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Malcolm Graham-Wood Profile
Malcolm Graham-Wood

@mgrahamwood

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Oil and Gas advisory

Joined August 2012
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@mgrahamwood
Malcolm Graham-Wood
3 years
I have had a long chat with AA @kistosplc and it will come as no surprise that he is very optimistic about this deal. I’m writing the blog now and will publish a bit later. Also he is giving me an interview later this week.
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@mgrahamwood
Malcolm Graham-Wood
5 years
I’m pleased to say that my interview with Andrew Austin of @RockRose is taking place tomorrow morning on @CoreFinanceTV
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@mgrahamwood
Malcolm Graham-Wood
4 years
This really takes the biscuit,Gordon Brown lecturing us on how to handle a crisis. This is the same man who ruined the pension market, sold all our gold at the bottom and bailed out the banks without a murmur. @piersmorgan all over him, Gordon this and that the sycophant he is.
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@mgrahamwood
Malcolm Graham-Wood
5 years
Just been at @CoreFinanceTV to interview @rockrose_energy Executive Chairman Andrew Austin. Will view and publish ASAP, I think it is one of the best, quite how it wasn’t an hour long I don’t know!
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@mgrahamwood
Malcolm Graham-Wood
4 years
Nice to wake up to see Brent crude at $48.20 this morning, things are looking up for companies and investors after this awful year.
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@mgrahamwood
Malcolm Graham-Wood
6 years
Funny that the oil sector stocks don’t rise much when the oil price goes from $60 to $80 but crap out when it goes from $80 to $76.......
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@mgrahamwood
Malcolm Graham-Wood
5 years
With @ReaboldPLC up only 10% and @UnionJackOil only 7% somebody doesnt understand quite how much this West Newton find is worth by a mile. For RBD add In a quality portfolio and the shares should really motor. Both shares are way too cheap.
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@mgrahamwood
Malcolm Graham-Wood
7 years
Just finished the @CoreFinanceTV interview with @colhutch was brilliant and I hope didn’t mind my probing questions. Will Tweet Link as I get it.
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@mgrahamwood
Malcolm Graham-Wood
5 years
Just spoken to Andrew Austin at @rockrose_energy , he’s delighted about the successful return but unsurprisingly thinks there is a long way to go and plenty to be getting on with, no surprise there then!
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@mgrahamwood
Malcolm Graham-Wood
6 years
At @echoenergyplc meeting standing room only as city analysts queuing to hear story from recent operations and visit to Argentina......
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@mgrahamwood
Malcolm Graham-Wood
3 years
My interview with AA is imminent, perhaps if you people had any specific questions you might forward…..!
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@mgrahamwood
Malcolm Graham-Wood
3 years
I’m off to @CoreFinanceTV to interview Andrew Austin Chairman of @kistosplc Any sensible questions considered!
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@mgrahamwood
Malcolm Graham-Wood
3 years
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!
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@mgrahamwood
Malcolm Graham-Wood
6 years
Brent crude through $61 tonight this is some rally....
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@mgrahamwood
Malcolm Graham-Wood
6 years
To all of you who are Tweeting with concerns about @hurricomms and the Aoka Mizu FPSO I can tell you that it is waiting in the Cromarty Forth for a weather window as there is a mighty storm up there for a couple of days. I have just spoken to Dr Trice who is ‘as chilled as’ and
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@mgrahamwood
Malcolm Graham-Wood
5 years
I’m at the @hurricomms Capital Markets Day, Dr Trice has started in bullish mood already increasing Lancaster production targets and calling the start a ‘stunning performance ‘.
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@mgrahamwood
Malcolm Graham-Wood
3 years
@UnionJackOilplc I have just spoken to a jubilant DB. The future of the company from here in my view is now nailed on and they will be at the forefront of providing much needed low carbon oil and gas domestically and the upside in the shares is huge!
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@mgrahamwood
Malcolm Graham-Wood
7 years
Malcy's blog today: The -delayed- bucket list 2018, six new stocks in now, further review planned for June. -
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@mgrahamwood
Malcolm Graham-Wood
7 years
Met with Tom Kelly and his excellent team at EME, will write up tomorrow but I think that Dempsey will be big and lookalikes potentially +++
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@mgrahamwood
Malcolm Graham-Wood
3 years
My interview with Andrew Austin went exceedingly well I thought. It has now been released and will be on my website and Twitter very soon.
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@mgrahamwood
Malcolm Graham-Wood
5 years
I’m back with so much going on and plenty to write about. There should be two blogs today the way my day is shaping up. Right now I’m on my way to @CoreFinanceTV where I am interviewing Andrew Austin exec Chairman of @rockrose_energy who has kindly been the first boss to step up!
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@mgrahamwood
Malcolm Graham-Wood
7 years
Malcy with Sachin Oza and Stephen Williams of Reabold Resources yesterday a great meeting where I learned a lot about their exciting plans.
Tweet media one
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@mgrahamwood
Malcolm Graham-Wood
2 years
I’m delighted to say that I am this afternoon going to be doing a CEO interview on @CoreFinanceTV with the CEO of @angusenergyplc George Lucan. There has never been a better time to talk to him about Saltfleetby and prospects for the future.
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@mgrahamwood
Malcolm Graham-Wood
2 years
I’m looking at the @AfentraPLC deal and after a conversation with CEO Paul McDade I am increasingly of the view that he and the team have done a very special deal here. I like the strategy and the assets in the deal and that this is just the start, plenty of upside, a great play.
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@mgrahamwood
Malcolm Graham-Wood
3 years
@leedbartz There is nothing to worry about here, I repeat my optimistic stance at Wressle and West Newton . Period.
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@mgrahamwood
Malcolm Graham-Wood
4 years
Waking up to $57 Brent and the UK natural gas price was up over 20% yesterday at 80p+. Will write something in the blog but worth looking at gas players as it’s a massive plus and shouldn’t be forgotten as oil rises.
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@mgrahamwood
Malcolm Graham-Wood
2 years
I’m delighted to say that I am heading for Core London to interview Andrew Austin @kistosplc should be fun and interesting after his recent deal . Malcy
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@mgrahamwood
Malcolm Graham-Wood
1 year
Had a fantastic interview with Manolo Zuniga @Petro_Tal this afternoon. Will publish tomorrow morning. Malcy
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@mgrahamwood
Malcolm Graham-Wood
7 years
Wow! @echoenergyplc gas to surface at first workover well in Argentina! Early days but what a start!
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@mgrahamwood
Malcolm Graham-Wood
7 years
I'm off to meet the men behind Reabold resources which should be fascinating......
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@mgrahamwood
Malcolm Graham-Wood
9 years
Malcy's blog today: on Oil price, Pantheon, Alkane Energy, Oil Capital Conference, And finally... - http://t.co/y3AKHPhdYU
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@mgrahamwood
Malcolm Graham-Wood
3 years
All good news today from @kistosplc with AA telling me that operationally all good and equalising pressure according to plan. I’m travelling but will update blogs this week on Houston time.
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@mgrahamwood
Malcolm Graham-Wood
7 years
Brent clears $64 in New York trading ......
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@mgrahamwood
Malcolm Graham-Wood
8 years
Just spoken to Dr Trice @hurricomms who is 'chuffed' about this huge discovery, Lancaster and Halifax a single HC acculumulation 1km pay!
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@mgrahamwood
Malcolm Graham-Wood
6 years
Jeff Bezos divorce bill $66bn UK divorce bill £39bn doesn’t seem so bad when you think about it.......
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@mgrahamwood
Malcolm Graham-Wood
3 years
Fantastic news from Wressle today from @UnionJackOil which ‘transform the economics of the company’. 500+ barrels a day, bring it on !
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@mgrahamwood
Malcolm Graham-Wood
4 years
I’m delighted to say that I am starting my new series of CEO interviews at the brand new studio at @CoreFinanceTV today. My first guest today is Andrew Austin CEO of Kistos.
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@mgrahamwood
Malcolm Graham-Wood
6 years
I’m off to see Steve Staley, CEO of Upland Resources and a huge fan of Wick amongst others. #upland resources @ReaboldPLC
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@mgrahamwood
Malcolm Graham-Wood
2 years
RIP @DoddieWeir5 My hero Doddie whom I was privileged to have met and shared a few stories with over a few whiskies lost his battle with MND today. The world is a poorer place without him. RIP Doddie
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@mgrahamwood
Malcolm Graham-Wood
3 years
I’ve just watched back the Andrew Austin interview and I’m delighted with the content. Now going up at a platform near you starting with YouTube @kistosplc thank you very much. #
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@mgrahamwood
Malcolm Graham-Wood
7 years
I’ve flown in specially for the @echoenergyplc and @soundenergyplc presentations, wouldn’t miss them for the world.
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@mgrahamwood
Malcolm Graham-Wood
4 years
I’ve just spoken to Andrew Austin who is as excited as ever. This does look to be one hell of a deal, talk about being a company maker in one hit....We have agreed to do an interview soon which should be highly informative....
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@mgrahamwood
Malcolm Graham-Wood
3 years
I’m sorry to have to say this but as you know I’m a mad keen sports fan and I just cannot watch @BBCSport a question of sport under current management. It’s turned a class sports show into a total joke, a fantastic programme I grew up with. Thanks very much @bbc
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@mgrahamwood
Malcolm Graham-Wood
7 years
Brent crude closed at $71.03 tonight never mind that but great news if you’ve spent the last three years taking 70% of your cost base.
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@mgrahamwood
Malcolm Graham-Wood
8 years
Just doing final shake up of bucket list, might there be a few changes? 2016 final list looks good and it's a difficult squad to get into!
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@mgrahamwood
Malcolm Graham-Wood
4 years
@Robin25461631 @Roofershound @Oilman_Jim I’ve known David Bramhill for many many years and there is no more honest and dedicated man in the industry. Period.
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@mgrahamwood
Malcolm Graham-Wood
7 years
As if you didn’t know, I am off to interview Ascent Resources CEO Colin Hutchinson on @CoreFinanceTV
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@mgrahamwood
Malcolm Graham-Wood
7 years
Frontera announce results of Ud-2 well in Georgia, it looks very good indeed and assume stage 2 now highly commercially viable. Block 12 now ‘transformational’ for company and Georgia’s Energy industry. Can’t wait to get out there now!
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@mgrahamwood
Malcolm Graham-Wood
8 years
Excellent performance from Dr Trice, this one is big and 'getting bigger' happy to see EPS getting area under way to a strong start.
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@mgrahamwood
Malcolm Graham-Wood
3 years
Rachel Reeves on @BBCNews ‘ there will be no new drilling in the North Sea under labour’. Also a big windfall tax on North Sea oil and gas companies. That’s that then…..
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@mgrahamwood
Malcolm Graham-Wood
5 years
I’m all aboard the @Petro_Tal express and am writing something now, looks like a very solid play indeed.
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@mgrahamwood
Malcolm Graham-Wood
7 years
I have just spoken to Dr Trice who is understandably over the moon about the CPR. A very fair job and corroborates HUR findings and with further de-risking via test wells etc should confirm massive potential of the area. My 100p + still stands.
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@mgrahamwood
Malcolm Graham-Wood
7 years
@colhutch @ipvoxmarkets @VOXmarkets @AscentRes Hi Colin, nice work looking forward to our meeting. M
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@mgrahamwood
Malcolm Graham-Wood
5 years
I have arrived in Kurdistan with a good number of analysts ready to start a week of visits and meetings with @GenelEnergyplc and @Gulf_Keystone across most of the KRG, very exciting prospects if the schedule is anything to go by.
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@mgrahamwood
Malcolm Graham-Wood
4 years
The Bucket List for 2021 is now live!
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@mgrahamwood
Malcolm Graham-Wood
6 years
Up and about early to get to capital markets session for @echoenergyplc which should be most interesting. Will report back.....
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@mgrahamwood
Malcolm Graham-Wood
7 years
Malcy's blog today: Oil price, Independent Oil & Gas, Reabold Resources And finally... -
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@mgrahamwood
Malcolm Graham-Wood
6 years
Notice that @AmerisurResourc broker Stifel has hugely increased its TP from 20p to 35p on the back of CPO-5 exploration potential, something I concur with. ‘One of the most compelling we’ve come across’ putting 75% on upside. Wow!
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@mgrahamwood
Malcolm Graham-Wood
4 years
@UnionJackOil This is huge........
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@mgrahamwood
Malcolm Graham-Wood
2 years
@UnionJackOilplc The market reaction to today’s Gaffney Cline report shows that most wouldn’t know if Ashover Grit appeared on a menu. The potential upside at the unbelievable performance already by Wressle from this report is huge and for those who think they have missed it, no!
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@mgrahamwood
Malcolm Graham-Wood
8 years
Tip TV CEO Interview: Lancaster and Halifax oil fields are actually one body – Hurricane Energy -
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@mgrahamwood
Malcolm Graham-Wood
2 years
@Petro_Tal Wow! Trying to get my head around this reserve upgrade for the blog. With the increase in reserves value, strong replacement ratios and a 2P reserve life of 22 years. And upside possible from 7 2P well locations giving post tax NPV-10 up 48% to over $1.5bn. TP 150p 👍
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@mgrahamwood
Malcolm Graham-Wood
4 years
Just read an excellent report by Craig Howie at @ShoreCapital on @PresidentPlc . With an initial target of 5p or a market cap of £100m he sees a ‘strong production-led business displaying a range of great characteristics’. I agree. @DDS_DocHoliday
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@mgrahamwood
Malcolm Graham-Wood
4 years
@PatriotNews8 @Mark_LaCour I agree, I’ve arranged a Zoom interview with Brian Larkin this week. Should be interesting........
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@mgrahamwood
Malcolm Graham-Wood
3 years
I have just had a long chat with AA at @kistosplc who is delighted with the numbers as you might expect. The modest hedging is only to cover capex and is the same as before. Everything else in great nick and we both think the shares should be higher. We can now firm up an i/view.
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@mgrahamwood
Malcolm Graham-Wood
3 years
UK gas price over 100 this morning at 101.22p wow!
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@mgrahamwood
Malcolm Graham-Wood
4 years
Further good news for @AminexPLC this morning, ‘With the receipt of the Tax Clearance Certificate from the TRA and with the onward submission to the TPDC, Aminex has now accomplished all of the conditions within our control in order to complete the Ruvuma Farm-Out’ A milestone ✔️
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@mgrahamwood
Malcolm Graham-Wood
6 years
Amerisur CPO-5 result- WOW!
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@mgrahamwood
Malcolm Graham-Wood
7 years
Off to Sidi Moktar with the legend that is @Brian Mitchenor
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@mgrahamwood
Malcolm Graham-Wood
7 years
Malcy's blog today: Oil price, Savannah Petroleum, Ascent Resources And finally... -
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@mgrahamwood
Malcolm Graham-Wood
6 years
Unable to write blog as no internet but this Echo find may need testing and it’s early days etc but even with some risk it could be a monster. Shares should have doubled imho.
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@mgrahamwood
Malcolm Graham-Wood
7 years
Malcy's blog today: Oil price, President Energy, Ascent Resources, Far Limited, And finally... -
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@mgrahamwood
Malcolm Graham-Wood
6 years
Just had a really good meeting with Brian Larkin CEO at @UOGPLC who has an interesting story to tell. Building a portfolio with a mixture of low risk projects and some higher beta plays it is worth taking a look at.
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@mgrahamwood
Malcolm Graham-Wood
3 years
@Gaz_AIM I’ve had a long chat with AA this morning and he is delighted and then some! This will be cheaper, quicker and more efficient with fewer wells powered from onshore. My valuation of at least 42m bbbls at say $15 in the ground means that the shares should be over 300p already….!!
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@mgrahamwood
Malcolm Graham-Wood
6 years
I’m off to @CoreFinanceTV for my CEO interview, today I have Fiona MacAulay of Echo Energy who has much to say!
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@mgrahamwood
Malcolm Graham-Wood
6 years
A packed house at the Geological Society for Sound Oil Deep Dive event.
Tweet media one
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@mgrahamwood
Malcolm Graham-Wood
6 years
@DDS_DocHoliday I am meeting the management tomorrow, let’s see then how they explain all this hullabaloo! @angloafricanog
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@mgrahamwood
Malcolm Graham-Wood
4 years
I’m delighted to say that today I’m on @CoreFinanceTV for a CEO interview with Andrew Austin Chairman of New entrant Kistos.
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@mgrahamwood
Malcolm Graham-Wood
8 years
Usual polished performance by @soundenergyplc tonight in Milan after a good visit to Badile well site. COS numbers make this look appealing
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@mgrahamwood
Malcolm Graham-Wood
8 years
I'm heading through the streets of downtown Milan headed towards Badile with Sound Energy. Over 3 years since I put 35p on it now it's live!
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@mgrahamwood
Malcolm Graham-Wood
8 years
Malcy's blog today: on The 2017 bucket list and 2016 results. -
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@mgrahamwood
Malcolm Graham-Wood
7 years
Just keeping an eye on the GP.......
Tweet media one
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@mgrahamwood
Malcolm Graham-Wood
3 years
I am totally shocked and saddened to hear the news of the death of Bruce Dingwall CBE. We went back a long time and specifically his time at Venture where he was a man of change. I have no doubt that in @Trinity_PLC he was building another success. My thoughts with the family.
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@mgrahamwood
Malcolm Graham-Wood
3 years
@leedbartz Remember this is a statutory 6 week update, still a long time before we get to know what is down there, no time to panic!
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