Nostra Terra Oil And Gas Share Discussion Threads

[imjustdandy] 13/5/2018 08:22

https://mobile.twitter.com/RTF83/status/995562474689712128?s=19

[imjustdandy] 13/5/2018 07:58

Oil prices continue to be driven upwards by the tailwinds of the US' withdrawal from the Iranian nuclear deal, but given the curtailment of Iranian crude on the open market, the issue of forward supply attrition ("FSA") will now start to dominate the outlook. We have often said that FSA will increasingly weigh on the psyche of the oil market and push oil price towards $100/bbl mark, and beyond. Given the fact that there also appears to be a sea change in Middle Eastern attitudes towards the Iranian regime, there could well be a protracted period of geopolitical uncertainty. We continue to believe that the oil price will peak at ~$125/bb

[imjustdandy] 13/5/2018 07:46

Incredible week but important one for NTOG. Oil price going in our favour and visibility of oil price is pointing to further increases over the next 12 months. We just need confirmation next drill has gone well and will contribute. Good news on 3rd well will see a massive re rate this week.

[arsey] 12/5/2018 15:09

Noted Topicel. Seems I might have been barking up the wrong tree then. Trucking it out would of course be practical for our amounts. I will still be interested to see what price we are getting per barrel when they produce some financial figures.

[jon1962] 12/5/2018 13:51

Totally agree with you.The market cap is tiny compared to the expected revenue from the oil being produced .

[neilyb675] 12/5/2018 13:47

Topicel👍

[topicel] 12/5/2018 13:40

Ok, the problem for the Permian as regards to delivering the oil out of the region is for bigger players to worry about, not NTOG.

We have a lorry picking ours up for goodness sake - we ain't Exxon!

Matt has said our ROI is 2-to-1 at $40 a barrel, and that will have factored in the transportation costs, n'est pas? No need for gloomy comments that we are unable to shift what we produce please!

With a nod to the wise, we have maybe $6-8 costs already factored in anyhow in what we actually get per tanker. It is stored in on site tanks and collected every ten days or so...we just added another tank at Twin Well.

Plenty of truckers and hauliers for the small oilers, make no mistake.

Next silly worry/scare...

Topicel

[arsey] 12/5/2018 12:52

Neilyb I agree. So far so good. All the correct steps been made that's why I'm invested. Jon1962 I agree with you as well. I think we are undervalued and the share price will continue to climb. Just saying with issues in Permian full potential might take a little longer and could be a reason we haven't seen a rapid increase in share price since the warrants expired. I'm waiting for full potential being reached as that puts share price at multiples of today's share price

[jon1962] 12/5/2018 12:28

The amount of oil bring produced warrants a much higher share price and the market will realise that in my opinion

[neilyb675] 12/5/2018 12:25

I just think the market has yet to cotton on to what ntog are doing. I'm very impressed.

[arsey] 12/5/2018 12:24

We don't know that yet. We do know that there are 24 drill locations in total. Probably need to wait for either an expansion in senior lending facility or cashflow to increase in order to finance it. Prepared to wait rather than have any dreaded dilution imo. RC

[jon1962] 12/5/2018 12:09

After this present drill , when is the next drill taking place?

[arsey] 12/5/2018 12:05

The upside is it might slow down oil production from the basin which in turn will reduce demand which will support oil prices. The issue has to be factored in terms of short/ medium term share price There has been a bit of publicity this week about the issue(I have to admit I hadn't picked up on articles earlier in the year)and it might of persuaded some who don't wish to hold longer term to sell out thus depressing share price even though we have had good news.For me it increases the timeline for full realisation of potential. Not ideal but I've lost lots trading and now I'm a holder. Paitience, transfer of wealth and all that is my mantra now. Anyway there are many other factors that can alter the situation but think it's best to get as many facts as possible. Good luck all. RC

[jon1962] 12/5/2018 11:42

So where are these reports you mention ee the transportation of oil?

[arsey] 12/5/2018 11:19

Another week gone. Although this week has been positive on the operational news and oil price the fact that oil in the Permian basin is attracting a discount and quite a hefty one if some of the reports are to be believed is in my opinion the factor that is holding the share price back.Reports suggest that it could take a year to sort out transportation of oil to the coast and only then will the full oil price be realised. I think that is a big spanner in the works. However I still think that the share price is too low but I'm going to scale back my targets in the short term and have to increase the time that I'm willing to hold to realise the full potential of this little company.
We could now do with actual financial figures revealing what price we are actually getting per barrel and an increase in the senior lending facility in June to finance more expansion without dilution.Bloody typical of my investments/ punts that something like this rears its ugly head but at least it gives us a reason for the low share price It is also a problem that is being worked on and will be solved. I'm holding for the next year. RC

[imjustdandy] 12/5/2018 06:13

Those who sold up simply fail to understand what is actually happening in the oil market per below. Ashley Kelty, an oil and gas research analyst at Cantor Fitzgerald, said: 'I think we could get to $80 a barrel within days. In the medium-term we could see $90 a barrel.' And Bank of America bullishly predicts it will reach $100 next year for the first time since 2014.

[cinoib] 11/5/2018 23:42

Croasdalelfc, yes sounds close and a 5 mill m.c makes this a steal as incomes -v- mc should be around a factor of 6-8 giving us a share price of 30-40p, I'll be happy with that.

[iloveit] 11/5/2018 14:08

Moments away from cracking 5p again.Yes those 2 big Buys just gone through can only see more of those coming in today.If it does then 7-10p is coming.Stock seems to have dried up so onwards it goes .

[croasdalelfc] 11/5/2018 13:51

Production potential net to NTOG by Sept/Oct May 175 bopdJune 175 bopd July 175 bopd Aug 200 bopd Sept 230 bopd Oct 275 bopd Not counting anything from Egypt and a mean 140 bopd from Pine MillsMy low production estimate is 250 bopd and high is 300 bopdAnnualised Revenue @ 70 dollar oil is low: 6.3mHigh : 7.6m

[topicel] 11/5/2018 13:44

Noticed that too novicetrade68 - the wise are taking advantage of the dips and accumulating.

The news is all good, the progress is swift, the cash flow is strong.

There has been hardly any share price appreciation in 2018 despite all of this and, as you said, more production is coming at increasing oil prices.

This will build next week again after the profit takers have had their slice, as the second well is drilled. Probably many buyers getting in this afternoon to be positioned to best advantage.

Topicel

[novicetrade68] 11/5/2018 13:23

Well, getting some decent buys in now 200k, 250k just in the last half hour ;-)

[iloveit] 11/5/2018 12:50

Needs to be blue today .Let's hope this gets exciting again before close bell.5p a share with all those permits for more wells hmm just amazes me how cheap this stock still is .

[neilyb675] 11/5/2018 12:25

Great work Matt