Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I literally think Paraguay is an isolated order as a result of connections with the KPF agronomist/ sales. They’ve utilised backloads. It probably got a mention because it shows the possible rather than the probable.
7 AUD per tonne opex.
Drilling commences on 10th April. All going well that means it completes on 6th May.
Logging from 2nd casing / surface casing at the drill head plus mud samples so we will be getting news throughout the drill.
At some point GSA too
I've sold some of mine over the last week. With the recent rise, HMI had become 90% of my portfolio and it needed balancing. It was a difficult decision but I've held through all the rises and falls and the share movement unpredictability has caught me out a few times. I still hold a significant amount.
“ Full production figures
At mean figures and a value of sale at $50 over the life of Jade and Topaz 49% holding would net 365mmbls x $50 = £13,931,593,750 / shares =£22.81 per share.
At P10 figures assuming the same $50 per barrel over the life and 49% holding would net 640mmbls x $50 =£24,428,000,000 /shares = £40 per share…”
I’ve been checking these figures and they look great although the value of the company would surely be based on annual production rather than the lifetime of the field? I’d be very very happy with 1/10th of your prediction
It’s the price at the field I’m interested in
https://globallnghub.com/henry-hub-and-asian-spot-lng-widened-to-a-2-year-high.html
Agreed - if Jade is Fill to Spill, Topaz is game on… Pearl is not even worth considering because we’ll be bought by then. The combined audited mean in place potential of all three prospects is 884 MMbbl and a P10 in place upside of 1,588 MMbb