Member Info for Ayecuramba

Er, exploration company guys, this is the furthest from a sure fire thing you can get on AIM, sorry you didn't understand that when you got in, if you are so hell bent on a sure thing may I suggest Shell or BP, seasons best wishes to all :-) 🎄

12:26 - thanks Brom, yes very helpful. It seems that this was no big deal for PANR as there seemed to be to be virtually no news about this but this feels like a significant step up in terms of funds and the like

11:29 - aggressive and uninformative, a new low, link was what was asked for if you can’t provide I won’t think any less of you…

Happy Christmas 🎄

Anyone got a link to the AIM 100 to the AIM 50 index for PANR?

I imagine they might wait to announce this until it becomes effective in Jan. '25...

18:17 - if someone could share the news everyone seems to be talking about?

As you know all to well previous performance while useful as a guide can be of little help in foretelling the future...

In terms of this deal you are absolutely correct and TXP have confirmed, that they will not be able to share further details until further announcements. In terms of gas prices I understand TXP are on a fixed price contract for Ortoire gas (I believe around $2.30 per unit) for a futher 33 months, so this new tranche of land on the Central block is not covered by this deal. Also on of the asset of this Central block potential deal is direct access to national and global LNG facilities (where the current market price in comparision is around $7 per unit), which TXP have never had before...

So I think this presents in some peoples eyes a game changer for gas pricing for TXP, admittedly only speculative and potential but none the less now coming to the table :-)

Except it was a fixed price contract (miraculously), was in the recent capital markets day, agreed it was late tho :-)

In times of darkness people often lash out at unfairness and being misled. Surely TXP has given us many reasons to think this, some of which may well have been their fault and potentially within their control, so may have been avoided. It is clear some lessons have been learnt but some (like understanding the effect of a bad RNS) are still to be learnt.

The reality tho is that the new Central deal has a lot of potential to improve the position of TXP (access to higher gas prices) ignoring the new opportunities in the zone itself. We have a lot of news coming over the next 3 months and certainly TXP showed last year they were able to access the funding needed effectively (miracle of miracles they recently said they understand they need to fix the gap between guidance and funding, a little late for FY25, but maybe there is light and growth there :-)

14:14 - if you never see any positives to do with TXP and T&T, then your view while valid, is hardly a balanced one, enjoy your gold 👍🏼

20:42 - on the contrary, clearly it does :-)

Sorry for your loss, no pun intended, sometimes (certainly in my case anyway) I sell and the SP goes up but if I don’t sell the price seems to stay flat or go down :-) Hope you cash in hand gives you a few less sleepless nights and who knows this stock might still dip down again, it is often the AIM way, before rising over the coming Qtrs, good luck to up you 🍀

Those words are the key here;

‘Game Changer’

anyone who doesn’t think so has an agenda or simply does not understand the nature of this deal fully :-)

For anyone who is not quite clear in the next 2 months or so this company with be 30% larger with a much higher profitability for its gas reserves, what’s not to like.

If anyone says debt for purchase, that will be paid off before end of FY25, so jog on :-)

11:02 - because is not blinded by the past only seeing out to the future, the potential of this deal to unlock higher gas prices is clear (unless you don't wish to see of course)

Always enjoy a visit Munnie, am just parked here, will see whether it’s nothing or something, looking forward to your next visit :-)

Well that says a lot right there, thnx :-)

18:35 - John think it best to put rosannan on ignore, clearly strong trashing agenda, no link to and facts only rumour, hearsay and FUD in every word, suddenly showing up without basic facts and never stating anything that is not negative, take the air out of their posting by just letting them wash away down the list with the torrent of decent posts :-)

As Che mentions, the last para is key;

> The new arrangement also allows third party gas, gas which does not

> come from ALNG's shareholders (BP, Shell and the National Gas

> Company – NGC) to be processed at ALNG's plant in Point Fortin.

So 2 things;

1, our existing LNG contract is in place for 2 more years on Ortoire but PB hinted he was in discussions to review this to allow for greater exploration acceleration which would increase the governments take, so they have a reason to listen.

2, in the past there was only one buyer, so this made it very hard to negotiate hard, now there are 3 players (BP n Shell) in the market LNG can be more realistically priced, going from current US$2.5 to around $US7.5

clearly this change would be game changing for TXP, the existing 2025 plan would be completely rewritten with this king of cash inflow :-)

Just got notified of a new CTL video, seems very slick but also has Aldo in it, so not 100% sure it’s a new one but I haven’t seen it before. Part of the materials for the ASX listing shows maybe;

https://youtu.be/MClAxZfROJY?si=pV9hb5-EG8AR-bbm

Didn’t this happen last year where they issued the plan without the finance in place, once you can understand but 2 years in a row smacks of incompetence :-)