Member Info for shakeypremis

I'm take that bet, if I can get you to agree to eat your own underpants too if you lose haha.

As far as I know, these are today's trades so far; 23/04/2018 11:57:38 RBW 19.62 O 7,604 23/04/2018 10:58:56 RBW 19.64 O 10,000 23/04/2018 10:24:07 RBW 19.40 O 31,894 23/04/2018 09:44:32 RBW 19.40 O 15,000 23/04/2018 09:43:13 RBW 19.00 O 25,000 23/04/2018 09:42:29 RBW 19.00 O 39,000 23/04/2018 08:00:29 RBW 19.00 O 10,000

If Kelvin comes in like SD-1X, the three wells so far will be pretty close to 100 MMscf/day. One extra dev well should put it over.

From page 15: "Reservoir section in Ibn Yunus vs. SD-1X: - Thicker (100.8ft vs 82.5ft) - Better Quality (28.5% vs. 25.2%) - Anticipate that flow test will significantly exceed 25.8 MMscfd@SD-1X" Nice.

Tigris, can I ask how you know what price SDX are going to get for their gas at SD?

It has now been updated and is viewable here: Here is what it was as of 07-10-2017 http://www.sdxenergy.com/investors/aim-rule-26-information.aspx https://web.archive.org/web/20171007223014/http://www.sdxenergy.com/investors/aim-rule-26-information.aspx Ignalls have picked up more.

Yes I did wonder what that might mean. Is there the possibility for oil down there too? Like in South Disouq...

59p to buy right now, 58.9 to sell. Very tight spread for SDX.

Dumpers gonna dump I suppose. Please, thank me later for my sagely insights. Beggars belief that you would sell now, but a 20% profit or whatever is a profit I suppose. The potential of Morocco just increased massively, they could get the 40mmscf/d under compression if some similar wells in this new region come in.

Think the newer contracts are going for $12/mscf.

60p paid. How much further can this go today?

The bid is moving up with every buy (no matter how small it would seem) and with a lot of sells too.

Some talk of cold weather and rain in Morocco in early April on this Trip Advisor forum: https://www.tripadvisor.co.uk/ShowTopic-g293730-i9195-k11227005-Rainy_days_forecast-Morocco.html So could well be just bad weather. But who can say until we get the result.

It seems like Egypt has been paying people at least $4/MCF for quite some time now. Early as 2015. https://af.reuters.com/article/commoditiesNews/idAFL8N0ZL0BR20150705

$5/mcf would be mental. Basically double what we've been thinking SDX might get. No guarantee SDX will get that but if they do that would would blow the various cash-flow estimates we've made here out of the water.

$5/mcf would be mental. Basically double what we've been thinking SDX might get. No guarantee SDX will get that but if they do that would would blow the various cash-flow estimates we've made here out of the water.

For anyone that hasn't seen this yet; https://www.bloomberg.com/news/articles/2018-04-13/russia-may-target-titanium-u-s-workers-to-counter-sanctions Not sure how much rare-earths Russia actually produces as China is the main world supplier and they haven't announced they are going to ban rare-earth exports to the US (yet...).

Yes, and if the results are good those same PI's will probably end up blasting past the previous high.

For those that are a bit miffed as to why their buys are appearing as sells this is how it works. At the time a trade goes through, a computer decides whether it was a buy or a sell based upon the mid-price. The mid-price is mid-point between the advertised buying and selling price at the time of the transaction. For example, if at the time of the transaction the buy price was 50p and the sell price was 49p, the mid price is 49.5p. If your buy order goes through at anything under 49.5p it will appear as a sell. Anything over 49.5p it will appear as a buy. There you have it.

mcf's/crap-tonne = $$$