Member Info for schlemiel

Another stonking endorsement from a multinational. A few weeks back it was Shell. That's what really matters

Collins Aerospace, a Raytheon Technologies subsidiary, is one of the world's largest suppliers of aerospace and defense products, headquartered in Charlotte, North Carolina, United States

https://uk.advfn.com/stock-market/london/seeing-machines-SEE/share-news/Seeing-Machines-Limited-Collins-Aerospace-Seeing/86549316

Cristiano Amon -- President and Chief Executive Officer

'Yes. We're very excited about the Veoneer acquisition and Arriver technology. As we said before, we're the natural owners of good assets. We believe we're on track to get the ability to get all the approvals and close on this transaction.

And more importantly, as we had a business corporation in place with Veoneer prior to the acquisition, that remains unchanged and allow us to continue to progress toward our ADAS platform. We're getting incredibly positive feedback from the market from the ability to provide a truly open, horizontal platform for ADAS. And I highly encourage you to be at our New York Analyst Day. We have a lot more details to provide about what we're doing in ADAS and autonomy.'

https://www.fool.com/earnings/call-transcripts/2021/11/04/qualcomm-qcom-q4-2021-earnings-call-transcript/

I presume is automotive and other markets -

'9:00 a.m. Qualcomm (NASDAQ:QCOM) holds its Investor Day to high expectations. Bank of America anticipates the event to provide clarity on the company's long-term strategy, focusing in particular the potential upside in non-handset markets. JPMorgan expect the presentation to be a catalyst for the shares as the management team outlines a new three-year plan focused on the opportunities in the non-handset businesses, which should benefit the long-term model. Shares of Qualcomm fell two years ago during the investor day presentation when the company's multi-year outlook disappointed.'

https://seekingalpha.com/news/3770226-catalyst-watch-for-next-week-lucid-earnings-volatility-and-big-events-for-qualcomm-adp-teladoc-and-palo-alto-networks

It is obvious that all Beetaloo drillers and their operational plans are being organised and orchestrated by the NTG and Canberra. The aim is to prove commerciality of the entire Beetaloo basin in a collective sense

'Barbie’s image has been rehabilitated, and sales are bouncing back smartly for Mattel. Also, Qualcomm is quickly scooping up business that makes it less dependent on smartphones, and in particular, Apple. I recently caught up with the fairly new CEOs of both, and they’re fixing things that have held the shares back. '

I can't get access to this article but I suspect it details QCOM's push into automotive as it aggressively diversifies into automotive...the more auto-business QCOM scoop up the more SEE is assisted in its quest

https://www.barrons.com/articles/cruise-lines-stocks-revenge-travel-51635548262

'As a result of the extensive work programme and the five wells drilled to date, Falcon has amassed a large suite of technical information, providing the Company with all the data and the optionality needed to establish the optimal location from which to prove the commercialisation of the Beetaloo.'

--

Well, one would think that this is the most important of all the work we have seen to date, to finally confirm that the Beetaloo is indeed commercial. If it isn't commercial it ain't gonna attract capital funding and it won't get developed

The aim of the drilling programme is to establish commercial flow rates from the Velkerri dry gas play – the same play where Origin/Falcon discovered 6.6Tcf of gross contingent 2C resources as a result of the successful Amungee NW-1H well 2016 extended production test (EPT). The 6.6Tcf of 2C resources only covers an area of 1,968km2, immediately surrounding the Amungee NW-1H well, with any success by Santos/Tamboran likely to extend the Velkerri B shale dry gas play fairway to the east.

? A Pathway to Production Empire Energy and APA Group have executed an MoU to explore opportunities for the development of Beetaloo mid-stream infrastructure including gas and liquids gathering, processing and pipelines – paving the way for first production from the Beetaloo.

APA and Empire will also promote a common infrastructure approach model for the development of the Beetaloo basin infrastructure to drive economies of scale benefits and lower cost per unit charges.

The MoU envisages two potential strategies; a Northern Strategy to service the expected increase in LNG demand from South East Asia and an Eastern Strategy to help address predicted future shortfalls in both domestic market and LNG export capacity at Gladstone.

The Empire/APA MoU follows the MoU signed between Tamboran Resources and Jemena in November 2020, whereby Jemena plans to invest over A$5bn to increase the capacity of the Northern Gas Pipeline, whilst also working to extend the Northern Gas Pipeline from the Northern Territory’s Beetaloo Basin to the Wallumbilla Gas Hub in Queensland.

? Mud Gas Composition Data Mud-gas composition indicates that the well has
encountered gas shows with relatively high C2 and C3 components, suggesting
that the Amungee B shale is within the wet gas maturity window and contains
good LPG yields and high heating gas value.

Fundamental to the value proposition is the depth to shale, with the key being the optimum depth window that balances reservoir deliverability and costs. The deeper the target the greater the development costs, however a greater depth usually means greater well deliverability and resource density. As a result of the extensive work programme and the five wells drilled to date, Falcon has amassed a large suite of technical information, providing the Company with all the data and the optionality needed to establish the optimal location from which to prove the commercialisation of the Beetaloo.

Further analysis of the core acquired during the drilling of the Velkerri-76 well will now be analysed to confirm the preliminary interpretation, with the results due over the coming months.

? An Acceleration of Activity c.70km to the east of the Velkerri 76 well, Empire Energy has spudded the Carpentaria-2H well, targeting the same Amungee B member shale unit. The vertical section of the well is being drilled to a depth of c1,800m (vs 2,129m at the Velkerri 76 well), before a 1,000m lateral is targeted within the most prospective shale target. The entire drilling program is expected to take c.45 days from spud to drill rig release. The well will then be re-entered, stimulated and flow-tested in Q2/22, following the wet season. Success at the Carpentaria-2H well will have direct implications for Falcon, given the regional continuity and uniformity of the Velkerri formation across the Beetaloo Sub-basin.

? Near Term Catalyst c.100km to the east of Falcon/Origin Amungee NW-1H discovery, Santos and Tamboran Resources have completed the drilling of the Tanumbirini-3H horizontal well to a depth of 4,857m, with the horizonal section intersecting over 1,000m of Mid-Velkerri B shale. Consistent with the Tanumbirini-2H well, the Tanumbirini-3H well encountered significant gas shows. Both the T2H and T3H wells will now be re-entered, fracture stimulated, and flow tested with initial results expected by the end of 2021.

cont......

Falcon Oil & Gas Ltd

A World Class Gas Shale Play

Petrophysical interpretation of the Velkerri-76 vertical appraisal well has
further confirmed the Amungee B shale’s potential as a “world class”
shale gas play – comparable with the most commercially successful gas
shale plays in North America. Analysis of the Velkerri-76 well has also
confirmed the Amungee B shale is within the wet gas maturity window
and contains good LPG yields and high heating gas value. Near-term focus
will now turn to the flow testing of two 1,000m horizontal wells at the
neighbouring Santos-operated blocks before the end of 2021, with any
success having direct positive implications for Falcon. BUY.

? A World Class Gas Shale Play Preliminary interpretation of the wireline logs has
confirmed the world-class potential of the Amungee B shale at the Velkerri 76
location, with total organic carbon, porosity and saturation data comparable with
the U.S. commercial shale plays.

? Total Organic Carbon is a measure of the concentration of organic material in
source rocks as represented by the weight percent of organic carbon. Values of
2% are considered the minimum for shale gas reservoirs. The results from the
Velkerri 76 well (4.3%) compare favourably with the major North American
producing shales such as the Marcellus (4.0%), Barnett (3.7%), Fayetteville (3.7%)
and Eagle Ford (2.8%).

? Total Porosity is the percentage of pore volume or void space that can contain
hydrocarbons. A higher porosity means more space to hold gas and liquids and
aid flow rates. The results from the Velkerri 76 well (7.7%) compare favourably
with the North American producing shales: Marcellus (6.2%), Barnett (5.0%),
Fayetteville (6.2%) and Eagle Ford (6.5%).

cont..........

nm

https://uk.advfn.com/stock-market/london/xtract-resources-XTR/share-news/Xtract-Resources-plc-Bushranger-Project-Assay-Resu/86539122

I give up with this stock. It's a nightmare to hold. All good news and yet the market is utterly uninterested. The opportunity cost alone is excessive. Bottom drawer until POG turns drilling success into commercialisation. Fingers crossed

The Velkerri 76 S2-1 well provides yet another robust data point for the
joint venture to consider various commercialisation options across its
permits.

Philip O'Quigley (CEO of Falcon) commented:

"The preliminary petrophysical interpretation of the Velkerri 76 wireline logs is excellent news with the Middle Velkerri B shale comparing favourably to some of the most commercially successful shale plays in North America. These results are further evidence of the increasing significance of the Velkerri play with results still to come from flow testing of two horizontal wells at the neighbouring Santos-operated blocks also targeting the Velkerri play."

NM

It's noticeable that Colin Barden has written an article about DMS or SEE for months now. Has he been shackled?

https://twitter.com/semicast_res/status/1458734305618939908

absolutely..it's madness