Proposed Directors of Tirupati Graphite explain why they have requisitioned an GM. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
10-20 bagger vs 50% drop. Pretty bloody good punt in my book
Yes I think that sums it - if JA completes the jigsaw with the finance or JV we get a massive re-rate, if he fails then we could be fecked, risk assessment potential 10 to 20 x gain v maybe up to 50% loss = make up your own minds !
I think as previously discussed JA couldn't possibly have renewed the licence without showing proof of either financing offer / and or JV offer, as this was a condition of the terms, which by the history of this is understandable
So there had to be at least something in place at the time of the renewal and the rig certainly wouldn’t have agreed to book time in July / August without either iron clad assurance / deposit or proof of JV
Come on JA spill the beans !
I see all the top slicers buying again very encouraging would you agree
Just another spike to catch the fish for the placing
The pump and dump is almost complete.
Trp?
I searched in the internt and in the website and im not sure its the actual....
Jeremy isn't stupid or without integrity - at least that is what I am hoping.
If Tower RNS a great Cameroon deal then it is the icing on the cake.
After recent news, we (and I guess JA) know now that the Namibian block is the most interesting asset.
Hi i dont have his email and my english is not so well but i have a lot of expirence on investing in junior exploration stocks...
Im sure there is a lot of potantial here but we have de risk the deluation... and its happend from my understanding mainly becouse the cameroon project...
If we remain just with the namibian + south african assets we have enouge % to Sell until the other playres in the basin will de risk it for us... after that if someone will find discovery in the basin our % in our block can worth mulitple from our current value without to drill nothing...
Look at the market cup of pcl.asx they didnt drill nothing and they have value that is *33 from us!!!
And they have just 1 block (i dont conisder there assets in ustralia nobody care from them)...
So again we are in a race and i hope we will not lost becouse diluation for cameroon.
Maybe
Highlighting the oil seeps clustered right above on top of the structures in our licence area
Understanding the Active Petroleum System in the northern Walvis Basin
hTTps://www.linkedin.com/pulse/understanding-active-petroleum-system-northern-walvis-rushworth-qp7ye?utm_source=share&utm_medium=member_android&utm_campaign=share_via
Big big structures
Multi Billion bbls potential prospects
Gas chimneys
DHI's
hTTps://youtu.be/9l1RyD5Sjqo?si=Mx9-Vcn04g2QkFtT
Now oil seeps clearly clustered sat right ontop of the structures
Indicating a working hydrocarbon system
Interest is high ... as now confirmed in the public domain
It’s heating up 🔥 🔥 🔥
Mkt cap £4m
Chevron fires opening salvo in battle over new Namibia exploration play
US giant strikes deal for block in heart of Walvis basin where a petroleum system has been proven by previous wells
Chevron has fired the first shot in what is set to be an upcoming battle between supermajors to secure access to promising oil and gas acreage in Namibia's next big offshore exploration play — the Walvis basin.
Chevron, TotalEnergies and Shell are the majors active in the prolific Orange basin where opportunities to enter the play on a ground-floor basis have all but disappeared.
As a result, supermajors and independents are scanning the potential of the Walvis basin to the north, and like what they see, with Chevron making the first move.
hTTps://www.upstreamonline.com/exploration/chevron-fires-opening-salvo-in-battle-over-new-namibia-exploration-play/2-1-1635016
“A lot of companies have been talking to us about the Walvis”
hTTps://www.spglobal.com/commodityinsights/en/market-insights/latest-news/oil/032524-interview-uks-tower-resources-eyes-8000-bd-of-oil-from-2025-with-cameroon-campaign
hTTps://www.towerresources.co.uk/wp-content/uploads/2023/10/Namibia-offshore-understanding-the-petroleum-system-in-the-Walvis-Basin-AEW-Oct-2023-final.pdf
1mins 48 secs
hTTps://www.youtube.com/watch?app=desktop&v=bEGhb16GnkE
its worth noting that Alpha structure could potentially be larger than Venus discovery
venus structure is 600sqkm
hTTps://www.youtube.com/watch?app=desktop&v=kgH_0mEZ7zQ
alpha 850 - 1200sqkm
slide 9
hTTps://www.towerresources.co.uk/wp-content/uploads/2023/10/Namibia-offshore-understanding-the-petroleum-system-in-the-Walvis-Basin-AEW-Oct-2023-final.pdf
"The main oil seeps that have higher repeatability are recognised adjacent to the Dolphin Graben and are located above existing prospects and along the main migration pathways verified by Tower’s recent basin modelling work"
hTTps://www.linkedin.com/posts/duncan-rushworth-44b3415_namibia-walvis-oilseeps-activity-7125770416555483136-aBDw?utm_source=share&utm_medium=member_android
Oil seep study
Clement Blaziot posts on LinkedIn
He carried out a satellite oil seep study on Galps block
hTTps://www.linkedin.com/posts/cl%C3%A9ment-blaizot-297192129_namibia-africa-namibia-activity-7046514333035429889-tdIx?utm_source=share&utm_medium=member_android
which has recently confirmed an oil discovery
hTTps://www.offshore-mag.com/regional-reports/africa/article/14303512/galp-finds-more-oil-in-namibias-orange-basin
hTTps://www.linkedin.com/posts/cl%C3%A9ment-blaizot-297192129_namibia-angola-africa-activity-7161736967372685312-WjEy?utm_source=share&utm_medium=member_android
now with him carrying out TRP oil seep study offshore Namibia,
hTTps://www.linkedin.com/posts/cl%C3%A9ment-blaizot-297192129_namibia-africa-energy-activity-7076950945380585472-s_fV?utm_source=share&utm_medium=member_android
with clear results, highlighting the
PCL on the ASX
they have farmed out their portion to woodside petroleum and retain around 20% and have a MC209M
but they are in the orange basin discoveries have already been made there
https://hotcopper.com.au/asx/pcl/
Crazych38, I agree. Have you tried emailing/talking to the company about this?
We will have enough money for Cameroon if we get properly carried - like you say. Any substantial raise for funds for Cameroon would be wasteful though. I am still hoping JA knows this but many posters tell us don't have faith there.
we still have a higher mc than they do , its never about an individual companies sp , it is always about their value as mr market sees it, at the mo, it gives us zip and sfa value for all 3 assets, so a little out of kilter to any value.
many a market , upcoming drill company has reached £250-£500m mc's in anticipation of a strike, well cameroon is appraisal to production , not a wildcat, so should be credited with some value, £50m not exactly a stretch, compared to others in the past and recent market history.
cameroon , not a show stopper like some others boil tl drill expected december 595mboe - over 1 billion, sits £17m at the mo, market currently has a downer on junior exploration companies both oilers and miners, come and go in cycles and will change again , pre our drill , in the meantime, it needs ja to get of his lard **** and deliver , news not repeated
in talks and finance soon ad infinitum. 🙄🤦♂️
then watch it fly from the submerged basement, back to a company seen by the market, as having a bright future again, not just keeping a dim light on. glalth
Its becoese they have 1 asset in namibia with 3d...
And the other asset in italy is in early stage so they dont need a lot of money for progress.
I think we have much better assets in namibia and south africa but our main issue is cameroon.
we dont have enouge money for the drill... its too big project for us ... if we are not getteing any farmin with carry for the drill im believe that in the moment we leave this asset we will behave bettter in the price action.
A lot of investors around the world are looking to invest in junior exploration stocks in the atlantic margin...
And there are few... hope this company will understand the chance that the cheveron farmin to pel 82 can impact on us if we choose good the next actions.
Yes thats what i meant that how has our mcap not gone up. We're still languishing below 0,025
Patience
Added, I’m just under 3 %
Loads in sticky fingers now for the imminent push north gla
We are still higher than them, its never about sp, its always about achievable Market Cap value, they were further in the priced to fail basement than we are, hence , more recovery, be interesting to see what happens tomorrow, if/when GBP reach parity with TRP MC, both rising on Namibia assets potential wake up call. 🤔
Both Namibian OIIP figures in at the price of a kids sherbet saucer currently per barrel, with Oil threatening $90-$100+ a barrel again soon, according to the experts. 🤔
When is the big rise coming? I.wanr a multibagger on here. Its way too low. How has GBP gone so high and we are around this sp.
Probably more here for the prospect of South Africa and Namibia, teeny tiny Cameroon 4 years to late , to do what it was supposed to do, non confetti fund the company bigger assets.
As for funding placings a good thing, if done correctly , news progress , raise and raise again on a rising price, on delivery of milestones and targets, which JA has missed dozens, hence death spiral confetti, HIS only option🙄🤦♂️
Hmm same reason we had a big holder rns last week i guess
"Got get involved in Trp it’s has been diluted to death and always will be , always dusters"
Every oil and gas company has to dilute before they get to cash flow and production. How else can they fund activities ? The magic money tree ?
"Got get involved in Trp it’s has been diluted to death and always will be , always dusters"
Yes dusters in the past. However Thali drill is into a proven previous discovery and that is what we are here for.
Haddy...and you're here why ?
GLA ATB DYOR
Got get involved in Trp it’s has been diluted to death and always will be , always dusters