Stuart
1.2K posts
herodotus very famously wrote about this after hearing north african folklore telling of a wet sahara—some thousands of years prior—and got clowned as absurdly inaccurate for millennia until he was vindicated in the 19th century
🥀@Libyco_
North Africans are descendants of an apocalyptic climate transition.
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#HSBK up as mkt digests results
Stuart@ds_lyons
Nice to see #HSBK continues to grind higher, a long term trend
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@ds_lyons They had to announce it then as it had been leaked x.com/i/status/20347…
Templeton Peck@otemple79
Looks like this was the speculation #AET referred to in the RNS. It came out c.8.30am but unfortunately I can't access This gives me a lot more confidence that there is real inbound interest rather than #AET initiating activity, which makes a good outcome far more likely🤞🤞💰💰
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#AET Afentra's FSP rns today was fixed in scheme rules approved in 2022. It was always going to fall on that date. Management had zero discretion over it. What they did control was when to announce the strategic review. They chose 19 March — three days after vesting. Not before
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@Mark_Newton1 That tax shield is incredible £1 of extra revenue:
Peer keeps: ~£0.22
Serica keeps: ~£0.82
A 3.7x cash flow multiplier on the same commodity move.
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Paul McDade spent 18 years at Tullow Oil, finally became CEO, then resigned in Dec 2019 with no bonus, no LTIPs, no payout.
He founded Afentra in 2021 at 15p. Built it to 78p. Now has £10m of personal exposure to the outcome. After five years i thinb it probs means deal
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@Hedgeman16 They do have to do some deal otherwise mgmt have to explain why the wheels have come off etu
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@Hedgeman16 Yeah very much show they can hed the full year at 85 if they wanted too, actually think current prices might be an issue to doing a deal. No one wants to pay premium on hugh prices if those prices fall 3 months later
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