Stefan Bernstein explains how the EU/Greenland critical raw materials partnership benefits GreenRoc. Watch the full video here.
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It's LONGWAIT who's in the freezer...maybe he'll pop out and offer you a good deal!
Reverandy I would agree with your timescales. This was never going to move at the pace a lot of people were buzzing about.
Just hoping that a gradual uptrend will continue but I still hold that the current sp is where the market wants it to be.
Can't say I fully understood the paper, but what i take away from it is that ;
1. This set of fields could be transformational for the whole UKCS.
2. Every fractured basement play is different and Lancaster has no direct comparators elsewhere that are known so therefore more detailed analysis and data will be required to fully understand the reservoir size and characteristics.
3. The EPS (primarily) and to a lesser extend the drills in GWA, will give us over time the data required.
It gives me great hope for the future, though I suspect it's going to take longer than I expected for the SP to reflect the massive potential here. I had been hoping that the 1Q20 CMD would be a turning point but I'm now thinking it's more likely to be somewhere at the back end of 2020 or even into 2021 and beyond (when we get the FFD plans for GWA and GLA produced) that things will really start moving.
Who is it that keeps talking about being in deep freeze for the next 3 years? Can I purchase a spare one off you!
Not seen that before either. Good to see that Dr Trice is still publishing papers. This will help technical people outside the company understand the fractured basin model better. No doubt a few folks on here will be all over it as well.
Unless I am mistaken, there is a new Technical Presentation uploaded on the Hurricane website. I think this is the first presentation post EPS. Although not an oily person myself there is wealth of detailed information regarding Lancaster that I have not seen before. For the less technically minded there are lots of pretty pictures to look at.
As an outside industry observe I remain incredibly impressed about how much data is collected and analysed; makes you wonder why WD was a commercial failure!
Although dated 26 July 2019 it appears to have been very recently uploaded to the Hurricane website, and although its a revised piece. The presentation is approximately 7 weeks after first oil.
Download Link: https://www.hurricaneenergy.com/download_file/force/480/258