Member Info for Ayecuramba

Oilmain Jim doesn't have a great history of quality work. While it has a lot of information I would say it has very little in the way of analysis, has a feeling of a simple AI analysis to me, but each to their own :-)

14:29 - my view is the board and the stock price are not reflecting any of upcoming deliverables, people will only buy into TXP upon delivery (while PB may not be talking 'wall of cash' anymore, his credibility for delivery is at or near zero). So in answer to your thoughts on this I would say Central Block or results from the new well will be taken and acted on with buys on the day they are announced as completed and real :-)

14:09 - well the simple answer from my side is it is a total lottery situation, if you have £2k lying about you can get a couple of million shares, if anything happens in Alaska or Namibia that £2k might end up being £6 to £10k and you can just leave it there and not give it a lot of focus and go and find something else more likely with the other 99% of your portfolio, that is my thinking, also if it goes to zero no great loss after all this struggle :-)

10:11 - this price just feels like a screaming deal and on that basis had no option but to buy more, the Retail Offer I believe is closing at the end of the trading day I believe, once this is out of the way we will get an announcement of how sucessful the Broker Offer and the Retail Offer have been, believe that is coming out Monday 10th March. In addition we will have the CEOL announcement from the Chilean government by the end of March '25 and the PFS is due to be completed by mid-April '25. With the ASX dual listing coming along around the same time or slightly after, so many catalysts, make your calls soon everyone :-)

11:16 - I think there has been a lot of news and positive press and anyone not sure about the stock has seen that the Megrez-1 testing and results are incoming over the next 1-2 months, I think they are making a bet based on the very positive view of the company, that this will be a big win for the stock, just my simple view :-)

07:55 - believe this is excluding any Central Block production, as previously stated the FY25 forecast was prior to this deal being reality and the FY24 reserves explicitly mention no inclusion of Central Block assets or production :-). Good news for the upcoming comparatives once this deal completes in the next month or so...

True dat :-)

“The stock market is a device to transfer money from the 'impatient' to the 'patient'.” Warren Buffett, Chairman, Berkshire Hathaway

09:44 - of course you are not alone Torpedo a falling share price always leads to self doubt about whether there is a future to the stock I bought with so much optimism. Personally I am staying on board here, sure it would be great if the stock had doubled rather than halved, however I do believe as we get thru the next 3-6 months these super low prices of the stock will be a thing of the past. Steve Kesler is no hype artist leader in my view he is seasoned professional and has what it takes to bring us thru to production, I feel your pain tho...

Seems like Steve Kesler is keeping the visibility up high until we get PFS and ASX Listing news;

https://www.youtube.com/watch?v=NVndnXq2Vp0

So they have given us an initial estimat of the range of production as between 1,200 and 12,000 BOPD, so the 1,200 would be all zones at 200 BOPD (unlikely all would be this low) and the high end would be all zones producing 12,000 BOPD (unlikely all 6 zones will produce at these levels), so if we look at average would be between 6,000 and 7,200 BOPD or between $300k and $360k per day, or $9M and $10.8M per month or $108M to $130M per year of profit just on this one well, obviously these are unconfirmed rates and many factors will come into play, a lot to look forward to with the log results, hmmm...

Well it’s out…

https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/xj2voor

13:01 - yes please :-)

11:18 - I would say Steve is managing the company well but not the share price, this is only a short term thing, good news will start coming in soon and the SP will rise again, just painful right now (or an op to buy) you decide...

Down to the Warrant price, still glad I took the Retail Offer would rather have the potential to tie up the cash in a year than right now with all that is going on... :-)

21:53 - nice one, and wait the silence :-)

17:13 - on now, sounding very positive, looking forward to March and April for some major announcements...

10:28 - what I like about the retail offer is I don’t have to commit any funds for another 12 months, then I can make a call on whether the 11p Warrants make financial sense, simplez:-)

08:29 - I think the possibility was always there, glad you revealed it to me, always happy for you to share your perspective as a non-shareholder :-)

23:55 - agreed possibility is my carefully chosen word, we both have crystal balls time will tell my friend, it’s exploration of course, risk super high no doubt…

00:32 - people fretting about Board changes and some derisking ahead of Megrez-1 results I would say, all will be well soon, company said would issue updates in next 2 weeks, so hold and watch it ramp back up is my view :-)