Member Info for Brombarb

Come on everybody PANR having a good(excellent) day lets all relax a little :-)

11:57

Yes that is true, the problem is that there will be no (drilling) activity in Alaska this winter season and I am actually concerned as to whether we will be in a position to pay our dues in Namibia next year, so when is the good news going to come?

10:51

thanks

Do we know what time of day FCA (and hence LSE) update the shorts position?

Currently FCA website shows report at 25/10/2024.

Am thinking we generally see late pm, is that right?

09:40

Apart from Mangrove there may be others scrambling to close who are below that 0.5% threshold - another unknown.

09:03

OTC trades made a mega difference at 88E a few years ago, possibly exceptional circumstances but nothing is impossible.

Yep, we are looking for a miracle it seems :-(

Hopefully the reporting is accurate this time!

20:11

Great that drill activities are on a gravel pad so close to the Dalton.

Worth taking a look at the map indicating planned top and bottom hole locations.

https://dog.dnr.alaska.gov/Document/Download/8883E5E25847466D9D16027C82F16FC4/LONS%2024-002%20Great%20Bear%20TAU%20Megrez%201%20Downhole%20Location%20Change%20Unit%20Plan%20of%20Operations%20Amendment%20-%20Approved.pdf

20:42

I am unsure whether the 511 web page is actually updated as religiously as it could be, considering the length of the Dalton there are no traffic events listed in the text view at all.

Am checking the App version also.

Sorry

https://dog.dnr.alaska.gov/Document/Download/0A59409C4F88412598BA00A8D2CCA0B5/North%20Slope%20Notification%20Lessee%20Map.pdf

Https://dog.dnr.alaska.gov/Document/Download/0A59409C4F88412598BA00A8D2CCA0B5/North%20Slope%20Notification%20Lessee%20Map.pdf

88E leases

Accumulate Energy

Captivate Energy

NPRA Leases on Fed land so not shown here.

Link to natural gas pipeline

https://www.datacenterdynamics.com/en/news/alaska-data-center-amazon-meta-microsoft-mike-dunleavy/

09:44

thanks for link

Couple of links, whilst not directly linked to Alaska North Slope may prove of interest.

https://www.worldpipelines.com/project-news/23102024/biden-harris-administration-announces-nearly-us200-million-to-replace-ageing-gas-pipes/

So even Biden/Harris see NG as fuel for foreseeable future and worthy of investment in infrastructure.

https://www.worldpipelines.com/project-news/18102024/reuters-texas-natural-gas-pipeline-eases-bottlenecks-paves-way-for-higher-shale-output/

Echoes the benefits cited for Alaska project, look at price per Million BTU.

Is the share incentive plan a done deal or would it have to be voted in at the AGM( or an EGM)?

10:40

Since publication of the article we have seen half year report, contingent resource update(Phoenix) and updated Phoenix presentation but in essence the situation remains the same, no Alaskan activity (drilling) planned for 2025 and many of our leases apart from Phoenix & Leonis have either been surrendered or are now in suspension (NPRA).

Somebody mentioned Bex may raise on LSE but too date have seen nothing.

20:51

Good post, link attached for Tinmiaq-1 supporting the flow rate examples.

https://www.petroleumnews.com/pntruncate/13033674.shtml

Another attempt to derail the project, my expectation is that it will be dismissed.

https://alaskabeacon.com/2024/10/16/alaska-seeks-to-dismiss-lawsuit-challenging-the-constitutionality-of-a-trans-alaska-gas-pipeline/