Why Ian Davies has failed us, page-33

I'll make two predictions.

1. SXY will very likely see a rise next week as they release their quarterly and outlook (which will contain projections of drilling bla bla that may or may not happen again).

2. The week after SEA will release their quarterly cash flow from the 11 odd wells they are adding each quarter.

Please compare the two thereafter (as SXY will have an increase from the market's perceived value of achieving the outlook / drilling programme), and you will see the positive impact that capex (drilling) and production have on value.

Monetisation should be straight forward when you have 2P reserves, no ??

Coe has half ours, yet they've almost finished their processing plant. (2 years ago they were behind SXY)

Bpt excellent monetisation strategy, and expansionary acquisition capex. Imagine if BPT decided it was best not to invest during the current economic climate. Doubt they'd be sitting at 4x the share price.

I can't believe people continue to make excuses for ID. The irony is that these seem people are wondering why we haven't heard about the outlook / financing solution that explicitly stated a deadline of yesterday.

Wouldn't surprise me if they somehow attribute the delay to me or perhaps Trump. Keep making excuses for non delivery, refuse to request accountability and it quickly becomes the status quo