Member Info for smkr

And considering everything going on in world at moment. A stroke of genius exporting LNG from Shell in USA to Europe

Landmark agreement between Shell and METLEN for cooperation in LNG supply and trading

Athens, Greece / London, United Kingdom - February 25, 2026 - Shell and METLEN, signed on Tuesday, February 24, 2026,  a Memorandum of Understanding (MoU), establishing a framework for cooperation in the supply and trading of Liquefied Natural Gas (LNG).

The MoU reflects the intention of both parties to pursue joint development across a number of European countries, in alignment with the Vertical Gas Corridor initiative. The agreement was signed in Washington, D.C., by Panagiotis Kanellopoulos, Chief Executive Director, International Energy Supply & Trading at METLEN, and Tom Summers, Executive Vice President, Shell LNG

Well, there’s only 7 grand available to buy then no quotes. So it’s just an illiquid book.. news is coming

Ey up.. heading higher

Nice summary mate. You have the likes of JOG also, their flagship asset Buchan is farmed into by Neo Energy & Serica, JOG retaining 20%.. sat at £38m market cap. ORCA will have its day ftom this cap, and its starting to feel like eyes on North Sea again.

Orcadian Energy – Licence Portfolio Overview

🔹 P2244 (18.75%) • Contains the Pilot discovery (79 MMbbl contingent resources) • Planned development via polymer flood strategy • Partner: Ping (carried pathway to first oil) • Concept select report in progress for NSTA submission

🔹 P2482 (100%) • Includes Elke & Narwhal discoveries • 53 MMbbl discovered resources • Potential to double through appraisal

🔹 P2634 (50%) • Fynn Beauly discovery (with Serica Energy) • Huge potential – comparable scale to Rosebank • Oil suited for anode-grade needle coke (EV batteries) • Also includes Lowlander discovery • 20+ MMbbl light sulphurous oil • New development approach being explored to overcome H₂S challenges

🔹 P2650 (Exploration Focus) • Low-cost, low-risk opportunities • Shallow wells = cheaper drilling • Key risk (gas saturation) can be tested via EM surveys

🔹 P2680 • Contains Earlham gas field • Planned offshore power station + carbon capture • Financing led by partners: • Marine Low Carbon Power Company Ltd • Independent Power Corporation Ltd • Additional upside: • Orwell field redevelopment • Clover prospect drilling potential

They had a couple big farm outs. I’m sure shell and dana petroleum involved. I’d have to go back and refresh myself, been a few years since I looked there

Yeah .. has a couple decent assets, farm outs. But one of those that has raised and raised over the years, consolidated, raised and raised, hit dusters, discoveries.. been through the mill so to speak and still finding bidders interested

Co’s swooping on DELT in distress to pick the bones of what they have left

Just shows you what we have here, is far more valuable.. and not in distress

Not that many left below nominal now

Https://tradingeconomics.com/commodity/aluminum

Cheap again!

Sometimes the slow burners turn out to be the boomers

Has done well hasn’t it. Well overdone those recent falls

We going up again now?

Probably sees new highs this year

Be in before it happens and all that

https://www.politico.com/news/2026/04/09/national-robotics-trump-xi-china-00861918

“Executives had initially expected a national robotics strategy, which could include an executive order, to be released in the first half of the year. But the summit — originally scheduled for March and delayed to May due to the war in Iran — has scrambled those expectations.”

Great post 👌

Beginning to look perky here methinks

Robotics to the moon

Wait until Trump administration mention going all in on robotics again. I reckon they delayed all that due to war

New Contract Upsell Orders and Renewal

Intercede, the leading cybersecurity software company specialising in digital identities, today announces new contract upsell orders and a renewal.