Member Info for Danielm89

NT NT NT

ORCP

“To be inaugurated Chinese asset" refers to a property, project, entity, or investment owned or backed by Chinese interests (often state-linked) that is about to be officially launched, opened, or brought into operation”

location thar coal block vi, sindh province, ****stan

capacity 1,320 mw (two units of 660 mw)

developer oracle power plc (through subsidiary thar electricity private ltd)

main partners china national coal development co. (cncdc) and powerchina

estimated value between us$6 billion and us$8 billion across all phases

Nt

It’s been upgraded to “be inaugurated”

Oil is up 100%since those numbers maiden

Nt 10.5p

Banking a steady stream of cash at this oil price $300-500k banked per month

I’d expect a significant drill plan while cash flow is high

Lots of near terms:

Production update and drill plan for project 1&2 well ready to be brought online at any point

Project 3 signing 330 mmscfd potential at full roll out (steady £1b per year revenue 😂)

Ccsu JV formation and FID/ funding?

Project X JV plan and remap

£100m cap+ this year imo

Mre weeks away, im sure xcelsior and wogen are looking forward to seeing numbers

Silly drop added some

Monday should be fun 😉

Https://x.com/smackeraim/status/2037097284731548105?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

330 mmscfd for scale… ANGS do 6 mmscfd lol

Indorama the JV Love chucking money at green

https://www.chemanalyst.com/NewsAndDeals/NewsDetails/indorama-plans-2-billion-us-blue-ammonia-investment-to-offset-tariffs-broaden-36284

Then on the ccsu, Mitsubishi are working with the JV on this:

https://www.mitsubishicorp.com/jp/en/news/release/2024/0000054146.html

Was Paul hinting at that in the RNS 👀

"The study highlights that Block XIB's storage potential could be amongst the largest in Europe, indicating the prospect of a major net-zero industrial hub within central Georgia - of interest to the hydrogen, fertiliser, steel and refined petroleum products industries - close to the XIB license."

330 mmscfd

That’s $1.3 BILLION PER YEAR REVENUE

we use Azerbaijan prices of $14 not Nat gas prices as we will be using the eu pipeline

Over 10% of Europes daily gas demand

Mental really

Project III offers a 2C recoverable contingent resource of nearly 3 TCF, with an NPV of USD 1.65 billion. The Project has the potential for significant gas production rates: 200 MMCF/d for each of Patardzueli-Samgori and Rustavi at plateau, an additional 100 MMCF/d from Teleti, and 30 MMCF/d from early production facilities following the Patardzueli-Samgori appraisal campaign.

"The subsurface team has identified additional prospectivity within the area, which would add further running room to the long-term development of the Project.

The recently announced commercial Carbon Capture Storage (CCS) opportunity also highlights the Project's sustainability credentials.

"Today's announcement underlines the Project's potential to meet Georgia's urgent demand for energy and make a wider regional impact. The proximity of our fields to the South Caucuses Pipeline (SCP) opens up competitive export opportunities in Turkish and Southern European gas markets - including Italy and Greece - through the connection to the Trans Anatolian Natural Gas Pipeline (TNAP) and the Trans Adriatic Pipeline (TAP).

200mmscfd

Project 3 is 10% of Europes daily usage 🤔