Member Info for duffs55

Malcy sticking with his 20p

Well he's right with the 2

https://www.malcysblog.com/2025/11/oil-price-zephyr-europa-and-finally-2/

New Turner Pope note

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/d129a598-bae8-b50d-6e70-1ccc12e04f03/ZephyrEnergyplc_ResearchUpdate_20November2025__FINAL_BG.pdf

Colin interview

https://www.youtube.com/watch?v=4oTZT7oGOtU

Proactive interview 25th june 1m 50 sec in

https://www.youtube.com/watch?v=qX5EXQL8FjI

I remember GKP

Data room open for months only to be told that no companies were interested.... huge consolidation followed 100 for 1..

Then later to find CEO Todd Kozels fraud and corruption...

Don't trust any CEO....

Well the CPR is not in Colins hands but due whenever Sproule are ready to deliver.

From Turner Pope note

With Q2 2025 results from the Group’s non-operated Williston project expected by the end of September and release of a revised Competent Persons Report (‘CPR’) for the Paradox project also due on a similar time schedule

Similar time schedule .... That wording just reaks of October ish

Now with Colin mañana harrington non ops has to be imminent but CPR....I'd take a few breaths, not down to him

Zephyr energy, the Bagpuss of the stock market........back to sleep now

Taken from August Turner Pope note

With Q2 2025 results from the Group’s non-operated Williston project expected by the end of September and release of a revised Competent Persons Report (‘CPR’) for the Paradox project also due on a similar time schedule (and confidently expected to substantially hike the current 34mmboe estimate of contingent resources (‘2C’)), there appears to be significant near-term upside to the Group’s present market valuation.

So October then😊possibly

Don't forget

Register to watch livecast

https://enercomdenver.com/webcast/

Just had another look at state register

They are also registered under ZEPHYR WILLISTON LLC

https://wyobiz.wyo.gov/business/FilingDetails.aspx?eFNum=072109235165153213188111192049075119168186212073

Looks like Colin 😁will be warming those vocal cords up for his rendition of somewhere over the rainbow😎

Forgot Enercom and it's only next week too.....

Got to have something new and exciting to tell us by then....surely!

Or maybe not and we'll have Colin singing ...one day i'll fly away or The Long and Winding Road and other songs in his reportoire

Yep!

Also registered under zephyr hawk

https://wyobiz.wyo.gov/business/FilingDetails.aspx?eFNum=228039097025240120138200130042074094107250094084

Cheers Adon

https://wyobiz.wyo.gov/business/FilingDetails.aspx?eFNum=068015239250235201113160042106120217104125044000

Your allowed your opinion dsrt....that doesn't mean your right in any shape or form on Trump (my opinion).

Being allowed in this country and wanting him in this country are two very different things.

There are enough savage people in this country already without letting in a heartless subhuman conman (damn, another opinion)

But I agree with you on this forum .... it's about Zephyr and not about despots

Have a lovely evening

Keep posting papa....

I like your tell it as it smells posts

They're always to the point and practical in my opinion and opinions matter...Unless your name is Donald Trump

Malcy would like to say something....

Go ahead Malcy.

Thanks Duffs..

This is only an update for the AGM and I see nothing that isn’t already in the market place. Drilling at the Paradox was successful, the non-operated portfolio in the Williston provides ‘meaningful cash flow to support operations and growth’ and they are processing an acquisition in further accretive production in the Rocky Mountain basins.

I made my views perfectly clear in my most recent blog, I feel that shareholders have front and centre seats in the development of a potentially huge prospect in a country that encourages such wealth creation. This has not been appropriately valued by the market and I have no qualms whatsoever in remaining very positive on the shares.

Thank you for your comments Malcy

Now have a word with Colin not to F * * k it up

Investment is the key until this puppy gets the go ahead

From the 9/08/24 RNS

Salt Wash project update

A key term in the farm-in agreement on the Salt Wash project is the requirement for Zephyr to commence drilling operations on a well on the farm-in acreage (the "commitment well") by 1 September 2024 (as announced by the Company on 26 June 2024).

The Company is pleased to report that initial operations at the site of the proposed commitment well have commenced, including drilling pad preparation and fencing the perimeter of the site. In the coming weeks, a spudder drilling rig will be mobilised to the well location and a 30-inch hole will then be drilled to a depth of approximately 100 feet and 20-inch conductor casing will be set.

While activity on the pad has begun, the Company does not expect full drilling operations to commence until the first half of 2025, in line with its operational commitments to the field leaseholders.

Zephyr remains in active conversations with industry and financial parties regarding the potential funding of up to 100% of the costs of the well at the asset level, and the Company's board of directors continues to appraise the available options with the key objective of maximising value for Zephyr Shareholders.

So....we just have to wait till 1st half of 2025..

Wait a minute! .......One of these days Zephyr might actually set a time target and hit it.

Never mind.... I'd rather we concentrated on the one apple were bobbing for anyway.

Keep bobbing Colin.

In the mean time ...back in the bottom drawer you go

Lot’s of good news here for Zephyr shareholders as the company announces infrastructure works at the Paradox project. This includes equipping the pad for production, reinstatement of the 6-inch pipeline gathering system, the deployment of gas processing infrastructure to Zephyr’s pre-existing gas plant footprint, as well as planning for tie-in to the adjacent 16-inch gas export pipeline.

It is worth looking at the paragraph with tables that details the optimal initial processing capacity, more than anything else it gives an idea of just how big and efficient the project is going to be and quite why the share price is honestly laughable. Plenty of natural gas as well as both NGL’s and condensate which sells at a premium as it is in demand locally.

And to start with the economics look good, the initial range of processing capacity is below the peak production potential of the 36-2R well, which the Company believes is an optimal range for first operations. Over time, the scale of processing capacity is expected to increase in steps as existing wells (including the State 16-2LN-CC and Federal 28-11 wells) are tied-in and additional wells are drilled. The upside speaks for itself, starting with very decent production from the existing wells then more to build up.

Also shareholders will look forward to the CPR which Sproule has been commissioned to produce and also the fact that the company has ‘commenced discussions with potential industry and finance partners about farm-in opportunities on the Paradox project, with a structured and formalised process to start shortly. Given the strong production test results to date, it is Zephyr’s intention to find a partner to accelerate the next phase of drilling as quickly as possible’.

As I said, the share price is laughable and I stick with my 20p Target price.

https://www.malcysblog.com/2025/07/oil-price-zephyr-pharos-and-finally/

Positive as ever from Malcy.....but you would expect that from Malcy, wouldn't you......

Price is laughable indeed... funny though but I think i've lost my sense of humour

You stated....100% of costs and production are attributed to third parties......really!!.....we will know more when informed

But I do agree it is a side show and we're in the dark for now

Zphr state it will provide updates when transactions are finalised....hopefully things will be clearer when updated