Member Info for duffs55

Proactive vid....Colin discussing revolving credit facility and the lateral well

https://www.youtube.com/watch?v=Jpjn8PYwkM8

Don't bother James

Cboo has already wasted his precious time

Malcy's comment

Still very positive from Malcy and quoting 20p

Obviously a backwards facing statement containing information that is already in the market but no less interesting for that, it has been a very strong period of substantial progress, not just for operational success, which was in itself highly impressive but across the board.

In my view the Paradox well has delivered above expectations and accordingly has led to where Zephyr are now ‘in advance negotiations with US -based institutions regarding wellbore and asset-level investment opportunities’ which should make shareholders very happy indeed.

Also I think that Zephyr are in a very strong position with regard to the next steps at the Paradox, there must be a host of potential partners all of whom have interest in what looks like a world class asset and more interestingly where in the industry they come from.

Accordingly at such a formative stage in its development I can see a range of possible suitors, maybe a traditional energy company but not limited to that, I suspect that those with interest may include local suppliers, midstream operators or even those trading operations who are fast moving upstream.

Thus the outlook for Zephyr is excellent, the success of the acid stimulation has produced fantastic flow rates and what the company say is improved reservoir performance which should make wells down the road to be capable of excellent well and field economics.

Zephyr has a stable balance sheet with reduced debt and when combined with a partner makes the potential for the Paradox development highly attractive. In addition to that the company are preparing to drill a well on the Salt Wash helium prospect and are out to industry partners for joint funding on what might be a seriously exciting asset. My TP for Zephyr remains at 20p as I consider the management and the portfolio to be right up with the best in the sector.

https://www.malcysblog.com/2024/09/oil-price-zephyr-reabold-deltic-rkh-sdx-and-finally/

There it is, as said

https://www.mitonukmicrocaptrust.com/portfolio-information/

Interesting post from the neighbours forum

mrnumpty3 Sep '24 - 21:02 -

I’m not directly invested in Zephyr , although I have been a shareholder in various companies over many years . However , a unit trust which I do hold is the Premier Milton U.K. Smaller Companies unit trust and , checking the fund’s holdings this evening , I noticed today’s little jump in the price of Zephyr . Doing a little research , I don’t see Premier Milton on Zephyr’s list of major shareholders , and yet Premier Milton do list their holding in Zephyr ( 7th biggest holding in the fund , at 1.99% of the £ 53 million fund ) . I thought this might be interesting to holders of Zephyr .

Got it .......Zephyr presentation

Hopefully you should get this

https://video.ibm.com/recorded/133900238

Presentation PDF

https://enercomdenver.com/wp-content/uploads/2024/08/Zephyr-EnerCom-24-V12-FINAL.pdf

Presentation Replays

Company presentation videos are posted on the conference website, published on Oil & Gas 360®, and distributed on EnerCom’s social media channels as well as the daily Closing Bell email newsletter, providing visibility beyond the conference.

https://www.oilandgas360.com/enercoms-29th-annual-energy-investment-conference-is-set-to-be-held-august-18-21-2024-in-denver-colorado-2/

Enercom denver register for webcast

https://enercomdenver.com/webcast/

All conference presentations and panels will be live webcast and can be viewed on the EnerCom Denver website at www.enercomdenver.com. Investor presentations begin each day starting Monday, August 19th at 8:00 a.m. and run through 5:00 p.m. Mountain Time (presenters, days, and times are subject to change).

It says live webcast but not sure if you have to register for that....best check tomorrow and see if it's live

Presentation Replays

Company presentation videos are posted on the conference website, published on Oil & Gas 360®, and distributed on EnerCom’s social media channels as well as the daily Closing Bell email newsletter, providing visibility beyond the conference.

https://www.oilandgas360.com/enercoms-29th-annual-energy-investment-conference-is-set-to-be-held-august-18-21-2024-in-denver-colorado-2/

Big late trade

1,137,500 @ 4.35p

buy or sell ?

Nice to have a positive day with zephyr.....lets hope for more tomorrow.

Thanks bliss

Honestly didn't see that on x

Just happened to remember the conference was due

By the way has anybody's LSE screen gone supersized or is it just me

All other tabs are fine

Just remembered

https://enercomdenver.com/schedule/second-day-schedule/

Zephyr presenting at 2.20pm which is 9.20pm on 20th

Only 5 days to go.....be nice if they had some results to present

7th July image

The flare stack is located in top right.... while the bright white flare is bottom left, where pad equipment is located and may be reflection

Anyway that's what I see but if Adon is looking in maybe he could give a correct interpretation

I may be wrong.

latest site image from yesterday...maybe he could interpret that too......strong flare but what's the darker shade

https://soar.earth/satellites/sentinel?pos=38.848748665037455%2C-109.98657957599485%2C17.47&service=WMS&request=GetMap&bbox=-12243485.366512869%2C4700206.906802795%2C-12243831.30797131%2C4699895.966352407&time=2024-08-14&layerKey=GEOLOGY&layers=GEOLOGY&title=Sentinel+2&image_data=https%3A%2F%2Fservices.sentinel-hub.com%2Fogc%2Fwms%2F28b4c9f0-28ea-4d19-8bb7-1bfc9f18c9bc%3Fservice%3DWMS%26request%3DGetMap%26layers%3DGEOLOGY%26format%3Dimage%252Fpng%26transparent%3Dtrue%26version%3D1.1.1%26showlogo%3Dfalse%26name%3DSentinel-2%2520L1C%26width%3D100%26height%3D100%26maxcc%3D100%26time%3D2024-08-14%2F2024-08-14%252F2024-08-14%2F2024-08-14%26bbox%3D-12243485.366512869%2C4700206.906802795%2C-12243831.30797131%2C4699895.966352407%26crs%3DEPSG%3A3857

Regards the flare on 2nd and 7th of July

Are you sure your not seeing the reflection from pad equipment.

Zephyr’s momentum is building, suggests broker Panmure Liberum

Published: 11:17 15 Aug 2024 BST

Zephyr Energy PLC - Zephyr’s momentous is building, suggests broker Panmure Liberum

Panmure Liberum has reaffirmed its buy rating on Zephyr Energy plc, maintaining a target price of 13.5p on the back of several positive developments within the company’s operations, particularly in the Williston Basin and Utah.

The Williston Basin portfolio has shown consistent growth, with production rising to 1,226 boepd in the second quarter of 2024.

This marks an improvement from 1,151 boepd in the first quarter, and the company has set an annual production guidance of 1,100-1,300 boepd for 2024, up from 1,040 boepd in 2023.

“The updated guidance suggests stronger performance in 2H24 and should generate momentum ahead of upcoming news on the well testing programme in Utah,” said Panmure analysts.

Though production estimates “remain cautious”, Panmure contended that “momentum is building” at Zephyr, “with growing production base, and the potential upside that could be unlocked from the Utah well testing programme”.

Zephyr shares were trading for 3.92p at the time of writing.

https://www.proactiveinvestors.co.uk/companies/news/1054171/zephyr-s-momentum-is-building-suggests-broker-panmure-liberum-1054171.html

Auctus Advisers Research Note, 14 August 2024

https://wp-zephyr-energy-2020.s3.eu-west-2.amazonaws.com/media/2024/08/Auctus-14.08.24.pdf

Interview with Malcy states

Well is designed so we can do a longer lateral at A LATER DATE

produce from natural fracture first and at some point we'll go in and run up a 10'000 ft lateral

Unless I've missed something .....wrong interpreation

Or as it states in 31st July RNS regarding Salt Wash

Zephyr remains in conversations with multiple industry participants and other investors regarding the potential to fund the cost of the commitment well at the asset level, with the Company seeking to maximise value for shareholders.

Zephyr Energy's transformation is far from done, investors are looking forward to key Paradox catalysts

https://www.proactiveinvestors.co.uk/companies/news/1053445/zephyr-energy-s-transformation-is-far-from-done-investors-are-looking-forward-to-key-paradox-catalysts-1053445.html

A satellite image of the well pad is now available on Soar and Google Earth

https://earth.google.com/web/search/38.89931,+-110.04317/@38.84990872,-109.98850319,1362.50273495a,1037.55867835d,35y,38.82850281h,0t,0r/data=CigiJgokCeHSqxGYgk9AEfkoGq-ZbE5AGe6np-NfNGLAIX1Af3xhz2LAOgMKATA

https://soar.earth/satellites/sentinel?pos=38.85033241419447%2C-109.98743424606333%2C16.83