Member Info for schlemiel

5 year payback is exceptional economics.

Nm

Nowt wrong with taking some profit off the table, just in case. Don't get greedy folks.

I reckon SOLG knew of this bid some months ago which may explain why the company's mgt took baby steps to releasing value by further drilling and proving the theory of an open pit tied to Casc. They had to show the shareholder immediate value creation to counter the bid. That either suggests a deliberate tactic to delay value creation by SOLG or simply laziness on their part. Why this recent release of value could not have been instigated years ago is beyond me?

Either way, the sooner SOLG is laid to rest by a persuasive bid the better. That of course would see most of the current SOLG mgt flung unceremoniously into the street

;O)

Santa's rubbing his sack.

Jc

I can't access

any chance of posting the article mate?

thanks

Enjoy the profits and keep safe. it's been a privilege x

Nm

Nm

5p is incomimg

'big win for someone'? Who? Any ideas?

Yes, summut occuring

Open link to see full press article

https://www.linkedin.com/posts/jemena_great-write-up-on-jemenas-plans-for-the-activity-7399248613966536704-EiM-

''Jemena

57,491 followers

7h Edited

Great write up on Jemena’s plans for the Northern Gas Pipeline in The NT News.

Jemena has unveiled its Northern Territory Gas Strategy which aims to ensure the Northern Gas Pipeline can transport new supplies of natural gas when the Beetaloo comes online.

The Beetloo Basin is Australia’s most promising source of new gas and currently, the Northern Gas Pipeline is the quickest and most cost-effective way to deliver gas from the Northern Territory to the East Coast Gas Market.

Our strategy is customer-led, designed to support upstream producers and Australia’s $100 billion manufacturing sector with reliable energy when it’s needed most.

Jemena is also committed to continuing its working with local communities, building on the success of the original Northern Gas Pipeline project, which created 900+ jobs, invested $50 million in Territory businesses, and continues to support Indigenous employment initiatives.

More in the comments below:''

B - Yes, priced in, it seems

Seeing Machines announces new award in Japan and additional business with existing European Automotive Tier 1 customer

Seeing Machines Limited (AIM: SEE), the advanced computer vision technology company that designs AI-powered operator monitoring systems to improve transport safety, is pleased to announce additional new business with an existing European Tier 1 and OEM customer. The initial program is already in production, incorporating the Company's Driver Monitoring System (DMS) technology.

To support the implementation of the Tier 1's enhanced interior perception system for this OEM customer as they launch semi-automation functionality, Seeing Machines' cutting-edge DMS technology will continue to be deployed to satisfy the OEM customer's overall driving experience needs, with enhanced safety and convenience.

The initial lifetime value of this new business is approximately US$10m and the additional program volume is expected to commence production in 2028 and continue through 2031.

Further, Seeing Machines has been appointed by Mitsubishi Electric Mobility Corporation (MELMB) to deliver a small program for a leading Japanese OEM, with production scheduled for 2028. This program, with an initial value of US$1.6m, reinforces Seeing Machines' long-term growth strategy with MELMB in Japan, and the Company is confident of securing additional opportunities as this progresses.

These new business awards bring the total cumulative initial lifetime value for all Seeing Machines Automotive programs won to date, to over US$400m, the majority of which is expected to be received by 2028.

Paul McGlone, CEO of Seeing Machines, commented: "We are delighted to extend our scope with this European Tier 1 customer as we collaborate to deliver leading edge DMS solutions and get more people home safely every day. And the announcement of our inaugural win with MELMB marks an important milestone for our operations in the region.

"As the July 2026 deadline for camera-based DMS in Europe approaches, it is our expectation that many current Automotive programs will be extended and potentially expanded to incorporate additional features. Leveraging our existing relationships will be instrumental in shaping our business expectations as OEMs address regulatory requirements for advanced distraction warning across the region. Our track record of successfully supporting programs to production is demonstrated by over 4 million vehicles equipped with our technology on the road as reported at the end of Q1 FY2026."

Nm

Https://www.energymagazine.com.au/the-cheapest-way-to-bring-beetaloo-gas-to-market/

Jemena has detailed its plans to connect the Beetaloo Basin with the east coast gas market as part of its Northern Territory Gas Strategy.

The company believes it can get up to 90 terajoules (TJ) per day of gas to the east coast market as early as 2026 by using existing infrastructure such as the Northern Gas Pipeline.

Stage two of Jemena’s strategy will increase the Northern Pipeline’s capacity by about 45 per cent – amounting to 130TJ/d of Beetaloo Basin gas and about 10 per cent of typical east coast demand.

Jemena’s Northern Territory Gas Strategy also proposes the construction of a new 370km pipeline extending from the state’s Barkly region to the Beetaloo Basin.

Jemena managing director David Gillespie said in applying its Northern Territory Gas Strategy, the company is keen to truly understand the needs of the market.

“We’re listening to our stakeholders to understand how we can best meet their needs and make their projects a success,” he said.

“As a first step, we are conducting a market-led expression of interest (EOI) process to engage with producers in the Northern Territory as well as gas consumers to understand future pipeline needs within the Beetaloo Basin or the Northern Territory more broadly.

cont....

Yes, 2.8m at 4.8p. 5p nailed on this week without any unforeseen national disaster. Someone's building a position

Nice

Showing good strength though, at present it's a positive