Member Info for sirmark

Direct link for the zoom meeting

hTTps://us06web.zoom.us/j/8148593834

16:18:30 16.15 350,000 56.52k O

16:18:18 16.15 1,650,000 266.47k O

I don't want to talk to soon, BUT the Level 2 book looks ready to make a move up... very quiet as you can see but equally nothing pulling us down which is an added positve. Looking as it stands a few decent buys should lift us and keep us up and show the current SP as the bottom ! Just my take.

With credit to Slimfatbloke on the discord

The Federal Government have just chucked another $4,000,000 at the pipeline project.

Some might take that as a sign the feds can see a future for North Slope gas.

FY23 Federal appropriation $4,000,000*

*Federal Award Notification received September 5, 2024.

https://agdc.us/wp-content/uploads/2024/09/AGDC_Board-of-Directors-Meeting_Presidents-Report_September-12-2024.pdf

On the agenda worth noting on the phase1 update, Wood Mackenzie are doing a presentation!

At the last meeting June 13th on the phase 1 update “Introduction to Great Bear Petroleum”

So a few months on and getting closer to funding I wonder(presume) Woodmac are presenting their analysis which made them name us as the 4 largest discovery in the world of 2022 and that being the largest on shore.

Wood MacKenzie (“WoodMac”) . The Company notes WoodMac have published a report, made available to WoodMac clients, which announced Pantheon’s 100% owned Theta West #1 well as “the fourth biggest discovery well globally in 2022.” Consistent with Pantheon’s own assessment WoodMac characterise Theta West as a contingent resource requiring additional drilling and testing before potentially being considered commercial.

Pantheon notes that Theta West is unique in that it is the only onshore discovery in this top four global discovery list. Being onshore and close to existing export infrastructure provides major advantages to any commercial development subject to additional appraisal drilling and production testing.

Thursday’s AGDC meeting details, public are able to listen in.

hTTps://agdc.us/about-us/board-meeting-schedule-materials/

BOARD MEETING SCHEDULE AND MATERIALS

The Alaska Gasline Development Corporation (AGDC) BOARD OF DIRECTORS will meet telephonically/virtually on September 12, 2024. The time of the meeting will be 09:00am.

The public is invited to attend telephonically or virtually using the Zoom Webinar link or dial-in information included below:

Please click the link below to join the webinar:

https://us06web.zoom.us/j/81485938345

Telephonic:

Dial-in Number: +1-253-215-8782 or +1-408-638-0968

Webinar ID: 814 8593 8345

Telephonic Board meetings pursuant to AS 31.25.030(b).

AGDC COMPLIES with Title II of the Americans with Disabilities Act of 1990 and the Rehabilitation Act of 1973. Individuals with disabilities who may need auxiliary aids or services or special modifications to participate in this public meeting should contact AGDC at 907-330-6300 prior to the scheduled meeting date so that arrangements may be made.

This meeting schedule and board presentations are subject to change prior to scheduled meetings. These dates are not official until the meeting has been publicly noticed.

Totally agree, I think as this starts to move some serious fomo rally will start.

I think this will move on a six pence soon.... I guess the weakness is we are in the period of the VWAP and suspect some games being played to get as many shares as possible at the 10% discount. Will be sorted in the next 5 full trading days.

WEll, we've all been tested before and I guess these lows are no different. I would argue this level shouldn't have been seen again, however we are now the closest we have EVER been to getting something significant over the line and the shareholders are (I expect) about to get handsomely rewarded for our patience and support. The next few months could hold so much amazing news that would instantly transform the company.

If you feel the current weakness is warranted no problem, but if like me you think the SP is an amazing gift then buy like crazy !!!... I personally am fully loaded with no spare capacity... but this is an oppertunity in hinds sight I wish I had waited for, however ... when we're back over £1 I doubt I will be complaining about a few pennies.

GL all

(Let's hope the NFP numbers are good in a couple of hours.. .the markets generally seem very gitterish)

Some decent buy orders going through

12:48:46 16.76 175,000 29.33k O

12:46:57 16.74 14,734 2,466 A

12:46:57 16.74 2,330 390.04 A

12:44:06 16.84 120,000 20.21k O

12:43:07 16.8398 100,000 16.84k O

12:42:12 16.80 25,000 4,200 O

12:39:34 16.763 50,000 8,382 O

12:39:19 16.58 8,544 1,417 A

Just a little more patience required...... and people will be looking back at this price saying why the hell didn't I buy more !!!

Once the overhang has gone this is going to fly.. great buying oppertunity.

The award was just at the weekend and the company would have been notified at the same time ie weekend so I would expect and RNS later today/tomorrow.. as whilst we now know the RNS still has to be signed of by the Nomad and it will be the reason we haven't seen it first thing imo.

Here?s the first great news out the door

(Courtesy of unlikely2)

https://dog.dnr.alaska.gov/Library

Approval for Megrez Plan of Operations granted.

If you're sitting on the side-lines thinking I'm going to buy just not use of the best moment... I would argue TODAY...RIGHT NOW .. is the best time !!!

From next week everything changes IMO, a PR offensive is in play from September.... news from all different sources will be inbound ...... Alaskan Government, Company webinars general market sources... next month is going to be massive as everyone positions themselves for the "driller in manila" !!!! the drill of the year ,,,, 40 minutes left !!

Everyday we're a day closer to amazing news !! the SP should really start to gain traction from next week as we await the official drilling approvals plus the gravel pad can start and we can start to organise road closures etc... the site will soon be ready and I expect well be significantly higher than the sp of today.

16:41:59 18.90 500,000 94.50k O

16:41:53 18.605 1,500,000 279.08k O

16:41:46 18.1175 1,000,000 181.18k O

16:39:19 18.70 1,000,000 187.00k O

Nice buy orders on the book

15:52 679,695 18.9

So who was the 500k sells that put a little break on the share breakout.. Citadel..... now back to 0.5% short reporting. So now we know and it's in the price... time to make them pay. One sniff of good news and this is going to the moon !!!

That process for objections has finished. We are now awaiting the formality of permits which will be week after next