| Date | Subject |
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17/10/2020
16:26 | burtond1: Malcy chats with Doc re RBDhttps://total-market-solutions.com/2020/10/17/malcy-talks-oil-gas-xxiii/
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13/10/2020
23:02 | nash81: RBD keen to takeover other assets, they tried to takeover DELT didnt work. perhaps, now that Stephen sitting in both EOG and RBD board, perhaps with low mcap of EOG, RBD may table takeover offer for EOG? even at current rate of 2p many holders will accept it!
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12/10/2020
22:14 | likeawalrus: when they sell WN I can see rbd rising to circa 5p - mcap about £350m
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05/10/2020
08:31 | tunley: I'm a LTH, with a lot of these. I believe S&S to be capable and honest and doing the best they can (regardless of that twit Persi's best endeavours).
But just look at progress this morning as spud is announced for the answer to what'll happen in the 'run up to results' - as in bu##er all will happen as always.
The problem is the market in o&g E&P shares, not the company itself, and I've gone from running the slide rule (several years ago) over a new house bought from my multibag RBD gains to accepting now that the price will only come good when the project is monetised (max £300 million if Cadeby comes in?), a stonking great dividend declared and the average moron investor realises 'Oh yeah, they are different aren't they...better pile into them'.
The threat is that a bigger fish announces a derisory take-off at say a 40% premium to the days share price (just look at Faroe from 2018 if you don't believe me)and all those insti's march out in short order to lap it up.
Then, this agonising wait whilst dreadfully over-exposed to this one share because I believe in it will hardly seem worth it for 40% over 3 years.
So, as and when the Cadeby comes in good (if) S&S will need to move dead quick to get the value irrefutably accepted so that us investors give them the time to sell it off for what it's really worth.
Anyway, good luck to all LTH's.
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17/8/2020
20:08 | theaviator: To put it simply - Newspaper and BBC news coverage on the second largest find in history...That is what will be!Whether you are in UJO or RBD your investments are hardly going to go south for the forseeable. RBD have the largest percentage of WN so I've more in here. You invest in what you see will be and I forsee this going totally bonkers. 3p will be a breeze imho although it's always been a slice target for me.
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17/8/2020
13:45 | cashandcard: I don't understand why folk like DocHoliday would choose UJO over RBD if its for West Newton - there is no contest, RBD were already the largest shareholder in the project and after the Humber deal now have majority control - they basically call all the shots at West Newton. If wressle is what does it for him, then RBD also have Cali and (potentially) production from Romania - should the testing go well.
Cash
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16/8/2020
07:42 | showmethemoneyhoney01: Perfect storm brewing here. Depressed price due to Hambro selling, UJO vrs RBD seems like RBD have plenty of catching up to do considering our holding in WN and flow test results on IMIC-1 in Romania due mid September. Going to be a busy couple of months and share price could be several pence by the end of the year if not before.
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17/7/2020
06:51 | grannyboy: cpap man, your frustrations are being taken out on the wrong company!!
In this mornings RNS there is no mention of the EWT , I believe RBD will use it to encourage DELT shareholders to the near term activity (in their case, RBD shareholders have waited long enough for it to get to this stage) and there being an overlap in announcing the start of the EWT , (besides the two wells at WNB), and as the 12th August nears as to whether RBD make a binding offer !!
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16/7/2020
09:47 | cpap man: anley16 Jul '20 - 10:01 - 74 of 78
NO A1M......you told us that the price was going down to next to nothing............
Filtered BARNES and YOU............
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DELT is in play and Stifel who raised the cash for both companies just over 1 year ago has had to stand down but will be in the background talking to the big shareholders.
Shareholders in RBD include Miton, Ruffer, Hargrave Hale (which owns 16% of Delt within the Malborough Unit Funds) Hambro and even Fidelity.
Shareholders in DELT include Malborough, Michael Spencer who between them control DELT.
Horse trading has commenced but how will it pan out as the DELT shareholders will want to see their capital back at somewhere around the 1.75p placing price of July 2019......£25m market cap.
RBD HAVE A MKT CAP OF £40,000,000 with AIMHO FA to show for it! So why would DELT even think about a TAKE OVER by RBD at even 1.75p !?!?!
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08/4/2020
06:31 | showmethemoneyhoney01: RBD versus UJO on valuation. Market caps are £31m and £19m. RBD have 40% of West Newton where UJO have 16.66%. RBD have £6m excess cash after all 2020 development commitments with WN and both other projects. Remove the excess cash and you have market caps of £25m v £19m. Both RBD and UJO have other projects but the primary focus for both companies is West Newton which are fully funded for both companies. If both companies other projects have similar value, surely RBD look undervalued even against UJO? I'm not knocking UJO and I think both have huge potential on West Newton alone but RBD has some serious catching up to do. Also worth noting RBD raised far more capital including institutional investment at nearly double the share price as it stands today. UJO only needs approx. a 20% rise to get to it's placing raise level. I'm hoping that both companies exceed their placing levels before any further testing is done. Post testing, who knows.
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PLUS1
