Member Info for donalb

Evening Jaybae, with your ~6 months of posting history & sounding quite like a day trader, I will offer you my tuppence worth.

This presentation was the most detail laden post, that I remember from PRD & the language used throughout was simple english. It too made me think that it was more addressed to a non-native english speaking buyer audience, that our usual shareholders.

For me, Morocco is in auction, bit by bit, as necessary, as it should always be, hopefully with retained % upsides. I would love 30 yrs of sweet dividends.

Good luck to most, donalb

Panic on the streets of Holt, me thinks :-)

Spent their little wad of shares on early sales, hoping to buy in cheaper later, not going to plan !!!

All good, PG 96%

Authority to allot shares (poison pill options) 88%

Hi Matt, a lot to digest so early in the morning, but it looks with well contractors costs of say 2M$ a drill & expecting output of 200 bpd & 85% of first revenues after royalties, etc, the 2M will be paid back within a year. Is that right ? Then 30% gravy from then on, minus royalties, etc ?

I think I got this date right :-) Could be very interesting & nice timing too.

Monday, October 6, 2025 12:57 AM

https://www.wam.ae/en/article/15t1po5-fujairah-resources-corporation-oil-industry-zone

Sorry, longer post copied across from Co-Pilot, but does not post correctly, expect it's the format.

Of note current Irish LNG use thru Moffat & UK LNG imports ~30-40% and current Ireland LNG fracked from US, ~10-15% of that !!!!

Bonkers world, roll on my RKH, PANR, EOG, AAL, IMB :-)

Here is a structured breakdown of methane gas (natural gas) use in Ireland as of 2025, covering supply origins, transfer mechanisms, LNG and fracked gas exposure, and consumption by sector and use type:

### 🇮🇪 Supply Origins

| Source | Estimated Share (2025) | Notes |

|--------------------------------|-------------------------|-----------------------------------------------------------------------|

| **UK Interconnector (Moffat)** | ~75–80% | Main supply route; includes UK North Sea and imported LNG. |

| **Corrib Gas Field (Ireland)** | ~20–25% | Domestic offshore source; declining output. |

| **Biomethane** |

The CO2 cannot be removed at Bellanaboy, as you would need a full upgrade to H2 gas networks & all homes, cookers, gas boilers, power stations, turbines, cars, trucks & buses using gas, modified, if even possible to H2 & by 2030 :-)

Co-Pilot AI - Here is a structured breakdown of methane gas (natural gas) use in Ireland as of 2025, covering supply origins, transfer mechanisms, LNG and fracked gas exposure, and consumption by sector and use type:

### 🇮🇪 Supply Origins

| Source | Estimated Share (2025) | Notes |

|--------------------------------|-------------------------|-----------------------------------------------------------------------|

| **UK Interconnector (Moffat)** | ~75–80% | Main supply route; includes UK North Sea and imported LNG. |

| **Corrib Gas Field (Ireland)** | ~20–25% | Domestic offshore source; declining output. |

| **Biomethane** |

Thanks Flombo10, not great news of a Sunday, but Vermilion's EU gas projects are very low carbon & locally used gas supply, though mostly oil production in France & possible future oil projects in Central & Eastern Europe.

And Nephin has gone big on bio-gas production in Ireland, with off-take deals with Flo Gas.

Seems like more un-thought out EU commission madness, with ongoing very high CO2 energy from Russian & US LNG & oil imports.

And ongoing job losses, earnings losses & sunk investments losses & massive ongoing energy in-security.

https://www.vermilionenergy.com/our-operations/europe/cee/

https://www.nephinenergy.com/nephin-renewable-gas

“The Gas Mega Hub aims to ensure that the Punta Europa Gas Complex survives over time,” he said. “It is a constant fight to make sure we tap into new gas resources to guarantee the survival of the gas complex.”

https://ourdailynewsonline.com/2025/10/07/equatorial-guinea-gas-mega-hub-deals-2025/

Dsam55, sorry to have to question you again, but do you know why has my original question about your potential AI use has been removed ?

Maybe, it was one of our perma trolls, what done it ???

Please reply & explain your thoughts on it, sans AI.

Merci, donalb

That's funny Blackdogtaff, we all mess up on the small details, from time to time & that better explains the sponsor's cash flash.

I though I was looking at up upcoming events on the ONHYM site, but was obviously mistaken.

And don't forget, some here thought the MOU-3 shallow sand's perforation was only through a single casing :-)

Hi Flombo, looks like movement from about 4pm, reasonable volume, but could be our uber pumper friends back in the game :-)

3rd Morocco Oil & Gas Summit and Exhibition

Date :23/10/2023

Marrakech, Morocco | 24 - 26 October 2023

The Summit is expected to be the most intensive networking event of the year, bringing together ONHYM and African energy leaders under one roof offering a full range of networking activities and exclusive content.

Chariot Gold Sponsor - with what money ???

Sound Silver Sponsor - with what money ???

SLB Silver Sponsor - with loads of money :-)

Thankfully Predator wouldn't pay hommage - & long may it last :-)

https://hydrocarbons.onhym.com/en/3rd-morocco-oil-gas-summit-and-exhibition-0

Surprised nobody commented on today's share price broker upgrade & our fresh 1 & 2 yr high. Also wondering if the Teck deal's, special dividend of £ 4.19 is additional to this share price or is already in the current share price. Personally, I expect a bit of both & advancing with time. GLA, donalb

Https://us.cnn.com/2025/10/08/world/video/javier-milei-argentina-concert-rally-vrtc-ldn-digvid

He still looks like Benny Hill's love child thou :-)

Funny, I would love a 5% price hike on every Berenberg "sell" post :-)

Berenberg raises Valterra Platinum price target to 3,200 (2,600) pence - 'sell'

Hi Dickie, that would be great news, I will let you know if I can see any changes, but its a very imperfect science at this poor 30m resolution. Google maps goes down to 5m, but only update Guercif map about once a year.

Have a look at this Copernicus Image that I posted recently, its RKH's partner Navitas's joint venture in the Gulf of Mexico & its FSP flaring gas at Shenandoah field, after well completion. They definitely got gas :-)

https://browser.dataspace.copernicus.eu/?zoom=17&lat=26.89318&lng=-91.53592&themeId=DEFAULT-THEME&visualizationUrl=U2FsdGVkX18S1bKTs%2Bwym1DptjCTbzYhfrZiYAdZWGzN0Z14RyXWEQMtJq5KmsTqI8KV%2Fc57iL0AwPOs50qOLnd%2Bvj6yoqVc9tfXwSgWRapSisT7%2FcJUfhyKu61hisGM&datasetId=S2_L2A_CDAS&fromTime=2025-08-09T00%3A00%3A00.000Z&toTime=2025-08-09T23%3A59%3A59.999Z&layerId=6-SWIR&demSource3D=%22MAPZEN%22&cloudCoverage=100&dateMode=SINGLE

Hi Nick, still watching, for me rig is still on MOU-5 & cant see changes on MOU-3, but as I mentioned before, the recent rains change the images (note the darker reds ) & moved equipment can leave its marks on the gravel pad surface, as I learned directly last year. The daytime sunlight angles will also be changing as we head to the solstice, so that will cause changes too. Plus we have 3 satellites flying by now, all on somewhat different trajectories.

GLA, donalb

"25 individual "plug and perforate" stages of approximately 200 ft each"

Every day is a school day & I needed this refresher course :-) Maybe newer techniques used in Dubhe-1, but I found it helpful.

https://www.youtube.com/watch?v=Z-vCBV1AhBs&t=7s