Member Info for Brombarb

04:10 great spot, thanks for posting.

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https://www.doyondrilling.com/our-rigs/arctic-fox/

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interesting at the least.
https://hotcopper.com.au/threads/merlin-2-satellite-images.6603140/
co ordinates for Merlin-2 69.459062 -152.1691199
If anyone wants to have a go on a live satellite application.

15:58
Conditions should be good and tundra is frozen well below the minimum standards for "tundra opening", been mooching around to see if anything has slipped out via contractors but zilch!
I am pleased that we have 55 days income already from Longhorn and hitting a purple patch for POO.
Definitely a case when a CR is going to produce an early dividend.

It's an ill wind...
https://www.alaskajournal.com/2022-02-23/high-prices-turn-us-lng-tankers-europe

Some big trades between 14:05 & 14:15

88 Energy Ltd
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13:22
Seems to be a pattern, will have to see how the North US markets respond.

12:08
Guess we may have to await the Q1 financials to see the impact of Longhorn, possibly may get a mention in the Annual Report.

yes POO now matters very directly :-)

08:36
Agree this will bring misery to many.

Been an oil producer since 1st Jan, 2022 so 55 days so far of proceeds.
"The effective date of the acquisition is 1 January 2022” ANN 21/02/22 page 4
At current POO we could have capital payback within the lesser of that 7-18m projection, Q3 - 2022?

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18:39
FMWTB good to see you :-))

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18:11
H1 plans include 88E "unlocking intrinsic value within the Yukon area with advanced negotiations with nearby resource owner for joint regional development"
Always been an assumption that it would be Erik Opstad but there are more fish in the sea locally including Oil Search, Bill Armstrong and of course Hilcorp
https://dog.dnr.alaska.gov/Document/Download/CBA6E5FBFC8447408F314C0632F58955/01-31-2022_North%20Slope%20Notification%20Lessee%20Map.pdf
NB Erik has only one lease 343112 .
http://dnr.alaska.gov/projects/las/#filetype/ADL/filenumber/343112/landflag/y/searchtype/casefile/reporttype/abstract

17:56 & 17:26
Just coming from a glass half full approach. :-)

not sure if anyone realises but COP have leases on the NPRA that abut Emerald House.
https://www.blm.gov/sites/blm.gov/files/images/2021-05/AK_LeaseTracts_byCompany_may2021.jpg
I am sure that COP will be interested in results from Merlin-2 , not making any great claims but when you think about it...

No great volume but...

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