Member Info for Alcapone1

Wilson has been on the money so far to be fair to him Jan/Feb spud

Https://africaoilgasreport.com/2025/09/gas-monetization/tanzania-to-convene-investor-conference-on-expanding-cng-infrastructure/.

8 TCF gas reserves onshore ...we will hopefully increase that figure substantially post CH1 /Ntorya 3 drill

Many thanks RJ

Hey RJ

For 4 Tcf net to Aminex:

Base Case → ~$16 billion gross sales(60% goes to gov for example?)which would leave aminex with 6.4billion

High Case → ~$24.4 billion gross sales. (9.76billion to aminex at 40%)

Even after PSA splits (conservatively assuming 55–60% government take, though Aminex has agreed favourable terms), that still implies:

$6.8–10.4 billion net to contractors(where does this figure come from?)

$1.7–2.6 billion net to Aminex(where does this figure come from?)

Many thanks.

Https://discoveryalert.com.au/news/tpdc-energetech-tantel-mou-tanzania-energy-2025/

You would imagine Ara know what rig they are going to use? They have had long enough to plan type of rig needed.Is the issuing of EOI a formality in people's eyes?

Thanks SC

Has there been any discussions on what % of the oil price the tpdc/government would take? Would it be for example £20 a barrel?

Interesting that the call out oil and gas company.....so we have oil too... hopefully find more on CH1 drill

Https://www.upstreamonline.com/exclusive/aminex-sees-bright-light-at-end-of-tanzania-tunnel-after-terrible-time/2-1-1860901

When did you state this before British peculim ? Looks like your first post...at least under this pseudonym

Britishpeculum....if Ara wanted to buy out aminex they could have done so last year for half a cent but they didn't...they may look to buy them out down the road but their strategy if you read feedback from those who attended the AGM is to build aminex and use it has a vehicle of growth 📈💹

Https://dailynews.co.tz/govt-oryx-gas-intensify-push-for-clean-cooking-energy/

HQ in Dublin.Even used have listing on Irish stock exchange

.... One way traffic 🚦 from here to 10p ....to start

Wouldn't take too much buying to tip this over 2p

How undervalued? Future valuation you would think 10-15x undervalued

It's all lining up for a huge year ahead in 2026.....https://www.forbesafrica.com/brand-voice/2025/08/08/advancing-tanzanias-clean-energy-infrastructure-ambitions/

Clarity to the market on rig tender details and more specific timelines on drill etc will see the SP needle move ....plenty news to come in coming weeks and months.... patience Monica

Can we confirm from an attendee at AGM today.Is the rig coming from Oman or are there M&P discussions? If we are to drill 12+ wells I'd imagine we would be hanging onto it for the year or 2?