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littlejohn

06/30/22 10:59 PM

#426 RE: spec machine #425

EGY $7, dropped 2 more oil hedges today

that should leave oil hedges

below 15% of total production...

Hedges left on oil until end of September

could be closer to 10% of total production

after 2 new successful wells were drilled...


https://d1io3yog0oux5.cloudfront.net/_9405ac7f3bd89de21d86db52db95322c/vaalco/db/776/7705/pdf/Roth+Conference+6-20.pdf


Added 60% to EGY position held

on Thursday...


So we watch...LJ
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littlejohn

07/21/22 1:51 PM

#443 RE: spec machine #425

Added heavy on EGY weeble on daily wobble

down...

Might be paying over 2 p/e price

but you gotta take a risk...

So we watch...LJ