Member Info for marland

Obscure, Thanks for going to the trouble . All positive and encouraging. Chariot seems like they could do a better job of communicating. In hindsight we can see what they are thinking. But we actually own way more than they do and should serve their owners. Really good progress but poorly conveyed to the market. Me for one have had to learn about these windmills from scratch. In college I was involved with a 60’ mirrored dish but that was when Moby Dick was a minnow.

Divine intervention I like it. At least we no longer need it to be raised from the dead. Party on little Chariot!

Funny. AP clearly thanks God for making it back safely.

Great job. So my conclusion is the future looks promising. And they can continue to add on. Drove all the way down through Illinois yesterday for family in the day light, Then back last evening and those windmills with their red lights just make the horizon sort of mesmerizing. There was an attractive picture with several working windmills with a setting sun backdrop.

Computer error: trading fee plus electrical fee puts us at $1.84 mm per month. Pretty good scratch.

Let’s use .5 cents per kWh. . 190 mega watts equals 19000000 watts / 1000 watts equal =190000 kwh. 190000 X .5 cents equals $950 per hour would be the trading fee. Our part, 34% is $323 per hour, $236436 per month.

The trading fee is $236436 plus $1.6mm for electricity for our part puts us at $1.94mm per month. The trading fee and cost can be refined however we are probably under. So a bright future awaits.

Any idea what those margins might be?

Went back and looked, our ownership is 24%. So monthly income should start at least at $1.6 mm less expenses. Could be much higher. Someone may know what electricity goes for in the region. My income figure is based on 5 cents/ kWh. As I mentioned from what I know this income would preclude any further raises. So we can understand why they raised so little the last time. To prevent dilution but also had positive deals cooking. Looks very promising. Read up on these windmills there are 411000 of them about.

New Shepard Mission NS-37 Updates

We are standing down from today’s NS-37 mission after the launch team observed an issue with our built-in checks prior to the flight. We are assessing our next opportunity for launch.

For discussion purposes let’s say we get 5 cents per kilowatt/ hour. At 1.8 mw that would be $90 per hour , $65880 per month per unit. So these first 100 will bring in $6.6mm per month. Our portion alone will pre-empt any further raises. So get to building boys. Honestly, the selling price could be twice what I suggested. This all making more sense to me. Looking good.

Curious: a typical windmill is 1.8 mw. A 2-3 mw generator can power 600 to 900 homes. So at 1.8 mw with a total of 194 mw owned we’ll have an ownership interest in over 100 of these buggers in the first go round. Those things are all across Iowa, illinois, and Oklahoma. And a big bunch of them at Palm Springs . Lots more else where.

Selling the water business gives a month of operating expenses. Helpful.

In 70 minutes AP is blasting off. 10:40 CST in the US. It’s 9:30 right now.

That is why I call him the 10 bagger kid. But that is behind us let’s move forward and makes some money?

Looking ahead to 2026, Chariot aims to generate material revenues from both its renewables and upstream oil and gas arms. Maurice Williams also noted that the company is exploring the separation of these divisions and has entered discussions with ACWA Power regarding a broader Southern African sustainable energy platform.



This for me is tighter and easier to understand. Worth repeating I thought.

Among smaller caps, Chariot jumped 10% after completing what it described as a "significant" non-dilutive financing and reaching financial close on two large wind generation projects in South Africa. The company said the move marks its entry into utility-scale wind assets and creates future generation and trading revenue streams.

Chariot holds a 24% stake in the 100-megawatt Zen and 94-megawatt Berg River wind farms through its Chariot Generation & Trading subsidiary, alongside Acciona SA and H1 Holdings. The projects are due to move into construction imminently and are scheduled for commissioning in mid-2027.

Tharisa is AP’s $600mm platinum mine. Currently undergoing a $500mm 5 year expansion.

The 10 bagger kid said they had enough cash till July of 26. If they only sat on their hands were his words. Positive actually.

No problem. We also have the other offshore Morocco properties that may be large as well.

Finally found some comfortable numbers to project the in ground value of our two main gas holdings. For the btu equivalent $10 gas equals $65 oil so our analysis is pretty reliable. 5.7mm btu /bo. 1 cfg = 1000 btu. So 1 bo = 5800 cfg.

Anchois/ 300 BCF in place/ 300 BCFG = 52mm bo which is worth $23.34 X 52mm =1,213.68 mm·$.

Loukos/ 60 BCF in place/ $242000000.

So between the two gas properties they seem to have reserves worth a billion and half dollars. Please check me? Siri found the in place value of $23.34 for us. We have 70mm boe in the ground.