Member Info for papaduke

a little cane creek test, which will pave the way for a potential 200 well development of 37,000 acres. + All the non ops wells and ongoing ops wells. Just a few irons in the fire then for ZPHR!!.

sharetime. Unlikely any placing, the CEO owns 11% of the CO, he's said no dilution. More likely either a JV / corporate funding to develop the entire 37,000 acres at Paradox. Please read all the 35 odd RNS's since December 2020 and watch all the videos on pro active / flagstaff / Zephyrs web site / Malcys blog / Zak mirs vox markets. Its all there. Nothing to hide, the best share on the AIM this year and going forward even better. Train has hardly left the station yet.... And yes, a full buy out is very much possible in the coming 3-24 months.

no worries, it was courtesy of a poster on ADVFN. CH has done facetime calls from the site in the past. May get something similar once completion is done and testing begins. Cant see any flow results for another week or so. But who knows.

Either way, its a hell of a lot of kit / equipment and a serious operation. All good. Very good.

https://twitter.com/ZephyrEnergyPlc?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

it may well be setanta1.

In my case, my apologies, but Spelling & punctuation don't make me any money and never have!. Albeit i secured a B grade many years ago in English A level and a B in Scottish higher English!. I've also had a Poem published when i was 18. (written at 16 )

Funny old world. You cant hide talent, even if they cant spell.

Thank god for spell check and share trading.

Folks, the facts are. CH said he would report from the well site "This" week. This could be in the form of a Video interview and or RNS or both re completion of the well.... At best this will only be to say that the completion is finish, successful and the well is being cleaned up and then testing will commence.

IMO, testing could be another week. Please remember, this is a concept well, to wet the stage for the huge 200 well potential Paradox development. The real kicker to the SP will be the plans for the that development / how will they fund it / when will that start / how long will it take and when will the market see an updated CPR to gauge the potential value / mkt cap now and going forward.

In short, a lot to contemplate and all good. Yes, we need commercial flow rates from the lateral 16-2. BUT we need to know the HSP method is al good and can work on the rest of the Paradox acerage ( which i'm 100% certain we it will ).

My thoughts are, assuming all things go well, are 10p-12p by EOY. BUT it all really depends on the funding / JV / Timings for the entire ongoing development programme. Its that end game that could take us past 20p / 30p etc etc.

All good. CH will not let us down, he's not the type to over promise under deliver. NO CHANCE of that

indeed, it my allow certain small cap / micro II funds to look at taking a position due to their minimum mkt cap investment policies etc .... ( we already have Premier Miton, Tyndalls & Edale. Afterall we are the winner of the AIM best performing share 2021, so surely to god we are on more radars now for that, if nothing else. All good.

My thoughts are that once 16-2 concept / HSP well is proven up shortly / flow rates are nailed in, then the CPR can be pushed on. ZPHR stated in the 6 months report ( see below ) that the current CPR doesnt include any increased ZPHR internal estimates becuas of the additional acerage bought this year.
·" An additional 12,260 acres of Paradox Basin acreage was acquired during the period (with potential resources not yet included in Zephyr's internal estimates)."

Personally, i feel that CH and the BOD will be very well down the line in lining up the best way to proceed swiftly with the overall development of the entire Paradox acerage. As CH says, he is impatient to crack on with the larger development. They are money men / turnaround specialists / with top drawer funder / Corporate money contacts to draw on to set up a huge "Paradox Development deal". I don't see the point in them holding back on seeking funding / development support in the US. CH has stated he will now push the ZPHR story in the US during the last quarter of 2021 and beyond.. If they are 100% confident that HSP will work / lateral drilling going forward after 16-2, then its time to really let loose. They are experts in securing funding for the overall development.
Don't forget, right back at the begining when the overall risks were much much higher than they are now, they secured £10m at 2p and $2m grant from the US Gov. That was nearly 12 months ago!. Just think of the funding / JV options available to ZPHR now, its mind blowing.

Aside from the results of the 16-2 well, the main thing to focus on now imo is what CH and the BOD can get in place on a large corporate level re the development funding needed to drive the whole Paradox acerage forward at pace. Yes we can use own income to from production to an extent. BUT we really need the mother of all JV's or similar ( i'm talking several £100m's of pounds worth) to kick start the whole Paradox acerage. Its this very end game that CH and the BOD seek, make no mistake, its about the return on shareholder capital, end of story. That very much works for me and all other shareholders.... And you can take that to the bank my friends.... bring it on Colin.....

they are happy to take chunks on over 7p as i type . Not that i'm selling any until 20p +

Folks, are we expecting a separate RNS later this week, early next to confirm completion is done and in order. And therefore Testing begins and results will be due with x amount of days etc / by month end?.

I am also assuming not much if anything can actually go wrong with the business of completing the well by H Stimulation?

Doesnt really matter, just thinking out load.

A reminder below from the 6 month report a few weeks back. Hold on....!

The Board continues to believe that that the Paradox project has the potential to be a project of significant scale as evidenced by the Zephyr's internal resource estimates for the project based on HSRP development. In summary:

· In the Cane Creek reservoir alone, up to 30 potential well locations with a range of risked net recoverable contingent resources of up to 18 mmboe.

· In the overlying reservoirs high-graded by Zephyr as potential exploration zones, an estimated P50 total of 1 billion barrels of oil equivalent hydrocarbons in place across the Company's acreage.

· In total, up to 200 potential well locations with a range of risked net recoverable contingent resources of up to 143 mmboe.

Following the decision to proceed down the HSRP completion route for the State 16-2LN-CC well, final completion design work is underway with plans for a completion crew to be on-site during the second week of October. Completion operations are expected to take less than a week and production testing is envisioned to commence shortly thereafter, with initial flow tests and results expected two to four weeks later.

I havent had time to post all week, been on the road with work. Great to see some action atlast with the SP after 5 months of consolidation. Some thoughts below from my alter ago on ADVFN

I agree DRH. Yes, the lateral needs to prove up ( and i 100% think it will ), BUT the real kicker to the SP will be the revised CPR in the last quarter 2021 and also the blue print for the actual development of the whole Paradox acerage, ie upto 200 wells. ALSO, how CH and the BOD intend to actually pay for that massive development. It will be huge and we will need development capital / JV etc etc.

All very very achievable / exciting, but the market and us shareholders needs to know all those plans / cost in order to see where the Mkt cap should be then and going forward.

I am certain CH has plans already well down the line in the background for the implimentation of the paradox development either with a JV and course the actual funding or part funding to do that. That's his /the BOD's expertise / forte.

Once the above is all announced and in place, hopefully by EOY 2021, then we can start to multibag towards 30p +. over the coming 24 months +

We have been waiting all year for these next 2 weeks / 3 months ahead. To infinity and beyond folks.

And NO, i haven't sold a single share, i hold 6.94m in my SIPP from between 2.5-6.4p over the last 10 months.

I will top slice at 20p odds. I feel 8p-9p is achievable pre flow test results, given ZPHR's story is getting out to the wider market / PI's etc, and IF successful , double figures and who knows where.

I have to say, everyone associated with ZPHR seems 1000% certain its game on. They are just such professional operators, its all there staring us in the face.

Final point is, we may well be taken over once all of the above is in the public domain and the potential fully released at paradox. 1 billion barrels. Its a very very real possibility a T /O imo going forward. US investors are barely on board yet and CH will be now canvassing them very hard going forward. They will lap him up and our ZPHR story / reality. He also needs to do that re Paradox develpoment capital / JV. GAME ON FOLKS

100% agree. all good

and the game goes on yet again. 3.5m of buys suddenly appeared from yesterday ( circa 6/7 block trades. Where are the MM's suddenly finding all these shares to sell??. That's nearly 12m no problem in 2 days, 15 or so block trades. Surely a TR1 cant be far off now. Premier Miton up to 6% / 7% from 4.8% odds ?. The most managed AIM share ever i think . Never seems to end. Lets hope the lateral is 1000% bang on, or a lot of people / II's etc are going to look like utter clowns . Organised management of the share price just goes on and on and on again.

As long a they manage it all the way to 20p then i'm bothered how they achieve it.

As if by magic, 8m of buys across about 10 trades from yesterday suddenly turned up. Talk about control / management of the price. WHY cant these be reported through the day?, just so unprofesional / wonky. All good though. How many more shares do the MM's have for sale ??.

Just watched it, yep all looks good according to ZAK. It seems the whole world knows ZPHR is way undervalued and even the charts are on our side, double whammy. Except for the fact the market doesnt seem to use fundamentals or charts or indeed the ongoing daily increases in POO prices when it comes to ZPHR, hence the 5 months sideways movements and same again today.

You do wonder what the point is sometimes seeking out gems like ZPHR. And don't anyone say how much we've risen this year ffs!!. Current market cap isn't expensive vs current BOPD / net income + POO flying like a rocket. The market should be valuing us on future income and growth as well as current income , and its sadly not, not even close. Just wholesale poor show.

We are still the same price we were in June, give or take. POO near $83 a barrel as i type, brent crude smashing through $85, ZPHR are fekcin coining it in, the SP needs to catch up on that alone.

i do remember Northern, the trouble is the market hasn't upgraded the SP to reflect $80 a barrel oil. We are the same price by and large as we were in June, give or take ( or the same range anyway).

It just mystifies me that we are not making head way in the SP to reflect head in all the RNS's since June. Let alone oil at $80 bb and rising.

Hard to fathom and exceptionally frustrating and wholly undeserved.

advfn is a v good site. you can set up a portfolio / monitor with about 20 different criterea. Ie high / low price, trade volume, RNS news alerts etc etc. The trades they lost as also very full and accurate and will give you the exact closing price.

I've used them for 15 years +, excellent all round site and good BB's too.

100%, i forgot about the CPR, another tick in the box for an increase in the SP. CH seems adament that Paradox will have huge growth and development to come. I'm convinced we will end up with a major JV to develop the asset and or a full TO of ZPHR in the months to come. Dont NOT sell a single share anytime soon.

indeed Northern. All PR is good PR and CH's is always very very good. I'm excited he's actively now going to get the ZPHR story out there to the US based investors / PI's and potential JV partners. Malcy seemed very very exicted too. I liked his comment about how the CH / ZPHR story would be talked about in Business schools ( as an excellent model ) in years to come. And he meant it 100%. I think the production / testing crews will be early to site. CH said in the Malcy interview "early October", so i think we could be ahead of schedule as opposed to mid October. I also wonder if we will see more TR1's in the next 2 weeks as II's potentially add pre testing news. Obviosly Tyndalls already have.

We have waited all year for this month, very exciting times, things on the share / trade volume front should really get going next week and beyond imo. And yes, i'm still holding all mine more than ever now. Frankly, assuming the lateral produces correctly, i wont be selling any less than 20p minimum. I have them in my SIPP, sons ISA and Sons SIPP.

CH needs to get a spot on bloomberg!!. COuld do with an article in Investors cronicle or similar.

We are still hugely hugely under the radar, but not for long.