Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Even the climate alarmists best projections are that fossil fuels are finally weened off by around 2250, so another 200 years, green energy comes on line at a few % per decade at best. The stupidity of abandoning fossil fuels for an immature alternative such as windmills or solar is obvious. The fact that a politically driven IPCC and media manipulates data and an uneducated teenager shouts ‘how dare you” with images of polar bears on shrinking ice platforms, convinces the masses to accept expensive and inadequate green energy supplies.
Reality will kick in, the world isn’t ending, cO2 is the lowest for millions of years by a huge factor. The ice cap in the Antarctic is growing significantly, the usual natural cycles are in control not man. The woke brigade will have had their day and oil and gas will be required by countries who are not as dumb as the west. Germany is now in recession due to loss of Russian oil and gas.
My money is on RKH doing VERY well in the short, medium and longer term.
GLA
Navitas petroleum has created a very strong team to finance and develop Sealion. The CEO and others have previous careers at DELEK. The chances of FID happening in one form or another are extremely high in my personal opinion. I invested a little more recently.
All comes to he who waits
GLA
Argentina will not attack FI. We are obviously bored here lol. The sp is having a steady rise because quite frankly there is only good news ahead and people will take more positions. Once we get FID this will be over £1 for sure as the project is then sanctioned and will go ahead. I am expecting 10x on current sp, this time next year.
GLA
RoI will go for annulment under jurisdiction I believe, the other options are ludicrous and obviously easily dismissed like were the arbitrators corrupt.
They have tried this before claiming EU rules over international, for ISCID to agree to that would mean ISCID make themselves irrelevant, hence why I think this is slam dunk for RKH
Just my opinion.
Good luck all
I think you underestimate a Bods responsibilities. I expect there is much preparation work the Bod are doing and I am fine with the current trajectory. The sp will reflect true value when we get close to FID.
GLA
https://www.google.co.uk/url?sa=t&rct=j&q=&esrc=s&source=video&cd=&ved=2ahUKEwi27rfhivf9AhUaQUEAHZyRAd4QtwJ6BAgJEAI&url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DBybvHf5L2z4&usg=AOvVaw38bSjZ6wvX3XgEUmkjG7sf
This should link to a study on annulments held in 2019, since then there has only been one further annulment determined.
Someone smarter than me can chew over this?
Can add from that chart of the 408 awards only 20 had some partial or full annulment, so that’s 5%. I can’t find the data to hand but most of the annulments were only partial. So maybe around 1 % was full annulment, a few cases out of 400+. The stats are definitely on our side .
“Where are you getting your information from that back up your statements? “
Go to icsid web page and cases. Select case load statistics report, look at page 16. Provides a chart showing the very small success rate of annulments, I did find some write ups also previously stating most of the successful annulments were just partial ones, so tweaks to the award amount not over turning full awards.
Hope that helps, and is why I am confident Italy will have to pay up.
GLA
I posted a long time ago success of annulments is very low around 1% and even then most were only partial annulments. The ISCID is not going to easily annul awards it made itself after going through years of legal protocols. My view is this is just a delay tactic and will come to nothing, meaning award stands and RKH will get the full amount plus interest. It’s just annoying that the delay affects the share price while we await FID.
GLA
Did anyone notice the rerating of 2C from 500M barrels to 700M? I mean that’s massive news. Ok we still have to extract but costs reduced by 30% ($500M) and we just added 200M barrels as upside. The words “no brainer” come to mind.
GLA
Here comes the sun
Dancing girls and blue bottles
SH (Support Helicopter) Captains (S92)
Bristow Helicopters Limited, are seeking applications for the positions of S92 SH Captains to work within a close-knit professional team providing services primarily to the British Forces, South Atlantic Islands and also the wider Falkland Islands community.
This is a fantastic opportunity to operate in a truly unique and very challenging environment with the very best equipment and cutting-edge technology. The equal time roster offers stability and work life balance in conjunction with a competitive salary.
The above was posted today, closing date Friday 17th….not given much time for this, something urgent?