Balone
28 Mar 2017
Liquidity I think the MMs are short of shares today - Pressure is building towards another hike imo - Long way to go yet. This has got £1 written all over it.gla
KALAN
22 Mar 2017
Re: Tip TV Superb Dan - looks like they are going to have an agreement with CPMG who will lay the pipelines and take the oil but at a reduced cost per barrel to them - that's me reading between the lines - low risk - little capital needed and debt facility for development IF wells are successful - may need to think about adding more.
DanDaDan
21 Mar 2017
Tip TV Watch the CEO on the TV today.GLA
KALAN
17 Mar 2017
Re: Great Vox Podcast Glad i doubled up this morning after that podcast. News is coming before the drills corporate news. A matter of weeks. Get in before it gets away when the crowd arrives.
Balone
17 Mar 2017
Re: Now on Proactive early indications of seismics - very high quality...finished by the end of this month so I'd pencil in somewhere around end of April beginning of may for some good news.... looking good
DanDaDan
17 Mar 2017
Now on Proactive Check the CEO out he sounds very confident.Great work.[link] watch out for the weekend tipsters.GLA.
DanDaDan
16 Mar 2017
Great Vox Podcast Well done Andrew K CEO of SAVP.Just go and listen to the podcast 735 on Vox.They even gave 4 reasons to invest and the one most of us should like is the CEO has a substantial holding. He is 'putting his money where his mouth is' and not many do that.Exploration costs are less than $1 a barrel and the 3d seismics are high quality.Watch out for those new proposals.This sp is about to shift UP, IMO.Get them before they gap Up.GLA
DanDaDan
16 Mar 2017
3d Seismics These results will be published in the next few weeks.They will add more barrels pd to the current tally.The charts look good so all we now need is for the CEO to speak UP with some facts.Interview the man via Vox or Proactive Investors. Come on IR do your job....The 'steady UPs' have started....Not too fast.GLA.
DanDaDan
15 Mar 2017
Re: Under the Radar Well done arry.I think SAVP has a long way to go in the sp UP stakes.Just read Zengas on the other board. He reckons it may hit £2.60 eventually. Wow!The other Oil and Gas share that I am tracking is ANGS. It is worth checking as a UK play.The only problem with it it is it has got some alleged mad enemies ( the swampy brigade).They should take legal action against the culprits of the last bad story that was issued by the BBC recently.GLA...
arry the accountant
15 Mar 2017
Re: Under the Radar Thanks for the tip D and K - nice little riseanymore to look at?
Balone
15 Mar 2017
Re: Under the Radar providing meaningful optionality in a new exploration frontier without any of the associated capital costs’---------- ---------- -Just what you want to hear mate
DanDaDan
15 Mar 2017
Re: Under the Radar Also check out these research notes- Panmure Gordon - We are Buyers of Savannah with a 70p/share Target Price.Stifel - Target price of 55pThey have done more research than most of us.Also as Zengas elsewhere points out there is an added bonus to SAVP - A Broker note mentions that ‘NNPCs exploration arm (FES) on the Nigerian side has received approval for a very large 5,000 km2 3D seismic programme (which is already underway) and a 6 well drilling campaign. The driver for FES is that SAVP has a significant database and technical understanding on its portion of the rift basin. In exchange for its involvement, SAVP expects to earn a back right (to be determined in further talks) in a success case, providing meaningful optionality in a new exploration frontier without any of the associated capital costs’. This could yet prove significant value in a success case.GLA.
Balone
15 Mar 2017
Re: Under the Radar *I know $26 recovery is comforting * Should read break even of course
Balone
15 Mar 2017
Re: Under the Radar I hate to get ahead of myself but it really does look like there is a tonne of upside over a relatively short time span (9months ?) Pretty exciting. As long as PoO maintains it's recovery (bit of a blip/pause) recently then all is well. I know $26 recovery is comforting but the higher the better just to get the sentiment to the sector.. Great stuff
DanDaDan
15 Mar 2017
Re: Under the Radar I agree.Now ignore my views and read this summary.[link] bigger players are about to join the party, IMOTick it UP......GLA
