Member Info for Brombarb

11:26

Do you believe everything posted here?

23:56

The influence of AI?

08:22

Your posting history say it all really

11:49 No! Just googled and got the linkedin infor which had not been updated with PANR employment, should have looked a bit harder in first place :-)

Thanks, that will be worth watching to see is anything new crops up.

What is Tony Beilmans's role in all of this?

https://www.linkedin.com/in/tony-beilman-05ba53a5/

08:58

Enstar already have approval in place for an import pipeline with a "floating" regasification unit, may be needed as an interim solution to gas shortages.

09:05

Thanks, that agenda appears to have updated as I am sure that the AIDEA item was not mentioned when I originally posted.

Only two days away so will be interesting to see if any more is revealed.

House Resources Committee meeting 9th Dec, no discussion regards North Slope LNG.

Think they will leave for next Legislature based on comments from last (Nov) meeting.

https://www.akleg.gov/basis/Meeting/Detail?Meeting=HRES%202024-12-09%2013:00:00#tab2_4

Https://www.adn.com/business-economy/energy/2024/12/05/alaska-development-agency-moves-to-provide-50m-commitment-to-support-alaska-lng-project/

Contra article to one I posted here a few days ago :-)

https://www.adn.com/opinions/2024/12/05/opinion-building-a-gas-pipeline-for-energy-and-economic-security/

Can only be positive if AIDEA are on the same hymn sheet as AGDC, as for 88E so much depends if we can develop our assets on the North Slope and take advantage of the potential to sell unwanted gas thus alleviating the need for injection wells making project potentially more commercial.

UT trade is an uncrossing trade at end of the day, it will set the opening price for tomorrow against which any growth or loss will be calculated tomorrow.

See what happens tomorrow.

20:06

I am a little surprised that we have not received any update about Bex and or the launch of a formal farm out process by now, can only hope that negotiations ongoing.

Let's hope that there ids a satisfactory conclusion.

Not a positive view by any means, but relates the sceptical view of some Alaskans who have followed this project over many years.

nb. no has to read but its out there on the web.

https://finance.yahoo.com/news/editorial-times-alaskas-natural-gas-230100380.html?guccounter=1&guce_referrer=aHR0cHM6Ly9kdWNrZHVja2dvLmNvbS8&guce_referrer_sig=AQAAAKgGsWct1b8_6ch557bDbfiBBzXzWHXXMmdU9HUBDXZVVIt2UywWUl49KBSY2Jvw0kIYESeVkMcr7g3-brz3H62N6dAJtCXLKf6QtPeyBxBYZg-p1cUZagFEuM4MYIr06vCHGslf7eXFG9UYTORYm1JAemjwscjGRGTW7savD6Kp

I have checked the AGDC and House Resources Committee web sites and can see no December meetings scheduled despite what was mentioned on the Flights discussion, does anyone have anything concrete?

12:09

agree

Update on Naingopo well.

https://reconafrica.com/news-media/news-releases/reconafrica-announces-completion-of-drilling-operations-on-the-naingopo-exploration-well

Playing cards close to chest!

No news on Bex yet.

Https://www.ktoo.org/2024/11/27/alaska-house-and-senate-leaders-name-committee-chairs-talk-priorities/

"Burke said she’s opposed to importing liquefied natural gas to supplement the dwindling supplies in Cook Inlet, saying she’d rather lawmakers look closely at what they can do to support the construction of a long-dreamed natural gas pipeline from the North Slope. And she said she’ll prioritize consultation with tribal leaders on resource projects."

10:05

Just think it got over egged a little in anticipation from some of immediate changes to US gas & oil policy following the election of Donald Trump and in particular an early decision in respect of the natural gas pipeline, the expectation that Mangrove's exit was imminent and of course the spud of Megrez-1.

Then couple that with 9M new discounted shares coming to market (which came earlier than expected) and perhaps it explains some if not all of the drop.

We are still up on where we were a month ago and I am hopeful that there is more positive than negative news to come over the next few months.

10:09

certainly looks that way.