Id like to ask Scott how he can possibly cope with the disrespect coming from this little peanut gallery?
Early mover into frontier elephant play, further expansion of leases to cover basin play, seismic, target upgrades done all the boring stuff
Nuts timing before gas cycle turns crazy amongst Eskom steadily going to the cleaners
Guides company through Covid, minimises dilution and no reduction in ownership, negotiates as best as possible in what is a “challenging” jurisdiction.
Emission offset agreement
No PSA, doesn’t bend to signing a JV with a Perth based shell company spinning the wheels with no real desire to drill anything as per lessor management teams.
Manages to fund first well 100% including significant over run budget and doesn’t sell into rerate which I’ve never seen from a junior drilling frontier type well.
Well blighted by tech issues, dusting off and preparing to go again.
The guy clearly needs help and replacing.
This all may go tits up but IVZ are doing what it’s says on the tin.
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