Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
More nice exposure….
https://www.ogj.com/drilling-production/drilling-operations/article/14295954/predator-oil-gas-drills-appraisal-in-morocco?utm_source=OGJ+Daily&utm_medium=email&utm_campaign=CPS230705027&o_eid=3066G1765401C1B&rdx.ident[pull]=omeda|3066G1765401C1B&oly_enc_id=3066G1765401C1B
“If management is executing and the story hasn’t changed, hold on for the real money. Find great companies, develop the conviction to hold them, and it will change your life.”
If we have what everyone seems to think we have, ……
Only if there are shares to buy. Hold strong.
Well deserved................ thanks Moyra. Good steering!
To Moyra Scott (Non-executive Director):
- Award of 3,000,000 Options
Options issued on 27 March 2023 to Moyra Scott are exercisable at 10.0 pence per share and will vest after 6 months or upon the release of a Company RNS with the MOU-3 wireline log results - whichever occurs first.
Thanks Keith, brilliant.
Just realised that I can gleam more information from a nursery rhyme than an RNS!
Excited for the near future.
Top ramping, Keith! Achievable and believable.
Next, some commentary using the words ‘special’ and ‘dividend’, please 👍
Thanks, as always.
Way to go, Keith…..
“ You ain't seen nothing yet! Just wait until the end of next month!
Vous n'avez encore rien vu ! Attendez la fin du mois prochain !
أنت لم ترى أي شيء حتى الآن! فقط انتظر حتى نهاية الشهر القادم!
- KeithOz.”
Following headline from EuroNewsGreen …
“Fossil fuel firms set to spend more than €800bn on new oil and gas fields by 2030”
Huge numbers. Surely someone must have a few pennies for Predator’s fast revealing assets ;-)
......I am guessing most have already been flipped, ??
PG appears to trust Eytan Uliel these days, however. And the Uruguay asset does appear to be a prime block, surrounded by majors.
He talks well. Still a punt, though.
Was sat on my own at the table behind you at the bar. Looked like an expensive corner, Fordy.
Gerald Panneton, Gold Terra. Impressive presentation. Canadian gold. It's there and he sounds like he WILL get it, in volume. Known in the industry as Midas.
Alastair Stuart (?), COO, Europa Oil. Impressive. Looking at farm out and retained interest at Inishkea, Corrib. Wressle asset is the gift that just keeps giving. Cash rich. Not raising. Estimates from other asset offers recently that shares currently undervalued by around 40%.
Eytan Uliel, CEO, Challenger Energy (CEG). For my money, most impressive on show. They have a poor background in delivery and still carry that monkey. We have our own history, but seemingly best friends now. They stumbled upon a Uraguayan asset, now surrounded by Shell and hopes to farm it out by end 23.
PG, seems we are going for CNG afterall. No discount sale. Drilling and testing. Mud everywhere. No more Sunday Roasts.
Proof of the pudding now, please.
Lot's of fluff around last night, but one FACT I learned.
Moretti was £9.50 a pint, increased to £12.35 when adding £2.85 service charge.
Hartlepool next time!!
PG is first up......
....tell me you are 78 now Oba, and not 73. Couldn't stand the stress of waiting 5 years longer!
Most on this board seem to have been around here for a few years. Mildly researched optimism was replaced by (others') researched optimism. It was (is) all a matter of time.
Sure, things have changed. Strategies and targets have moved. But the fact remains that if indeed the Moulouya Fan does hold the huge volume of gas (and some oil) as suggested, then it is still there. All the talking has not moved any of the bounty.
So it is funny to me, how things have gone somewhat quieter on this board of late. Where is the excitement, enthusiasm? We are closer than we were 2/3 years ago (by definition) and I can't wait for Morocco to start monetising!!
I guess I will see some of you on Thursday.
Keep smiling.........
Placing price a bit disappointing. Yesterday sale activity a bit disappointing. Why Sunday Roast ever happened, a bit disappointing.
But whatever they know or whatever they think they know, you can’t fault PG and Lonny backing their own horse by swapping options. They must be ‘pretty confident’ and I for one remain very happy to retain my faith in their judgements.
See you on the 18th....
Thanks EC, appreciated.
What relevance the dates then. And now?
Sorry, being a bit lazy here but what is the next move regards Trinidad. Consideration, timings, prospects.
As have many, been distracted somewhat by Morocco but as well as the London date for 18/5 (and GRH’s birthday), have I seen somewhere that the date is significant for TT as well?
Thanks in advance…
With no RNS update ahead of it and with the production being pre-recorded, what on earth can PG say other than "it's all coming together - whatch this space!"?
I suppose it's interesting to see if he manages any 'between the lines' updates. Maybe firm up dates a bit.
And then it's interesting to see what the MM make of his performance?
Given that he can say nothing, do you see them marking up on Monday morning? Or down?
Just passing time............