RE: Sentinel update, Rig on site?16 Jul 2023 10:24
Yes, lagoon makes sense, and if has been lined with bitumen or already has some water in it that would account for the black colour on the false colour image.
There was no lagoon at Tai-1, but maybe they really mean business now.
Thinking about going forwards, obviously they are going to drill, and possibly several holes to appraise Tai, and the Top Karoo where they hope to find most of the helium. I think they are looking to finish by mid November, I don't see the earth access road lasting long in the wet season. Maybe get 3 wells in at a pinch if they are only moving the rig around the pad, and all goes well?
But there is a possible alternative scenario.
Similarities with the TNK Base camp and the Tai-3 pad as already discussed to some extent are, both are aligned N-S, both roughly the same size, on the same seismic line and both on the ERT line for detecting shallow voids. The TNK camp is also directly above the highest part of the Top Karoo.
And that picture they published of all the workers at the TNK camp I think was likely taken a couple of months ago (the ground is wet, very wet and it hasn't rained at Rukwa since the beginning of May), contrast that with the roadway image which we know was taken in the last few days/last week as the roadway has only been in existence for that time, there everything is dry and tan coloured, as befits the dry season.
In addition there is a vast open space to the side of the workers at the TNK base, and the back of the base is used for accommodation huts and latrines/showers. Why do they need all that space? Only really if it is another pad in the making, IMHO, DYOR.
What if they drill at Tai-3, intercepting any shallow voids (declare discovery after a weeks drilling?!), then intercept the Lake Beds (multiple levels), the the Top Karoo (main target), and into the Basement.
Then move the rig 250 metres south to the TNK base camp, which would by then have become the Tai-4 drill pad, hit a shallow void again (this helium stuff is everywhere, they would say), bypass the Lake Beds as they would be out of closure at this location, and then straight into the most prospective part of the Top Karoo and possibly on into the basement.
Then it is CPR time with an appraised Tai helium field, rinse and repeat in 2024 somewhere else, and maybe lease the rig out to Noble for a couple of months.
All IMHO, DYOR etc, etc...