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"“We have another, maybe, 15,000 barrels a day of production that is limited by that capacity in the vessel,” Story said in a phone interview. “In the course of doing this test, we will determine what the limitations are.” " You will recall phase 1 was meant to be 55k/day and phase 2 was 95k/day productive capacity. Has that now dropped to 75 best case…
Interesting to see an upward move in the last trades before Monday. I'm not anticipating a dividend due to convertible redemption and keeping cash for future "opportunities". Having halved my position post operational update, it's still substantial for me so I'd be pleased to be wrong!
Just sold half of my holding at ~375p
There won't be a hostile T/O. The final buyer won't be buying in the market or 'pouncing' when SP depressed. Being able to negotiate a lower price in light of negative news, perhaps, but nothing to so with SP IMO etc
Hi Log, I'm inclined to agree with you - it's really not setting the world on fire. As I came out of the AGM last year I said to others I thought this would happen: timings would spill over to this year and management would be looking for "another excuse" to explain the discrepancy for their estimate and the market/potential buyer's estimates. I also said…
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