Member Info for highlandmatt

Slowly

here's a list of triggers from discord.

1. cr3, we know the potential upside which would follow on with cr4. as long as they play safe and don't start all that delineate bull****.,

2. frac at cb and cas. not been spoke about much on here but if successful is a game changer itself in terms of production and added reserves.,

3. 2027 re pricing. by mid next year we will start to be looking at these metrics. basically an increase of 100% at cb and let's say 50% at cas all drops down to cashflow pre tax as does not affect costs.,

4. cas oil. although its been a negative for cas 5 due to the expected flush gas production, as far as we know at moment it was producing with no/little water. we know from the other cas drills that water was not present, historically trin oil is water wet. and they didn't go deeper, currently producing from a drill set up for gas, add in possible pump or frac and you may have a decent pool of 26 degree oil with more below.

5. farm out of deeper targets would certainly add explo excitement and bring in some hot money for any drill.

6. pump fix for cas3,

7. cas compressor should improve production rates at cas1, cas deep, cas 2.,

8. cas 4 connection in to same pool as cas 1 and deep.

9. vat money. it simply can’t be discounted at this sp. and will safeguard a couple of wells. before x-mas or early jan 2026 would be nice

10. 3x legacy wells that fyzabad was swapped for.

Still some big sells going through. Usually after I buy unfortunately.

I'm actually quite pleased as it allows me to accumulate.

Whereas here someone is offloading 100k clips.

Happy for this to climb slowly prior to CR3 results to give a higher base to push on from.

Yes, and that is holding above $100, so all good.

Get this commissioned, then start on the CO2 project.

Credit Ayecuramba.

Https://www.youtube.com/watch?v=xuU1jwy4g7A

Ok, that makes sense.

Yes. Basically slagging off Alan for lack of action making disparaging remarks about him.

That's a bit of a jump. I wonder why?

That's a bit harsh.

The debt is recognised by the government, so it's a certainty. The issue is timescales.

Well, the bill is due Monday, and funds need to clear, so it was today or tomorrow.

Absolutely. I am holding for a while yet. It was less than 4% of my holding and only because I decided I wanted to also start an investment in WeCap before a few things have come to fruition. This was just exiting 2 trades out of 14 below 8p. 12 still held for a higher return.

I reluctantly sold a very small amount as I have a credit card bill to pay. Was overweight in this having bought loads between 6p and 8p. This tranche was bought at 5.93, sold enough at 7.9 to get my original principle back and keep the free shares (30% gain). Might unwind a little bit more at 10 or 11p.

Cash in the bank, profitable production, exploration acreage, LNG contracts, contract repricing in 2027. Same reasons we are all still here.

Yes, Cascadura has been disappointing with big declines. The first two wells tested at 30-40mmcfd, yet now produce 4. The debt increase was to purchase Central Block from Shell. If they stopped capex, would be about $20m per annum profit.