Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Crikey AV
Some advice
https://www.youtube.com/watch?v=HaccLMuLa7o
AV - enjoy your time being the donkey on Skegness beach.
How ironic Footandmouth is at the mouth of the Danube this weekend instead of being the mouthpiece of his god.
Article in Sunday Times about future Irish gas exploration - notes issues around licensing:
"Only companies with existing permissions, including Europa and Predator Oil & Gas, can progress licences, which have been beset by delays when seeking extensions from the government."
Lovely outlook you describe there i do admit. Hopefully the path up and down the mountain must be getting easier for you, buns of steel , thighs like Hoy, …. regards to the exhalted one …I`m really not worthy to say it myself.
Oddly enough I find myself at present atop a hill with a sweeping view of the Danube bend meditating on the history of the area and one of antiquity’s greatest figures. An extraordinary concentration of beetles scurrying about the undergrowth !! Have a lovely Sunday boldly and appreciate the day for goodness sake’s. Onwards.
GRH stone tablet suppliers , i want shares in that company. Poor F & M`s back , how many times does he actually go up and down that mountain ?
F&M (not the provisions store)
GRH did also.saynwe were in play last Sept - there hasn't been much evidence since but the licence snafu and testing challenges weres unexpected for all.
If we can successfully flow test though he is likely right about assets being in demand. This could take many forms,.probably not.all the assets and values and areas of interest dictated by what flow tests provide proof of concept for but things could move quickly particularly if it allows CNG to be expedited along with more quickly drilling to identify and.prove up additional resource. Imagine all in the Kingdom would be keen for this.
Thebold - absolute nonsense.
Jimmy,
Appreciate the reply, thanks.
nicknorth,
you say:
"can't see any accumulation going on with trade volumes. unless the big players haven't reached their target price yet."
i have been closely monitoring any sign of accumulation for months. there hasn't been any.
a couple of the resident know it all's (no prizes for guessing who!) have said there was. even after asking the pertinent questions to anyone on this forum to prove me wrong. not a single person has been able to back these baseless claims up.
there was certainly no background accumulation in the 14 trades ( s****** 🤭) this share generated in 8.5 hours on friday.
I’ve just listened to that interview again, it’s all A little bizarre actually especially when Paul says he can only eat chicken !!! funnily enough no mention of Sandjet operations at all , just bigger guns, so clearly Sandjet perforating was not planned for our wells when wells were designed..
Prd previously prioritised flow testing of mou fan in mou 1 and 3 which would then facilitate a production concession licence. They also suggested testing of the very shallow unlogged reservoir in mou 3.
Interestingly, the last announced flow testing did not include the 50 meters of shallow reservoir in mou 4, yet it’s recently referenced as gas bearing, so who knows if it will be tested.
With regard to the mou 4 Jurassic 2 meters of likely gas, I would flow test it, because if it did not flow I would not drill mou 5 updip.
Jimmy
Did PG not hint at something similar this time last year in that Sunday roast interview? Yet here we are a year later and still don't know if we have flowing gas to sell
Jimmy,
I am not necessarily expecting testing of this zone in the forthcoming SJ programme.
Are you?
In the recent presentation Paul mentions several times that the" focus" for SJ is to be the middle sands, in the expectation that these are likely easiest to penetrate, so path of lest resistance.
Once the requirement for a mid-case CNG operation is met, i am not therefore convinced that further testing is a given.
Quite what is meant by "focus", im not sure, but ive taken it to mean priority, with other zones considered optional.
All three wells feature in the activity schedule at the start though.
?
He's alluding to the Project in Morocco rather than our daily volume.
Always curious when GRH says "big money involved".
Can't see any accumulation going on with trade volumes. Unless the big players haven't reached their target price yet.
.......the jackboots have given my post a good kicking, wonder who could be behind that. You are right Older
Hope it is this year and I hope nothing less than£1
I would be extremely happy as have been on a 5 year long journey
GL
GRH. .. .. .. #PRD
💥 M&A
💥 This Year
Very interesting re what GRH has said above. Thank you. My question: does he think that this will apply "only" to the Moroccan assets, or to Trinidad and Ireland also, ie the whole company? I understand that the Trinidad assets are similar in size to the Moroccan ones, and also that they have recently been added to. All the best to genuine investors.
So M & A this year being pumped by GRH.
Perhaps as a renowned business leader of massive global significance during his working career ( as he keeps drumming out to everyone ) GRH would like to quantify exactly how an M & A deal would happen so quickly in Morocco , assuming it will be Q3 earliest before we potentially prove anything that may attract an M & A proposal. I note farmins , mergers etc even in regulated 1st world oil and gas economies normally take 12-18 months minimum from commencement of negotiations. Is GRH implying we will get an M & A agreed within a few months in Morocco ? fantastic news, to add to our bow.. strong buy !!
Guess
Speculate
Deduce.
Snake-Oil Fred,
Bit like you then with your “next news is August” guess!
Yawn 🥱
Yawn,
He just guessing
GRH. .. .. .. #PRD
💥 M&A
💥 This Year