Victoria Oil & Gas Live Discussion

investmouse 06 Mar 2019

Malcy Same old story… I have lost count of the number of times VOG and Foo have stated our aim is ‘Shareholder Value’ or we are committed to ‘Shareholder Returns’. Value and returns have only existed for the wealthy funds getting cheap shares during dilution. Now run by an Oligarch. If the government releases control of VOG I expect it to be the focus of a takeover at some point. I know this is how AIM works and anyone investing has only themselves to blame and protect but christ this has been probably the worst share I’ve ever held and bear in mind I’ve dabbled in Falklands exploration!! Good Luck all for the remainder of this journey, if you have the stomach to stay invested!

Totally_Wired 05 Mar 2019

Tr-1: notification of major interest in shares VOG updated their website today after the announcement: Securities in Issue Number of shares in issue: 150,446,457 Percentage of shares not in public hands: 3.26% Free Float: 96.74% Holdings of Significant Shareholders As of March 2019 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name Number of Shares Percentage of issued share capital YF Finance Limited 11,085,239 7.368% Forest Nominees Limited (GC1) 7,775,366 5.168% Zion SPC 7,599,401 5.051% Trafelet Brokaw Capital Management, LP 7,422,629 4.934% Share Information

Totally_Wired 05 Mar 2019

Tr-1: notification of major interest in shares As of 15:30 today TR-1: Standard form for notification of major holdings YF Finance Limited on 4th October 2018 crossed (I assume) 7% threshold and notified as of today: Increased from 9,832,499 (6.54%) to 11,085,239 (7.37%) TR-1: Standard form for notification of major holdings

Totally_Wired 02 Mar 2019

Malcy mangelin, Obviously 2018 was a nightmare for both VOG and their shareholders. I expect 2019 will see VOG gradually rebuilding itself with the SP reflecting a steady increase in revenue as the year progresses! Saying that, there are plenty of directions major positive news could come from eg Bassa and Dibamba power plants, sale of West Medvezhye, Logbaba La-108 Insurance Claim along with CNG. VOG need to build solid foundations and getting ENEO and the 30MW Logbaba Power Station back online along with a new 3 year contract is a very positive start, imo!

mangeli 02 Mar 2019

Malcy We need more good news. Bassa power station needs to come back on. The ENEO contract hasn’t really been fully restored. That’s why we are stuck on 14p. And if possible more industrial customers, but are they out there? The CNG project with Naturelgaz of Turkey needs to roll out without problems. We need a flurry of good news in the next 3/4 months.

Totally_Wired 27 Feb 2019

Malcy February 2019 bucket list update Posted on 27 February 2019 " At VOG I am expecting much change, last year was an unmitigated disaster but at least now the fundamentals are right whereas the share price is just wrong and must change." February 2019 bucket list update

Totally_Wired 22 Feb 2019

General Interest Cameroon: Globeleq to increase employee wages by 3% Thursday, 21 February 2019 Globeleq, which manages the Dibamba fuel and Kribi gas power plants in Cameroon, has just signed a collective agreement with its employees, under the supervision of the Cameroonian Ministry of Labor and Social Security, official sources reported. This agreement introduces benefits in terms of housing and transportation allowances, and provides for an increase of 3% of employee wages. According to Globeleq, this collective agreement aims at the added value generated in Cameroon. The company said it produces a quarter of Cameroon’s electricity production. Formerly controlled by the British investment fund, Actis, which holds a majority stake in the capital of Cameroon’s power utility (Eneo), Globeleq Africa has been since 2015 controlled by a consortium held by the Norwegian investment fund, Norfund, and the British financing institution , CDC Group. [link] Globeleq own Dibamba Power station and has plans for the conversion of their heavy fuel oil engines to natural gas fired units. [link]

Totally_Wired 20 Feb 2019

VOG twitter and facebook updates Victoria Oil and Gas 4h #GDC with students from @SBetsenAcademy at PROMOTE in Yaoundé, Cameroon Victoria Oil and Gas 5h Great to see @ShoreCapital’s latest research on #VOG commenting “we remain impressed by the production growth that is being achieved by #VOG in very short order following the reinstatement of #ENEO supply” #Cameroon #Douala VOG on Twitter

Totally_Wired 19 Feb 2019

Tr-1: notification of major interest in shares I knew I had a list somewhere: Securities in Issue Number of shares in issue: 145,059,728 Percentage of shares not in public hands: 3.26% Free Float: 96.74% Holdings of Significant Shareholders As of November 2017 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Forest Nominees Limited (GC1)---------6,635,305-------4.574% Majedie Asset Management Ltd---------6,154,761-------4.243% Securities in Issue Number of shares in issue: 110,571,762 Percentage of shares not in public hands: 4.01% Free Float: 95.99% Holdings of Significant Shareholders As of September 2017 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Forest Nominees Limited (GC1)---------6,635,305-------6.001% Majedie Asset Management Ltd---------6,154,761-------5.566% Securities in Issue Number of shares in issue: 110,571,762 Percentage of shares not in public hands: 3.90% Free Float: 96.10% Holdings of Significant Shareholders As of June 2017 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name---------- ---------- ---------- ------Number of Shares--------% of share capital Majedie Asset Management Ltd---------- - 6,154,761---------- -------5.566% Forest Nominees Limited (GC1)---------- - 5,541,000---------- -------5.011% Securities in Issue Number of shares in issue: 110,571,762 Percentage of shares not in public hands: 3.90% Free Float: 96.10% Holdings of Significant Shareholders As of June 2017 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name---------- ---------- ---------- ------Number of Shares--------% of share capital Majedie Asset Management Ltd---------- - 6,154,761---------- -------5.566% Forest Nominees Limited (GC1)---------- - 5,541,000---------- -------5.011% The Capital Group Companies, Inc-------- 4,815,758---------- -------4.355% Securities in Issue Number of shares in issue: 110,193,098 Percentage of shares not in public hands: 3.90% Free Float: 96.10% Holdings of Significant Shareholders As of April 2017 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name---------- ---------- ---------- ------Number of Shares--------% of share capital Majedie Asset Management Ltd---------- - 6,154,761---------- -------5.585% Forest Nominees Limited (GC1)---------- - 5,541,000---------- -------5.028% The Capital Group Companies, Inc-------- 4,815,758---------- -------4.370% Securities in Issue Number of shares in issue: 110,193,098 Percentage of shares not in public hands: 3.90% Free Float: 96.10% Holdings of Significant Shareholders As of December 2016 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name---------- ---------- ---------- ------Number of Shares--------% of share capital The Capital Group Companies, Inc--------6,966,560---------- --------6.322% GB Trustees Limited---------- ---------- ----4,383,595---------- --------3.978% Securities in Issue Number of shares in issue: 109,495,262 Percentage of shares not in public hands: 4.53% Free Float: 95.47% Holdings of Significant Shareholders As of November 2015 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name---------- ---------- ---------- ------Number of Shares--------% of share capital The Capital Group Companies, Inc--------6,966,560---------- -------- 6.362% Forest Nominees Limited---------- ---------3,614,992---------- --------3.302% Securities in Issue Number of shares in issue: 109,153,336 Percentage of shares not in public hands: 4.53% Free Float: 95.47% Holdings of Significant Shareholders As of May 2015 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name---------- ---------- ---------- ------Number of Shares--------% of share capital The Capital Group Companies, Inc---------6,966,560---------- ------ 6.382% Securities in Issue Number of shares in issue: 108,713,809 Percentage of shares not in public hands: 4.90% Free Float: 95.10% Holdings of Significant Shareholders As of March 2015 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name---------- ---------- ---------- ------Number of Shares--------% of share capital The Capital Group Companies, Inc--------6,966,560---------- --------6.408% GB Trustees Limited---------- ---------- ----3,268,100---------- -------3.006% Capital Reorganisation At the Annual General Meeting held on 26 November 2014, shareholder approval was received for a consolidation and sub-division of the Company’s share capital (“Capital Reorganisation”). The Capital Reorganisation was implemented effective 27 November 2014 and the shareholders received one consolidated ordinary share of 20 pence for existing 40 ordinary shares of 0.5 pence (“Consolidation”). Immediately following the Consolidation, each consolidated ordinary share was subdivided into one new ordinary share of 0.5 pence and one new deferred share of 19.5 pence. Prior to the Capital Reorganisation, the Company’s ordinary share capital consisted of 4,348,552,329 ordinary shares of 0.5 pence, and subsequent to the Capital Reorganisation, the Company’s ordinary share capital consists of 108,713,809 ordinary shares of 0.5 pence with voting rights listed on AIM and 108,713,809 deferred shares of 19.5 pence with no voting rights. (include a cross reference link to the 2014 AGM sub heading where the shareholder circular and the FAQs are available) On 27 November 2014, 108,713,809 ordinary shares of 0.5 pence the new shares were admitted to trading on AIM. Securities in Issue Number of shares in issue: 108,713,809 Percentage of shares not in public hands: 4.90% Free Float: 95.10% Holdings of Significant Shareholders As of 27 November 2014 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name---------- ---------- ---------- ------Number of Shares--------% of share capital The Capital Group Companies, Inc--------6,966,560---------- --------6.408% GB Trustees Limited---------- ---------- ----3,268,100---------- -------3.006%

Totally_Wired 19 Feb 2019

Tr-1: notification of major interest in shares Securities in Issue Number of shares in issue: 150,446,457 Percentage of shares not in public hands: 3.26% Free Float: 96.74% Holdings of Significant Shareholders As of February 2019 the Company is aware of the following persons who hold, directly or indirectly, voting rights representing 3% or more of the issued share capital of the Company to which voting rights are attached: Name Number of Shares Percentage of issued share capital YF Finance Limited 9,832,499 6.536% Forest Nominees Limited (GC1) 7,775,366 5.168% Zion SPC 7,599,401 5.051% Trafelet Brokaw Capital Management, LP 7,422,629 4.934% Share Information

Totally_Wired 19 Feb 2019

Tr-1: notification of major interest in shares I’ll have a look later but possibly they took on Majedie Asset Management Ltd stake and added to it?

Totally_Wired 19 Feb 2019

Tr-1: notification of major interest in shares VOG have also updated their website to reflect the change: Holdings of Significant Shareholders

Totally_Wired 19 Feb 2019

Tr-1: notification of major interest in shares Zion SPC - Access Fund SP now hold 7,599,401 (5.05%) and looks like they have been building gradually up as there was no Tr-1 for passing the 3% figure.

Totally_Wired 17 Feb 2019

General Interest Cameroon: Promote 2019 - International Trade Exhibition (16th-24th February) [link] [link] [link]

Totally_Wired 12 Feb 2019

General Interest Yep, looks like a Clarke Energy publicity iniciative and nothing wrong with that! [link]