What Hession Can Do to goose PPS

[Tree]

Afterall, he is the CEO and PPS buck stops with him.

Lot's of criticism and free advice has been offered up.  Time to own it and show your reasoning.

1) Non-exhaustive look pps drivers in the market:

*Ballance Sheet Strength

*Growth

*Shareholder interaction/education/updating  beyond legal requirements

*Potential- intellectual property, new products, finding resources, monetisation of an assett

*Stock ownership by Management and BoD

*Sector Strength

*Earnings

*Overly Promotional, nearing unethical,  Management

2)  Please offer others and list 1-6+ from greatest to least bearing on pps of a traded Co.

3)  Do the same in context of IOC's circumstances.  This may/may not require additional drivers.

4)  Please expand #3 with specifics which Hession should have done, should do today and forward to manipulate PPS increase

This should be interesting

[admin]

Thanks for that. Offering concrete and specific items that can be the basis of a rational discussion, just what the doctor ordered..

[Petrovale]

He can sell the damn company, pretty rational thing to do.

[Getitrt2]

[quote='Petrovale' pid='65309' dateline='1449865655']

He can sell the damn company, pretty rational thing to do.

[/quote

As you might expect, I disagree.  HO HO!  Now not the right time to sell it, if ever.]

[Thylacine-2]

He can sell the damn company, pretty rational thing to do.

That would violate the old principle of buying low and selling high.  We won't know for sure when the bottom of the oil and gas bear market is in, but there is a very high probability that we are now a lot closer to the bottom than to the top.

[jft310]

Companies are valued on cash flow and multiples there to . Interoil has terrific assets but they need to be monetized .
*Comes down to what the analyst state when and how much for the payment ??is leg up one
*Leg up two is signed LNG contracts that lead to FID .
*With an FID and funding we can run discounted cash flow models .
*With discounted cash flow models we set a price target for first gas . Hession has laid that out for us with a 2 train plant and Exxon size plant the enterprise value is $9 Billion . Divide by the number of shares . What if we have surplus gas for the first build plot a plan for that .
*The terrific assets includes non PRL-15 assets which could form a second LNG or additional trains at Papua LNG depending on the winner of the current negotiations .

Hession can finish the appraisal process , tie into the Oil Search appraisal and get the required 2 reservoir reports and get us paid . Good start .

[freddiekingman]

[quote='Petrovale' pid='65309' dateline='1449865655']

He can sell the damn company, pretty rational thing to do.

[/quote

As you might expect, I disagree.  HO HO!  Now not the right time to sell it, if ever.]

Best thing of course would be to RESIGN..
Have a good weekend!

[Li'loilady]

"Shareholder interaction/education/updating beyond legal requirements"

Something Michael certainly has control over:

Give us more information!  More detailed updates.  More PR's.

Michael seems to be allergic to this.  I've come to expect boring quarterly report conference calls.  When the stock analysts ask their questions, Michael's answers, most often, seem vague, repetitive of the previously read script, even avoidant and certainly unsatisfying.  It sounds like his pre-disposition is to not answer the questions — like he's afraid of getting backed into a corner, or something.  I think I've heard Calio get irritated by Michael's non-answers.

His cards are played waaay close to the vest.

This tack is not working for our pps.

Relax; be open and transparent.  Just tell everyone what's going on!  … And don't forget the details!

(I know, big revelation, right?)

And collude with Botten and light a fire under Total to get on the stick re: Ant-6 and (?)Ant-7.

[jft310]

The Oil Search BOD knows more about PNG and what's happening than anyone . Several Board members knew Hession from Woodside . The Oil Search BOD has an interest in Hession succeeding their current CEO Botten . If Hession had done a poor job the interest would not be there . The price per share is not a measure of Hession but of the complicated situation .
Who thinks the price of oil hasn't impacted the price ??
The delay with the arbitration with Oil Search lost 13 months !!
The low ball estimates of asset size used by the other partners since Dec 2013.
The older inherited rigs giving up the ghost when doing the appraisal drilling .
All these things have impacted the price per share and more .

[MartiniStocks9756]

Madam Lil Old Lady another interesting thing in the calls is when MH says I will take that one thank you. Another words my staff is not trusted to not blurt out something that I do not want on the record regarding a particular question. We read right through that one. His perogative but playing the cards close to the vest now does what???? Stops a big boy from coming in and saying I will give you the highest possible payment estimated and throw in the FID and the current $35 pps value and I will take control of 30% and get the gas plant $9 billion which will offset my meager offer. And just throw in the outside licenses for half a billion as a token of their appreciation. Why haven't there been offers seems like a no brainer to me because I am clueless on this big boy industry. It must be the whole market is frozen. We are close to the bottom the risk is getting very small from here. Getit no need to tell me you disagree.... I know never sell it and we will get monetized. I think you are right if we are around that long as a company. Just many hurdles and milestones along the way and if we must wait you will be right. And if you are right you will have a right to say you told us so.