BOUNCE
316 posts


#KIST uncertainty around OMAN deal currently holding it back. Deadline for closure today so would expect update shortly and any confirmation of closure or at least that still going ahead should enable it to start moving higher. Holding 10WMA/50DMA and good relative strength.

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#TGR @Tirupatiuk back to market debt free and fully funded
New team fresh start straight into production #graphite
Expect offtakes and revenues swiftly and all from c£10/11 mill mcap
Producer status inbound very quickly and money rolling in
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BOUNCE 리트윗함

Every day that Brent and Gas trade at higher prices is a very good day for KISTOS.
No idea how long this messy situation drags out but I do know that cash from operations (optimistically or foolishly annualising $80 Brent) exceeds the market cap. I’m using that level as that’s the back end of curve even if the company doesn’t tap it. Should they? They don’t have a policy of doing so (unless to protect against capex or debt obligations) but I would favour maybe 25-35% of production being locked in - even on a rising front and back end.
If the group was net cash already the shares are more than double here so one question is when is that inflection or even close? I say that because holders have fond memories of Rockrose and there’s obviously the scope to do even bigger deals whilst the probabilities of buybacks soars. Of course, it’s not all about price but it’s crucially volume and it’s extremely pleasing to see a high guide into 2030 (the first message to the market). Of course, Andrew and Peter are rapidly growing this again now (with the distraction and shock of the uk levy behind) so a 30,000-40,000boepd range is maybe more of a priority.
Oman shortly completes shortly and we know prices in the region are now nearing $170 (a huge premium over the benchmark).
Norway economics significantly improve in 2026 so this oil move is really substantial for the firm.
These two geographies comprise >70% of production with the surplus coming from Netherlands and UK.
The shares have underperformed a little lately but the longer they stay down the more they are underpinned. Management delivered mouth watering returns before and I do think this is shaping up for something special again.
ZeroSpartanOne@Whodareswins77
Added more #KIST this morning. Must be throwing off some serious cash now..
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@bounceUk89 Yes. At some point the shares will blast.
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@Early_Bird97 Thrown out? What on earth are you going on about west and Middle East are two different parts on planet earth
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The west will all be thrown out of the Middle East soon at this rate. It's crucial the UK has no involvement with this illegal war, so we can retain diplomacy and ties with the Middle East.
Trump and Netanyahu have gone totally rogue, not even the US electorate are behind them.
x.com/WShak1/status/…
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@baroninvestment I’m still in this from when you first mentioned it. 220 percent up so thanks for that.
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Brent powering above $90 and currently $93 - huge tailwind for the sector and for holdings KISTOS and AFENTRA.
KISTOS is projecting production at 19–20 kboepd through to 2030 (ex new deals). That baseline fuels a major balance sheet flip, substantially enhances firepower for further growth.
Good to see solid buying again today and larger buyers in action.
RockRose was a monster win, KISTOS can repeat.

First Squawk@FirstSquawk
OMAN STANDS TO BENEFIT FROM HIGHER OIL PRICES AS ITS EXPORTS DO NOT TRANSIT THE STRAIT OF HORMUZ - FITCH
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@copmeister @TheCyberdevil 10 for no time to die were you on crack when you were watching this garbage?
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Finished all 25 Bond films (plus Never Say Never Again) today. It's been a blast & I have really enjoyed it. Here's my ratings for every EON film. I've retroactively given From Russia with Love a bonus point as I now have better context for my ratings. Hurry up an make a new one.

Matthew Purchase@TheCyberdevil
Let’s try something different. I’ve always enjoyed the James Bond films but I’ve only seen about half a 8 or so in full and never in order. It’s about time I try watching the films in order properly. From Dr No to No Time to Die. I’ll let you know my thoughts on each one.
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Up just under 3% #KIST
Could also be related to this ?!
The publicly-traded UK company Kistos Holdings has held discussions in Iraq on matters related to the oil, gas, and energy sectors.
The meeting took place between Minister of Oil Hayan Abdul Ghani al-Sawad and Peter Mann, Chief Executive Officer of Kistos.
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