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A recent address from the president reaffirms his intentions in respect of the Alaska LNG pipeline.

https://www.linkedin.com/posts/alaska-gasline-development-corporation-607418245_alaskalng-ongt-oott-activity-7302886877894721536-ADE3?utm_source=share&utm_medium=member_ios&rcm=ACoAAAK9ZVEBIVlRvu1A9CMiAOMwisgH9YCMxFg

He’s commented on the discord that it will be released this afternoon.

Looks like part one of that news flow has just landed earlier than expected!

Further news regarding financing and communication regarding the flow test programme. I also wonder whether we may hear from the new CEO next week ahead of the AGM and presentation.

All just my own views.

Something tells me that next week could be quite a busy week for news.

All the best to LTH

Yes, I also wondered if that may be in their planning. I think one thing that has stood out in today’s RNS’s is that the timeframes as previously laid out certainly appear to be being accelerated.

It just goes to show that anything can happen out of the blue. Whilst we were all waiting on the flow test programme RNS, we get an additional catalyst via todays two RNS's. I wonder what else could spring up out of the blue and give us even more stimulus for the SP over the coming months.

Interesting bit in the RNS that states they want to move to being a producer in quick time.

Https://www.linkedin.com/posts/alaska-gasline-development-corporation-607418245_taiwan-looks-to-buy-alaskan-natural-gas-as-activity-7294776224776630275-GCl8?utm_source=share&utm_medium=member_ios

Somebodies been playing the order book hard over the past week or so!

Not seen the report, but let’s not forget that this is a risked valuation and the unrisked figure is considerably higher. Each step that’s currently being taken is working towards reducing those associated risks.

Good post below in relation to the gas pipeline. Not really any new information but the word is definitely spreading wider about the requirements.

https://www.linkedin.com/posts/bennett-g-williams_now-is-the-time-for-the-alaska-natural-gas-activity-7271759856393449472-PzsQ?utm_source=share&utm_medium=member_ios

I’m surprised that nobody is taking about David Hobbs presenting to institutional investors today. Did anybody register?

They’re not making it easy to find a link to the live webcast for the AGM!

Feels like Mangrove are being given a get out of jail free card with the way the price has moved over the past few days.

The equivalent of $7.50 per barrel which is straight in the middle of DH’s target of $5-10 per barrel. Very interesting, although still a bit of work to be done.

If as is being stated, the lack of communication around funding is what’s weighing on the share price. Then imagine the relief rally that could occur if or when the funding solution is RNS’d.

It sounds from Bobs comments like the Lee Keeling report may also be coming along very shortly too!

You’re right, thanks for the correction.

Another IER coming in the next month which could pave the way to a funding decision. Looks like it’s going to be a very interesting month/quarter!