The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Nice one sipp. Be great to see how you get on. wish you luck with the weather. Glad to hear you have some time to go back if not. Unfortunatly i was heading straight out so only had the one chance : - ) Hope you have a great time matey. Your certainly getting better scenery than me here. No mountains like that in northampton eh!! Haha
Hi sipp. I was there many moons ago. Spent 4 days hiking to MP so we could enter the sun gate before dawn and before the main gates open so we would have the place to ourselves for an hour or so. I was very excited. We tose early and made it to the sun gate before dawn and waited to see the completely empty MP lit by the rising sun............... It was COMPLETELY obscured in cloud. Visibility was 3m at best we couldnt see a thing. Haha Wondered around the empty place on the clouds which in itself was good but i nevwr saw the classic sun gate view. So if you wouldnt mind sharing some snaps id be greatful haha 😊 hppe you enjoy it im sure you will. Amazing place. MP and Cusco were the absolute hoghlight of peru for me. Loved it
thanks leas, yes it certainly looks very interesting indeed this year. Just took my 2nd lot. buying at the same price as the directors that will do me nicely. : - )
Morning folks,
I took my starter position the other day and will be taking more, WRT to the comments from JW about the long process of getting permits I see that Miraparriba1 is waiting approval on Put-8 but is the 4 well program on CPO-5 all approved and permitted? I couldn't see that. thanks
Thanks for the links wellwell very interesting
Howdy, just bought a small holding, been in here a while back and been watching since, missed out when it was down in the dumps but things still look interesting and most importantly undervalued : - )
just wanted to say hello
Oh blimey your right. Off she goes : - )
my calcs.....
With a 10% decline rate and $10pd opex (probabley much less than this in cali) then NPV10 is almost exactly todays MCAP
so we are at fair value based on the cali drills only. nothing in the sp for any future success, and we are yet to start any of the big projects......
bugger me no wait its even better than that......... correction........
wow, was not expecting it to be that good, 1000bpd before choke! great news indeed.
also @6mscfd per 1boepd the gas 742mscfd is another 120 boepd on top of the oil.
if those numbers are sustained and they dont increase the choke then thats 240 + 60 bpd in our pocket.
or *******300%****** above (already high) expectation
Got to love these cali drills
wow, was not expecting it to be that good, 1000bpd before choke! great news indeed.
also @6mscfd per 1boepd the gas 742mscfd is another 120 boepd on top of the oil.
if those numbers are sustained and they dont increase the choke then thats 240 + 60 bpd in our pocket.
or 50% above (already high) expectation
Got to love these cali drills
That took me a while to catch up. Thanks for the well reasoned responses and experiance shared. Appreciate it. Yes i agree i would much prefer under promise and over deliver. In fact i used those exact words to fiona last year when at points thats not what we were getting. If thats whats going on here then thats all good with me. WT. You rightly highlighted the risk of a poor result. I was reading between the lines (or trying to anyway) and so was thinking they are seeing less than encouragong progress/results on the ground and not wanting to continue the excitable tone of last year. So you are right, poor results is exactly what i was worrying on :-) Fingers crossed. I still very much believe echo can do very well. Watching the exeter video of julian was a great reminder the other day of why i invested. Im probably just getting nervous as the day approaches :-)
Ive listed to the short piece from malcy a few times now and it worries me a little. It seemed a bit down beat on ems to me. He commented that they are fraccing now and that will be 'interesting' Not that this an exciting prospect or anything like that. Now dont get me wrong this is a small snippet but he had just spoken to Martin. If Martin was excited i would expect Malcy to convey that. He usualy does. He more or less skipped over it and highlighted TA as the jewel in the crown (as he always does) This just added to the thoughts i have been having that everything has gone very quiet on 1001. No tweets. The rns was very very brief.... weve started.... thats it. Earlier rns were dripping with reminders of what we had found and what the potential was. Could well be nothing at all. They could be playing things vlose to the chest for whatever reason. I just wanted to know what your thoughts were. Thanks
https://total-market-solutions.com/2019/01/25/malcy-talks-oil-gas-vii/ From 9:30
Thanks biffa. Appreciate that
Persimmon. What were you getting at today? You know full well there is no fracking to be done at west newton so i have no idea why you are drawing links? We are drilling not fracking. No ifs. No buts. Its that simple. This is a fact: No fracking here. The council is actualy working to evict the protesters. Sounds like support to me not condemnation If you read the notes on the planning consent a lot of the people who had concerns were concerned with fracking. Were not fracking and were approved. West newton site is progressing fast. They are already requesting additional extended testing. Gas flaring and oil storage. They are preparing for some good news here. I suggest you do the same