The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
A.B, still doing his bit as VP of Seapex, hopefully he has got us a major nibble, before, the Asia oil and gas Perth March or next Aprils Asia Pacific energy conference in Singaporeπ
https://www.seapex.org/singapore-meetings/
Note: Contact Andy Butler andy.butler@sundagas.com if you are interested in presenting future talk for SEAPEX.
https://aogexpo.com.au/ 13 Mar 2024 3 Days AOG Energy Perth
asiaenergysummit.com 23 Apr 2024 3 Days 13th Asia Pacific Energy Summit Singapore
Yes he did well from playing Boil, he held most of the IG (Spreads) TR1 holding drops, even use to pop in and say, just dropped Β£40 - Β£60K+, did so well, gave up the day job on the rigs and became a full time trader, twitter pumper ππ€£π think it was CDF, posted a little while ago, since took a huge hit on the IOG debacle, so in recovery mode, where better than creaming old faithful, if the big news finally lands. π²π€π€π€
True Duly but 4 x nice quickies, is Rob getting back in ? , or as the post wonder if Eugene, see link below, has just had a punt after visiting Timor Leste, UK company that does SPECIALIST design, visit with ANP, which is now exclusively Oil and Gas, the minerals recently split off to its own new home/org. π€
Https://www.linkedin.com/posts/mahakaryageosurvey_mgs-mahakaryageosurvey-activity-7073924843649331200-OVTE
The comprehensive campaign encompasses the rigorous execution of a total of 45 survey points, involving a diversed array of cutting-edge techniques such as Onshore Drilling (Soil Sampling), CPTu (Cone Penetration Test), and Test Pit methodologies. These selected survey points are poised to provide invaluable geotechnical data for in-depth analysis and evaluation, specifically in relation to the upcoming LNG Terminal project of Timor Gap in Metinaro.
They were cracking on with the site survey back in June. π
Wonder if that Eugene Dixon investing this morningπ€, Companies house has his main business as
Nature of business (SIC) - 74100 - Specialised design activities
https://find-and-update.company-information.service.gov.uk/company/NI665475
ANP and Timor Gap continue to ramp up their numbers, despite no industry yet, it will happen soon, you do not plough headlong and increase from around 10 between them to now over 500, on hope alone, or do they ? π€
AUTORIDADE NACIONAL DO PETRΓLEO TIMOR-LESTE (ANP) is proud to introduce Carmelinda Gomes, an ANPβs Geologist, who recently completed the Female Leaders Energy Program (FLIE) in United State of America.
The FLIE program is funded by the U.S. Department of State, Bureau of Energy Resources (ENR), supporting Female Leaders in Energy (FLIE) an initiative through the Indo-Pacific Energy Market Investment and Modernization (EMIM) partnership. The FLIE partnership aims to advance professional development of early- to mid-career level women working in energy sectors across Southeast Asia.
ANP holds a courtesy visit of Mr. Eugene Dixon, Joint family-Owned Company based in UK, accompanied by the Vice President of CCI-TL, Mr. Sidonio Freitas. During the meeting, Mr. Eugene Dixon showed his companyβs interest and commitment to investing in Timor-Leste looking at the opportunities on fabrication, surface finishing and equipment.
https://www.linkedin.com/posts/anpm-timor-leste_opportunity-investments-equipment-activity-7130467074325311488-DEtU
Curious seeing those 4 quick nice buys, TL Cabinet sat earlier today, no minutes published as yet, Filthy CDF you see anything on your links ?
Metinaro, announced earlier this year, on completion of the two studies, FID expected by end of 2023, a couple of articles quoted by November (Now) Chuditch FPSO ideally suited to fill Metinaro PIT with gas, years before Beaco is expected to be operational (last Tenders 2030) , Metinaro 2025/26, Chuditch Boil/SG hoping to drill 2024π€π²π€
Who else, can supply them with their own cheap local gas ?ππ€
At least a little big of volume today, 195m combined over the AIM/AQSE, long way off, the billions sessions but its a start ππ€£ record combined AIM/AQSE total 5200m aka 5.2 Billion Session, good days (large rise held) usually come when we flood over the Billion and it just keeps going, Boil will see those days again, on any Chuditch progress π€ Hell with our lowly market cap, Dunrobin progress alone (66 mbo to Boil) could inspire a day or few of the same, sold for 25p a barrel would cover the current breathing in the flooded basement with a snorkel sp. ππ
Demon duo seen practicing their act π€‘π€£
https://media.tenor.com/Ue0MNUpHjBQAAAAd/bonjour-hello.gif
yes along with all the other bull****, if not today in the next few days and other porkies and little white ones dripping off his lips for the past 4 years, reads more like, he has been given an ultimatum by the ministry , get a rig this time or lose the license, they also having had enough of his constant β½βΎβ½πππππ's soon/imminent carp.
TRP allegedly, getting renewal of the EXPIRED license fast tracked by the Ministry , most of this year, he cannot drill if he has not got the license back in play, in time for the (cough) available wide rig slot ! ππ€
Another quote on the recent Horta and Sultans chinwag ..... Brunei is also the third largest oil producer in Southeast Asia β averaging 180,000 barrels per day β and the ninth largest liquid natural gas producer in the world. Timor-Leste, Horta explained, hopes to draw on its experience in managing the wealth from these exports.
Good quote, managing the wealth from these exports, have none currently, so seems confident, the revenues and taxes are coming, BUT When ? and from where, Metinaro 2025'ish Chuditch ? , TL Studies Sunrise HUB plan using 3 fields with co-ordinated development, Chuditch/Kelp/Sunrise 2030'ish, or have Timor Resources after decades of seeps onshore, hit a sweet spot within their results soon to be revealed of the multi well onshore drill program 2022/23, stalled by T.R (Australian) wanting T/Gap to contribute financially before the projects next phase, hmmm that old finance chestnut again. ππ
If modern materials have resolved the biggest issue they all had in the past, crossing the Timor Trench which is MOVING and seismic, so pipe options pretty limited, Conoco Phillips the original owners of Bayu, came up with a suspended pipeline to take Bayu to TL, held in place below shipping by guide wires attached to blocks on the moving seabed. Would require a constantly available dive team for adjustments, put it to its shareholders, who rejected, so they built the Bayu - Darwin pipeline instead, so as with the around 5 lots of studies done since for Sunrise, has always been an option but a risky one for the section in the trench (2800-3500 deep). In a similar vein, Woodside shareholders might sway their decision on risk/cost basis. π€
Its always had significant industry leaders, Sunrise was Shell , Conoco Phillips and Woodside the original owners of Sunrise, they chose not to take the easy money, Darwin 2003 start production, quashed 2002 when Woodside had built facilities for it, likewise FLNG Ships being built in Korea, Shell first one designated for Sunrise offered 2008 and quashed, our Chuditch was Shell, who passed on to Mitra, who also had a plan to FLNG while still an Australian license, which TL would have been entitled to a cut of under the old JPDA regime in place. π