Mr. T

As well as investing, I like milk, pitying da fools, and being on the jazz. Not keen on jibber jabber or flying. Grrr.

[Mr. T @MrT_Invest]

@mackie_sander @FirmReturns Thanks for the write up @mackie_sander. I’m a Somero holder, and think you’ve covered the story well.

If you want a bear perspective, @Carcosa61 is an ex-holder and worth listening to. I don’t agree with all his comments, but he’s called it right the last year.

[Mr. T @MrT_Invest]

@GrowthStocksUK Similarly - good luck with your next investment decisions 👍🏼

[Mr. T @MrT_Invest]

@warrensbuffet2 @LordGnome100 The offer is higher now Kistos share price has gone up.

Fair play it doesn’t do it for you, thanks for sharing your view 👍🏼

What I find interesting is those selling SQZ at below 350p. They must not like Kist’s offer nor to carry on being an SQZ holder. 🤷🏼‍♂️

[Mr. T @MrT_Invest]

#RRE Rockrose went from £6.90 to £5.20 in Dec 18. 2 months later RRE closed at £8.15. Next time you could trade was Jul 19 at £18+

Is history repeating itself with Kistos? We’ve had the dip. We’re getting the steady rise. Is the big leap coming next with #SQZ acquisition? #KIST

[Mr. T @MrT_Invest]

Best day of my portfolio for some time, with #SOM doing well and #KIST flying.

Look forward to a continuing trend 🤞

[Mr. T @MrT_Invest]

@fundhunter_co Thanks for highlighting Fundsmith’s letter, and for picking out highlights 👍🏼

[Mr. T @MrT_Invest]

A nice day to have half your ISA in Kistos after several months of waiting.

Here’s hoping this is just the start of some big price moves 🤞#KIST

[Mr. T @MrT_Invest]

"Glendronach is expected to reach FID in April with first production in 2024" according to a UK government source.

Kistos has a 20% interest #kist

https://t.co/9di5HlJhh3

[Mr. T @MrT_Invest]

Going cold turkey on russian gas means local European producers become more valuable and critical for energy security #kist #ttf #nbp

[Guy Verhofstadt @guyverhofstadt]

What we absolutely need this week:

✔️ go cold turkey on Russian gas
✔️ link alternative flows
✔️ enhanced humanitarian & military solidarity
✔️ extend SWIFT sanctions to ALL 🇷🇺 banks

🛑 Stop Putin’s war NOW ! 🛑

[Mr. T @MrT_Invest]

@NeutronMike Enjoy the wine 👍

[Mr. T @MrT_Invest]

@MikeMikemufc All the best 👍

[Oilisfuture @oilisfuture]

#KIST AA said in interview if war starts Dutch TTF will go “nuts” and acquisition will pay for itself much much faster. Remember boys 12kboe/d x 1,7 x 190e/Mwh = €3,9M daily income - cost, taxes ⬆️💵💵🤠

[Mr. T @MrT_Invest]

#KIST I wonder if Shell's plans have changed the last couple of weeks? If not, then at current gas prices a deal with Kistos is not impossible with some negotiating skill....

https://t.co/Rx8PIylxno

[Mr. T @MrT_Invest]

@ValueEric @Ronnycant2 €25/MWh for 100,000 MWh a month (circa 15% of current production), and it finishes in March.

[Mr. T @MrT_Invest]

With hindsight, my timing buying #KIST in Dec was awful. Q11b drill results were bad, 2021 cash generation underwhelmed, and the value creation plan was unpopular. The share price has dropped.

But none of the above changes the investment rationale. I confidently hold 👍

[Mr. T @MrT_Invest]

@c0n5tantinople Couldn't agree more 👍

And let's not forget the oil 😉

[Mr. T @MrT_Invest]

@Ronnycant2 I'm with you, but I understand why others were unhappy with 31st Jan's update.

My money is on me being a very happy #KIST holder 12 months from now...

[Mr. T @MrT_Invest]

I wrote the 👇 when Brent was $88. The >40m barrels of oil is worth how much more when Brent is $15+ higher?

[Mr. T @MrT_Invest]

#KIST. There's rightly a focus on gas.

Worth noting too that Q10a oil (who's flow test was "extremely positive") has best case NPV10 of €270m at <$45 oil in 2023 and >$11/bbl opex + capex .

At today's $88 oil NPV10 is c. €600m.

That's £6 a share just for Kistos' oil.