Member Info for dprussky

Fabulous news for Tambo and I think good news for Falcon also they finally getting partner that will push this to completion. Tomorrow should be fun

I just saw that from mojo*** oh wow brilliant research :) Stop breathing you polluter!

@BB I am very curious what will happen next week. I do not own Falcon anymore this is very much true but got plenty of Tambo stock so things that are happening right now are very relevant to my holdings

Since David Close left Origin does not have anybody who can push this project (very common in the big corp). The person that is there has bunch of other things attached to their responsibilities. . You can see how beetaloo slowly faded in the background and now completely inert. It went from being front and center to the foot note. As I mentioned before there will be no drilling until they get partner. Since company budgets are made year in advance they most likely cut that budget for beetaloo and they simply can not do what they need to do.

"three groundwater monitoring bores will be installed nearby". So that means they are not there currently. How is the baseline determined before the drilling.... Anyway let's see if Tambo does something with Origin. Ideally I really would like Tambo as an operator.

Little more on Empire. It appear that flair is no longer burning bright. So they maybe flowing different sections to identify the best frac fluid and tech.
https://apps.sentinel-hub.com/eo-browser/?zoom=18&lat=-16.70099&lng=135.10162&themeId=DEFAULT-THEME&visualizationUrl=https%3A%2F%2Fservices.sentinel-hub.com%2Fogc%2Fwms%2Fbd86bcc0-f318-402b-a145-015f85b9427e&datasetId=S2L2A&fromTime=2022-09-05T00%3A00%3A00.000Z&toTime=2022-09-05T23%3A59%3A59.999Z&layerId=6-SWIR

I do not think POQ committed to anything. He was saying something similar. We will be doing this in September but the plans have not been confirmed. Which corp speak means we do nothing in Sep

Tambo
https://apps.sentinel-hub.com/eo-browser/?zoom=15&lat=-16.50778&lng=134.50248&themeId=DEFAULT-THEME&visualizationUrl=https%3A%2F%2Fservices.sentinel-hub.com%2Fogc%2Fwms%2Fbd86bcc0-f318-402b-a145-015f85b9427e&datasetId=S2L2A&fromTime=2022-09-15T00%3A00%3A00.000Z&toTime=2022-09-15T23%3A59%3A59.999Z&layerId=2_FALSE_COLOR&demSource3D=%22MAPZEN%22

Origin :(
https://apps.sentinel-hub.com/eo-browser/?zoom=15&lat=-16.35082&lng=133.8839&themeId=DEFAULT-THEME&visualizationUrl=https%3A%2F%2Fservices.sentinel-hub.com%2Fogc%2Fwms%2Fbd86bcc0-f318-402b-a145-015f85b9427e&datasetId=S2L2A&fromTime=2022-09-15T00%3A00%3A00.000Z&toTime=2022-09-15T23%3A59%3A59.999Z&layerId=1_TRUE_COLOR&demSource3D=%22MAPZEN%22

Empire
https://apps.sentinel-hub.com/eo-browser/?zoom=15&lat=-16.70016&lng=135.09223&themeId=DEFAULT-THEME&visualizationUrl=https%3A%2F%2Fservices.sentinel-hub.com%2Fogc%2Fwms%2Fbd86bcc0-f318-402b-a145-015f85b9427e&datasetId=S2L2A&fromTime=2022-08-26T00%3A00%3A00.000Z&toTime=2022-08-26T23%3A59%3A59.999Z&layerId=2_FALSE_COLOR&demSource3D=%22MAPZEN%22

If Tambo and Origin deals comes together. POQ should pay a lot of attention. Tambo will be minority partner, but as we will learn with the right contract in place minority partner has lots of say.

Tomorrow fresh images coming up from Sat

Thx. Will definitely keep an eye on the board and new developments. I am out of Falcon but not Beetaloo and this board has been good source of info.

7. Also change of plans to take this to production.

I sold all of my shares of Falcon last week after more then 10+ years holding and hoping for something. I figured I share my reasons.
1. Management team is not invested in the company
2. Board is just bunch of people who have very little experience running O&G except one.
3. High paying CEO have done nothing to increase the value of the company, happy collecting his paycheck and draining company resources.
4. Really bad communications with no real plans or execution dates.
5. JV partner who does not appear to want to move forward.
6. Other companies operating in Beetaloo, which are willing communicate the plans and deliver results.

Ouch just went over their "Climate Transition Action Plan" I suggest everyone takes look and make decision for themselves. I hope falcon leadership is reading this and maybe looking for the ways to dissolve this JV.

Here is the same flare under same observation conditions https://apps.sentinel-hub.com/eo-browser/?zoom=15&lat=60.52398&lng=28.11713&themeId=DEFAULT-THEME&visualizationUrl=https%3A%2F%2Fservices.sentinel-hub.com%2Fogc%2Fwms%2Fbd86bcc0-f318-402b-a145-015f85b9427e&datasetId=S2L2A&fromTime=2022-08-24T00%3A00%3A00.000Z&toTime=2022-08-24T23%3A59%3A59.999Z&layerId=2_FALSE_COLOR&demSource3D=%22MAPZEN%22

Correction looked at the wrong date appear little smaller on 8/21

Looks like Empire flows continue improving (Hotter flare, with the larger heat signature) can not wait to see breakdown of which section produced the best result hopefully initial results for the sections this week.

https://apps.sentinel-hub.com/eo-browser/?zoom=17&lat=-16.70062&lng=135.10089&themeId=DEFAULT-THEME&visualizationUrl=https%3A%2F%2Fservices.sentinel-hub.com%2Fogc%2Fwms%2Fbd86bcc0-f318-402b-a145-015f85b9427e&datasetId=S2L2A&fromTime=2022-08-21T00%3A00%3A00.000Z&toTime=2022-08-21T23%3A59%3A59.999Z&layerId=6-SWIR

Ok I see it now, mixed with all the other sh..t

https://www.originenergy.com.au/about/investors-media/full-year-results-2022/
I reviewed every single document and beetaloo does not appear to be part of integrated gas strategy anymore. Documents showing diminished interest with the focus on finding new partner. I think this is bad news for us... Are we 100% sure that drilling will happen this September did we get anything firm?

https://apps.sentinel-hub.com/eo-browser/?zoom=17&lat=-16.70081&lng=135.10139&themeId=DEFAULT-THEME&visualizationUrl=https%3A%2F%2Fservices.sentinel-hub.com%2Fogc%2Fwms%2Fbd86bcc0-f318-402b-a145-015f85b9427e&datasetId=S2L2A&fromTime=2022-08-11T00%3A00%3A00.000Z&toTime=2022-08-11T23%3A59%3A59.999Z&layerId=6-SWIR

looks like flow rates are getting better