Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
To me that many on here don’t have a scooby about how fortunate they are to be invested in a company that has so many massively accreditive events pending…
. Short term production update , confirming completion of GGS system
. Medium term production update confirming miscible flooding program and timeline
. JV with ‘large’ oil company pending in Cole Creek with potential for carbon capture element
. Sustained long term production on INCLINE curve
. Horizontal Deep well program as part of JV
Delivery of all these items will see many multiples of this sp as the asset they are sat on is worth billions….
Wookiee you are not alone there.
But maybe for the first time in months many of us have a shot at getting our money back if we are patient.
Can’t see any reason by end of October (eg allowing time for mf programs to have full effect) why we cannot be over 3k bopd.
If Tilburns well articulated research is true - eg 2 horizontals have already been sunk under confidentiality agreement we could be looking at 5k bopd in short order.
Add to that the JV with possible retirement of bonds and this could be the mother of all reversals
Wookiee you are not alone there.
But maybe for the first time in months many of us have a shot at getting our money back if we are patient.
Can’t see any reason by end of October (eg allowing time for mf programs to have full effect) why we cannot be over 3k bopd.
If Tilburns well articulated research is true - eg 2 horizontals have already been sunk under confidentiality agreement we could be looking at 5k bopd in short order.
Add to that the JV with possible retirement of bonds and this could be the mother of all reversals
Bondholders….
Courtesy of dire financing you are being afforded the chance to buy at a quite ridiculous value to NAV on current Barton flats producing assets
Mr market values cole creek at zero, funny thing JV partner clearly disagrees
The board is absolutely littered with them.
Can’t get my head around why now we are on the cusp of massive news why you would not be greatful for your fortune on such a low entry…
. Ggs upgrade complete or nearing completion
. Revised miscible flood program due to start in next week to achieve optimal flow rates from above
. Loi signed with ‘large oil company’ on cole creek with negotiations and data exchange been going on for months that is likely to include an as yet unknown cash component
. Likely carbon capture component of JV
You have had your pound of flesh courtesy of BH surely there are other bb you can infest?