Member Info for Danielm89

Maiden your boring and probably a PEEL plant imo

500 mmscfd…

Angs do 6…… £30m a year revs on that

Do the math

18p broker target… BEFORE JV on x JV on 3 and successful ccsu

The upgrade is going to be violent

Iv never seen value disconnect like it read this

“ Core NAV is conservatively based on the existing producing reserve base only, and even our

risked Total NAV of 18.4p/shr includes no value for contingent resources, or exploration

opportunities. Once the company is in a position to include firm plans for appraisal and

exploration activity (financed by cash flow, farm-out etc.) these can be added to our valuation

and target price, potentially triggering significant upgrades.”

18p includes no value for exploration and contingent

“Once the company is in a position to include firm plans for appraisal and exploration activity (financed by cash flow, farm-out etc.) these can be added to our valuation and target price, potentially triggering significant upgrades.”

“Potentially triggering significant upgrades”

From 18p 😂

Ccsu FID and JV execution next should be this not or next

Drill plan project 1 & 2

Drill plan project x

Guinea and Cameroon license rounds are this month let’s see 🤔

“We believe this partnership has the potential to extend beyond Georgia as we continue to expand our new ventures strategy“

Haywood found that EOG monster guinea asset

Would love to see us branch into west Africa

JV in hand and cash generating

This is a unicorn

The government

Commenting, Mr. Tatishvili, Head of the State Agency of Oil and Gas commented;  

"Project III is strategically important for Georgia and, if successfully appraised and developed, has the potential to make a meaningful contribution to domestic gas supply, foreign direct investment, job creation and longer-term energy security. The proposed entry of Sanning is encouraging and reflects both the quality of the project and growing international interest in Georgia as an energy investment destination."

The new JV

“We have been impressed by the quality of Block's technical work and its upstream capability. We look forward to working closely together with Block, to advance the appraisal programme and to exploring broader opportunities beyond Georgia“

Ccsu JV next then and production plan on 1 & 2

That’s £100m+ cap company every day of the week

83,000 boepd 😂

Swt

Https://thatstocksguy.substack.com/p/switch-metals-91e

Great update by Charles on Switch Metals #SWT. Looking forward to the MRE which could drop anyday now

SWT

Https://thatstocksguy.substack.com/p/switch-metals-91e

Great update by Charles on Switch Metals #SWT. Looking forward to the MRE which could drop anyday now

Switch now has optionality across tantalum, lithium, and niobium from a single stable jurisdiction, backed by Xcelsior Capital and Wogen Resources — a specialist critical metals financier and a $400 million+ annual turnover physical commodities trader respectively — who took equity exposure through warrants rather than just advisory fees.

Xcelsior and Wogen know

Https://thatstocksguy.substack.com/p/switch-metals-91e

Great update by Charles on Switch Metals #SWT. Looking forward to the MRE which could drop anyday now.

“The Board has obtained confirmation from an existing investor that it is their current intention to provide short term funding to enable the Company to pursue a target.”

Drill plan on project 1&2 first I recon

Fid on ccsu will be month end/may

Project 3 and day

Exciting times

On for another good session 👌plenty to come

1.45 for quotes of £5k

About to move again

150k max at 1.4