Member Info for itsyou

600k of that was Merrill Lynch. They also traded 67k today and 60k over the week before

Easy to sell 160k @ 83.125p this pm. Someone's got the hoover out.

Trek,

The 1 share is just the remainder of the 12,000 auction trade that was left after yesterday's 11,999 intraday auction UT trade. Was hanging around on the closing auction yesterday,

It remains extremely well bid. I could sell 160,000 at 81.5 today(82 for less shares), via a dummy sell via one of my DCTA holding accounts, which is the account where I hold the most shares. So can't tell if they would take more. I wonder who would be the buyer?!

WRT Ecopave, they've gone from just "conversations" to "scheduled"

"conversation are ongoing with players in UK, USA and Oman." in the final results PR to "new trial sections of highway scheduled to be laid in the following months in Italy, UK, USA and Oman."

Trek,
"I think he wants more they’re just not available" - Reckons that's true...

I wondered why I could do a dummy sell(not intending to go through with it!) for max 125,000 shares on friday. Can do the same this morning, but can only buy 500 max!

Always nice to see the largest shareholder increasing their direct holding

From 9,688,440 to 9,739,940 +51,500

@ 19.05% he's ~500,000 shares off the next notifiable holding percentage(20%), if he's inclined to buy more.

Better get those Gulf contracts signed and get some Grafysorber out to Oman quickly!

https://www.bloomberg.com/news/articles/2019-06-13/oil-tanker-on-fire-in-sea-of-oman-u-k-body-starts-probe

2018 Report :
"PDO
In December we successfully participated in a Tier 2 Oil Spill Response Exercise undertaken by Petroleum Development Oman, the leading exploration and production company in the Sultanate of Oman. The Gulf Region is a key area for the further development of our environmental business based on the Grafysorber® product, and so this represents an important opportunity."

https://docs.wixstatic.com/ugd/1f30fc_d493f7ab216e4771a4fe635b205495fd.pdf

The MARAD announcements for all previous EXXON drills were normally a week or more early; I know I watched most over the last 2 years on the shipping sites, whilst cross referencing with the MARAD website.

http://marad.gov.gy/notice-to-mariners

The Announcements for EXXONs drills were mostly for a 3 month window, which allows a month for drilling and then another to test/pull out.

For completeness, here are the other 2 MARAD announcements with co-ordinates

No.36 (2019) Guyana
OFF SHORE GUYANA
On June 01, 2019, Tullow Guyana B. V will commence a drilling campaign at the Jethro -1 well
site within the Orinduik Block of the Guyana Maritime Zone, which will conclude on December
31, 2019.
This operation will incorporate the use of the MODU Stena Forth that will display the
international signal for vessels engaged in such activities;
https://marad.gov.gy/wp-content/uploads/2019/05/No.-36_2019_Tullow_Guyana_B.-V_Operations.pdf

No.37 (2019) Guyana
OFF SHORE GUYANA
On June 01, 2019, Tullow Guyana B. V will commence a drilling campaign within the Orinduik
Block of the Guyana Maritime Zone, which will conclude on December 31, 2019.
This operation will incorporate the use of the OSV Pacific Leader that will display the
international signal for vessels engaged in such activities;
https://marad.gov.gy/wp-content/uploads/2019/05/No.-37_2019_Tullow_Guyana_B.-V_Drilling.pdf

From ~10mins

https://www.facebook.com/AXExposure/videos/2244744555743343/

8th June spud?

3rd well?

low risk

Nasa applications of made in Italy graphene were presented

Written on 22 May 2019

The audition on Capitol Hill was carried out in the presence of Senator Roger Wicker and representatives of NASA (National Aeronautics and Space Administration), NIST (National Institute of Standards and Technology) of DOD (Department of Defense) and EDA ( Economic Development Administration).
Objective, to present the applications of graphene to evaluate possible uses by the interested entities. The audition, organized by the US National Graphene Association, of which Directa Plus has been part since last year, has seen, after an introduction on graphene and its innovative potential, an alternation of seven details on the applications presented by the CEOs of as many industry leaders . Together with Directa Plus, there were three British companies, two American and one Australian.

Giulio Cesareo showed three application cases concerning the use of graphene in asphalts, in the environment and in workwear, underlining “the disruptive potential of this material, able to bring a radical and extremely concrete innovation in mature sectors such as infrastructure and of textiles, and to allow the effective resolution of significant environmental problems such as oil spills in water ”.

"The examples presented - continued Cesareo - show how the impact of graphene in people's daily lives is already a reality. THESE ARE SUCCESSFUL APPLICATIONS THAT WE ARE READY TO BRING TO THE UNITED STATES SOON, also thanks to the support of our new American investor, Patrick Soon-Shiong ”.

Directa Plus is one of the largest producers and suppliers of graphene-based products for the international consumer and industrial markets, listed on the AIM in London since May 2016. The graphene-based products of Directa Plus, identified by the brand G + (Graphene Plus) they are natural, chemical-free, certified hypoallergenic, non-toxic and non-cytotoxic from an independent laboratory, made in a sustainable and tailor-made manner based on specific customer requests. Directa Plus focuses mainly on two sectors, where it has a strong competitive advantage in terms of marketed products and technological leadership: environmental (based on the Grafysorber® product) and textiles (based on G + products). It is also active, always with G + products,

http://www.btboresette.com/presentate-alla-nasa-applicazioni-del-grafene-made-in-italy/

Speaking both days next week

2:25-2:40 p.m. Giulio Cesareo (Directa Plus): "G+: This Changes Everything"

12:47-12:54 p.m. Graphene & Infrastructure (Giulio Cesareo, Directa Plus)

https://www.nationalgrapheneassociation.com/dc-summit/

ECO ATLANTIC OIL & GAS LTD : STIFEL INITIATES COVERAGE WITH BUY RATING; 125P TARGET PRICE - Reuters News

15-May-2019 07:09

Trek,

It was also very lonely and quiet on ECO 2 years ago, when no one had a clue ;-)

That's the beauty of getting in before the herd, especially here where the applications are so close to home, which will get everyday people excited. Everyone hates potholes; quite a big market and always very little shares available to buy here.

No guarantees, but DCTA seem to have the technology, connections(esp US now) and first mover advantage.

Every portfolio should have some investments that are focused on reducing carbon emissions or cleaning up the environment.

Full article(I subscribed)

Super-tough graphene-based roads will be introduced under radical plans to reduce the number of potholes.

Italian-based developers will use the material as part of a trial before the end of the year to test its application in British weather. The trial is likely to take place in London.

A first trial just outside Rome found that it could improve cracking resistance by more than a third and claimed to boost the lifespan of a road by 250 per cent.

There are mounting concerns over the state of local roads that have deteriorated in many areas in recent years, partly because of a squeeze on council finances. Recent research by the RAC indicated that more than 674,000 potholes were reported to local councils in the past 12 months, a rise of 33 per cent in three years. A separate study found that a one-off bill to repair all potholes would be £9.7 billion.

According to the Department for Transport, “poor or defective” road surfaces were cited as a contributory factor in 539 accidents in 2017, including six fatalities and 147 serious crashes.

Graphene, discovered by scientists at the University of Manchester in 2004, is a honeycomb sheet of carbon atoms. It is the world’s strongest material and has been used in a range of applications.

The new road surface, known as Eco Pave, works by adding a small amount of a graphene-based additive to asphalt, the traditional surface used on most roads.

The product, which has been developed in Italy by two companies, Directa Plus and Iterchimica, is said to be less likely to soften in warm temperatures or harden and crack in cold weather. It reduces road wear under high loads by increasing the elasticity and strength of the asphalt. It can also be recycled.

The technology was first tested on a 1km stretch of road between Rome and the Mediterranean coast in October last year. After three months, researchers compared its performance to a newly laid stretch of conventional asphalt on the opposite carriageway.

According to the companies, the graphene-based road was 35 per cent more resistant to passing vehicles.

It will now be given a trial in the UK, US and Oman to test its durability.

Giulio Cesareo, the founder of Directa Plus, told The Times:“The first real benefit is that it will lead to a fantastic reduction in maintenance and cost and, secondly, I see the other big advantage as fewer potholes.

“I don’t know what it is like in the UK but in Italy the maintenance of the roads is a real problem because there is simply no money. They are spending a little amount of money attempting to close the potholes and within a day or so they are back open again.”

https://www.thetimes.co.uk/edition/news/super-strong-graphene-to-tackle-pothole-plague-38mb6qfj8

I'm not a subscriber, so can't read the full article in today's Times

Super-strong graphene to tackle pothole plague

Using graphene to repair roads could improve cracking resistance by more than a third
JAMES GLOSSOP/THE TIMES

Super-tough graphene-based roads will be introduced under radical plans to reduce the number of potholes.

Italian-based developers will use the material as part of a trial before the end of the year to test its application in British weather. The trial is likely to take place in London.

A first trial just outside Rome found that it could improve cracking resistance by more than a third and claimed to boost the lifespan of a road by 250 per cent.

There are mounting concerns over the state of local roads that have deteriorated in many areas in recent years, partly because of a squeeze on council finances. Recent research by the RAC indicated that more than 674,000 potholes were reported to local councils in the past…

https://www.thetimes.co.uk/edition/news/super-strong-graphene-to-tackle-pothole-plague-38mb6qfj8

13(th) May 2019

WESTMOUNT ENERGY LIMITED

("Westmount" or the "Company")

Shareholding in Eco Atlantic Oil and Gas Ltd.

The Board of Westmount wishes to report that it has amended its shareholding in Eco Atlantic Oil & Gas Ltd. ("Eco") through the open market sale of 1,625,000 common shares, resulting in net cash proceeds, after transaction costs, of approximately GBP1.34m. The proceeds will be used to continue Westmount's investment policy of seeking to pursue value opportunities in the emerging Guyana-Suriname Basin. Westmount retains a substantial holding of 1,500,000 shares in Eco, representing slightly less than 1% of Eco's issued share capital.

Concurrent with its listing and admission to AIM, in February 2017, Eco completed a circa GBP5m, placing at GBP0.16 per share. Westmount subscribed for 3,125,000 shares in that placing and this subscription has proved to be an outstanding investment for the company, yielding a +400% return on capital invested to date.

Eco is an AIM and TSX-V listed oil and gas exploration company with its main assets located offshore Guyana and Namibia. Imminent operational activity includes participation in the drilling of 2 fully-funded wells on the Orinduik Licence, offshore Guyana during Q2/Q3 2019. For the nine months ended 31 December 2018, Eco generated a net profit of approximately CAD $11.33m (Year ended 31 March 2018: net loss of CAD $8.36m).

This share divestment is consistent with Westmount's strategy of managing portfolio risk and its capital resources while seeking value opportunities in the prolific Guyana-Suriname Basin. Westmount retains a shareholding of 1,500,000 shares in Eco which the Board considers to offer Westmount shareholders, together with other investments in Westmount's portfolio, exposure to 3 to 7 fully funded wells over the next 12-18 months in the most prolific emerging hydrocarbon province worldwide.

Aurituk is completely different to the Hammerhead extension on Orinduik. TLW's presentation appears to show a fault separating both prospects, which may have been joined prior to the fault?

Page 25 https://www.tullowoil.com/Media/docs/default-source/3_investors/tullow-capital-markets-day-2018_presentation.pdf?sfvrsn=2,

Maverick, yes and we were the newbies compared to our existing TSX holders who are still here :-)

Gil mentioned to Malcy of the opening of the data room for Namibia is a few weeks, so won't be that IMO

P.s got my ships and projects mixed up in the excitement last night.

From latest Hess conference call on 25th April

"In terms of drilling activities, the Stena Carron recently completed a drill stem tests of Longtail and is now drilling the top whole section of Hammerhead-2, after which it will begin drilling Hammerhead-3.
Following the completion of well operations at Yellowtail, the Noble Tom Madden will drill out Hammerhead-2. Results from these tests will provide data for the operator to size and optimize plan of development for this area."

So it's the Tom Madden still on Yellowtail, see blue dot : https://www.marinetraffic.com/en/ais/home/centerx:-56.7/centery:8.0/zoom:9

Which cross references with :
https://marad.gov.gy/wp-content/uploads/2019/04/No.-16-2019-Guyana-EEPGL-Drilling.pdf

Just keeps taking out new highs

L2 screen shot : https://i.imgur.com/mHpeCb8.png

Mani01,

I've never been in doubt about that over the last 25 months and I positioned according :-)

Maverick,

IMO, Too early for Hammerhead, as the Stena Carron is still finishing off the Longtail DST, before taking over from the Tom Madden and drilling the deeper part of H-2.

$1.75 = £1.01 on big buying volume

Late Friday surge; does someone know something?