Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
The Pantheon Resources cost for their hot tap into the Trans Alaska Pipeline System ('TAPS') main oil pipeline is estimated to be $20 million... and a rather protracted affair.
Did SAVE issue any info, back in the ‘early Niger days’, as to the cost and accessibility into the Niger export pipeline?
...~20Kbopd
https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos
And with Brent just going over $83, look what that does to to free cash flow:
page 10 of:
https://petrotalcorp.com/wp-content/uploads/2024/01/PetroTal-IR-Presenensation-v21-Final.pdf
...give all the wells individual names?
Was there anything in this RNS as to the increased perforation of one of the original 2 Casca wells (whatever number that was called) or is that yet to be done?
This rather like calling everyone Bruce to save confusion!!!
Or is there a particularly good map somewhere that does the trick?.. Bruce, Bruce... & do you remember, this is Bruce !
Https://africaoilgasreport.com/section/in-the-news/
Includes a piece on SSudan.
And there it is ... pages 14, 15, 16.
https://petrotalcorp.com/wp-content/uploads/2024/01/PetroTal-IR-Presenensation-v21-Final.pdf
Ah so, that's how Malcy delivers that rather pleasing line:
"My Target Price for PetroTal remains at 150p, with best in sector managements, excellent and growing production with scope for massive increases the company gives growth at income and capital levels and should be a core holding in any energy portfolio."
Https://petrotalcorp.com/wp-content/uploads/2024/01/PetroTal-IR-Presenensation-v21-Final.pdf
page11.
Total Potential Capacity =
70,000 bopd
PetroTal will have commercialized additional
sales routes prior to drilling its first exploration
well in Block 95 assuming favorable seismic
results.
Anyone firm up on theBlk95 exploration - Think I recall mention of Blk 95 having the potential to the sth east of more Bretena sized accumilations - anyone winkled out the details?
Https://sudantribune.com/article41044/
Makes one wonder - would it be cheaper to truck the oil east to the coast then send it the long way around Africa to avoid the Red sea troubles??
... an alternative oil evacuation route.
https://sudantribune.com/article282734/
..wonder how long ago that was taken...
https://www.energyvoice.com/oilandgas/africa/ep-africa/546940/savannah-clocks-another-south-sudan-extension/
Juba City team up with World Bank for city facelift -
https://cityreviewss.com/juba-city-team-up-with-world-bank-for-city-facelift/
Now that it appears ‘the border brakes’ on the Niger project should have been released, what value might we attribute to it?
Back in the pre-Nigeria days, when the Niger project was the then named Savannah Petroleum, an
RNS dated: 1 August, 2014, First Day of Dealings on AIM – it says: The number of ordinary shares in issue immediately after admission will be 131,337,172 giving the Company a Market Capitalisation of £73.5 million at the Placing Price. [56p]
But that was before they went on to drill 5 out of 5 successful Niger oil wells and before Niger got the export oil pipeline through Benin, due to come on-line this month.
Of course, we do now have ~ 10x more shares in issue.
So, any thoughts/calculations - What Value Niger?
Anyone know how long a connection pipeline we need to run to connect to the Benin Pipeline?
https://egyptoil-gas.com/news/niger-to-begin-oil-exports-from-benin-pipeline/
Yes, indeed.
I particularly like the comment:
".... we could find in Lot 95 about three or four additional 'Bretañas', with which Petrotal's production could reach 70,000 or 100,000 bpd.It would be a significant leap in production…We have managed to produce about 26,000 bpd in Lot 95 in the Brittany field, we could find three or four additional similar fields."
https://www.dipromin.com/noticias/mineria/petrotal-entre-el-retorno-a-exploracion-en-loreto-y-compras-en-la-region/
Thinking ahead, a year or so, to PANR's expected US listing -
Anyone offer an explanation as to why this companies SP dropped when they dual listed in the US?
I'm hoping it's something company specific and not afuture issue for us.
https://uk.advfn.com/stock-market/london/diversified-energy-DEC/share-news/Diversified-Energy-Company-PLC-Diversified-Energy/92829793