Member Info for Adon30

Just a note. Most recent date is at the top. That is June. Working down to February.

Accidentally missed adding January for that year but you get the picture.

Chart below for some of the 2019 figures when federal 28 was last producing. There are pages like this on the udogm website if people want to look.

Columns are Days, Oil barrels, Gas Mcm, Water barrels, status

6 170 402 169 Producing

22 294 1933 130 Producing

15 305 1489 119 Producing

15 442 1724 140 Producing

15 119 908 140 Producing

The last average production was 28 bopd and 67mcf per day.

May have a higher initial rate as been shut in for 4 years.

No flaring at any of the wells.

Even Federal 28 was quiet for that on the latest pass

I was thinking about the rates at which they were pulling the pipe now. Whether it be the super slow rate or the quicker rate or somewhere in between.

There was a lot of dark patches on the pad satellite images the other week and I thought, oh no not again! They've had another well release incident, but fortunately no rns. Although this markings could possibly be the removal of the difficult pipe and any of the contents it was still holding. (Again could be something completely different).

So either way they have the remaining 1,900 feet (20%) of pipe to pull since the 10th July. Then assess. Replace as necessary. Then reinstall and cement in place... so really not sure how long that'll take? Maybe 3-4 weeks? Could be quicker...

Hedge price for zephyr was $83.57 so making more anyway 😀

Sometimes it’s better to relax and breathe it all in.

Yesterday the bb looked like a battlefield. I avoided as mostly unreadable.

Enjoy

The MMs and their pals played a blinder yesterday ripping shares away from the weak hands.

GLA

Well it is :) so can not tell you that its not lol. But I have looked before.

I'm not sure if the hotspot is a flare or a reflection of the dark pool. Has been going on some time.

DSRT I have never said that Zephyr will be in production this year. I thought I had posted about my estimate earlier, so apologies, but maybe I didn't complete the post or it was deleted...

My post from 10.41 today actually agreed with you:

"partially agree with the first part about testing beginning late August/ September and THAT is the big sticking point for Zephyr. Without knowing whether they have something commercial or not and what rates they cannot proceed with anything else."

I thought I'd also added some more but did need to rush somewhere. But here it is:

It is good to have a deadline target as the end of the year to help focus everyone. As I have pointed out the test is the problem. And more specifically the rework of the damaged piping. The dark marks that appeared on the well pad these past couple of weeks were a worry but hopefully it is just excess fluid from the pipes or shadowing rather than any other well control issues. But could be the reason why everything slowed further.

If they had completed that test Easter 2023 then maybe end of the year was possible. The more that slips the more likely it is later in next year any production will commence. I am expecting Easter 2024 in all honesty. But we do not know what plans they have up there sleeves. They may have everything all lined up and everything falls into place in 3 months after the test results or it may take 6 (or more) months. Depends how advanced they are and what is required. There are big supply chain issues that could also hamper them.

Makes you think that maybe Crypto was the way to go... although maybe not!

Will let the traders trade for now. Bound to be some small marginal gains for them as with most stock.

2/2

And now onto EXPORT pipelines. If you click on the below link (I have posted this before). Change the settings to state = UTAH and County = GRAND.

https://pvnpms.phmsa.dot.gov/PublicViewer/

This will show you were the actual real main 16" export pipeline is. That is the blue line (Gas line) comes up from the South East directly to the Eastern corner of the Gas processing facility (the one that Zephyr purchased as per the RNS). The Dominion Pipeline although not shown on this map yet also comes to this gas processing plant where there will be a valve interconnector that they can attach to and onto the main 16" pipeline. Dominion may have even replaced this at their own cost to handle the gas throughput and enable them to proceed with supplying Green River.

It is a long read and I hope you have read it thoroughly. I really do hope all this information helps you understand better

1/2

Ezhik understands. And yes water pipes are going to be another major issue across the acreage but I didn't want to raise that and confuse matters further.

I'll answer the first two as you seem content on being wrong. Apologies for the long answers but it is part of the understanding.

1st did we or did we not buy the gas pipeline

NO. And Yes. When Zephyr first acquired the original acreage this was an area that has already been produced from by others using conventional methods. Zephyr want to use horizontals and fracking similar to the Williston and open up the region further. There are reasons that this hasn't been done yet but Zephyr is proving up a concept. On that acreage there are already the drill pads, water disposal wells and yes gas gathering pipelines. The clue is in the word 'gathering'. These gather wet gas from the wells and transport it to processing plant. So Zephyr already had gas gathering pipelines and the further acquisition extended this to include yet more along with other well pads and pre drilled wells. Such as the Federal 28-11 which is being tested. So onto the next question.

2nd do we or don't we need 14 to 21 miles of NEW pipeline to connect to dominion ..

No. Zephyr as part of the acquisition to purchase the extended acreage purchased extra existing infrastructure at the same time as the gas processing plant. Which coincidentally happened to be called the Greentown Dew Point Control Plant.

So from the 14th September 2022 RNS that you kindly provided the link for:

"Under the Agreement, Zephyr will acquire 21 miles of natural gas gathering lines"

&

"The assets being acquired under the Agreement include:

o 21 miles of six-inch gas gathering line, with an estimated replacement cost value of US$8.8 million, which will substantially reduce the capital and costs required to export the Company's gas production from the WSU. The acquired gathering lines tie directly into the Plant."

So the clue again is 'gathering' pipelines.

There is not, has not and never will be a requirement for Zephyr to build New export pipeline to get gas to market. And to clarify, they may need to recertify, refurb and possibly replace small sections of the existing gathering pipelines to get gas from the wells to the processing plant. We do not know at this stage though.

So DSRT, I am going to go with this and your thinking for now. So to help me understand....

On 11 Jul 2023 22:37 you wrote "then they need at least 14 miles to 21 miles to connect to the nearest ain't gas pipeline owned by dominion"

Then on 12 Jul 11:48 you wrote "why would zephyr buy a pipeline if they do not intend to use it"

So are you telling me that Zephyr need to build a pipeline or that they have already bought a pipeline for 3m?? Your statements are contradictory.

I can tell you the answers to all of these and more which will ease your conundrum as you do seem to be in a bit of a pickle with understanding what is there (and what isn't). If you need my help please ask a question as I can see that what you have surmised so far about the infrastructure is incorrect. I am actually trying to help you here... (believe it or not)

PS The infrastructure RNS are dated 10th October 2022, 14 September 2022 & 25 August 2022

I’m not exactly sure what dsrt has written there. But partially agree with the first part about testing beginning late August/ September and THAT is the big sticking point for Zephyr. Without knowing whether they have something commercial or not and what rates they cannot proceed with anything else.

The ONLY pipeline that Zephyr needs to build is a short section from state 16 to the EXISTING gathering lines. Not main pipeline. Gathering lines. There has been a permit for that waiting approval for approximately 9 months now! However if you read the rns ‘carefully’ you will see clues to that as well….

I’ll ask auntie Doreen, but I think she may be busy with a tarot reading for a donkey called Jennie at present…

Argylerich, did Kevin the donkey die? That’s tragic.

I’ve no idea what could have happened there as can’t find further info. But smoking was his one and only pleasure in life.

Not so sure it’s as much as a refurbishment as a recertification with some possible remedial work. And not sure if that’s needed on the 16” pipeline as that would need clarification. But let’s leave it as a full refurbishment as it’s a worst case scenario…. Or would that be a complete rebuild 😵

Are you a politician? As that is a complete 180 within two posts on the pipeline.

“ In the meantime why are they waiting on the completion of the Dominion piipeline…”

“ My understanding of the Green River Well is that it is an entirely seperate venture and that, indeed, Dominion will deliver gas to Green River from its own pipeline when it is completed.”

I’m not sure what the Green River well is but maybe you mean green river pipeline project. Either way do Zephyr need the dominion pipeline that people keep bleating on about or not? And why have dominion started the pipeline at the Zephyr facility? The works can be seen on satellite when they happened and there were also pictures in the Zephyr presentation of the ongoing work. If Dominion are connecting their Green River pipeline project to an existing gas pipeline, why would they run it to a facility that is supposedly completely stranded from any gas pipeline? Some might say 14 (or 21) miles from one!

Has the penny dropped for people yet or does it need spelling out some more?

Can we get back to the things that are actually in Zephyrs control and the challenges they face bringing the paradox into production rather than something that is nonsensical.

To start all that a test is needed on the state 36 well.

As for the email from CH. this was before they had even completed drilling or testing of the state 16 well. I don’t think even CH realised how gassy the cane creek would be. Even the second state 36 well looks as though it’ll have more gas than initially imagined. It was billed as an ‘oily’ well. But you never know until you drill. CH stated at the time that there is gas infrastructure available across the acreage, it was also owned by another party. Had these two drill’s been oily rather than gassy that would not have been a problem. But once realised zephyr moved quickly to secure these assets. Yes they will need refurbishment and that will take time. If the state 36 well had been tested last Easter and gas/ liquid volumes known then end of the year for production would have been possible. As it is still not tested I think the timeline is rather optimistic and can see this slipping to next Easter. It is good to have a target to push towards though otherwise things just slip further. You never know they might just pull it off. (Well that’s what Dave at the pub told me so it must be true 😜).

The Earth is flat, they never landed on the moon and aliens walk among us. (BTW one of the might be true!)

How silly of me not to notice that it has a completely different name to the White Sands Unit. The two can no way be related. Thanks for correcting my misunderstanding. I bow to your greater knowledge and ability to start a completely new thread instead of being able to reply to an existing topic 😬👏

FACT CHECK

The previous owners did indeed build a completely stranded gas facility in the Paradox. To enable gas sales they used to collect the gas in large bin bags which were then attached to donkeys. The donkeys then walked the 14 (or 21) miles to the gas pipeline. The donkeys were unloaded and the bags were popped to release the gas into the pipeline.

Unfortunately the Utah government had to stop this practice due to an incident with Kevin the donkey, who was a twenty a day guy. I can’t find any other information on the incident…

The previous owners saw Zephyr coming and quickly slapped a for sale sign up on the facility. The facility is actually tin boxes and hose pipes attached to the desert floor.

Upon completion of the deal the previous owners used the money to set up a donkey sanctuary in the Florida glades. According to locals the donkey numbers appear to be dwindling….

These are all true facts as they were reported by an anonymous user on a bulletin board.

Can not get the link to work correctly but the facility that zephyr own is ‘Greentown Dew Point Control Plant’

It is all there on the UDOGM website.

As I have said if people did there own research rather the believe spurious assumptions then they would have found the correct information for themselves.

I have an email from CH from 2021 (nearly two years ago) talking about the existing gas infrastructure across the Paradox and that it may be utilised if they have 'significant volumes during our production testing'.

So to say that they have not been clear is going in with your eyes shut. I even posted this fact on here at the time. I don't think at the time they envisaged so much gas being produced though, but the infrastructure is there and it has since been procured by the company so is not in the hands of a third party.

Do you actually know what pipelines run across the area? And how do you think the gas processing facility exported gas??

OK, I'll give you all a clue as people seem incapable of their own research... Follow the link: https://en.wikipedia.org/wiki/Greentown_Gas_Condensate_Field

Oh, and it is under the section labelled PRODUCTION if you need further guidance.

So people can now stop bleating on about a new pipeline that is being built to service a completely new area and has no bearing on Zephyr as all the researched posters have pointed out.

The production trials are key now as they will determine the refurbishment of the facility. The State 36 well has been a trial for everyone with rigs, weather, control issues and painfully slow rework. But this will be a key in the final unlocking of the paradox. The purchases of readily available infrastructure has reduced capex and timescale considerably and would have been a masterstroke had State 36 well not had all the issues.