Member Info for donalb

Hi Colon, read the Dixie33 posts on the SOU board, its a rubbish translation, but lots more detail.

Seee 2 posts on SOU board by Dixie33. Interesting & maybe scary !

https://ledesk.ma/2025/07/28/pole-gazier-de-tendrara-closing-du-financement-de-la-phase-1-du-deal-managem-sound-energy/

Think I might need a new suit !!!

https://www.bing.com/videos/riverview/relatedvideo?q=suit+you+sir&refig=a911f2a2804e4e33a60ce3bff291b871&pc=LCTS&adppc=EDGEXST&ru=%2fsearch%3fq%3dsuit%2byou%2bsir%26form%3dANNTH1%26refig%3da911f2a2804e4e33a60ce3bff291b871%26pc%3dLCTS%26adppc%3dEDGEXST&mmscn=vwrc&mid=356CBC8EABBAB747C7E0356CBC8EABBAB747C7E0&FORM=WRVORC&ntb=1&msockid=35c8ddae6e0e11f0b83f038f9571e1f1

Has it hit the £500 million mark yet ? :-)

Off-subject sorry, but take a look whats happening today on RKH. The bed-wetters & spread-betters & possibly some that are both (Venn diagram joke:-) dropped it 20% to 60p on the open, now showing up 7+ %. Wow & new 10+ year high.

Hi SpaceHoppa,I can understand your sentiments & analysis, though I am thinking this deal & share price was probably agreed weeks ago, just waiting on Shenandoah news & it was this very background knowledge, obviously available to very many, with FID conditionality, that pushed us into the 70's in the first place. Its a good day for LTH's .

Https://lematin-ma.translate.goog/economie/predator-oil-ne-cedera-ses-actifs-au-maroc-que-sils-sont-rentables/261723?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=fr&_x_tr_pto=wapp

Could keeping a big share of any future helium produced, be out stub equity ???

https://lematin-ma.translate.goog/economie/predator-oil-ne-cedera-ses-actifs-au-maroc-que-sils-sont-rentables/261723?_x_tr_sl=auto&_x_tr_tl=fr&_x_tr_hl=fr&_x_tr_pto=wapp

Don't think anyone has mentioned today, that this raise must have been conditional/waiting on Shenandoah's first oil announcement last Friday & the 14% raise that caused on Monday. Ducks are all in a row. GLA, donalb

I think this means, today is the day, the oil based rubber meets the oil based road :-)

Oldslow65, I expect you will be driving a big Rolls Royce soon :-)

PS - huge news over on RKH, $140 million raise conditional on FID & the longest RNS, I remember reading :-)

"You’ll pay tax on income, goods and services, but there’s no capital gains or inheritance tax".

If you are older & start with 20% (now down to 7%) of a potentially billion(s) £ business & 25% of other options, only a fool would not position themselves & their family likewise. However they might have been wiser to refrain from discussing "nurses" being underpaid publicly & why there is not the tax income to support them !!! :-) No golden calves ever, but I do admire him & respect this geological opinions :-)

https://www.gov.je/lifeevents/movingtojersey/livinginjersey/pages/moneytax.aspx

Morning TinCan, where is that last post from ? donalb

Tincan1995, have you and your fellow shareholders in RKH, not made enough fast money already :-)))))))

No end to your greed :-))))) Or mine :-)))))

Satellite Pass over Shendoah yesterday, "red" gas flaring visible on Infra-red from southern end of FPS :-)

https://browser.dataspace.copernicus.eu/?zoom=17&lat=26.89313&lng=-91.53588&themeId=DEFAULT-THEME&visualizationUrl=U2FsdGVkX19%2F1MYuGNpMw%2BKYITeUaYt5mcRMJIBmi1uECA4NHZ%2F%2Fky4hoB1CMA%2B6F983yzFNerh0BeyHnqtVGLmDFr95pWQMqi2g3BMTatSypOsyY5F1wsthYqk5gc41&datasetId=S2_L2A_CDAS&fromTime=2025-07-28T00%3A00%3A00.000Z&toTime=2025-07-28T23%3A59%3A59.999Z&layerId=6-SWIR&demSource3D=%22MAPZEN%22&cloudCoverage=75&dateMode=SINGLE

A week old post, but an interesting & concise account of PRD's plans.

https://www-leconomiste-com.translate.goog/flash-infos/predator-oil-commence-des-essais-de-puits-au-maroc?_x_tr_sl=fr&_x_tr_tl=en&_x_tr_hl=fr&_x_tr_pto=wapp

And the rubbish bins, including dirty nappies & plastics, that get burned in the basement furnaces to heat poorer apartment blocks, causing untold localised pollution !

PS- en francaise pour Vieuxlent65, par rapport les sats, il y a R.A.S. :-)

While I like a 69, I would prefer a 99 :-)))

Shenandoah field gone very calm above water, now down to just the FPS platform all alone, the Deepwater Atlas Drillship & Southern Tide offshore tug/supply ship idling beside it. The MS Charlotte & Gemi are half way back to Port Fourchon.

Last post tonight, tired of myself already !!!

From MrGMan's previous Oak Securities post :

https://tinyurl.com/mu6ahfry

"We believe that Predator could realise a netback in excess of US$5/mcf, making this an exciting development despite the relatively modest resources".

From Sound´s CEO Friday webinar:

"We'll be selling gas over $8 (mcf) at the well site, don't forget. And therefore, Afriquia will have to pay for the transportation, the trucks, the storage at their customers' site the regasification".

PS - Not too sure of netback effect, but the purchasers from both sites are Afriqua Gaz & we need no expensive re-gasification, so could we be in for a target price increase by Oak ?