Member Info for Stally092

Great to see the stock holding and moving above 26p+ the last few days! There's also been some pretty substantial buys.. a big investor entering the fold perhaps?

If so, another great sign.. I think we all know what potential the next two quarters hold :)

Apologies, typo in my original, HZ-3 due to spud in the coming weeks..

Oh, and that's not to mention talks of acquiring a 2nd rig..

Can definitely see this ticking up nicely now over the next few weeks.. there's been strong buying pressure this week, and Malcy's recent interview was excellent to learn more about some of the technical insights they've learned from recent drills. If the latest RNS didn't send confidence sky high, the remaining drills should, including the new prospects pipped for Q4 (with Baquiano potentially being one large structure with CN.. imagine, exciting!).

Just to add that CNB HZ-1 was the shortest planned horizontal of the lot. Each of the remaining 3 horizontals (for now), will all be longer, particularly HZ-4 & HZ-5, so would expect to see greater potential (subject to them being restricted for reservoir longevity of course.. and based on Malcy's interview this structure is larger than they think, therefore expect to see reserves increasing as well). HZ-1 is due to spud within the next few weeks once the water well has been finished, and with all pads and cellars built, it's back to back drilling from here (even on Baquiano and Mateguafa Attic).. exciting few months and a year ahead!

No need to ramp this one, the details speak for themselves.. but it's hard not to believe by this time next year seeing this company hitting close to 10k bopd off the back of the next set of horizontals, continued CN development, RCE and OP!

Potential dividends by end of 2025? Yes please!

"Zephyr Energy counts down to start of production test, successfully refinances"

https://www.proactiveinvestors.co.uk/companies/news/1050612/zephyr-energy-counts-down-to-start-of-production-test-successfully-refinances-1050612.html?viewSource=TwitterUK

A prolonged clean out makes sense given this was a horizontal drill perforating a larger part of the reservoir, looking forward to the results on production next month!

News on the debt is great!

And a little longer to wait on the Salt Wash drill, but good that they're looking for cheaper ways to fund the commitment drill!

No need, they just confirmed on X:

https://x.com/ZephyrEnergyPlc/status/1803803058893185200

Well, things just got less risky.. very welcomed news and looking forward to seeing the detail!

I think this echoes my sentiment :)

https://x.com/Robin25461631/status/1803338961013678445

Hey Ezhik - thanks for sharing and completely agree with you having looked at the assets, it definitely doesn't match up. My view is the mix of early growth risk and capex, and perhaps the sentiment around the volume of reserves and how long they can keep them flowing. With the latter they've done a great job here with proving these up in the last 12 months (up 54% from last year), and with aggressive development will only reinforce and increase those figures. I also suspect this is why they're aiming to drill the other identified prospects later this year (Baquiano and Mateguafa Attic) - to show that the long term growth and opportunity is there.

With the early growth/development stage out of the way and increasing/multiplying production at these rates though, it's hard not to see this naturally grow the share price over the next few months. If I've calculated correctly, with current production and netbacks, we're currently in the region of £5-6m net revenue per month (with potential to double that in the coming months). With these figures I'd be surprised to see the share price being held back too much longer - it might just need the next quarterly results or two to cement it. If we do trickle up, there are two big thresholds which might set this soaring too in my opinion - hitting a price of 32p and 52.5p. At that point we should see investment from bigger ii's when the market cap thresholds are reached.

It may mean waiting another 6 months or so for the next set of results and confirmation of production rates and reserves to really get this going, but hopefully it'll be worth the wait! There are still some risk as always, especially with the exploration targets, but today's news has massively de-risked their horizontal drilling campaign and sets us up for a huge production ramp, generating revenues far beyond the current market cap. It'll be interesting to hear what the plans for 2025 will be too. Again, all my honest opinion and wishing everyone GL here :)

Yup, and says as much in today's RNS: "The three follow up wells will have longer horizontal sections, which are expected to result in enhanced rate and ultimate recovery."

Given they've even restricted the flow of this first well at just above 3000 bopd, it would probably be a fair assessment to say that all of these wells will also produce at minimum 3000 bopd given the extended length, which is huge upside on current figures and shows they made the right decision with picking horizontal drilling (the ESP is set to minimum at this point, so even if flow rates plateau out slightly, they can notch it up).

At this point, feel this is still very much under the radar and glad I found this little gem. No debt, great production figures (~3600 bopd), aggressive development, new prospects, all of this and their assets are wildly undervalued against market cap (~£57m) - just read the annual report and that's clear (and that's before today's news). I would hope we see this creep upwards over the next few months off the back of this and in anticipation of future development. Just my view, DYOR :)

Https://www.share-talk.com/rns-hotlist-with-zak-mir-tap-orcp-axl-pow-phe-ixi-seed-eleg/

"Unbelievable cheap share price."

Just from CNB HZs alone we have the potential for an additional 10-12k bopd (net 5-6k to Arrow) over the next quarter, which is double our current production. This doesn't even include OP-3 & OP-4 stimulation and our next prospects in Q4. Great time to be in here, even at these prices, pretty excited for the next 6 months!

Likewise, looking forward to seeing where this is in 3 months time and looking forward to our new exploration prospects too.. plenty of news and excitement in the pipeline to keep this ticking with significant increases in production to report in coming quarters :)

Boom, exceeding expectations! Restricted at over 3k bopd :)

Yes and no. The assets aren't proven in the lease areas owned by Vecta in the Las Animas County area, hence they've identified 5 prospects where they will drill 5 shallow exploration wells to prove Helium reserves exist; Mauna Loa, Treasure hill, Garcia, The Bard and Billy Goat.

The positives for Mosman are that Vecta have other proven helium assets in South Colorado, so have expertise in this area and with helium plays (alongside this being cheap exploration). And with regards to the Las Animas County lease area, there are some fantastic producers already surrounding these prospects, the highest being Model Dome which is 8% He (wedged between Treasure Hill and Mauna Loa). The Bard and Billy Goat are also in proximity to large lease area owned by Blue Star, which has between 2-6% He. Suggest looking at slide 13 of the most recent Corporate Presentation for the map :)

Exciting prospects, all of which are targeting Helium already identified by others in the Lyons formation. Looking forward to these being drilled in the next few months.

Ah great, I did look but must have missed that! Thanks for pointing out :)

I know we're all eagerly awaiting flow test results for 36-2R (GLA!), but I'm assuming we'll be getting an update on the Salt Wash Field commitment well imminently too; whether that's securing a rig, or looking to extend the lease?

Terms of the farm-in where for us to spud prior to 30 June or risk losing it, so seems we're cutting it a bit fine? Don't see anything about the H&P rig going there next, have I missed anything? Thanks all :)

Interesting, seems they took the X post down - not sure what the means, but guess we'll find out soon!

Some healthier stream of buys coming through on the books this morning too and Friday's seller looks like they might be out.. Fingers crossed we see some upward pressure from here and some good news too! GLA.

Update on X: "Progress continues at the Oso Pardo-3 well in the Middle Magdelena Basin. Keep posted for further updates!"

https://x.com/corp_arrow/status/1802697981784650120

Bit of a nothing update, but hopefully means something coming very soon on their simulation efforts! Also, if they're happy to be popping updates like it's business as usual, I'm hoping that's a positive sign that everything is still ticking over ok on CNB HZ-1 too! Time will tell, hopefully we'll have news soon! GLA.

I'm not sure anyone said they knew the outcome, simply referring to what is in the company documents RE potential timelines - of which flow testing is scheduled for Q4 (of course the appraisal well has the strike first, that's clear, but that doesn't mean you don't have a plan). My post clearly states the risks involved if they don't find commercial Helium, so DYOR as always.

To help you, as it seems like you may not have even read any of the company's documentation.. timelines can be found on slide 14 of the March 2024 Investor Presentation. And if you would like a comprehensive breakdown of what they have discovered from soil sampling and old well date in the region, instead of guessing with your "if I'm not wrong" statement which is misinformed, all of that can be found in the AIM admission document (on their website) - it's quite lengthy and in-depth so please do knock yourself out on that one.