Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
ROB now estimates the following:
SOU / SDX /CHAR onshore...rounding errors
Anchois...2029
Sorry ...
It's brutal
As to Guercif?
2024 π―
ROB . . . . On my calculations
And in my humble opinion...
The deal that CHAR announced re Anchois
Confirms the date for their first commercial gas
to be EVEN further away
Than I had originally posted
MANY months ago
ROB . . . . . Following my X commentary re Anchois/Chariot
Folk contacted me noting that
I have been quiet of late
I will merely say:
Folk might wish to calculate
HOW many years THAT project will take
To HOPE FOR
Production & sale of gas
The contrast with Guercif #PRD is stark
ROB . . . . #PRD
Folk might want to consider
All the parameters that can be measured and reported/delivered
By INTER ALIA
The Pason system
Powerful thing...technologyππ―
πππ
Irish Offshore Operators. . . . . . Gas from the Corrib field in Mayo has an emission intensity that is approximately one fifth of that for produced natural gas in the UK North Sea and one thirteenth of that from
LNG imported from Qatar to Europe
Gas produced in Ireland has less emissions than the gas we are importing
GRH . . . . When the true scale of Ghawar was finally discovered ...
(Took 11 years I was told whilst in Riyadh)
Somebody will probably have uttered these or similar words:
'Good grief...
It's all BIG
It's all CONNECTED' I have no doubt
That similar words will be uttered...
MUCH more quickly
About the mighty Guercif
#PRD
Dave knows . . . . NED Carl Kindinger bought 210,526 shares at 9.5p. "His major achievements include identifying, evaluating and promoting major investment projects...mergers and acquisitions... high level negotiations with JV partners...."π. I added today π #prd
GRH . . . Re Chariot
That is no free carry!
Read the terms
Look at how the Capex costs have escalated
That's what 'offshore' does...gobbles Capex
Just as ROB has been droning onπ
GRH . . . . #PRD
'The Sleeping Giant'
Correctly highlighted:
The enormous OFFSHORE capex costs
For Anchois...
Against the very low ONSHORE costs
For Guercif
ROB highlighted it several times
Not so much a disparity
More a yawning chasm
πππ
GRH . . . . . . ROB strongly believes those carbonates contain
VUGS ππ―
The INCREDIBLE Adnan Samarrai π
Believed so too π―
Most folk have NO idea of the scale of this
CUBE . . . . What more to say...? Well, how about MOU4 & subsequent appraisal 2024... On back of Afriquia Gaz MoU and upcoming Cory Moruga CPR. Oh, nearly forgot... also the testing of Moulaya fan π¦.
Its almost as if Predator are doing exactly what they set out to do. Funny that.
π
CUBE . . . . NED buy at Β£0.095 of 210,526 shares on open market by Carl Kindinger.
#PRD
Superbasin identified and drilled.
Directors loaded up.
Mou signed with major offtaker.
Testing January...
Step by step, bit by bit @PredatorOilGas is shaping up as true giant.
We wait.
ππ’π
CUbE
GRH . . . . A while ago...
PG made passing comment re COVE
ROB made specific comment re COVE
#PRD
GRH . . . . . Some on LSE getting elastic tangled
around their waists
Re the latest Fox Davies FLASH note
Folk might wish to STUDY the original FD note
And consider changes in risking, volumes and Partner I was a shareholder in ...inter alia...
Cove
#PRD
Is of a different magnitudeπ
GRH . . . Re yesterday's RNSs
Yes, the MOU is VERY BIG
Yes, it is with a VERY BIG partner company
But:
Folk might wish to research and CONSIDER
WHO is at the 'equity helm' of the company
and the position that person occupies
Within Morocco
And further afield
#PRD
GRH . . . I wonder what ROB knows
About Guercifπ
CUBE . . . . #PRD
Equity markets digesting rns.
Basics:
1. MoU signed with a multi-billion dollar company...
2. Testing overpressured reservoirs will occur...
3. Value and MC will (always) correlate in the end...
Seems good to me.
2024 will be a big year for @PredatorOilGas
GRH . . . . #PRD
I have been deeply researched and invested
in E&P over 15 years
Seen many shysters posting their self serving drivel
I have never seen a share with AS much
misinformation posted
The bigger the prize =
The bigger the games played
By the gutter dwellers
GRH . . . . In my opinion
Densely worded RNS
has been deliberately misconstrued
by some
They do so for their own gain
Rather than to inform others
ROB analyses literal wording
and posts ...acts...accordingly
Where big things are discovered
Big games are played by someπ€¬
#PRD
Bob knows who and what he is Chesh .