Member Info for schlemiel

'This is very positive news for Seeing Machines, in particular, and I’m expecting some big auto contracts to be announced soon.'

https://twitter.com/seeingmachines?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

We can partially console ourselves with the possibility that at some stage FOG's 30% will attract an offer pre or post the next exploration well, dependent of drilling results of course

Great minds Terry

Just logged onto his site - things hotting up now in the DMS space....fire the starting pistol!!

Northern gas shake-up seen triggered by Santos deal

Oct-15

Angela Macdonald-Smith

'Santos' $2.2 billion acquisition of the northern Australian gas business of Conoco-Phillips is tipped to set off a wave of asset deals in the region as players get their interests aligned across existing LNG projects and their new sources of gas supply.'

rest is subs

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https://www.afr.com/companies/energy/northern-gas-shake-up-seen-triggered-by-santos-deal-20191015-p530qv

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If the next set of appraisals come in decent It wouldn't surprise me if FOG's 30% attracts an offer even before the next exploration well

The Santos-CP deal this week does suggest an appetite for further corporate activity in the LNG space

terry - Oh, I see. It's his sentencing this week rather than the actual event itself..cheers fella

1 v 2

Cenkos off the bid...we're going lower

I thought this was a recent article? I didn't check the date...doh, though the point I made is no less valid for such an incompetent oversight on my part...

I am assuming that if this was Guardian that this 'back door' nobbling of the system has now been firmly shut

You're assuming it's a SEE DMS. It may not be SEE. It could be a crappy one with no external monitoring - simply one that emits an in-cab warning when the system is triggered.

My point is that this horrific event would have been easily avoided and avoidable with the installation of Guardian. Why the authorities and truck companies can't see this is utterly beyond me. Union opposition is primarily the main barrier to Guardian's widespread adoption. Well, if this is the way it is then mandate Guardian and other similar systems

2 v 2 - opening book

'A sophisticated driver monitoring system detected Killiner’s fatigue 25 times between April and September that year, prompting Killiner to turn the camera off so it could not capture his face.'.....

Start -

'A truck driver who fell asleep on a remote West Australian highway, causing a fiery crash that killed his workmate, has been sentenced to three years and four months in prison.

Todd Andrew Killiner, 54, was behind the wheel of a road train when it went down an embankment then flipped over about 87km from Newman in October 2017.

Father-of-one Corey Bluntish, 37, was asleep behind the driver’s seat and was trapped in the cabin when it was engulfed by fire, while Killiner escaped with minor injuries.'

https://thewest.com.au/news/court-justice/asleep-at-the-wheel-truckie-jailed-over-workmates-death-ng-b881353115z

https://www.afr.com/companies/energy/gallagher-is-the-boldest-rider-in-australian-gas-20191014-p530jz

'Not just offshore

Even more intriguing is the potential offered by the deep onshore shales of the Northern Territory’s MacArthur Basin. Santos is set to start drilling in the MacArthur and just last week Origin Energy re-opened its shale exploration campaign in the adjacent Beetaloo Basin.

Santos’ share of the NT shales is expected to generate dry gas while there is informed hope that Origin’s play will produce liquids as well. But, either way, the most likely exit-point for shale discoveries of any scale has always been Darwin.

Another of the points that Gallagher made over and again through the opening phase of his deal marketing was that the ownership of any future Darwin LNG trains could be quite different to that of the foundation project.

To my mind this observation demonstrates the level of optionality that Santos has acquired in assuming ConocoPhillips' standing as the operator of DLNG.

There is reason to imagine, for example, that if the potential of the MacArthur-Beetaloo plays out as hoped, then Santos and Origin, along with some big gas customers, might share ownership of an expansion train at DLNG.'

SEE needs a return on its R & D and capital spending of the last decade or so and it needs that return TODAY not in a few years time. Maximising near time (sub 18 months) revenues are now vital for the business to preserve cash balances. Enough of fancy projects, SEE need to focus on delivering Fleet, DMS and Aviation...if they can also monetise their bank of data that would be great

Cenkos just jumped up on the bid...interesting following those sells

now 2 v 2 from 1 v 2

1 v 2 - improving

out of auction

1 v 3 CFEQ on the bid (Cantor Fitz)

auction

1 v 3 (4.7p v 4.8p)

2 v 1

we'll know when news is in the 'pipeline'...the book will become quite active..at present it's a tad lethargic with individual MMs moving up..i wanna see a rippling up of MMs on the bid

gone 1 v 1 from a weaker 1 v 2

map - no problem