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.
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.
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!
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.
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!
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
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 ‘.
@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!
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!
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.
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.
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.
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
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.
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.
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
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. #
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....
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
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!
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…..
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.
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.
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!
@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!
@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 👍
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
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.
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 ✔️
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.
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.
@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….!!
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.