Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
The Chain...many thanks for posting (as I am not on Telegram).
My takeaway (of many) was...The anticipated life of the project corresponds to the life of the producing wells the corridor would service and is anticipated to be approximately 30 years.
o/t but related just been reading about Charlie Munger and his regret at not purchasing more Belridge Oil shares when the economics were staring him in the face. This is our Belridge share afaik.
I posted this on the other board....
fwiw My long term positive view on Zephyr and its highly capable board remains. Have just listened to Helima Croft discussing how the energy security situation (and not previously expected removal of Russian oil) has softened President Biden's stance on US drilling. Where previously he wanted to reduce US drilling, now wants it to increase. Sec Granholm sees it as part of the transition.
Just saying ...Zephyr being grant funded to source and delineate the potential resource in Utah is a massive positive for me imo.
happy weekend to all..
https://podcasts.apple.com/us/podcast/on-the-tape/id1545205930?i=1000590374833
Helima at 35.40 mins onwards...
This was posted on CEO.CA board and highlighting the potential here...
https://ceo.ca/@newsfile/btv-highlights-mining-featuring-southern-energy-pan
Just noticed this interview...not particularly hard hitting interviewer but a reminder of the potential economics ...
https://www.proactiveinvestors.co.uk/companies/news/1001274/southern-energy-shares-excitement-around-gwinville-drilling-campaign-1001274.html
I know he has his detracters but I have Malcy to thank for highlighting Zephyr in 2020. I seem to recall a ten bagger mentioned when the sp was in the 3's so no change. Company has indeed transformed since then mind!
Good header...and great posts here reflecting the strength and professionalism of our company. I consider myself a LTH, not because I started buying (a small stake) two years ago but because I have been super comfortable topping up even in the last month and will hold, period. This time last year the discussions were very similar and for good reason. Move on 12 months and what we now have is an even clearer picture of (hopefully) future revenue and reserves upgrades and now with its own funding stream and larger acreage. Zephyr-wise looking forward to Christmas like everyone but also Easter and basically 2023/24....gla and (whilst I am not superstitious) the answer to a Mastermind question last night was...Zephyr...will let you imagine the question!
Not sure LSE will allow this, but a breaking update has landed on Pro..tive Investors...
h**ps://www.proactiveinvestors.co.uk/companies/news/998868/arrow-exploration-provides-updates-on-operations-including-canada-and-colombia-998868.html
It's here...
https://www.londonstockexchange.com/news-article/ZPHR/award-of-federal-drilling-permits/15698100
The following is getting a lot of comment on the adv** site....nice to see more recognition in print and also hear our CEO's thoughts. Very positive.
https://www.precisiononcologynews.com/cancer/angle-finalizes-plans-first-clinical-ctc-test-ovarian-cancer?utm_source=addthis_shares#.Y2F18OTP1PZ
Angle have just posted their Ovarian Study results as a download (twitter).
Brief summary posted by Mrmarmalade on a**fn...thanks...
Seems to be reporting the use of a MAGIC Algorithm(Malignancy Assessment using Gene Identification in Captured Cells). By using the Parsortix cassette to evaluate the detection of malignancy by isolating cells and with the use of this algorithm. Conclusion seems to be that it accurately detects malignancy in women with a pelvic mass. (The algo) Needs to be trialled with a wider variety of cohort conditions, nevertheless this was a large trial and proved very sucessful.
My largest holding and with good reason....partcularly like this bit...We are now able to accelerate our Paradox project development. I can do patient too as this is looking more like a 1000 piece not 500 jigsaw. Well done once again CH and team.
Totally agree Robin and thanks for putting the jigsaw pieces together.
I decided to increase my holdings earlier in the year and am still doing so as the share price will reflect the revenue stream eventually. o/t but related...my holdings in UJO have shown this play out recently with now a £56m mcap and $1m per month revenue (although i know they have the Serenity drill in the near term). AXL £37m and $2m revenue per month. Rough and ready calculations I know but just highlight Arrow's value like you say.
Happy with that!
https://www.londonstockexchange.com/news-article/SOUC/second-quarter-financial-and-operating-results/15596054
link posted up on other board latest axl interview ...
https://www.facebook.com/ArrowExploration/videos/432643675563496/
as ever...succinct...on point and realistic.
mt ...saw this on the JSE board and hoped you would post here too. Mind you, not much posted here of late and judging by the petty comments from other posters (on other company boards) that's not always a bad thing.
A great summary of the assets we have in the current market and above all the management foresight. My fourth largest investment at an average of 10.1p is in safe hands.
And another article re. Clearwater ...posted on the other bb c/o Mrmarmalade
The following article popped up on twi**er. Yet another strong article supporting a multi-year bull market for oil. What piqued my interest even more was the write up on Baytex and their Clearwater play...where I3E have acreage too...gla
h**ps://www.barrons.com/articles/oil-investor-bison-interests-stock-picks-51647982569?mod=bol-social-tw&tesla=y
replace the * with t's
A good use of 3 minutes ....
https://www.youtube.com/watch?v=IL8hg90RB4E
Great result ....see document released on 8.6.22
https://www.sedar.com/DisplayCompanyDocuments.do?lang=EN&issuerNo=00028189
Apologies all for replying to my own msg but found the RNS from 2021 regarding the parsortix success over current psa...I know most will know this but personally I enjoyed re-reading this (and what Solaris should see too in their upcoming evaluation)
https://polaris.brighterir.com/public/angle_plc/news/rns/story/xq756nw