Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Why are we missing something?
All the info we are likely to get has been given.
I don't get why there would be more delay to consider options we've had that already.
Basically your asking if it's all lies?
Iss51,
Look up private placing of shares. Mates rates is a term used to suggest preferential rates for the buyer, in other words MM's (market manipulators), or companies who buy and sell shares to order. Will force the price down to allow a buyer (private or institutional), to gather shares at a lower price. Usually the buyer is of benefit to the companies future. Let's hope.
Imo dyor
Current costs for Hydrogen globally will be high.
IRENA.org the international renewable site gives information on developments, countries working on Hydrogen projects and projected costs. It also gives costs disparity due to water desalination needs.
$1 per kg is not so far away.
Hi Surfit, yes . I get that there are associated opportunities for gas suppliers in North Africa such as water, fertilizer and hydrogen production. Also understand the need to involve and diverse into green energy. Perhaps there are some quid pro quo deals in there?
This companies ambition and confidence is high. If they reach the heights they are aiming for great, but your right we need some numbers.
Gas demand is not going to drop anytime soon imo. Morocco's industry conversion plans are extensive and its domestic demand is set to grow. All that will happen without a gas agreement from Russia to the EU, again imo, due to the lack of security for the EU energy market. I won't consider the Nigerian pipeline as part of the argument yet.
As previously stated the market now is usually low.
I'm no expert on start up costs, but those who are have discussed it, and they mention the relatively short pipeline and quality of gas, as major cost savings compared to "normal".
My concerns are the startup costs of the ventures depending on this working.
GLA DYOR
Africa energy news article.
State-owned utility Office National de l’Electricité et de l’Eau Potable (Onee) has issued a tender for the construction of a 900MW open cycle gas turbine (OCGT).power plant adjacent to Al-Wahda dam and the Maghreb-Europe Gas Pipeline (GME). The project’s estimated cost is MD6bn ($592m).
DYOR GLA.
I hope you're right about the farm in covering costs Jimmy .
I share Surfit's concerns over lack of ii interest. I've convinced myself that this is likely to change after GSA and very likely after FID.
Any opinions?
Rgds Speculiar imo
Interesting read
https://www.rosalux.de/en/news/id/50178/europes-quest-for-energy-fuels-green-colonialism-in-africa
HAPPY you've sold up!!!
My understanding of chariots business is pretty much what they said they are doing on their website. This is not an oil and gas company anymore.
Gas , Hydrogen, solar, wind and power networks. Feeds / tie ins to ammonia and water production.
As BDC said nothing spent yet.
Clearly not happy with your understanding of this companies direction as you've moved on.
What I don't get is the negative posts?
If you read the RNS and research the company and the customers (Morocco) ambitions ,this shouldn't be a surprise.