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Media coverage and recommendations

 Here are some articles and summary pages about IOG to muse over


Energy Voice article - 25 Jan 2022

  • Broadly similar to RNS of same day. Perenco terminal operator at Bacton

AJ Bell 10 great stocks - 23 Dec 2021 

  • tipped at 30.8p turn to page 22
  • Taking the Noble Hans Deul jack-up rig to hospital in Dundee to fix leg

  • Says we have 22 employees thought it was more like 50
  • Looks like Harvey wasn't commercial
  • You could have bought shares for 15p
  • Target back in 2019 was 41p (Peel Hunt)
  • Scroll down for BS and P&L for 2018,2019 and 2020
  • Looks like Malcy has talked about IOG dozens of times over the years
  • I think I'll listen to some of these

  • Has some links to recent articles
  • Shows 523.76m shares outstanding. I was looking for the total voting rights the other day
  • I think there are around 100m of other share options in total available the likes of LOG (in administration) see this post for summary of shareholders also some millions with employees who obviously know a good thing when they see it
  • As such dilute any per share valuation you do by about a fifth. Also about £100m in debt due next year? for payback or rollover.
  • Needs a bit of an update Zak as it shows 100% ownership of 
  • Blythe, Elgood, Nailsworth, Elland and Southwark gas fields in the Southern North Sea, with 2P reserves justified for development of 303bcf in total and the Harvey appraisal opportunity (Best Estimate Prospective Resources of 114bcf)
  • We farmed out 50% of most of these fields in July 2019 for up to £165m 

Looking forward to any press from March 2022 😀

I own shares in IOG please don't take this as investment advice.

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