Member Info for haggismchaggis1

I'll take this one.

https://www.autoexpress.co.uk/bentley/357196/new-bentley-suv-be-brands-first-all-electric-car-when-it-arrives-2025

Vince,

My point "get as many 'on board' with BioMSAR" included the bunker fuel suppliers and refiners present.

I think JM being at "The Largest Marine Fuels Event" was to get as many 'on board' with BioMSAR as he could muster.

"The world’s largest and most influential marine fuel event is back in person to enable the industry it has been serving over the last 20 years. Organised by The Maritime and Port Authority of Singapore, Singapore International Bunkering Conference and Exhibition (SIBCON) 2022 will be themed “driving the transformation of marine fuels.”

"An unprecedented line-up of global decision makers from the shipping and bunkering community will convene to address , trade and supply chain developments, growth and commercial realities of the fuels marketplace. The event will also lay the groundwork for critical discussions digitalisation and decarbonisation and the implications for marine fuels."

40+ Exhibitors
60+ Countries
200+ Ship Owners and Operators
1800+ Participants

https://www.sibconsingapore.gov.sg/sibcon-2022/

I wonder if the 650,000 is part of Bronte closing their 0.5% short now that news on Power Towers is flowing, and Detergent Warrior has finally gone back down the sewer from whence he came?

Ignore previous post, was looking at the wrong stock LOL!

I see 775,000 and 2 x 500,000 too. The 1,000,000 from earlier also looks like a buy, as it would surely have been delayed by an hour.

Buys now almost 4m ahead of sells.

BAS,

The huge lease/hire sums are the bread and butter of finance companies. Hire companies have access to that money, so I wouldn't worry about where to money is coming from.

I said 10 bagger just on the gas, if we get lucky and hit oil (maybe in one of the untested traps like the Jurassic) then 30 bagger would be more like it. Gas is jam today, oil might be the jam in late Q2 next year, nobody knows, all we know is that there are so many oil shows in Tanzania including the wells we've already drilled, that oil is out there somewhere.

Ufufuo,

I'd be happy with $4. I think Tanzania will try to go as low as they can as its huge volumes being sold, and they will say that users and industry can't afford to pay higher prices.

Ufufuo,

That's a lot of tax free money to:

1) Pay to shareholders as big dividends
2) Spend on growing the company

Don't forget, wellhead prices are lower. This is why TPDC is building and owning the pipelines, so it pays less for the gas in the long run.

Shortened URL as that one is broken by lse.

https://shorturl.at/CKVY6

Or

https://tinyurl.com/QFI06102022

BAS,

AFC are leasing the system to one of the 3 are they not?

I'm not sure if AFC are testing the lease hire water as a way to:

a) Provide the systems directly to clients using their own lease hire finance package
b) If AFC are doing it so that they can provide lease/hire companies with the data to set up their own packages
c) To make the lease/hire companies worried that AFC might do 'a', pushing them into ordering the large numbers of systems that their construction company clients require.

AFC didn't go to the trouble of setting up that leasing deal for nowt, that's for sure.

As just posted (our posts crossed I think) I see AEX easily as a 10-bagger from here.

BG,

Yeah, the early production system was only for AEX to start getting revenues in while they developed Ruvuma. I remember them talking of a gas bottling system as a quick way to do that. But now AEX is fully carried, and ARA have loads of cash, an early production system is not needed, so TPDC will go for the max pipeline.

Ufufuo,

Interesting numbers, thanks!

AEX MCap today is just £51m!

With those revenues AEX is surely a 10-bagger from here. For a company with those revenues and the big free carry money to multiple wells and more revenue, plus the historic losses to put against tax giving AEX big profits, £510m MCap is a given for me.

TT,

Well spotted! Thanks for sharing!

I said yesterday, Acciona thumbs up, Keltbray delivery soon after, so Mace delivery can't be far away, so a week away suggests AFC were waiting for that Acciona thumbs up before sending more units out.

I wonder if they have more in line to deliver, that will also get the go-ahead?

I think it's more to do with he hasn't got a clue whether it complies or not based on those photos and is assuming a lot. AFC would know the regulations, so the chances of it not being compliant are very remote. Not something I would lose sleep over, because in the off chance it needs changing, they can easily do that before any more are delivered.

I love a stock with a happy atmosphere!

https://www.youtube.com/watch?v=RFPLk5mJ1D4

cp,

Yeah, a nice saving and more money left for drilling wells. Definitely should impact the AEX share price positively that the TPDC are doing it.