Member Info for jc_123

I agree Filthy, he must be there because of their involvement in Chuditch

Maybe_tomorrow, I think that is a different company

Has anyone found a website for Pacific? Most searches throw Pelleton Renewables. I know Pacific have had various projects in the past, but I’d like to know if they have any live projects? If they don’t have any live projects, there is only one reason why Henry Aldorf will be speaking at this conference…

Nice find Filthy. AB wouldn’t be splashing out For premium sponsorship if he wasn’t planning on being in the limelight come June 🔥

Agreed Filthy. I think the next piece of news, will be from TL. Either funding for the LNG plant, or a final agreement on Greater Sunrise. The LNG plant funding is probably more important than own funding at the moment 🤣

This lot make Bill Higgs look positively dynamic. It’s almost as if Bilgin and co are content for the SP to drift down for a takeover on the cheap

You can tell we’re in a slow news period…

*RNS

And re Somaliland, I noticed that Moyes and Co have it on their list of mandates, so they must be looking for a JV partner or maybe looking to offload it. I emailed Luke Clements as he is now investor relations too, but predictably he hasn’t replied. Shouldn’t they have updated us via IRS regarding this?

https://www.moyesco.com/

Hot mic at 2:25 - Bracks says to Monteiro “ you’ve just got to get it through to the consortium”

Sounds like the ball is in Meg’s court 😉

Forgot to say it’s in English and you should watch the whole thing. Bracks is saying Australia will “assist and support” Timor Leste in getting the Greater Sunrise project off the ground and that there’s going to be another announcement soon detailing exactly what the support will be…

I get the impression it’s going to happen 😉

This is way more interesting that this morning’s press release….

https://youtu.be/-WbcewoUidM?si=0GWLgOmq1Ck4t-yK

I hope so Filthy, there have been many false dawns with GS. Probably a good time to keep an eye on Woodside’s share price…

HFB - first of all TL / AUS need to agree on which direction the pipeline will take and where a new LNG plant will be built. Then they need to agree on the PSC / fiscal regime. Then assuming they agree the location of the LNG plant, they need to work out who will pay for it. Woodside have always said they’ll only invest in offshore infrastructure, not an LNG plant on TL. That said, if AUS & TL agree in the principle of an LNG plant on TL, it presumably opens the doors for external funding from China, Kuwait, Jordan, Japan, Inpex or whoever has been waiting in the wings…

Let’s hope so Filthy. I’m disappointed that it’s confidential and worry that one of the parties will now sit on it as they don’t like the findings. We will see…

I get the distinct impression that the current BOD are scared to take any decision on acquisitions and are quite happy to sit there collecting their salaries. For some reason then large Turkish shareholders seem happy with this arrangement 🤔

If they’re to be believed, we are expecting an outcome at some point over the coming weeks. Does anyone think an outcome either way is priced in?

We’ll hopefully be giving away a % of Chuditch in return for a free carry ie the other JV partner(s) will pick up the circa $26m tab for the drill…

I’ll be happy if we retain 30% of Chuditch

I like to think this is all part of AB's grand plan...

TBH I think we might get GS news first, which will be better for us, as SP will moon and then we'll have a much higher base to rise from when the funding news lands...