Member Info for Botham

Georgina Energy RTO timings

GE Listing

EP145 land approval

EP145 environment approval

EP145 seismics start

EP155 application to permit approval

Quarterly production figures

Cinnabar workover update

Name change

Vecta update

Should read May 2020

Expect MMM Rns finally confirming dates of RTO this week Wednesday/Thursday what impact do people think this will have on the Mosman share price?. When the farmout was announced in May it did over 300% in two hours.

Cash position has never been as strong

As at 31 March 2024, Mosman had cash at bank of circa AUD$0.82 million. 

7 May 24 In Australia on EP 145, the A$160,000 payment, which was due upon completion of the previously announced Farmin Agreement with Greenvale Energy Pty Ltd (ASX:GRV), has been received as expected. Additional prior exploration expenditure amounts of circa A$100,000 will be invoiced and reimbursed under the terms of the Farmin Agreement. In addition, an environmental bond of circa $55,000 will be cashed in. 

7 May production has increased 84% to circa 221 boepd (30 day average flow rate in April). This is a material improvement from the recently notified March quarter gross average flow rate of 120 boepd.

4 June The funds from the exercise of the warrants of circa AUD 63,000 will be added to Mosman's existing cash reserves.

10 June RNS Sale of Stanley $1.75m

17June The funds from the exercise of the warrants of GBP circa AUD $77,000 will be added to Mosman's existing cash reserves.

18 June The funds from the exercise of the warrants of circa AUD $29,000 will be added to Mosman's existing cash reserves.

£500,000 of outstanding warrants are exercisable at share price 0.025, share price now 0.0425

Https://x.com/SCE_Club/status/1803010077105766795

Cash position

As at 31 March 2024, Mosman had cash at bank of circa AUD$0.82 million.

7 May 24 In Australia on EP 145, the A$160,000 payment, which was due upon completion of the previously announced Farmin Agreement with Greenvale Energy Pty Ltd (ASX:GRV), has been received as expected. Additional prior exploration expenditure amounts of circa A$100,000 will be invoiced and reimbursed under the terms of the Farmin Agreement. In addition, an environmental bond of circa $55,000 will be cashed in.

7 May production has increased 84% to circa 221 boepd (30 day average flow rate in April). This is a material improvement from the recently notified March quarter gross average flow rate of 120 boepd.

4 June The funds from the exercise of the warrants of circa AUD 63,000 will be added to Mosman's existing cash reserves.

10 June RNS Sale of Stanley $1.75m

£550,000 of warrants are exercisable at share price 0.025, share price now 0.0395

Great thread by Reddit well worth a read https://x.com/RedditDeluxe/status/1800810860874707399

At 4 minutes 22 seconds in this interviews https://www.share-talk.com/mosman-oil-and-gas-lonmsmn-ceo-andy-carroll-progress-at-ep-145-project-with-govt-approval/

Just look at her performance at AAOG. David Sefton and Sarah serial shafters

Https://www.proactiveinvestors.co.uk/register/event_details/445

Mosman also presenting on telegram group The Hive 19 JUNE

Https://x.com/that_stocks_guy/status/1798642354741739816?s=67&t=7QZ-9xy4JeRn7BehDVS2zg

Https://x.com/redditdeluxe/status/1798977714994721098?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Https://x.com/redditdeluxe/status/1798977714994721098?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

Https://x.com/redditdeluxe/status/1798977714994721098?s=46&t=IHEn1TE0c7FNFBktt6H8XQ

17 June 7pm also presenting in the HIVE

1.EP145 land approval

2.EP145 environment application approval

3. EP145 start of seismic

4. EP145 timing plan

5. Potential sale of Stanley

6. Cinnabar workover

7. Potential rebranding news / communications

8. Georgina Energy FCA confirmation

9. Georgina Energy RTO date

10. EP155 details to confirm change from application to permit use

11. Quarterly figures

12. HIVE interview 17 June

13. Proactive interview 19 June

14. Institutional visits

At what cost, they have no money to pay the ongoing fees before it even reaches court

Https://zakstraderscafe.com/bulletin-board-heroes-june-3/9519/

https://uk.investing.com/news/stock-market-news/mosman-oil-jumps-on-us-helium-investment-3527648

Some public available data on helium you might find interesting:

The commodity price will see strong helium prices and first mover advantages until supply/demand balance is restored. Supply has been a small % by-product of hydrocarbons (Qatar LNG, US gas) but high % helium (over 1%) has economic advantages. Amadeus Basin 11% figures stand out from the crowd, along with Colorado

Wrt Colorado:

there is quite a lot of "public" technical info ref https://www.energyadvisors.com/deals/45537

Blue Star Helium website is very good source of information https://www.bluestarhelium.com/

One field, "Model Dome", was produced (before being nationalised) see p20 https://sipes.org/wp-content/uploads/2022/11/NewsNov22.pdf

"Eight field wells produced 53 MMCF (1.5 Mm3) of helium prior to 1940 when the U.S. government nationalized the field ( Jones and Murray, 1976). Maximum reported helium content is 11% (IHS, 2022)."

"McClave is the biggest Morrow gas field in the study area. More than 150 wells have produced c. 1200 BTU gas with very minor condensate (IHS, 2022). Strachan Exploration Inc., Thomas L. Spring LLC, and others still operate about 30 producing wells. Consistently low percentages of helium are found in McClave and nearby Kicking Bird fields. If the average helium percentage has been 0.4%, then McClave Field may have produced over 240 MMCF (6.8 Mm3) of helium"

Useful overview of helium in US https://www.goldandrevolution.com/when-a-rush-begins-a-field-guide-to-the-helium-hopefuls-of-the-usa/

Really positive news, next week Georgina Energy RTO annoucement