24th Jun '18


Occupation: Other

Interests: International Stocks, Stocks

Sirlurkalot's Latest Blogs

Qatar is one of the world’s fastest growing economies. From 2005 to 2010, GDP growth averaged 16%, and the IMF forecasts Qatar’s real GDP growth will be 18.7% in 2011. The Qatar stock market is currently trading on about 10x 2012E earnings and a dividend yield of about 4.4%, which IMO are attractive for the economy's prospects. The prospects for LNG prices are clearly important…

A hypothetical investor currently lives in the UK and has a large pile of capital that'll be sufficient to last him and his wife for the rest of their lives.  His portfolio currently contains net zero unrealised capital gains and none of it is in ISAs.  He intends to emigrate from the UK when his children leave home in five years time and from then…

Detailed discussion of Soco's assets should take place on other threads, but this thread is to discuss the latest valuations both by ourselves and analysts, sentiment (ie will the shares go nowhere because there's not much upcoming news) and likely moves in the share price in the next six months.  How should the shares be valued?  How reasonable is it that any drilling without a…

Gulf Keystone have started to drill on the Shaikan block in Kurdistan.   Remainder of post removed at request of moderator.  The previous version of this post already contained just the executive summary of a 9-page note.

Sirlurkalot's Latest Comments

Other than buying bitcoins themselves (which I wouldn't do, I don't buy after graphs like that, and there are obvious problems re fundamental valuation), what practical ways are there for me to make money on this in the near future? Is this just a general purpose discussion of tulips?

It's a shame that it seems reserves figures are quite a bit less optimistic than indications received informally at various Soco AGMs. How much weight and trust to put on face-to-face meetings with management is an issue that regularly divides small investor opinion. One group of investors loves to meet management, and indeed sees the insights from doing so as their competitive advantage. Another group…

Mark,The spreading risk by having say two wells on 35% licences rather than one on a 70% licence I have no dispute with, and if that were the main aspect of SD's strategy that would be IMO fine. It's the references to quintupling the mkt cap of Aminex via newly issued shares (at I assume near the current SP) and investing the cash recd into…

I've long thought that Aminex was taking on too many projects, overstretching itself for its financial capability. Arguably Brian Hall should have rationalised the portfolio, and the initial news that SD intends to do that sounded good. I think the company should focus on delivering cash flow, ie focussing more on development expenditure. There's plenty of value in the existing portfolio, it just needs to…

Could someone from ShareSoc clarify whether, if ShareSoc were to claim to "represent the views of X individual shareholders", the number X is simply the number of member registrations on their website? What about people who register as members on the website simply to read the potentially interesting content about AGMs, but who have less interest in the activist campaigning side of things? Are their…

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