkshire’s ownership a bit without any cost to us.

Gains from value-accretive repurchases, it should be emphasized, benefit all owners – in every respect. Imagine, if you will, three fully-informed shareholders of a local auto dealership, one of whom manages the business. Imagine, further, that one of the passive owners wishes to sell his interest back to the company at a price attractive to the two continuing shareholders. When completed, has this transaction harmed anyone? Is the manager somehow favored over the continuing passive owners? Has the public been hurt? When you are told that all repurchases are harmful to shareholders or to the country, or particularly beneficial to CEOs, you are listening to either an economic illiterate or a silver-tongued demagogue (characters that are not mutually exclusive)."

AA Time to get the stock back on track - Positive news, Share Buybaks, Another massive Director Purchase etc

[edwardthom87] 25/2/2023 08:06

Interesting, as always: hxxps://moram.eu/kistos-share-price/

[vino] 24/2/2023 18:03

Ziblot
Agreed but faith is proving very expensive and if as suggested on LSE could loose a lot more
I hope not a one trick pony

[ziblot] 24/2/2023 16:16

Never lost as much in one share but (on paper) I have faith. Is it May when we can repurchase the bonds?

[sensemun] 24/2/2023 14:29

HUR are oil producers

[costax1654x] 24/2/2023 14:28

Gas prices are v low

[sensemun] 24/2/2023 11:01

Kistos to buy HUR and to use their significant tax losses ?

[sunnyjim89] 21/2/2023 18:32

I wonder if AA checking out IOG, he's shown interest before, now a sitting duck at 5p.

[mariopeter] 20/2/2023 07:42

ANUARI
55.011.483 Nm3
FEBRUARI
35.735.000 Nm3
MAART
49.671.140 Nm3
APRIL
39.471.818 Nm3
MEI
38.696.898 Nm3
JUNI
41.111.117 Nm3
JULI
21.967.078 Nm3
AUGUSTUS
11.590.999 Nm3
SEPTEMBER
38.750.554 Nm3
OKTOBER
35.581.236 Nm3
NOVEMBER
30.785.535 Nm3
DECEMBER