google.com, pub-7842875684800919, DIRECT, f08c47fec0942fa0

Guerilla Investing

Tag: Milan

  • Saffron Energy. There’s more to come… Gas that is!

    Saffron Energy. There’s more to come… Gas that is!

    Today Saffron Energy (LON: SRON) finally announced what was already basically known by those who follow and read www.guerillainvesting.co.uk  That is that Bezzecca gas production has now come on stream at 30,000-40,000 scm per day. This when added to 10,000scm currently being produced from their Silaro field gives them production of 40,000-50,000 scm per day. Financially this is over three hundred thousand euros per month. Circa £250,000 per month times this by twelve and we get £3,000,000 per annum in revenue. That is a phenomenal success story in the world of micro-cap oil and gas.

    SHAREPRICE

    Shiny ‘Mac Shine’. Brand new kit now producing…

    The SP has spluttered on very good news! When in actual fact it should be heading towards 10/11p etc. One of the quirks of the AIM is that impending good news is usually forward sold into by the brokers and the ‘canny’ high net worth’s. You can see it in the late trades that were being announced over the last two weeks. Profit taking. Every one is entitled to take it. So when you’re looking at Saffron or any other Company remember think ahead and don’t be discouraged by a rise that spluttered on good news. There’s always a reason for it. Normal service will be resumed once the SP settles down.

    WHISPERS

    Sources here are indicating that gas production from Bezzecca could easily surpass 50,000 scm per day as the Company work out their best flow rates over the coming weeks. Again any increase in production will significantly add to their revenue. These are a bargain at todays SP. I did hear that their CEO (Masterman) was in the UK and will be having a tete a tete with investors this week. A question I would ask if I was their would be this; “Bearing in mind what was being discussed on the recent site visit, will the 100,000scm per day be reached this year?”

    Great little producer this. Could be 12p-15p by the end of this year….

     Viva!

    Dan

  • Saffron Energy RNS Imminent! Gas flowing! Confirmed!

    Saffron Energy RNS Imminent! Gas flowing! Confirmed!

    It’s great news reaching the ‘International Finance Blogger of the Year’ (I only put that title in to annoy certain people 🙂 ). When you have a ‘Big Stick’ it’s nice to beat a few people with it lol!!!

    Hopefully those at Saffron will be forced to release an RNS today on the back of this small Blog.

    The Gas Meter Dials are Whizzing around at Bezzecca !

    Gas is flowing at Bezzecca. Reports of a minimum 30,000 scm per day that equates to about 200 barrels of oil or equivalent. This is now in the public domain so the Company should release an RNS immediately!

    Great news for the Company and a testament to a genuine small oiler that within a few months of their Initial Public Offering (IPO) have now brought in a major revenue stream. This is a super achievement. Think of ALL the companies in this sector that have for years upon years promised so much yet delivered absolutely nothing other than fleece retail investors and they’re still at it today!  The road to AIM is littered with broken promises and broken companies. Saffron Energy have taken 2 months to do what most of the piss poor lifestyle comps’ still haven’t done in 4,5,6 years!

    Well done to all at Saffron. It’s a refreshing change to be congratulating a company rather than castigating it!

     

    Viva

     Dan

  • Saffron Energy Report from the field. Target 12p-15p.

    Saffron Energy Report from the field. Target 12p-15p.

    I’ve deliberately withheld this piece post the saffron Energy (LON: SRON) site visit.  The dust has now settled and the hullabaloo has died down.

    Well Head awaits the switch one!

    The company are trading at about 8pish at present. I talked to virtually everyone on this trip including the ex ENI guys. What is apparent and not in the public domain is that they have deliberately underplayed the production numbers in-order to get a bigger bang on news. Bezzecca gas isn’t a question of finding the gas or building the infrastructure or connecting to a pipe line for transportation. It is already ALL done and dusted. Gas will flow from Bezzecca within the next 20 days or so. That is a fact that just awaits a paper sign off. All the kit on site is brand new, there isn’t a spot of rust (See Photos) to be seen it is gleaming equipment. Not the usual rusty kit of the piss poor life-style companies that have been kicking round on the AIM casino for donkeys years. Their sites are well maintained and in pristine condition. That is a pointer to a genuine oil tiddler doing all the right things to progress.

    Bezzecca should come in at substantially more than first quoted in their IPO document. Bear in mind that it was first tested at 62,900 scmp. It will produce circa 45,ooo scmp a day which will give them approx. $10,000 of revenue per day X 365 days. Unbeknown to the herd they’re quietly confident of doubling this with further production from Bezzecca and from their other assets, Sillaro and Saint Alberta. The whisper on one of these two assets is that they could be producing (subject to drilling etc.) in the 100,00s of thousands of scmp.

    My understanding is that their ex ENI people know these assets very well and it is nailed on that production will be many times more than it is from the ‘switch on’ later this month-early next month. Good little resource tiddler and certainly one to watch. Excellent management, well funded and on the cusp of production. What more do you need?

    Shiny Mac Shine. Gleaming Equipment..

    The stock is very tightly held. Some big high net worth’s are invested here. What’s interesting is that I did hear the analyst on the site visit basically say that the previous IPO figures/note will have to be substantially upgraded. So there you have it. There’s a note coming out that will increase value of this stock. 12-15p by the year end could do more but as with all stocks one never can tell. Unless one gets off his/her backside and finds out.. By the way I did also learn that Tom (Pepper) Winnifrith has a nice little holding. Wonders never cease….

     

     

    Viva!

     

    Dan

     

    NB Video footage next week etc…

  • Independent Resources. Asset Update.

    Independent Resources. Asset Update.

    Independent Resources will officially re-launch some time in April of this year as Echo Energy. Sources here are very strong. After my tête-à-tête rushing around London and Milan some juicy news has fallen my way. Even though I am ‘Persona Non Grata’ with the head honchos who told me that I was the one who ‘blew up’ their Ascent Resources deal. I did what I always do and that is to get the news out to the retail investor community. I’ve been on this story for 12 months and wasn’t going to ‘can’ it. I noticed Malcy Graham Wood was ‘quaffing’ around, so expect he’ll be getting the exclusive interview… The pie eater departed before I had a chance to bend his ear. I shall be having words with ‘Malcy’ one day.. I couldn’t give two hoots about corporate whinging and they were all told this. I do what I always do and get the information that counts. What they should have done, instead of ignoring my approach’s while playing ‘Corporate Kings’,  with hindsight is for them to rue over. Next time take the calls and don’t ignore the emails etc. Otherwise you’ll end up yet again looking like ‘King Canute’..  It was their loss and a huge gain to retail investors and myself. Job Done.

    At the risk of once again putting the ‘Parsons nose’ out of joint here is the news. From what I can glean there will be a huge strategic update within the coming weeks. This update will contain details of asset/s. Now what I do know is that Echo/IRG are going all guns blazing for asset/s with multi Trillion Cubic Feet (TCF) potential. I suspect that the deal has already been ‘Inked’ but cannot confirm that these assets have been sourced in South America. Brazil, Argentina or possibly Mexico. I have an idea of what the assets are but in order not to screw this deal up I will only update when I’m 100% certain. So I suggest to the powers that be, get it RNS’d as quickly as you can otherwise a BNS (Brokerman News Service) will do it for you. The share-price could be transformed yet again on the Strategic Update. It is a driver. 1p will be smashed and it could hit 2/3p over the next 12 months, maybe more… we just don’t know. If you hold stock keep holding and take up your portion of the Open Offer, it’s FREE MONEY.

    I met some of the team in Milan. As per usual they were all on their guard when speaking to BMD 🙂 Nice people and people who know exactly where this venture is going. The financers are locked in for 6 months and have stated to me that they intend to stay in for 3 years. Do I believe this? As of today yes I do. However things change. In 12 months this SP will be multiples of where it currently sits. I’d expect as events move and change the pressure of POTENTIALLY being sat on tens of millions of pounds in profits may move the goal posts. Whatever happens Sound II have the backing of huge financial muscle, muscle that will stay the course.

    I like Parsons, he’s a good guy. Fantastic dynamic individual and team player. I don’t have any concerns on the integrity of these people. They are real ‘corporate bastards’ (I say that in the nicest possible way) and will do what is needed to transform Independent/Echo into a genuine oil and gas company. It has only just begun….

    All to play for…

     

    Viva!

     

    Dan

  • Exclusive!!!! Sound Energy Badile Site Drone Flight. Rig Spotted.

    Exclusive!!!! Sound Energy Badile Site Drone Flight. Rig Spotted.

    sound-energy-logoMy latest venture was a breeze. Unlike Morocco it was as smooth as clockwork. I’d been wanting to get over to Sound Energy’s (LSE:SOU) Badile drill site ever since I heard that the chance of success (COS) was somewhat higher than investors were lead to believe.

    The COS is about 40%. Besides, I’d bought the Drone for Tendrara 7 in Morocco. Unfortunately, I was, as some already know, detained for 6 hours at Oujda airport. They don’t like Drones… But they do like strip searching 😊 and I’ve spent hundreds of hours practicing my flight techniques.

    It’s not easy flying a Drone, least of all in a built-up area with mist…

    Share-holder activism isn’t about sitting at home google searching, although it does play a part but that part is small. It’s about getting active, if that means traveling the best part of 2,000 miles to check info or look at a drill site to firm up or source information to help with an investment decision or opinion or going to company presentations, then that’s what I do. No one else out there does it. Because no one else can. People waffle, talking shite on podcasts such as Vox Markets or tweeting unadulterated spurious deliberate lies on Twitter without ever leaving the confines of their house. It doesn’t make for good decision-making processes. It inevitably leads to investment/trading failure for the majority J-H-640x390-01-17who suck up the spiel spewed out by the Shysters.

    Badile is an onshore gas play, if it comes in there’s over €2,000,000,000 (two billion) destined for the coffers of the company. I wanted to check out the site and try to see how much cash had been spent and what type of kit/equipment was in plain sight. A rough guide of the total spend for this drill is circa €25,000,000. I hate to ‘Drone’ on get it? Don’t forget to sign up for the Jekyll & Hyde Tip Sheet CLICK HERE 🙂

    There’s no need to go into the minutiae of Badile as I’m sure most of you already know etc. If you don’t then get researching. The economics are well known.

    I had planned to fly in from about half a mile away, sadly Milan and the surrounding area was covered in mist. Visibility was about 30 metres. So, we got as close to the drill site as possible and launched from waste-land directly behind an industrial unit overlooking their acreage.

    Just for clarification: the two large black swimming pool-like areas are for water catchment. The concrete boxes are for the mud used in the drill. You can see exactly where the spud is by looking at the rig. The green container-like structures are the generators and battery backups. The rest is self-explanatory, it’s a big site and believe me this is yet again a real deal. If Badile comes in it’s £3 minimum a share in my opinion. If Tendrara 8 comes in as well then £5 per share will be surpassed. The run up to both spuds could push the SP close to or over £1. An interesting point gleaned from the Milan ministry is that a blow-out preventer (BOP) is already on site and an area for gas flaring has had to be incorporated into the design. I think the square concrete footing is where the flaring will take place. It’s the furthest point away from the drill spud area. Remember there’s already gas being produced a few miles away on the same geology. Enjoy the Drone video and don’t forget to like it.

    Viva

    Dan/Mr Hyde

    Click here to subscribe to the new premium newsletter, Jekyll & Hyde Share Tips, for just £5 a month. Brokerman Dan and Clem Chambers go head to head as Jekyll & Hyde in the battle of the share tips.

  • Sound Oil (LON: SOU) Einstein’s Equation….

     

    It's logic. They're going up.
    It’s logic. They’re going up.

    As promised we’ve tried to keep sourcing info’ on some of the Companies that we’ve had fantastic gains on over the last few months etc. Next up Sound Oil (LON: SOU).

    At the moment it looks like the SOU sp is in a holding pattern. No real movement either way at 12p ish. September could be a busy month for the Company. It’s been bandied around online that the CEO has been on his holidays and is now back progressing the Company. There’s plenty going on in the business behind the scenes, what with Nervesa approvals, Niche farm in, Badile farm in & whispers of Laura farm-in etc. We do know that, regardless of what SOU refuse to confirm or deny, that they are in talks with at least 2 Major oilers, on farm-in & potential takeover should they come up trumps on Nervesa, Badile, Laura etc.

    I did actually hear that some form of ‘chat’ with Rockhopper Exploration (LON: RKH) may have gone on a few weeks ago. How true this is? I’d say 50/50.  Recent news has included, the Badile land purchase & long lead items, Nervesa long lead items & well head purchase, Letter of intent with Drillmec Spa for the exclusive use of an AHEAD 375 Drilling Rig in Italy for both the SMG and Laura wells, and first gas at Casa Tiberi. This points to a Company going in the right direction.

    Take a good look at the Einstein Equation pictorial. Therein lies the answer to the question we are all asking; ‘How high can they go on more positive news?’ It really is a question of perception for each individual investor. We know that Takeovers or farm-ins of Companies with world class assets, always come at a premium to the current share-price.  There are many different schools of thought. Takeover; 60p, 100p, 40p, 50p, Farm-Ins; 25p 20p, 30p, 18p. One thing is very likely, they are going up towards 20p this year.

    Do not be fooled for 1 minute by the Company line; ‘The aim is to make Sound Oil a footsie 250 Company’ This will never happen. They will, subject to continued success, be swallowed up.

    Logic should dictate your move here. Hold for Farm-In & or Takeover News in 2014.

     

    Viva!

     

    Dan

     

google.com, pub-7842875684800919, DIRECT, f08c47fec0942fa0
Verified by MonsterInsights