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[BOUNCE @bounceUk89]

@baroninvestment How many share you got baron

[BOUNCE @bounceUk89]

@baroninvestment Anything take your fancy?

[BOUNCE @bounceUk89]

@RoweOliver How much? And what’s your exit price

[BOUNCE @bounceUk89]

@MBdaytrading What mean 4pp

[BOUNCE @bounceUk89]

@MBdaytrading Hope so 🤞 #kist

[MB @MBdaytrading]

Do we finally get a concentrated break above that 280 level ! Surely #KIST

[Baron Investments @baroninvestment]

The very pleasing bit -

All necessary approvals for the transfer of Blocks 3&4 have been obtained, including Ministerial Approval, with completion expected following issuance of the Royal Decree.

Both Blocks 3&4 and Block 9 have continued to produce and export uninterrupted throughout the recent developments in the wider area.

"The oil and gas produced from these assets is exported directly via the Arabian Sea, bypassing traffic in the Strait of Hormuz"

[BOUNCE @bounceUk89]

@baroninvestment @StrategicMnrls Why site do u use to get this data?

[BOUNCE @bounceUk89]

@ElCapiMomentum When is the deal being closed?

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@MBdaytrading Is that the same as £8 per share?

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@MBdaytrading What’s 8pp?

[BOUNCE @bounceUk89]

@RoweOliver Deadline? I don’t see any deadline on the rns

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@HiddenValueGems Anyone chance of an updated article on kistos ?

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@tozzer121 @Tirupatiuk market cap is £2m currently

[Baron Investments @baroninvestment]

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.

[BOUNCE @bounceUk89]

@baroninvestment Should the Oman deal be closing anytime now

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@baroninvestment Should be a good day for kistos #kist

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@MBdaytrading Good for kistos

[BOUNCE @bounceUk89]

@Early_Bird97 Thrown out? What on earth are you going on about west and Middle East are two different parts on planet earth