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Did they not previously say, there would be the results of the Technical Review before the end of this year, or is there word somewhere that that will be delayed?

https://www.thisdaylive.com/index.php/2020/12/15/boosting-investments-in-gas-sector/

https://www.bnamericas.com/en/news/permitting-begins-for-peru-upstream-exploration-project

So, what were those significant news flows due before year end - I'm sure I recall a mentioned of such - or was I just dreaming?

Thanks Proselenes.

Nice to see their 357.6p per share valuation figure for: Net to Company, Unrisked, Present Value.
And that being for just Greater Alkaid, and Talitha’s Shelf Margin + Kuparuk - with a fair value of 75p per share (when those resources risked at 25%, 20%, & 20% respectively). (see page 7)

Rabito79 & Marmaris , thanks both of you, for the replies.
I noticed I inadvertently said Porosity when my question was really meant to be:
Do we have any info anywhere, mentioning or indicating the Permeability of any of the target horizons in either Talitha or Alkaid?
It's all very nice to see lots of info on how much oil they consider that the rocks are holding, but where have they mentioned permeability - or is that side of the equation currently confined to the successful flow test on Alkaid?

Any experts out there able to add a little detail to the significance of the oil over the shakers while drilling, shown in the graphic at time: 58mins into the October 2020 presentation – indicated there, in the Pipeline well, as occurring at certain intervals between 7500 and 10300 feet.
Does this indicate good, promising oil flow at these intervals, or just overpressure relative to the drilling mud – or both?
We had the good test flow in the Alkaid and I assume we should have a positive take on the potential read-across from that to the forthcoming Talitha well location.
Do we have any info anywhere, mentioning or indicating the porosity of any of the target horizons in either Talitha or Alkaid?

If we take it that :
HUR are producing about 14,500bopd
For say 360 days pa
At an all in cost of ~ $35/bbl
With ~2,000million shares
And $ to £ as 1.32 to 1
And Brent ~ $48/bbl

I get the calculation as:
5.22mil bo per year x ($48 - $35) = $67.86mil /year free cash flow
And dividing this by ~2,000mil shares = 3.39cents/share FCF / year

= 2.57p FCF / share

If we then were to apply what would amount to a conservative Price to Earnings Ratio multiplier of 5 to this, then my maths start to see the share price, based only on production, as being worth around 12.85p / share.

In the 11thSept 2020 update, the 2C contingent resources for Lancaster were put at 58mm bbls which at a production rate of 14,500bopd I calculate as potentially sustaining such production for ~4,000days or ~10.9years.
Plus there is the Lincoln field: 50%wi of 2C 45mm bbls, plus HUR said : "... significant oil volumes are potentially present in the Victory and Rona sandstones which onlap the Lancaster fractured basement on the flanks of the structure. "
Hopefully, we will all have a better idea on this following the next update.

As always DYOR & calculations before investing.

"... as long as they have two negative coronavirus tests a week... "

So, are YGEN in anyway involved in this new testing strategy?
Link:
https://uk.news.yahoo.com/exclusive-two-covid-tests-week-164848634.html

Just found these details on page 14 of PETROPERÚ Third Quarter 2020 Earnings Results :
https://www.petroperu.com.pe/inversionistas/wp-content/uploads/2020/11/er-iii-20-en.pdf

... Subsequently, Section I restarted pumping operations on August 31.2020 and stopped on September 7, 2020. On the other hand, Section II restarted on September 4, 2020 and stopped on September 5, 2020.
On September 8, 2020, a contingency was recorded at km 713+163.5 of Section II, which was immediately addressed and remedied.
On September 28, 2020, the seizure of Station 5 by residents of native communities in the area was reported; protesters continue at the station awaiting a response to their complaints from the PCM.

I think PCM means: Presidency of the Council of Ministers

So, anyone come across recent news as to what is the current gripe, blocking use of the Petroperú Norperuano pipeline (ONP).

... as to the % of Talitha we would need to farm out to pay for the Talitha 2021 well drill and testing, or conversely, how many new shares need to be issued to pay for it? I get the feeling some consider a farmout to be good, but that issuing more shares would be bad. But wouldn't XYZ % dilution by farmout pretty much equal XYZ % dilution by more shares? Any experts out there with the figures?
Both obviously involve diluting the present shareholder's % in Talitha, but one or the other appears necessary in our next step to unlocking the true value of Talitha.

... why someone bought 7 shares for 58p and then a buy of 9 shares for 76p?

I wonder if it's this approval that a potential farm-in partner is waiting for, before they commit to making their move?

For Alkaid we had the 1sept RNS: ...the Alaska Department of Natural Resources (DNR) has opened a 30-day public comment period on the application and must make a decision on the application within 60-days. That approval materialised in the RNS of 3rd Nov - so , a total of some 63days.
In RNS of 7sept re Talitha, we were told: The DNR has opened a public comment period on the application which closes on October 12...
so if that has the same 60 day max to the process as Alkaid had, then word on Talitha should be 30 days after October 12th.
So, about Nov 11th.... but add another 3 days (as for Alkaid it was 63days) - that puts Talitha application news at about Nov 14th. So, news maybe Monday?

Nigeria Loses N343bn As Oil Firms Burn 265bcf of Gas in 9 Months

https://allafrica.com/stories/202011030546.html

Apparently:
"A number of companies are offering private tests with quick turnaround on results – with prices appearing to start from between £100-£150 and in some cases go as high as £300 or more."
according to:
https://metro.co.uk/2020/09/22/how-much-is-a-private-covid-test-13307057/
And from YGEN 22sept20 AGM Statement, re COVID-19 service lab in Manchester :
"The expansion and custom refit of our Manchester laboratories will see us routinely processing c10,000 tests per month from early October"
Just do the maths.

Speaking to reporters after the debate, Biden insisted the fossil fuel industry wouldn’t “be gone” until 2050.
“We’re not getting rid of fossil fuels. We’re getting rid of the subsidies for fossil fuels, but we’re not getting rid of fossil fuels for a long time,” Biden said.
https://www.theguardian.com/us-news/2020/oct/23/joe-biden-transition-from-oil-industry-rowing-back

... and: Targeting pilot production from Alkaid 2021 - on page 3.
http://www.pantheonresources.com/investors/presentations/653-pantheon-oct-2020-webinar-1/file

Looking at the presentation of the Buchan oil field, which JOG now intend to redevelop, it looks like it was previously (in 2017, when the former floating production vessel was taken off station due to failed safety case) producing just 3,500 BOPD with a 50% water cut.
And by way of comparison: HUR 8 Oct 20 reported as: c 14,500bopd and c 19% wc .
Makes the 6 well to be still looking pretty good, to me.
DYOR
Buchan production chart on page 4.
https://wp-jerseyoilandgas-2020.s3.eu-west-2.amazonaws.com/media/2020/10/15070259/Buchan-Technical-Presentation-vFinal-1.pdf