Member Info for Reddukeclothing

No he’s not going to jail , read the room

On that one.

us markets open, funding has been agreed for the pipeline - I assume over the next two weeks continued rising to around 60p. However it wont go in a straight line , as people are 50% up already .

Yep that was a surprise , probably what helped people go short at 16p… but a report is not an issue now , it wont stop this. I fully expect it will be accelerated as well, the powers that be clearly aren’t going to allow it to postpone anything

Yes - they mentioned it’s planned for this year , a few times I recall . Also why they put the new management hire in Texas

Not sure what anyone else could want here.

Again trump noting they are going to drill everywhere ..

Add that to the already known hydro and gas, this is the best opportunity for the new year . Hopefully we can settle around 75-90p before a us listing.

I don’t think they matter. It’s a tiny short , they made their money a few years back

I think so, once the Us listing gets the go ahead, that will be a huge boost, that can use to raise cash too.

41mins on , I’ve just watched it - missed it live for once.

But it is extremely bullish.

Extremely

I’m confused , I have the right to buy at 3p or 1.5p?

Yes i thought he summary was fair - he had to so economic benefits from the experts, and he did. As such the approved legislation means they must now push forward feed work , however there aren’t any more scheduled meetings or discussions that I’ve seen ?

I think that’s absolutely fair , having watched the last committee meeting live, it was clear the committee had little to no understanding of the financials and absolutely no urgency. The conclusion I took was

1) they’re hoping for some sort of trump miracle to give them £50m to get started

2) they need the oaga to stand up and present to them the financial solutions, like they’re babies . It was included in the last presentation by the experts, pointing out that gas could be $3 delivered if fully developed, with limited government financing and being jobs … but they didn’t understand.

Honestly , that was a really good video. I’ve seen a lot of these , but walking through, talking to the staff / very transparent and open. Thumbs up from me, now just the work left to do . Gla

One thing that hasn’t been digested yet , given the sheer amount of information provided :

- they could provide gas at 2.5$ , if full capacity is used.

Could you imagine an Alaska with gas delivered at that price ? The data centres / industry…

I fully expect the representatives to get on that message once they’ve digested the information.

That possible outcome vs terminal decline is stark.

Gla

Hi bromb, why doesn’t panr need the lng project ? How will they sell the gas otherwise ? Thanks

I thought it was pretty obvious the private sector could fund it , excluding the feed stage - but this was over the heads of the committee. They need a financial meeting where the debt vs cost of gas to end user vs their own equity share (up to 20%) is presented . Pretty weak discussion of the financing options for Joe Public to follow

I think it’s fair this sells off after last night. There needs to be the willingness and confidence to seed fund this and get the gas out. Otherwise they’ll bus it in and let Alaska slowly degrade

Yes my take on the gas was that PANRS is the best given the very low CO2, and thus first to be used in any pipe.

My other main take away way - Alaska needs the will to find $10bn, there were some doves on the committee in my view on spending that.

I’ll also want to do more research that the inlet is truly out of gas as it seemed to imply they could have more there than thought

Blimey this is interesting. Hopefully they have a recording for everyone . The comparison to gas importing is interesting

Seems to be a very large known resource in “Kitchen light” , 300cbf.

I’m listening so will debrief if anything stands out.

So far

- chair clearly very bullish on new resource

- limited appetite to bid for leases

- hillcorp big boy active in area (would like to compare to panr if I get time )

Lovely thank you for providing the link.