DISCOVERY @ BOBCAT

[freddiekingman]

Stop whining guys, it's just another buying opportunity...

I bought 100

[sageo]

Stop whining guys, it's just another buying opportunity...

Thanks Petro for a good laugh ! However,  my funds are almost depleted after so many,many "buying opportunities" over the last several years ! Would love some year to have a "selling opportunity" if I  chose to do so. Hagd.

[Petrovale]

Sorry Sageo, at stranded gas unite we do not provide for selling opportunities

[2126]

Having been invested in IOC for over 7 years, I almost have come to expect good news to be followed by a share price drop. While I agree that it is very frustrating that the pps never seems to reflect the continuing IOC success with the drill bit, I also believe that with so many near-term catalysts coming in the next 18 months, it would not seem to be reasonable to think that a buyout would maximize IOC pps at this time. With Bobcat, IOC now has 4 significant finds: E/A, Tri, Raptor and Bobcat. Lest we forget, this is double the number of discoveries of 12 months ago, at the time of the Total deal announcment.These new discoveries have yet to be appraised fully at all and there are many, many other additional catalyts in the pipe line. ALL of the following catalysts should be achieved by July 1, 2016, with many of them being achieved by July, 2015:

Arbitration results

New year-end E/A and Triceratops appraisal figures based on new seismic

Antelope 4 results

Antelope 5 spudding and results

Possible Antelope 6 spudding and results

Final E/A appraisal results and certification

Total E/A Resource payment

Antelope Deep spudding and results

Raptor 2 spudding and results

Bobcat 2 spudding and results

Wahoo 1 reworking and results

Triceratops 3 spudding and results

Design concept selection

Front-end engineering design

Final Investement decision by Total

Additional sell-downs in several IOC holdings

[CAC]

[quote='Petrovale' pid='53082' dateline='1418314523']

Sorry Sageo, at stranded gas unite we do not provide for selling opportunities

******

Maybe we can all sell to JFT for $100.

[Gator]

           Invitation to All SHU Members for a Virtual Happy Hour

                 

                                                    Please join Tucker and friends this evening 05:30 pm CST for a informal celebratory get together here on this post

Look forward to sharing a MASSIVE time with you all.

Cheers Tucker

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The banner ads are getting smarter and much more relevant on SHU

[ArtM72]

Sorry Sageo, at stranded gas unite we do not provide for selling opportunities

Actually it is Stranded Hydrocarbons Unite " border="0" class="smilie" src="http://shareholdersunite.com/mybb/images/smilies/dodgy.gif" />

[admin]

["Actually it is Stranded Hydrocarbons Unite"]

Yes, for now, but curiously enough, we take a hit from falling oil while IOC's bottom line will only be impacted if oil stays low for a decade or so, which isn't very likely as it contains the seeds (greatly reduced capex) for it's own reversal and in the meantime, it might very well knock off a few competitors.

Meanwhile, the discoveries pile up. How much gas would IOC have by the time it's ready to monetize?

[sageo]

["Actually it is Stranded Hydrocarbons Unite"] Yes, for now, but curiously enough, we take a hit from falling oil while IOC's bottom line will only be impacted if oil stays low for a decade or so, which isn't very likely as it contains the seeds (greatly reduced capex) for it's own reversal and in the meantime, it might very well knock off a few competitors. Meanwhile, the discoveries pile up. How much gas would IOC have by the time it's ready to monetize?

Since lately we have been drilling on the "flanks" i.e. Rap, Bob and Tricera,when we start hitting the sweet spots,we will probably have many more Ts at monitizing time.

[admin]

["Since lately we have been drilling on the "flanks" i.e. Rap, Bob and Tricera,when we start hitting the sweet spots,we will probably have many more Ts at monitizing time."]

Yes, and what's more, new big discoveries are likely to reduce the monetization costs, either extending the life of the plant, and/or allowing for additional trains, which are cheaper.