Member Info for schlemiel

https://depws.nt.gov.au/__data/assets/pdf_file/0009/1029861/nt-epa-advice-1.pdf

25 June 2021

ORIGIN ENERGY B2 PTY LTD (ORI7-2) – ENVIRONMENT MANAGEMENT PLAN (EMP) FOR
AMUNGEE NW-1H, EXPLORATION PERMIT (EP98) BEETALOO SUB

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12 pages which those with an apprecation of such matters will find educational, or not. Amungee issues etc and dates to come

'I tried to locate that info'

Lif -

I tried that info but nothing so far so I've sent Spheria an email asking exactly this question and why their analyst (Aimee Jordan) believes SEE is, in her own words, 'in the crosshairs' which suggests the company has become a target or is being stalked

You don't have something in the crosshairs if you don't intend to shoot it, the inference is clear

'The Origin Beetaloo Exploration Project
Author
The Origin Beetaloo Exploration Project Benjamin Cations Our NT wells are different to those in Qld. Should current exploration prove successful and we move to production, multi-pad drilling and horizontal wells will allow us to have a small surface footprint minimising disruption to pastoral activity. They’re also designed and engineered with greater barriers and protections.'

You can read more about wells and well integrity here... https://originbeetaloo.com.au/.../infographics-and-more.../

5 Sept 2021

'Positive results flow from Amungee well test

Today we’ve announced some positive results from extended production testing at the Amungee well. These results significantly increase our assessment of potential deliverability and commerciality of future wells in this area and ***supports the decision to undertake a second extended production test*** as part of this year’s work program. '

https://www.facebook.com/pg/TheOriginBeetalooExplorationProject/posts/

Not sure if this has been flagged but the above (Micro Cap fund) have taken a position recently. Aimee Jordan confirmed they had bought shares on Linkedin

https://spheria.com.au/a-global-micro-cap-with-vision/

'A robust financial outlook

Seeing Machines’ financial performance is at an inflection point.

2021 marked the long-anticipated commencement of automotive royalty revenues as over 120,000 new vehicles hit the roads with Seeing Machines’ driver monitoring systems embedded.

These royalty revenues are expected to increase sharply over the next 2-3 years as production of the vehicles carrying Seeing Machine’s DMS technology ramps up. The royalty revenue carries margin of around 90%. Our research indicates the average revenue earned per license is ~A$10. So, with 100m cars produced each year, you can see how this rapidly expands.
The company is well funded with over A$47m net cash and the current trajectory indicates profitability is in sight.

Overall, the growth potential in this space is enormous. There are around 100 million cars manufactured across the world each year and our industry analysis indicates that by 2028, 90% of cars will have tendered for driver monitoring systems.

Finally, M&A activity in the automotive supplier market has been heating up. Qualcomm and Magna are currently in a bidding war for Swedish automotive technology company, Veoneer. Qualcomm’s offer implies a US$4.6 billion valuation.

Seeing Machines could similarly find itself in the cross hairs of a lucrative takeover as tech giants seek to make inroads into the autonomous driving technology space through established businesses with leading proprietary technology.'

The new board will have a plan. If I was the CEO, I'd try to get a placing away to finally purge the bondholders. Yes, some might not agree with that and it would be discounted but once the debt burden had been removed the equity value would suddenly rocket. I have no doubt the market would pile in big time to correct any short term fall brought about by such a placing, that would inevitably be at a discount of some degree. Short term pain, massive long term gain.

As we saw on Friday, it is the debt issue that pivots the market. Up 25% on a % of the debt retired. Can you imagine the price reaction if the all of the debt was retired? It would triple in a day, seriously.

'What does 'Enterprise Customer' mean for a business? '

'There really isn't a formal definition, but in general an Enterprise customer is usually one with at least 1,000 employees. That bar is rapidly rising as companies are growing and consolidating. Some large companies consider Enterprise class firms to be greater than 5,000 -10,000 employees, while others define Enterprise class on the basis of revenue, typically $100 million or more in annual revenue.

The reason for this distinction is the amount of potential spend and depth in an account. Getting into an account and structuring a deal, and servicing the account isn't much different for a small-medium size business than for a business several times that size. (It is more work, but it's incremental) If each customer costs X dollars to acquire and maintain, finding customers that will buy significantly more product from you is more profitable and a better use of your time and resources. '

https://www.quora.com/What-does-Enterprise-Customer-mean-for-a-business-Ive-read-that-its-got-to-do-with-the-vertical-and-employee-count-But-not-really-sure

ord's DMS (Driver Monitoring Systems)

got good review

https://www.eetimes.com/untangling-dms-design-wins/

Ford BlueCruise

Similar to Super Cruise, BlueCruise is a “hands-free” highway assist system and has so far been announced for the F-150, Mustang Mach-E and Ford Evos. Based on this announcement, my assessment is that Seeing Machines provides the DMS for BlueCruise, using its automotive-qualified Fovio processor which is a variant of the Xilinx Zynq-7000 FPGA, with Veoneer as tier 1.

Ford’s BlueCruise is set to be activated by an over-the-air (OTA) update later this year, which is somewhat unconventional. My assessment is that Ford may be in the final stages of testing the latest and most sophisticated version of the Seeing Machines driver monitoring software, which uses a neural processing unit (NPU) called Occula, that can be downloaded via OTA onto the Xilinx FPGA-based Fovio processor.

Although this is a highly speculative assumption, it would immediately catapult Ford straight into the technology lead for DMS and provide it with some very high-profile PR opportunities to compare BlueCruise’s safety performance with Tesla’s Autopilot. This is a very exciting prospect and we should know more later this year.

With the information currently available, I rank BMW and Ford in joint first place for DMS technology, with Tesla running dead last using a system that cannot even see in the dark. The analysis also suggests that Nvidia, Qualcomm and Xilinx are well set to be the leading suppliers of processors for DMS.

https://www.reddit.com/r/MachE/comments/nxqjsi/fords_dms_driver_monitoring_systems/

It seems Ford have big plans for L2+ if they're employing Fields from Apple

' Recurring revenue has become the holy grail for automakers looking to break free of the industry’s historical boom-and-bust cycles. Whereas Tesla has offered over-the-air updates for years, Ford has recently started offering features including a hand-free driving system on its electric Mustang Mach-E and F-150 pickup for a fee.

Nickel and diming consumers via predatory subscription services is tragically becoming an industry staple. But Ford was already on the path before Field was even an option.

According to his new employer, Fields will become Ford’s chief advanced technology and embedded systems officer and will be reporting to Farley directly. His primary duties will be to partner with Hau Thai-Tang (Ford’s chief product platform and operations officer) to “create the next generation of Ford’s connected products.” This includes developing relationships with key technology firms and the implementation of the Blue Oval Intelligence which will keep all Ford products perpetually connected to the network.'

https://www.thetruthaboutcars.com/2021/09/another-setback-for-the-apple-car/

Hope it all comes good here and holders both long term and short term see a hefty pay day...

'usual caveats apply'

27-28 October 2021 | Darwin Convention Centre
Northern Australia’s Largest & Longest Established Gas Conference

SEAAOC is Northern Australia’s largest and longest established petroleum conference and brings together major players involved within Australasia’s oil, gas and petroleum industries. SEAAOC is a joint initiative between Informa Australia & the Northern Territory Government. No other programme covers this area of the industry in such depth, enabling the event to attract the highest caliber of speaker and delegate attendance from across the entire oil and gas world.

SEAAOC is a significant international opportunity to discuss key oil, gas and petroleum developments located across northern Australian and South East Asia.

Key themes to be covered in 2021 include:

Energy transition, electrification and decarbonisation – Examining the role that the oil and gas sector will play
Australian economic update –Will we see a resurgence of the “Roaring 20’s” in the global economy?
NT’s role in the “gas led recovery” for Australia
A look at the National Gas Infrastructure Plan & the Resources Technology and Critical Minerals Processing Road Map
An industry changing and repositioning – The shift to hydrogen by big oil and engineering companies
Onshore & offshore gas – Project updates, reserves, economic benefits, investment & infrastructure
A focus on Beetaloo and McArthur Basins updates
Workforce & skills shortages
Gas’s critical role in facilitating a resurgent manufacturing sector
Potential for a gas led manufacturing sector in the Top End
The drive for decarbonisation and carbon neutral LNG – what does it means for CCUS & offsets?
Renewable Hydrogen – Investment, opportunities, and the outlook for using gas networks to scale up hydrogen
Has FLNG’s time come and gone?
Decommissioning offshore oil/gas assets – The outlook and opportunity
Liquid fuel security and storage in Australia
The East Coast gas shortage situation

https://ntresourcesweek.com.au/seaaoc/

We can see how both the NT and Canberra are dictating events in terms of the timing and coordination of the main exploration companies operating across Beetaloo etc...all is choreographed for max effect.

I reckon we will see some material announcements from the explorers so they can present evidence of operating progress towards commercialisation towards actual economic reserves and maybe something from both Gunner (NTG) and Pitt (Canberra) at this year's NT Res-Week above.

Note this reference below :

'Onshore & offshore gas – Project updates, reserves, economic benefits, investment & infrastructure :

- A focus on Beetaloo and McArthur Basins updates
-Workforce & skills shortages'

Note this most important reference - 'Project updates, reserves, economic benefits, investment & infrastructure '

I reckon there's material news on the horizon before y/e imvho. usual cave

Mike Lenné
Mike Lenné • 3rd+ Human Factors | Technology Development | Safety Policy 2d •
2 days ago
Will technology save us? Safety regulators, policy groups and automotive OEMs around the world certainly think so.

Thrilled to be addressing this question as a plenary speaker at the Australasian College of Road Safety conference in my new role at Seeing Machines as Chief Science & Innovation Officer. Expanding leadership of human factors and safety programs to include our AI research and advanced engineering teams that deliver the features for today and the advances of tomorrow. Exciting times ahead.
This Year’s Speakers
australasianroadsafetyconference.com.au

https://australasianroadsafetyconference.com.au/this-years-speakers/

Position Overview

The General Counsel is a new and senior appointment to the Executive team of Tamboran. The ideal candidate will have demonstrated capabilities gained from working both with a law firm and in house. The candidate will be knowledgeable in the oil and gas industry in Australia, with a general understanding of US law. While the role will have key responsibilities for matters related to all legal aspects of funding and financing, commercial and marketing, project development, project construction and production operations, it will be an integral member of the senior executive group that is leading the sector with its innovation and technology. Reporting to the Chief Executive Officer, the General Counsel will assume responsibility for ensuring compliance for legal, employee relations, corporate and statutory matters, with direct involvement in significant contractual agreements in commercial, financing and projects activity at the most senior levels in the group. The General Counsel will provide the Board of Directors and CEO with the necessary information and assessment to ensure compliance and corporate governance is maintained in line with the ASX, ASIC, and other governing bodies.

https://au.linkedin.com/jobs/view/general-counsel-at-tamboran-resources-pty-ltd-2710297624?refId=1ZZjTXtfmMNLvKu90k%2FiWQ%3D%3D&trackingId=BWYSd3jlnOaq0J093RBpLw%3D%3D&position=1&pageNum=0&trk=public_jobs_jserp-result_search-card

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It seems Tamboran are revvin' up for the future at Beetaloo

These boards have one primary purpose, and that purpose is to provide a free and unhindered platform for all views and opinions irrespective of their content. Let Mr Poods or indeed anyone else say what the hell he likes.

Exposing company management to ridicule, cross-examination and holding them to account is an essential part of being a small shareholder.

we cud hit 3p here today

I'm sure we'll get an RNS that may indicate who's been offloading. At least we now know it's not company related

the bid's been strengthening all day...there's a decent buying presence here now but who they are, I have no idea

He's still here unfortunately