Member Info for Borsaci06

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https://x.com/SamAntar/status/418130310589460480

This feeds you well 😜

Sam E. Antar

@SamAntar

Tip for Fraudsters: If you want to pump and dump a resourceless energy stock, go to Carlo Civelli (Clarion Finanz AG).

9:23 PM · Dec 31, 2013

Damon: Everything appears to be going nowhere fast regarding hashtag#TimorLeste's hashtag#gas, hashtag#upstream, hashtag#energy industry ambitions, meanwhile, the country's funds are running out. Is the young population being shortchanged by its leaders?

Alex: there’s a lot of downside risk with these projects. Based on MSCI data the O&G sector has delivered less value than any other over 5-15 years. Most Australian LNG projects also lost money. To me it seems very sensible to not rush into a multi billion dollar investment - especially if the country doesn’t have the cash flow to deal with potential losses and the results of the study seem equivocal at best.

Damon: the Timorese leadership appears to continually pursue/prioritize the least competitive development options for Greater Sunrise - a greenfield LNG project in East Timor. Various studies over the past 10 years point to using Sunrise as a backfill for existing brownfield LNG plants in Northern Australia as the most economical development option. "As the saying goes "a bird in the hand is worth two in the bush." At this rate, Greater Sunrise will remain stalled and undeveloped, meanwhile, Timor Leste keeps spending its previous petroleum windfalls in an unsustainable manner and fails to build a diversified economy to support its young population.

Damon: if most Australian LNG Projects lost money, why would developers invest in them? Which ones specifically lost money (the Queensland projects?)? Timor Leste did pretty well from Bayu Undan and Darwin hashtag#LNG. Elsewhere, Chevron's Australia business is a major part of its global portfolio and it continues to prioritize it. Chevron's share price performance does not look too shabby.

Alex: We published a report on it. And I should have been clearer sorry - by lost money I mean that they didn’t generate enough to cover their their cost of capital.

Based on Rystad data we found that DLNG and NWS generated value, but of the 8 ‘LNG growth wave’ projects only Gorgon met a 10% IRR and even that didn’t meet typical contemporary hurdle rates.

I have wondered long and hard why they did it. This isn’t the only example of the oil and gas sector eroding a lot of value - so it’s a more generalised problem than I ever would have expected when I worked in the sector.

I suspect part is optimism bias - they have a credible looking plan to make money but the project doesn’t go to plan. That’s certainly the case for every one of Australia’s last 8 LNG projects - and we list some specific problems of each project in the report. Part may be ego, or split incentives between executives and shareholders.

You’ve followed the sector for a long time. Have you got any other ideas?

Alex: in terms of share price. We’ve put sector tsr data in our latest shell report

you love to drink from half empty glass. 🥛

Andy, after signing exclusivity agreement and loi & mou, is building pre-school facilities, while agio pereira is warning his secret service against mainly aussie spies & civelli is still doing his dd with 🤓 klaus martin schwab 😵 wef => none of these existed before aug24. 🤞 not too long MD

🍌 may need some aphrodisiacs so to speak, min. of 8 xxlth had been milking it.

#SNDA, in partnership with our PSC partner TIMOR GAP, is proud to share that work on our project to rebuild a pre-school facility near Dili has begun.

Working with Timor-Leste's Ministry of Education, the project will involve the demolition of an existing structure (pictured below) and the construction of a replacement facility, which will consist of two classrooms and a teachers' room.

Upon completion in 2-3 months, this project will significantly upgrade preschool facilities for the neighbourhood, in keeping with our desire to positively contribute to the Timor-Leste communities in which we operate. via in

😵 he would sell the % if Andy agrees the terms before hand. he sold last one for $0.9 billion during ............

btw, dont know what to make of 🔽, unintelligible 🧠 wont allow.

Funder must be reminding itself 📊 not to get stuck in it without 💰

From shareholder to stakeholder 🤞 in terms of glass half full 🤔

" A way will be found. " lucre 👍 🤞

" Over the five years to 2023, production from Timor-Leste decreased by a CAGR of 36% and is expected to drop by a CAGR of 100% between 2024 and 2028. " Updated July 11, 2024 offshore-technology.com

The Philippines is on track to become an LNG hub for the Asia-Pacific region with the signing of the Natural Gas Industry Development Act.

Through its application for two blocks in the Sulu Sea, hashtag#SNDA is committed to supporting the Philippines’ energy ambitions.

Read more about the Philippines' new legislation here: https://lnkd.in/gRiPXXPj

One day closer, will be here one way or other, no body likes to stain their shirt 👍, eating humble pie & riding a pony 🐴, happy days 🙂 🤞

" Your opinions and views and price predictions are not great are they " => means you lot can have my money & be happy chappy, why worry, better filter me if not yet. all we need for this ticker is the funding for C-2 drill, no money no candy, until that sp in squeeze like yoyo up & down. how much is the cost of funding will see sp movement in any direction, if it comes in any sort or form in this quarter, no dill before 19 july 25 💩. dont think year 4 exist in their agreement. the last deal Zurich man did, if memory serves, took away 23.8% from the asset owner. 👍

Good to see that Henry Aldorf Director at Pelleton Renewables of civelli closely monitoring the regional players & congratulating Adel Chaouch for taking the role of Executive Chairman at Jadestone Energy. 👍 https://www.linkedin.com/in/henry-aldorf-6b30a851/

Lift in exciting phase or not, like #snda sp in squeeze, goes up & down yoyoing upper and lower levels with a secret exit [some do have] to exe level. 2 to 6 weeks not too long for xxlth/sth to find out if pacific lng/civelli is going to be part of bigger picture set out by lucre, rich9 & others, one thing is what they seek for their investment will determine how high this yoyo will jump & what level the lift will carry all. 🐺 risk/return from here 👍 imho

All we need in this forum is funding for drilling chuditch 2 to establish what https://sundaenergy.com/projects/timor-leste-chuditch-project/ states, is there 149m gas column & all that dont need billions, once proven race starts in good terms for TL

Irish money for chuditch ? can Tom Hyland, Ireland's honorary consul receiving Timor-Leste's highest honours, embarrass the Irish government into funding the project.

Does Sunda Energy Have A Long Cash Runway?

You can calculate a company's cash runway by dividing the amount of cash it has by the rate at which it is spending that cash. In June 2024, Sunda Energy had UK£4.5m in cash, and was debt-free. Looking at the last year, the company burnt through UK£2.9m. That means it had a cash runway of around 19 months as of June 2024. With cash burn dropping by 2.3% it seems management feel the company is spending enough to advance its business plans at an appropriate pace.

11 September 2024 Simply Wall St via Yahoo Finance

Posts & replies in linkedin can reveal inside info, like it did in HEX recently, so worth monitoring every now & then. seems like civellis ex company directors scuttered in that region, formed a web of directors, however himself seen nowhere, someone poke his linkedin account to see if still alive & kicking.

Good morning ☀ MD, wish u nice blue days ahead. xxxlth persistent patient willec gone. by the way how much the man from zu-rich wants for his money, 22.8%?