Member Info for cbaron

The short position is shown at the head of this page. Currently still showing as 1.53%. That's 1.53% of 919.11m shares in issue - 14.06m

Rabito,

A great piece well researched and argued.

Interestingly, you may have seen that Baker Hughes is one of Hargreaves Lansdown's 'shares to watch' in 2024.

It appears they were given a hair trigger for Christmas, together with a tome entitled, "The inconsistent application of policy".

Contango,

Mangrove need to buy themselves out of the short, NOT sell.

"My mate owns a lap dancing club in London".

Well, there's a surprise?!

Don't kill off the ol' boys prematurely, they have some profits to deliver...................

I hope that what we can agree on is that we own everything that can sensibly developed to the east of Ahpun, where the Sag river at the surface becomes a potentially costly barrier to development and to the west of Kodiak where, beyond our new boundary, there is no oil.

Happy?

Scott,

Go back to the webinar and listen around 9-10 minutes. Bob tells us that at and beyond our western and northwestern boundary the strata runs out. 10.06' "we have a dramatic thinning of the reservoir". They confirm that beyond our western boundary the wells were dry. eg Wolfbutton.

This is at the edge of the deltaic margin where water will have reduced in depth and deposition will naturally have lessened.

And so, no, your explanation does not make sense. To re-state, we own everything meaningful to the west.

We have everything to the east accessible from the Dalton corridor, without the expense of dealing with the Sag River and everything to the west to the extent that the shelf margin thins significantly at its landward boundary. Great result!

The company state that they will conservatively need $120m to first production NOT $150m - a figure some choose to pluck from thin air. (See last presentation and last webinar)

Moreover, they state that they will be financially self-sufficient within 12 months of first production (see last webinar at 20mins. 50sec.).

Thanks to Brom for the map (13 Dec 22.09).

More contiguous acreage next to the Dalton Highway and TAPS and that NW 'chimney' area, up-dip and therefore shallower, just got significantly bigger.

GLA

cb

Another commercially astute move by the BoD. Timing and tactics well played. Makes the next set of seismic results and resource upgrade all the more exciting.

Https://www.youtube.com/watch?v=wB9YIsKIEbA&ab_channel=sheepenthusiast

Yes, I saw her face, now I'm a believer

And not a trace of doubt in my mind.

Said I'm a believer

I'm a believer

I'm a believer

Said I'm a believer

I'm a believer

I said I'm a believer

I'm a believer

Martin Luther King.........and me!

Martin Luther King

......little more needs to be said.

09.12

Baxi,

A fair and reasonable analysis IMHO.

14.48 & 15.04

Delighted to read the post on 88e, if now somewhat perplexed by your recent stance here - you played the deramper part particularly well! 😜

Let's move on and hope for the best.

Regards

cb

08.13

Here we go again!

What would your fair estimation of the development costs be? Whilst your at it where do you see revenues and surplus?

What is your interest in PANR?

James,

"MY PANR holders" !!!!????

Did I miss the overnight RNS announcing your acquisition of 51% of the share capital ???

I would sign off 'your loyal subject' but alas I'm from God's red rose side of the Pennine and wouldn't want to choke on my Cocoa Pops.

You are sounding more of a braggartly twonk with every post, if you don't mind me saying so.

Love from Lancashire. 😜❤️

"Want to see the belly laughs of Jim’s meeting with Hobbs"

Have a look at approximately 1.03.20