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Bullboard - Stock Discussion Forum CGX Energy Inc V.OYL

Alternate Symbol(s):  CGXEF

CGX Energy Inc. is a Canada-based oil and gas exploration company. It is focused on the exploration of oil in the Guyana-Suriname Basin and the development of a deep-water port in Berbice, Guyana. The Company, through one of its subsidiaries, holds an interest in a Petroleum Prospecting Licence (PPL) and related Petroleum Agreement (PA) on the Corentyne block in the Guyana Basin, offshore... see more

TSXV:OYL - Post Discussion

CGX Energy Inc > Smoke and mirrors
View:
Post by westcanpride on Sep 01, 2023 9:17am

Smoke and mirrors

Firstly, I do appreciate all the Q&A many of you provided from yesterdays meeting. Especially some of you who spend a whole day in transit... you definitely have my respect! 

Now, to the actual Q&A... I truly believe management (especially Suresh) was nothing more than a magician yesterday side stepping questions. He applied that charm many folks have mentioned that he possesses and many ppl seem to have taken what he said at face value. 

Lab results still pending... give me a break. Who the hell are the using? Trent University? Fluid analysis on samples are incredibly time sensitive (especially if hoping to capture lighter end elements). I would 100% guarantee Frontera already has the lab results. Porosity, permeability, MICP, etc... again, all these lab tests do not take over 2 months to complete. 


Data room not open? Again, when the hell do they plan on opening the bloody thing? Companies are used to dealing with incomplete datasets. Suresh mentions/jokes that he would have liked to see $16MM magically appear to pay back Wei-1 costs. Gee, I don't know, maybe having some companies look at the data room might have given them the ability to push back on Feontera to delay the repayment (cause, you know, competition would have started occurring and CGX might have learnt a bloody thing or two). 


Port... still no word on final costs needed to complete or when it will finally become fully operational.


I am glad you folks attended this meeting and provided different accounts of your experiences. From what I can tell, management gave smoke and mirror answers (as probably demended by De Alba et al at Frontera) and the real answers are held with Frontera HQ.

Comment by SheDrills on Sep 01, 2023 9:26am
Frontera hasn't been transparent either...these 2 companies are being juvenile w/ their clock & dagger antics.  And to what end? To give F&F more time to accumulate? To give institutional buddies time to cover short positions?  Who knows...we are all exhausted by the pandering....show us the money (data) already.
Comment by westcanpride on Sep 01, 2023 9:37am
100% agree SheDrills. I genuinely believe it's these stupid games are a main reason no JV/buyout hasn't occurred. Other companies won't put up with these stupid mind games when doing real discussions. 
Comment by SheDrills on Sep 01, 2023 9:40am
These games are why the trading in both stocks suck.  They only attract the die hard exploration crowd. The only thing a major wants to see is raw data and 3rd party analysis.  A major will work their own valuations...and so if they are still waiting on some missing data that's slowing a farmdown or acquisition down.
Comment by Harel1976 on Sep 01, 2023 10:14am
If wei-1 is as big discovery as stated here and only waiting conformation of lab results its very weird and all your anger at mng is in place. If there is something we dont know and its the reason for lack of communication its even worth. The main issue for me is the cost of the wells and the time it takes.  At 120m$+/- and 5 month per well the break even for a 1 billion boe hub might not ...more  
Comment by Gtboy on Sep 01, 2023 10:41am
I completely agree and that is what Suresh kept saying. No proper discussions or negotiations can be done without confirmed lab tests data to move us forward
Comment by Strawboss1 on Sep 01, 2023 11:29am
Wow !!!  People are diving into this stock this morning. This should get exciting from here on out.. How do they say it ?? You want to have a seat at the dance on this one..   Maybe finally we will all get rewarded   GLTA  longs
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