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kb, i was listening to a podcaste a few days ago and the view they had was that 'free speech' has been lost on the internet. They blamed it in on the anonmity of users in the internet and lack of accountability - not sure i agreed with it, but what else they discussed and interested me was the discussion of psychology of how posters on forums adopt user names - their conclusion was that there is a relationship to the names they use and their psyche.
30p initially - i will be surprised if chariot maintain 75% holding once everything is concluded - might have to sell a further stake to morocco at m8s r8s. however, once deal is signed, it's a licence to make money no matter what size of holding is held. i wouldn't be surprised if we have an rns of moroccan buying in for greater share of field before gas agreement. still think we are following similar tragectory to SQZ
difficult to say, depends what the gas price is/forcast - anchios field value could be several multiples of what it is now compared to next year. what chariot held as 75% in value this january 2022 may perhaps represent 20% of the value of the field january 2023...it's an exponential appreciating asset and how this plays out in discussion with morocco is going to be interesting.
whim, imo, the most postive aspect about ap's visit to eygpt is that it is highly likely that he flew in from morocco indicating discussion must be ongoing. also, 99% of european government delegates visiting cop27 will be receptive to discussing with anyone who can deliver gas.
came across interesting video a few months back about opportunity for spain to become gas hub for europe following ukraine crises. what's is also interesting is that it mentions morocco and how spain is developing closer ties - historically, it has been frosty and they were closer to tunisia.
https://www.youtube.com/watch?v=7Lyf37Az4Us
ceo of bp says that house holds could be spending 50% of disposable income on energy next year and beyond. europe is now locked into buying us gas which will be x4 to x10 higher that what is now. how will europe compete with asia?.....the answer is that they wont. the uk has +200 years of coal reserves - our country should be mobilising these reserves to take advantage of this opportunity as it would give the uk low cost energy that would allow us to out compete europe and asia in manufacture.
for me this is a dangerous time for everybody where we have let incompetent people into places of high authority/power/governement who have 'mistakenly' identified an increase in co2 levels as humanities greatest existential threat together with a cold virus. in both cases, inappropriate actions have been taken, that will leave a legacy of pain and suffering for generations.
t, the reality is government and energy go hand in hand - imo, it does make a difference who is in charge. i'm not trying to take a political side, but looking at variables that will impact on sp. should the policy of who supplies oil to the usa change, i.e by removing reliance from opec and creating more dependance on home oil, the impact for all us producers will be massive in a postive way. with a field that contains over 20 billion barrels (not recoverable), it would be strategic asset for the large majors that have been kicked out from international projects.
in response to your 1st question no. i was only pointing out a statistic which is based on the information you provided. regarding your link, it is nonsense - i took a look at the industry leaders who have commented on the site - 3 are from oil and gas, one from enviromental and the other from defence. as i have said, there is no population problem and there is no co2 problem - the real problem is corruption incompetence and inefficiency in government.
imo, it goes a litter deeper than that (excuse the pun) - with a republican takeover, it will drive a policy of greater us self energy reliance. why will they import foriegn oil at the cost of american jobs? i can see a large chunk of opec oil being replaced with american oil - and they have it.
imo, the 99% of gloabl problems in the world are down to three main issues that have nothing to do with over population and f@arting gas - inefffeciency, corruption and incompetence. this has been well exemplified in the last 24 months.
macua is the most densely populated location on the planet - if everyone in the world were to live under the same conditions, the whole world population of the planet (7 billion) would fit into germany. over population is another myth, imo.
i think survival in a world where you are stupid, taxed for you f@rts, own nothing, have no heating and only get fed bugz for nurishment is over rated.
funny how during the dinosaur period, trees and animals were orders of magnitude larger when co2 made up a greater amount in the atmosphere.