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Malcy interviewing Colin later

Malcolm Graham-Wood

@mgrahamwood

·

3h

Delighted to say that later today I will be on

@CoreFinanceTV

with an interview of Colin Harrington CEO of

@ZephyrEnergyPlc

it should be a dynamic discussion!

Don't know if anyone has seen this

We have approval for Salt Wash from Utah Oil and Gas

Date approved 07/22/2024 COUNTY GRAND Zephyr Salt Wash, LLC Salt Wash State 16-10 ...

API NUMBER 4301950120

https://oilgas.ogm.utah.gov/oilgasweb/live-data-search/lds-well/well-apd-aprvd-lu.xhtml

More of those big deluded trades

4,748,455 @ 4.683 9.01 am

No comment.....Don't want to be called deluded but if nothing else....It's looking very interesting

Turner pope notes state

3rd May note

Production

potential to deliver first Paradox production (say, c.8mmcf/d plus condensate) as early as Q4 2024/Q1 2025.

6th June

A successful outcome could then be translated quite

rapidly into 2P reserves and potentially spike overall Group production from

Q4 2024/Q1 2025.

2024/Q1 2025.

Now states

A successful outcome could then be translated quite rapidly into 2P

reserves and potentially spike overall Group production during H1 2025.

So June it is.....may be

Colin interview on proactive

https://www.youtube.com/watch?v=oQbs8MSrrEM

3.825 trade was at 11.12am when the spread was 4.40 to 4.70

Go figure

Morpheous.... I wasn't contented with my holding and not paying any attention to the signs screaming at me.

I accessed my account from my phone and bought a little more..

Fate can be a cruel mistress (as said by the sage clarkson) .... we'll see in the morning if I am wise or wooly minded.

All is restored in the duff house (electrically) and now can trot off for a walk, which is what i should have done when the power went off

By the way...2 weeks ...which is what was stated in the update....is tomorrow.

Actually states.... over next 2 weeks well tested and results at end of 2 weeks

Lets hope no delays to schedule...maybe why the drop....market just expecting delays and taking advantage

How typical

I said I would never buy anymore but thought what the hell

And we've had a power cut..

I think fate is telling me NO MORE... on zeph anyway

Sorry should have put the link up

https://www.oilmonster.com/crude-oil-prices/east-texas-condensate-price/29/27

More interested in the Condensate price

Anyone know a live price

Had a quick look around for a price and not knowing much about where and how it would be traded...

Have found a price for East Texas Condensate on 2024-07-05

74.89$US/1 Barrel .... which looks good to me

As I say.... don't know much about condensate

Malcy did allude to Denver in his blog

I’m still very confident that the Paradox will deliver and that before long I will be reporting back from Denver...

Denver could be very interesting

Zeph also have a August presentation in Denver

Which would be interesting if we have results before AGM

Zephyr presenting in Denver

ENERCOM DENVER

For the past 29 years, EnerCom Denver has been the largest independent investor conference for the oil and gas industry and broadening energy industry that is open to all energy companies, investors, and professionals to participate. EnerCom Denver is the go-to energy conference offering investment professionals the unparalleled opportunity to listen to the world’s leading senior management teams outline their investment strategies and share their plans to drive development, fund operations, generate cash flow, and return value to stakeholders, and provides industry professionals a venue to learn about important topics affecting the global energy industry.

https://enercomdenver.com/presenting-companies/

August 18th to 21st 2024

Post from t0pgrader ......on the neighbours site

Post today on the Telegram group:

Zero to be concerned about. Have received message from CH. Debt remains broadly unchanged (slightly lower vs 5 May rns) bec the company has to pay for the 36-2 drill before receiving insurance payments (implies underlying indebtedness is declining).

Drill clean taking time bec of high pressure and need to maintain pressure balance with heavy mud.

That's a nice picture

In coming days it will look even nicer

From proactive interview in october

Colin says what they're planing to do is take the rig from redrill of 36-2 and take it to the salt wash field to drill a well there to assess that resource

https://www.youtube.com/watch?v=IHOi4Y4v1m0&t=10s

Plans probably have changed

Amyone know where the rigs next destination was

New Turner pope note

https://mcusercontent.com/d9ebd7c1aa0f3dbc5fab42eca/files/b602bd42-2aa8-d050-5e95-40b3287e58f3/ZephyrEnergyplc_ResearchUpdate_6June2024__FINAL_BG.01.pdf

Missing that critical word after ....production test will be ?????? in the next few weeks

Too much background noise... need some subtitles on that vid

I am particularly pleased with this piece of news from Zephyr today as it does a number of things in one go. Firstly the well is drilling ahead according to plan, box ticked, secondly the debt swap for equity reveals real quality management at work.

At the time of the Williston acquisition the company needed some safe production to be the backbone of the company just in case anything went wrong with the E in E&P, even if it was an accidental well blowout. Debt came from SGRI to buy the production, it has done the trick and Zephyr live to fight another day.

With Zephyr now coming out of the process with a great deal of confidence, SGRI are exhibiting a real show of strength by slipping across the sofa and becoming a perfect cornerstone investor. With no discount for an effective raise and a stronger balance sheet as a result Zephyr are set fair which just leaves us the small matter of the Paradox…

Even later trade

Apr 26, 2024 17:00:39 601.74p

Zephyr Energy PLC 4.55 601.74 +13,125.05%

Someone's been at the Giggle juice