Blog
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Emmerson – Scoping study imminent
By Dr. Michael Green Emmerson’s Scoping Study would appear to be imminent. Well that was the language used in the latest announcement. The market had been expecting the results of the Scoping Study to be announced in early 2019, but interestingly, the company has changed its guidance. Now, management are not just talking about Q4 […]
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Zak Mir interviews Joe Salomon of Oilex
Zak Mir interviews Joe Salomon, MD of Oilex. Click the play button to listen to the audio. https://zakmir.files.wordpress.com/2018/11/oex.m4a Key questions/points discussed: 1. Given the High court of Gujarat ruling can you confirm that you expect to be back in the field in 2019? 2. We note the comment in your last RNS includes a reference […]
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Oilex – Valuation Model Update Following Court Ruling
By Dr. Michael Green Post the court ruling in the High Court of Gujarat last Friday it looks like there will be 2 likely outcomes in the weeks ahead for Oilex. We believe both will be highly positive for shareholders as relayed in our blog HERE. In this piece we have revisited our financial model […]
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Oilex court ruling – “heads we win, tails you lose” situation re judgement
The court ruling released on Friday in relation to the dispute between GSPC and Oilex is, in our opinion, good news for Oilex shareholders. The conditions imposed upon GSPC by the Judge to allow the Stay to remain in place pending the outcome of arbitration include the requirement on GSPCS’s part to lodge the not insubstantial sum […]