Member Info for duffs55

Zphr website showing
Tyndall Investment Management 10.30%

Many thanks for the quick reply

investor110 ... Is there a second part to that fantastic Q&A post
Sentence seems to be cut short or is DEPE the last word
As the Lord Kitchener poster states ... Your fellow investor Needs You
Forget Malcy and Katie

I just thought he looked tired
I know how he feels

Have not watched it yet but what can it say that isn't in the RNS
https://www.proactiveinvestors.co.uk/companies/news/985685/zephyr-energy-hails-progress-after-a-truly-transformational-year-with-six-acquisitions-985685.html

DId you buy the 2 x 10 mill that are showing as sells

Not trying to be funny but I had Billy Joel (we didn't start the fire) playing in my head reading that statement
Which is quite apt considering the meaning of the song

This is a no-brainer of a deal and should have led to a decent rise in the share price, after all this is like a reverse profits warning or an effective earnings upgrade of some substance. Imagine the situation at Zephyr with the planned big programme of drilling at the Paradox project already funded and cash flows coming in better than expected from the non-operated programme to use.

These higher than expected returns have been used to ‘fund additional accretive drilling investments’ which can only benefit shareholders. I am fully aware that world markets are hardly inspiring fresh investments but to dip the stock on this excellent news is not just ludicrous but plain nuts.

The Zephyr share price has come back in recent months on the back of what has been good news across the board even if some commentators and even investors may have misread the runes. I am hoping to speak to Colin Harrington shortly and unravel any misconceptions in the market, at 4.15p Zephyr like a number of high quality plays in the sector, Zephyr is a lay down certainty, not often something you can say…

An interview
https://www.proactiveinvestors.co.uk/companies/news/984259/zephyr-energy-s-crypto-mining-project-is-a-fascinating-opportunity-984259.htm
Katie sounding and looking good

..

You'll need to add v ox m ar ket s after www.

Webinar presentation now online with Vox
Be quick before it wears out
https://www.**********.co.uk/media/627e31ab26e0eca8e7ee2bd8/?context=/series/q-and-a

Taken from presentation PDF
• Q1 2022 net sales averaged 1,600 boe/d
• Q1 2022 sales revenues of $11.5 million
• Q1 operating cash flow (net of royalty, tax and opex) of $9.8 million

Got to say.. it was more than I was expecting and happy to wait (short term seems somewhat nearer)
As for infrastructure...I see no problem but yes I too will like to see this again (near term)

The near term in oil industry
So 3 months it is then

Indeed, Why has he not started production
There's a lot of news Colin can't or won't tell us yet
The Market does not like delays

People have invested on the strength of the paradox basin, no RNS update on paradox tomorrow then it's a rehash of news we already have
NO price sensitive news without being presented to the market
As Malcy stated
As expected Zephyr has already kicked on with production from the Williston Basin and also hedged just under half two years worth of estimated flow. The shares have significant upside from here especially with drilling to come from the Paradox Basin LATER IN THE YEAR.
No update on Paradox ...Then park your shares in that bottom drawer for later

Re: 6th may RNS
The purpose of the webinar is to present highlights from the recent Competent Persons Report on Zephyr's flagship asset in the Paradox Basin, U.S., and to outline future development plans for the project. Colin will also discuss the recent performance of the Company's cash-generative non-operated asset portfolio.

While the Company will not be able to answer every question it receives, it will address the most prominent within the confines of information already disclosed to the market through regulatory notifications.

So... No RNS with new news by Thursday then I fear it will be a rehash of old news
NO price sensitive news without being presented to the market

Someone was monitoring the satelite images, can't remember who it was but they claimed to see all sorts
You'll have to install google earth first
https://earth.google.com/web/search/38.89931,+-110.04317/@38.89938273,-110.04386247,1300.30786148a,225.19485333d,35y,86.43712764h,0t,0r/data=CigiJgokCeHSqxGYgk9AEfkoGq-ZbE5AGe6np-NfNGLAIX1Af3xhz2LA
Definitely some liquorice sticks on that pad

Maybe we should have been tweeting Malcy with questions that require answers
Probably too late now
Hopefully he'll get a few answers to our concerns

Tweet from ZPHR
Zephyr Energy
@ZephyrEnergyPlc
·
3h
Our CEO, Colin Harrington, is looking forward to being interviewed by
@mgrahamwood
on Core Finance to discuss Zephyr’s recent CPR.