Member Info for schlemiel

REC'D

PRESS STATEMENT

18 July 2025

Public Meeting on the Social and Economic Impacts of the Proposed Sea Lion Project

The Falkland Islands Government (FIG) and Navitas will hold a public meeting to present the findings from social and economic impact assessments of the proposed Sea Lion hydrocarbons project.

In 2024, Navitas commissioned Hatch consultants to conduct a comprehensive assessment of both the social and economic impacts of the Sea Lion Project for the Falkland Islands. Navitas have now published those reports which are available from www.navitaspet.com/project/the-sea-lion-field or by contacting the Navitas Stanley Office on 22069.

The assessments have also identified the planned measures that will be taken, in collaboration with key stakeholders, to mitigate, manage and monitor the socioeconomic impacts of the project.

Both Navitas and FIG invite the public to review the findings and to share their perspectives on the planned measures and policy considerations for FIG, at a public meeting at 5pm on 30 July 2025 in the Harbour Lights

Cinema and Conference Room.

FIG and Navitas are also engaging with the Chamber of Commerce on the findings and stakeholder sessions for businesses are planned for the end of July.

***

ENDS

https://www.facebook.com/FalkIandsGov/?locale=en_GB

Std - good find by the way

We'll get there, eventually

'seamlessly integrating critical information directly into the 'driver’s line of sight'. What is 'line of sight' if it's not detecting the direction in which the driver's eyes are pointing? Surely DMS must be involved?

'The line of sight, also known as visual axis or sightline (also sight line), is an imaginary line between a viewer/observer/spectator's eye(s) and a subject of interest, or their relative direction.''

wtf is a 'core ideology'? corbyn's a ****** and an extremist

Tuff goin' at present.

I've never been a fan of stock consolidation. Such a corp act always crushes momentum, without exception

by 'eck

Erratum - NTG (Northern Territory Govt officials)

Owned by Andrew Forrest and working hard using green pressure groups as propaganda outlets to denigrate the Beetaloo project (across all Beetaloo gas companies). Forrest wants to import gas into Australia for various reasons ie green projects and gas supply to Eastern Aus cities but the best solution is Beetaloo gas piped by APA to East Aus and north for exports.

Squadron (Hotcopper source) have contracted a LNG tanker and are paying around :

'Squadron is on the hook already for an LNG Tanker (Hoegh Galleon) under charter party right now, that if their funky import plan doesn’t work , could burn the farm down. We are talking about a vessel costing circa 200k USD per day growing barnacles. They signed for 15yrs. That’s enough even to make a billionaire sh*t his pants.'

It's a battle of wills it seems

I note Tamboran management were at the Darwin Investment forum this week (Riddle etc)meeting NTB and foreign investors regarding Beetaloo.

We need news that points the way to monetisation. It's the only thing that will shift this mother-fooooker

Https://x.com/Mobileye/status/1945790356450164805

'Conclusion: Solgold has described a clear plan to bring Cascabel to production by the end of 2028. Initial ore from open-pit mining at Tandayama America is expected to be available early in 2028 and underground material from Alpala by the end of the year coinciding with completion of plant construction and on-site tailings disposal capacity. The release also discusses plans to package southern Ecuador projects into a separate entity which may seek a subsequent listing.'

https://www.share-talk.com/sp-angel-morning-view-todays-market-view-thursday-17th-july-2025/

SH

No problem.

Buying at premium

Orosur CEO Brad George commented:

"The latest results at Pepas are exciting. Not only do we continue to expand the area of potential that will require drill follow-up, but the commencement of resource drilling has exceeded all expectations, with some of the thickest and highest grade intersections seen anywhere in the world. We have only just begun."

Not bad indeed

It's SOLG finally becoming 'real' rather than conceptual?

Https://www.navitaspet.com/wp-content/uploads/2025/07/Sea-Lion-2024-Economic-Impact-Assessment-Technical-Report-290525-final.pdf

Q3 on item 12: Macquarie Bank presents itself as a keen supporter of renewable energy which is transitioning away from associating with new fossil fuel projects. Resolution 12 involves us gifting them $US2m worth of stock at $US17.74 in lieu of them not charging what sound like ridiculously large and and onerous lending fees on the performance bonds they are providing us. Given that the US$55.4m placement was solely managed by Bank of America, an enormous enterprise currently capitalised at $US347.6 billion, why didn't we arrange finance through them rather than entering into these expensive arrangements with Macquarie Bank? Is Macquarie charging us more because we are a fossil fuel greenfields project that many financiers won't touch?

Q4 on general business. If the Trump Administration turns hostile on Australia with excessive tariffs and other aggressive trade tactics such as demanding we change Australia's popular Pharmaceutical Benefits Scheme, as a Delaware registered and NYSE listed company, could we potentially be at risk of losing tenure over our Beetaloo Basin acreage, in much the same way that the Chinese owner of the Port of Darwin is currently being forced to relinquish control of this asset in the Northern Territory? Are we concerned that our tenure over Beetaloo Basin gas acreage could come into play in a trade dispute with Australia and what are we doing to avoid this happening? Does this explain why we are one of the biggest corporate advertisers on Australia's powerful Sky News cable channel?

https://www.maynereport.com/articles/2025/07/16-1343-8416.html

Interesting :

Below is the text of the 4 written questions submitted to company secretary Rohan Vardaro and colleagues ahead of the Tamboran Resources (TBN) 8am Melbourne time virtual EGM on July 17, 2025 to approve 13 share issue resolutions. Tamboran is Delaware registered so the record date of June 12 had already passed after I bought in on July 8 but emailed cosec Vardaro on July 11 requesting a control number so could ask a couple of questions, even if unable to vote. He said no, so I instead emailed him the day before the meeting requesting that these 4 questions be dealt with at the meeting, even just in the formal addresses if need be. Market cap $466m. Is dual-listed on the NYSE. See notice of meeting and voting results.

Q1 on item 1.. On May 14 we announced a $US55.4m placement two stage placement to further our Beetaloo Basin gas aspirations. It was priced at $US17.74, a 15% discount to the previous close of $US20.87, and there was no follow on Share Purchase Plan for retail shareholders. The last annual report (see page 87) claims that we have 2,763 CDI holders. Why we weren't we given a chance to participate in this latest capital raising on the same terms as the big end of town investors and some of the insiders whose latest investments are being approved by shareholders today?

Q2 related to items 4 to 10. There are 7 resolutions at today's EGM seeking the approval of equity grants to individuals. Which of these individuals are Australian residents or Australian citizens?

SEE's tech is endorsed and validated by some of the largest companies in the world so there's no complaints on that front. It's the financial side of SEE that drags down its valuation, for now. Throw in the bearish tone of the auto sector and there's upside from regs and downside until auto improves.

I cannot see much downside from here though. Imho the bias is up to the upside but then I would say that

DYOR

'Beyond drilling, Tamboran is progressing critical midstream infrastructure. The Sturt Plateau Compression Facility (SPCF) project has completed detailed design and received Environmental Management Plan approval. This facility, planned for 40 TJd (approximately 39 MMcfd) capacity, is essential for converting raw gas to sales gas quality and is expected to connect to the Amadeus Gas Pipeline (AGP) via the Sturt Plateau Pipeline (SPP). A Development Agreement with APA Group (APA) for the SPP was signed in December 2024, outlining conditions for design and construction and requiring Tamboran to provide significant bank guarantees.'

https://beyondspx.com/article/tamboran-resources-unlocking-beetaloo-s-potential-on-the-path-to-production-tbn