Member Info for CrudeTrader

Massive raise coming

Is unconventional land which means that undrilled land next to drilled land is basically almost as valuable as drilled land. Just look at Permian where they pay $20k for undrilled land, Zephyr paid $10-35/ac in these auctions. The minimum bid level was $10/ac so the price could almost not get lower. I think that reflect very badly for the interest in this play.

Zephyr announced today the acquisition of 27k acreage leased land in the Paradox play, next to Zephyr existing asset. 24k of the land was acquired in a competitive auction. On this webpage its disclosed how much Zephyr paid for the leases https://app.efficientmarkets.com/salegroup/6548.

In total Zephyr paid $525k for 24k ac. Before the acquisition Zephyr held 46k ac in the Paradox play. Zephyr effectively increased its land holding with 50%.

This is clearly very negative news, as if Zephyr existing land would be put on the same valuation, it would only be worth $1m which is total joke after all the wells Zephyr has drilled. Zephyr is currently trying to farm-out the Paradox play and any potential interested party could have tender for the new land in the same auction, but it’s clear that nobody wanted to pay up a mere $0.5m for half of Zephyr existing land base.

This reflect very badly on Zephyr Paradox asset.

Plots (ac) Price per ac Total price

600 18 10800

1920 10 19200

302 21 6342

2498 18 44964

1969 18 35442

1755 28 49140

1800 21 37800

1920 41 78720

2527 35 88445

1920 16 30720

2560 20 51200

1280 15 19200

1920 17 32640

1217 17 20689

24188 525302

The bottom line partnership or equity raise in the very near future.

Its a great deal, very accretive. I think it will rerate to 80p as the market gets how good this is.

I m new to this stock, why has it been going down in a almost straight line now for over 2 years?

Looks like possible a big issue here

"Under the partnership, Oracle will support the accelerator ecosystem through hyperscale cloud infrastructure guidance, opportunities for collaboration with complementary defence innovators and access to defence customers and industry partners."

"cloud infrastructure guidance" is that when the ALRT staff calling the Oracle support number.

ALRT bought a Oracle license at best.

I will announce a "major" deal with Claude later today when they charge my monthly subscription fee.

ENQ is now £380m market cap for +100k boped. Uncomparable leverage for equity holders to other oil corps.

Very bullish sign

Bit of desperate ramping from ALRT side.

This is a tiny company, they only have to publish total exemption full accounts

https://find-and-update.company-information.service.gov.uk/company/07314773/filing-history

Looks like there is a very big risk that PDL equity is going to zero.

With Finsch gone, a 1/3 of the business is gone. Run-rate revenue is now just over $100m and loss making. There is no way the remaining business will support $350m of gross debt.

The company will need new cash to fix the lack of liqudity and cure issues with the bank.

So far not a word on GBA development

Being sold down, now 1.088. This will likely get pushed sub 1p.

What part of the presentation was impressive? That they tried to make you think that you were watching a spy movie?

Nice touch with the text in the beginning of the webcast being written like it’s from Spy movie

They are uploading a longer verion, just a bigger salad

Was that all? 8 min of nothing.