The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
One more important Headwind for share price ! Its a global pilot market. GLA.
https://www.cnbc.com/2023/12/19/southwest-airlines-pilots-union-reach-labor-deal.html
Missed a cheeky chance to average down today, the flash crash was too quick for me :-) Here is Paul's Sunday Roast & he cites 150-200 $$$$$ price per 40 BCF sold as CNG, from 20mins.
https://www.youtube.com/watch?v=O2nb3mABsac
Thanks to all for brightening a boring afternoon, my second last word is
https://www.bing.com/videos/riverview/relatedvideo?&q=stop+now+this+is+getting+silly&&mid=6EF9FC9C854CAADD9A746EF9FC9C854CAADD9A74&&FORM=VRDGAR
And my last word is, "I have a cunning plan" :-) For those of us with time to spare, as many of our posters obviously have :-) Might Nige be the secret love child of Dr House, Baldrick & Blackadders kin ??? :-)
https://www.bing.com/videos/riverview/relatedvideo?&q=a+cunning+plan&&mid=4C698DD14F102580D92D4C698DD14F102580D92D&&FORM=VRDGAR
TUI £ 3.16 B MC
HL £ 3.39 B MC - after a very bad day, inquiry into interest double dipping !
Now only 7.3% to go to reach the FTSE 100 index, quick work in 6 days & momentum is on our side.
From HappyInvestor100 on Char page:
https://www.jpost.com/business-and-innovation/energy-and-infrastructure/article-777088
PS - Will Nige notice the Green Power CNG truck/missile in the RTE article !!! :-)
PS - Subsidised Tesla's running on gas & coal !!!
PS - And Musk hates government but he is the richest welfare Queen on earth !!!
Gas Networks Ireland said the increase in gas demand during November was mainly due to the need for gas to generate the country's electricity when there was little or no wind energy available. During those record-breaking November days, it noted that gas produced up to 81% of the electricity generated across the country.
https://www.rte.ie/news/business/2023/1207/1420648-gas-networks-ireland-november-update/
Gas Networks Ireland said the increase in gas demand during November was mainly due to the need for gas to generate the country's electricity when there was little or no wind energy available. During those record-breaking November days, it noted that gas produced up to 81% of the electricity generated across the country.
https://www.rte.ie/news/business/2023/1207/1420648-gas-networks-ireland-november-update/
From here, TUI needs a sustained 17+% rise to maybe knock HL out of the FTSE 100 !!!
Cant see great logic in a London de-listing if its back in FTSE100. GLA, DONALB
https://www.londonstockexchange.com/indices/ftse-100/constituents/table
Cant make this stuff up !!! Minister Ryan flying twice to COP28, business class no doubt, because "all pigs are equal, but some pigs are more equal than others" :-)
https://www.msn.com/en-ie/news/world/environment-minister-eamon-ryan-to-double-flights-to-return-from-cop28-for-confidence-vote-in-helen-mcentee/ar-AA1kTnlJ
Https://www.forbes.com/profile/aziz-akhannouch/
https://en.wikipedia.org/wiki/Akwa_Group
https://en.wikipedia.org/wiki/Aziz_Akhannouch
Much more info in French on company website & wiki pages, then you can translate.
Some things that we actually learned about Afriquia Gas from EuroChamps's link.
Owns a 1300 truck fleet
Part owners of "gas filling plants" 2 hrs away in both Oujda & Fez
Manufacturer of own propane, butane & LPG canisters/tanks & associated gas equipment.
Hugh experience & competence in bulk gas deliveries, storage, sales, distribution, etc.
So possibilities to manufacture own CNG tanks in country, in-house own truck & driver deliveries & a huge customer base. Many cost synergies & a potentially very valuable full life of gas field customer.
https://www.afriquiagaz.com/images/plaquette_081020.pdf
Afriquia Gas : £ 700 latest sales (Fox Davies)
https://www.afriquiagaz.com/index.php/nous-connaitre
Parent Group AKWA : Revenue $3 billion (Wiki English)
https://en.wikipedia.org/wiki/Akwa_Group
More detailed in French, very well connected to King & Government & similarities to Super Cerames parent group, YNNA.
https://fr.wikipedia.org/wiki/Akwa_Group
Looks like I may be averaging down again soon :-) GLA, DONALB
The United Arab Emirates planned to use its role as the host of UN climate talks as an opportunity to strike oil and gas deals, the BBC has learned.
Leaked briefing documents reveal plans to discuss fossil fuel deals with 15 nations.
https://www.bbc.com/news/science-environment-67508331
From Surfit on Char : Shell Egypt potential gas find in the Med
"Shell Egypt, a subsidiary of the UK-headquartered energy giant Shell, has made a new gas discovery in an offshore block located in Egypt’s Mediterranean Sea. Stena Drilling’s drillship was used to drill this well, which is the first of three planned in the oil major’s current drilling campaign..."
https://www.offshore-energy.biz/shell-finds-gas-in-mediterranean-sea-with-stena-drillship/?utm_source=offshoreenergytoday&utm_medium=email&utm_campaign=newsletter_2023-11-24
Thanks Nick, & whilst twirling my thumbs here, I used a flare visible on SkyTruth in Algeria to see what it looks like on Copernicus. If this is a "suitable flare", it shows well on False Colour & even better on Moisture Index than SWIR. GLA, DAB - Surveillance State Never Sleeps :-)
https://earth.google.com/web/@31.84810127,5.05147517,227.67466525a,2996.92979244d,35y,0h,0t,0r
https://viirs.skytruth.org/apps/heatmap/flaringmap.html#lat=31.8457&lon=5.06076&zoom=14&offset=3&chunk=2021
https://dataspace.copernicus.eu/browser/?zoom=17&lat=31.84777&lng=5.05559&themeId=DEFAULT-THEME&visualizationUrl=https%3A%2F%2Fsh.dataspace.copernicus.eu%2Fogc%2Fwms%2Fa91f72b5-f393-4320-bc0f-990129bd9e63&datasetId=S2_L2A_CDAS&fromTime=2023-11-17T00%3A00%3A00.000Z&toTime=2023-11-17T23%3A59%3A59.999Z&layerId=2_FALSE_COLOR&demSource3D=%22MAPZEN%22&cloudCoverage=30