By Tom Winnifrith | Thursday 15 October 2015
A slightly delayed October edition of UK Investor magazine is now live featuring 4 buy share tips, 3 sells (from TW), company profiles on Universe and Northcote, Amanda van Dyke on why now is the time to buy mining stocks or is Tesco a better recovery play? Darren Winters takes over the normal Rob Terry slot while George Osborne Chases the Dragon as our cover story. You can download your free copy below
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DUCK AND DIVE
Thank you. Maybe you should save up some stories exclusively for this organ so that regular visitors have a reason to read it.
Is it my imagination or does this issue look less attractive – in design, layout and typography terms – than the earlier editions? Ironically, the opposite is true of the SP website.
TW. Point a) we did. 80% of content unique b) speak to darrenwildrides
Still think your wrong to target LGO in this manner:-
1)Your analysis is based on historic accounts of data prior to this seasons 7 wells output coming on stream
2) You dont know the current BOPD output
3) You dont know the current cash position
4) you dont know the current cash burn
5) You dont know what actions have been taken to reduce cash burn ongoing since accounts last published
6) Oil supply is tightening and WTI price is rising ( funny thing is winter is here and people use more oil in winter )
7) You under estimate Ritson , he is very capable but also unduly secretive . Not a combination that endears him to market commentators .
8) He intends more wells drilled prior xmas 2015 in a shallow horizon , at low cost per well ( dollor400k each ), from cash , in a slow output decline horizon .
wildrides
Duck ……….. less attractive ………… really, how could you , what with a nice picture of Van Goddess inside …….. I beg to differ . If only I was thirty years younger . Suppose its water off a ducks back to you anyway ………. what with being a Duck an all that .
Tom Winnifrith
Wildes
Indeed 2 most excellent reasons to read the mag – a pic of Van Goddess and a superb analysis of why LGO is a sell
t