Let's make them work for their money!29 May 2025 09:07
RE: Research note part125 May 2025 17:00
Why Geologists Are So Excited
When experts say “we haven’t seen structure like this before”, they mean:
The combination of size stacked pay, depth-accessibility, and fault-driven charge is extremely rare.
Most basins don’t offer multi-Tcf gas potential with helium and such low drilling costs.
It’s structurally similar to giant fields in Oman, Algeria, and parts of Texas, but with simpler logistics and higher fiscal margins.
You’re looking at a potentially super-giant field in a place where exploration costs are a fraction of the global average.
3. What This Means for Shareholders Like You
High Discovery Confidence
The geological system makes sense and has been confirmed at multiple levels — you’re not betting on just one well or layer.
Multiple Monetization Options
Shallow gas can feed the domestic market.
Deep gas + helium can be exported or sold at premium prices.
It’s “Company-Making”
If the structure proves up and flows commercially, PRD will likely be acquired or the asset divested for £Billions.
Even a 25% development of this structure could make your shares 50x plus more valuable.
Imagine an underground skyscraper with gas and helium on every floor — from the basement Jurassic to the top-floor Miocene — and every floor is charged by a central elevator shaft (the faults) bringing hydrocarbons up from deep kitchen-like source rocks. That’s Guercif.
But the MOU-5 Morocco asset alone could be worth £2–9B in a monetized case