Member Info for Stally092

There we have it, confirmation from #MSMN that December drilling in the US is still on track! Here's what we have to look forward to with 5 low cost drills near proven #Helium production and with grades upward of 8.8%! Drill schedule anticipation any day now 🔥

https://x.com/StallardMichael/status/1862095384685813955

Includes my research on the helium fairway, including drill locations and proximity to proven helium discoveries.

Is the EP155 permit nailed on after 15 years of waiting? Huge news for GEX & MSMN if so! Given we're expecting an announcement..

https://x.com/StallardMichael/status/1849462349331120270

Is the EP155 permit nailed on after 15 years of waiting? Huge news for GEX & MSMN if so! Given we're expecting an announcement..

https://x.com/StallardMichael/status/1849462349331120270

Great to finally see this moving in the right direction after a turbulent summer! The smile on Bo's face says it all, he knows what's coming at Clink..

AND we have Rudyard on the verge of spudding! Looking forward to the next few weeks!

https://x.com/StallardMichael/status/1849425875889991929

Couldn't agree more, so surprising how under the radar this is, market cap is no reflection of the assets and production here. Guess we'll have to take some of the PR into our own hands :)

https://x.com/StallardMichael/status/1849357854441890285

Some exciting weeks ahead for #MSMN as they head into a fully funded 5 drill campaign with JV partners Vecta in Colorado, where they currently hold a 20% working interest.

As we eagerly await the imminent release of the drill schedule, I've taken a closer at just one of these prospects, The Bard - a lease situated in the proven helium fairway in Las Animas.

If the nearby Model Dome & Cynthia True wells weren’t enough to wet the whistle, which produced 8% and 8.8% grade #Helium respectively, how about the recent development of the Red Rocks acreage by Desert Eagle just 10 miles south of The Bard, which is currently producing upwards of 600+mcfd @ grades of 6% Helium?

Commercial discovery and production in close proximity to just one of #MSMN's prospects is great news, as the image in the post puts into perspective! With shallow wells costing a mere cUS$259,000 (cUS$52,000 to MSMN), production can quickly ramp up with very little spacing once a commercial discovery is made.

So, something to look forward to, and that’s just one drill site!

https://x.com/StallardMichael/status/1844003377686196651

Hah Bean, give it a break.. not even hit the bell and you’ve repeated the same thing 4 times now. You clearly have an agenda and have been caught with your pants down on your short.. too bad.

RNS speaks for itself as does the interview, onwards and upward today.. this will be double figures come farm in! Happy for those who stuck in with the Share price drift.. you see how this moves with volume 🚀

You are also omitting that the RNS states that liquid levels were on the rise towards the end of test.. it could easily have been down to the acid’s work on the fracture system which Colin explained had extraordinarily positive results in opening things up.. likely increasing gas pressure temporarily as a result!

Listen to the interview, Colin is overwhelmingly positive and the economics just become far cheaper due to the effectiveness of the acid, alongside laterals which will be the forward play.. this is excellent for us finding a partner and taking this company to the next level.. what a great day for the company and all of us!

Onwards and upwards here..

It’s on, yeah!

Guys, the RNS which was posted 5 days ago (29th Aug) stated, "All field work to date has been conducted safely and in line with expectations, and the Company plans to conclude its technical analysis and expects to announce the results from the test within the next ten days."

There isn't a delay based on that last RNS so have a bit of patience.. there's currently no volume to speak of, so daily movements will be what they'll be and mean nothing in the grand scheme. I'm sure they'd rather have the full picture than paint a half one and there's still time within that 10 day window.. give it until Friday or worst case Monday.

With regards to your question Papa, "Do we have any idea roughly long the Acid procedure might take please?. A few days / week?. Crutial few weeks ahead for ZPHR, that's for sure."

CH said it'll take a day or two, then they'll run another extended well test and will release news before end of August. But they also plan to keep it in production for as long as they can after the test results to generate income and gather further data.

With regards to the share price.. he explicitly called out there's nothing you can do about the day traders - he has a lot of confidence so I'm happy to patiently wait for the rewards, the dip is what it is, people either see it as a buying opportunity or not (the SP here is moving on very little volume, just needs catalyst). Also, the data is going to be really important for our field development and reserves, which we can accelerate via farm-in agreement as discussed - this in itself will send the share price where it needs to be. Not long to wait and bit of patience, especially as we'll have some news in the next few weeks.

Agreed and great to see they give an update on Salt Wash.. sounds like they’re close to a deal on this one!

Up and up we go.. smashing out these horizontals with water well capacity already built to support!

Easy cash generator here.. still feel dividends next year are a possibility if our new prospects come online!

Loving this stock and team, great job!

The video mentioned by Duffs on YouTube for anyone wanting to watch.. seems to have had a positive impact on the SP (also took another slice myself earlier as couldn't resist):

https://www.youtube.com/watch?v=Y45t7UwRFsY&ab_channel=CoreFinance

Overall very confident watch, the acid is a cheap and easy solution to clear the heavy mud.. production to start back up mid-August and results before end of August as already stated. They don't feel it's necessary, but it's also a cheap option to extend the horizontal if they want to, as this one is very short (as previously mentioned by some on this board).

Given the great GOR, they can sell it easily, so plan to report results of the 2nd well test and then continue to produce for a little while longer.. this is great for our cashflow!

And already reaching out to partners, the advantage being this is a relatively unexplored basin and other producing basins are in decline.. I feel something on the cards here soon with regards to a nice farm out! I do feel excited! :)

Thanks for sharing as always Adon, look forward to hearing from CH next week and the details surrounding the latest drill/what they’ve learned!

But with reference to earlier comments, this isn’t the news you were talking about right? A drill permit won’t send this to the moon, as much as it’s exciting to have our helium play ready to go, so I’m assuming something else is still out there?

Yeah, I must admit I spent longer than expected yesterday looking through the planning department for permits, specifically around gas plants and pipelines.. figured that's where some of the blockages would be, but came up short!

Great to see the steady rise towards 30p over the last month, as expected following the fantastic CNB-HZ1 results.

I'm hoping we receive some catalyst in the way of news on operational activities soon (CNB-2 water well and the next HZ), that should start lifting us up into the 30's off the back of volume! Not far now from that £100m market cap!

It'll come with patience, but I've also emailed the company to see if we'll be receiving any operational updates and will post if I hear back..

Seconded, very well said OilW.

Took the opportunity for a little top up this morning at these levels. Only another 3-4 weeks for the results of the full acid wash and second test, so happy to sit here as it all unfolds.

The video with CH really says it all.. Higher than expected condensates in the southern part of the basin, with very little water disposal costs. The fact the well was still being choked back suggests they're maintaining good pressure as well.

Perhaps not what everyone was expecting initially, but credit to the team for the safe and well executed drilling.. CH's video and statement on the back of the RNS really gives me some confidence that they know what they're doing and the overall potential of this asset. Everything they're learning here will feed the forward development plan where we're likely to see some early cheaper and productive wells in the south, as alluded to by CH in the video.

So a bit more patience required, and as always DYOR, but the medium term outlook here is extremely positive. Oh, and that's before we even think about the helium potential..

Excellent result which shows this is highly commercial..

“1,350 barrels of oil equivalent per day, at which level the well was still choked back and constrained.” .. and at the peak 600 of that was condensate which is selling at crude oil prices!

I’ll take the but in the RNS.. essentially saying this natural fracture is huge, which is excellent to hear, even if it may need a bit of treatment to clear some thick mud from the safe drilling approach! The fact it’s producing high volumes before this is excellent and will give them data for future development!

The condensate piece is huge, GLA all, hope this re-rates to where it should be, the futures looking good!

I recalled seeing the infrastructure map in one of the company's presentations, and just found it:

https://wp-zephyr-energy-2020.s3.eu-west-2.amazonaws.com/media/2023/12/11.23.TPIwebinar_FINAL-VERSION.pdf

Per slide 12 you can see the thick red line is Dominion's pipeline which intersects with Zephyr's gas plant and pipelines.. so subject to agreeing off-take terms, I would very much assume the commercial sale of gas is a non-issue.

That means, following a successful production test and subsequent commerciality, it's onward and upward to an updated CPR and field development plan! Oh, and let's not forget about the Salt Wash play too, which I think is being massively underplayed/valued right now given the Helium boom. Looking forward to seeing where we are in 3 months time that's for sure! Usual risks apply though, DYOR!