250k buy reported after hours last night Do not be fooled and let the market have your stock. |
Market seems keen to take stock Background buyer perhaps ? |
Always comes back to the placement price. |
Surely those shorts will have to be bought now again if it’s closed |
The short interest tracker on Research Tree now shows that the short interest on SEA changed back to zero. |
Some more PSCs being awarded by Petronas to various parties (not SEA this time).
"Looking ahead, Petronas is gearing up for MBR 2025, scheduled for the first quarter of 2025, offering significant opportunity for investors to explore Malaysia's upstream oil and gas potential."
Very good that SEA now has the available cash to pursue any such opportunities appearing in Malaysia's MBR 2025 round. |
eme , no thanks. their recent deal doesnt sit right with me. that company is a pure gamble imo |
EME has ten bagger potential too. Do some research. Institutional buyer increased today. |
No worries for me here as my average is well under 20p .I held Cove through the ups and downs walked away with a 10 bagger on my small investment there.Sea reminds me of Cove, the big price will be on 2A drill results in 2026 |
Nah, still have't sold a single share. Just telling it how it is. This is AIM, people buy the trade then sell on news. Now it's a waiting game. There will be drift, and I hope to buy more, but we all have time now, loads of time. |
I think you sold out and want back in cheaper. Just my opinion. Good luck to you |
looks like that new short position is in the money. |
A slow rise to 100p by this time next year will do. i hope the institutions who took small initial positions through the placing buy more in the market as JM also said in the q&a. for 2025, 1. 2A farm-out completion expected by end of q1 with the stamp of PETRONAS. 2, DEWA field development program 3, possibly a third project to be added. |
Yup - he'll likely do that but might as well wait until he needs to. |
Whether he exercises the share options now or in the future they will still only cost 23p and he can wait.
If he wants to increase his exposure and he believes the stock price has further to run then the right move for him is to buy additional shares in the market while they are still cheap. |
Why didn't James Menzies exersize his share options at 23p rather than buy at 37p? |
I expect fwd selling, these people should be given the stock IMO. Looks like fwd sell was undertaken via CFD |
It might have made a lot of sense before the news given the very ropey balance sheet but that has been addressed now. |
Who would short this🤷♂️ |
According to the research tree short interest tracker Alvar Financial Services Ltd opened a short of 0.91% on SEA on 2 December 2024.
If you go to the Alvar Financial Services Ltd website they provide retail online trading services through intertrader.com as well as prime brokerage services.
So Alvar or one of their clients is taking a view with an approx £200k value position that the stock does not have much further to run and will run out of steam.
Or perhaps it was just someone forward selling and this short will be reversed in the coming days Alvar or one of their clients take delivery of their shares. |
PR from Inpex about their deal with SEA: |
Investor Meet.
Bizarre anybody would be selling sub 40p. (See Slide 13 at 16.30 in)
Great assets.. Great people ..what more could you want ? |
Trying to predict the short term share price is a fools game, only likely to end up with egg on your face. Longer term trend I think you can predict with more confidence |
Third time the bid reached 43p and got sold into. Unless they come up with another deal, this will be it for the foreseeable future. |
Guess it'll drift once until the speculative crew are done. My sense is there's a wait but a fairly free run at a huge field. |