focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Maybe you should have gone for the Mercedes AA Class
https://www.youtube.com/watch?v=iEjTwsfqHOY
OK, I'm confused.
Repsol's Kali Berau Dalam gas find in Indonesia is estimated at 250mmBOE or 1.5TCF, https://www.energyvoice.com/oilandgas/192923/repsol-makes-sumatran-gas-discovery/
On that same picture in the article, it reckons that TE10 has 50mmBOE, so, therefore 0.3TCF. Yet, if you use a converter, 50mmBOE equates to only 0.3BCF. https://www.delekdrilling.co.il/en/investor-relations/energy-calculator
Can anyone clarify the conversion rate - 0.3BCF on JJ's obfuscation isn't very much...............
Agreed, Riddlers, it was also at the BB, it was confidence giving, that John Argent told us that he used to be in the 'purchasing' department of a big boy - whas it BG ? So he knows what information is required, and how to present it, to a prospective purchaser.
Slide 1 - Now has the 'H' added to Sidi Mokhta. TE10 'testing underway' from 'awaiting test'.
Slide 3 - %ages changed - I think the ii %age could now be incorporating the 30m+ added last year.
Slide 4 - Production concession details added.
Slide 7 - New 'Testing Operations' pictures.
Slide 8/9 - Sidi has had the 'H' added. Sidi Deep has had 'up to' removed prior to 8.9TCF.
Slide 11/12 - 6 weeks added to GSA, now first week in May.
Slide 13/14 - Cash now $17.5m from $27 at the end of Dec.
Nottosure - the 2030 was there before.
eric - the GSA bit was in there before, not updated to reflect recent announcement - depends what 10 comes up with.........
cm - it's still13, not 10..........
S0 - does the ii change now reflect last years placing ?
Spencer, Morocco is a different regime. It's a kingdom of a monarchy with an elected parliament. It's probably the most stable of the North African countries. The border between Morocco & Algeria is currently closed.
On the test results question, I don't foresee anything till the end of the month.
FSC 12/10/18
Question from Wanger18
You say March for drills completed! Is there any guarantee that we won’t have 3 months delay on top of that like TE9. Or is it now a case of the ball is rolling and barring anything out the ordinary the timescales should be fairly accurate?
James Parsons (Chief Executive)
These are live operations so there can always be delays but to be honest these are simple vertical wells and we have done a few in this geology now so I am not expecting significant delays. If you do see delays it frankly is more likely to be me slowing things down on purpose for other reasons.
N2S - not noticed before.
Slide 6 - added for clarification 'Stratigraphic volumes include the structural volumes'
Slide 8 - Sidi Moktar acreage increased to '4,711 km2' from '4,499 km2' ?????
Slide 9 - clarified Sidi deep - 8.9 Tcf mid case GOIP, unrisked* *low case - 6.7 Tcf, best case - 8.9 Tcf, high case - 11.2 Tcf, rather than stating 'Deeper pre-salt potential up to 11.2 Tcf unrisked'.