focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
@EvenL- If EWT was not going as planned we would have had an RNS Surely?
Def PB limited now as to what he can say this pm - the best we can hope for is woolly words like imminent and proceeding as plan etc etc
I’m away hunting for ghosts in York this evening but will still look forward to hearing everyone’s comments
GLA
@Dia2belts- pretty deep into TXP and ADV -key takeaway with TXP is that they have a 1TCF gas discovery in Cascadura to come on stream later this year so huge wall of cash
But major delays on the ground have hammered share price
Back to ADV - and very excited for Buffalo update later this week - this though is as much about future deals as it it Buffalo
Let’s get Buffalo proved up and move swiftly towards next deal RRE style
GLA
Wish list for Thursday
Looking forward to PB’s webinar- This is what I would like and minimum we should expect
Coho update and when we should expect hookup (no waffle - we’ve waited long enough!)
Coho development well - when will it be drilled
Full Royston update - figures please on EWT , water implications if any , how many development wells might be drilled
Timetable for Royston Deep and Kraken
Legacy well drills update with some bod achieved
When will Coora deep be drilled
Cascadura update on development and hookup - please be realistic!!
There is so much to be discussed- PB I implore that you under promise and over deliver !!!
GLA
Stock available- Tried to push the price up with a final final top up of 359169 @ 4.17 but not happened as yet !
Hears to an exciting 5 weeks to results GLA
HMS687 -JC on Clarksons farm has done more for arable farming than country file has done in 20 years - Gerald is the dry stone waller - haven’t a clue what he says though !!
I am promoting ADV to my fellow farmers in my part of the world !!
Oil exploration development and production is very much like farming
We plan what to grow a year in advance. TXP -( seismic,geology,rig hire and finance planning etc ) Then they move onto Well spud while we drill our crop - having invested seed ferts sprays etc
We then wait to see what we get a year down the line- is it a duster- crop loss with disease/ weather or a 5 t/ ac wheat crop (1 tcf gas Cascadura )- then maybe store for a further 6 months before sale . In TXP case 2 years !!
I have reset my thoughts and aspirations for TXP - effectively lost a year.
2021 has seen frustratingly slow progress but 2022 surely is the year ‘our co ‘ comes of age. My timescales have extended but with Coho in March, Royston EWT ongoing and Cascadura on line Sept and the massive development projects moving up the gears with Royston Deep to kick things off before the Mighty Kraken- its going to be hugely exciting!!
I’m looking forward to a full operational update / development plan being discussed on 20th Jan.
So I know patience isn’t everyone’s virtue on the board - it def isn’t always mine - but I can see a roadmap laid out in front of me and we are def on our way
GLA
A happy birthday Trustatrade
Topped up this am while waiting for my Supermarket click and collect - that’s my monster Xmas shop covered !!
Great day and will be huge excitement as first gas gets ever closer in Jan
Have had a few for some while since RRE interest and although i have a decent holding of Kist I am now spreading the love to IOG also
GLA Happy Xmas and a prosperous New year to all
rhertig - too late my daughter is already deep into dressage and has competed abroad GB
A frustrating day here today and one that the market has completely misunderstood- most of us here know though where TXP is headed and I for one am even more confident of “our “ companies future after today . 2022 should be the transformation year and I will be holding to see it - not least because I do want that Fendt tractor and our horses need Jimmy Choo’s every 5 weeks
GLA and keep the faith
Hi rhetig
Dressage horse for the daughter and Miele for the wife - happy girls means happy Lexion !!
Olympic dressage horse reputedly just sold for £4m !! - I need Txp to be £10 -could /will happen 3yrs ??
GLA for RNS
Corpse - I think I may need to borrow your new book - not so much about the trading but I need a chapter on the emotional aspects and how to cope !!
I feel TXP maybe taking over !!
Yes I’ve been here now a few years from 11p and have fortunately a large holding but will I ever be able to sell any? —im really not sure
Only sale so far was a few for a new Miele washing machine and a deposit on a horse after Coho came in
I’m only jesting of cause (not) but I’m trying very hard to switch off and ride the inevitable ups and downs - -at least till 6.59 am tomorrow
Ho Hum - no news is good news
GLA and happy Xmas
Spot on Corpse - at about 180 barrels per tanker I otherwise would be hopeful of needing every tanker available in Trin
It would be nice in the meantime of needing 10 tankers per day from each and every Royston well
Not long now to find out GLA