Member Info for Thechukkers

sorry right before the field visit

there was a presentation on agm, it states we will start from 10mw,
the company is also going ahead with planning of the central processing facility and transmission lines
imo all is good, just the flow rates might come right after the investors field visit ?
also good thing is when before we were gonna do 2mw and seek funding for the extra wells required to get to 10mw, we dont have to worry about that anymore
everything is going well as far as i can see

hi brad dont think they were gonna announce flow rates in the quarterlies hopefully another rns soon
but happy to see bdc committing to a larger project

whizzer do yourself a favour and go read through the rns if you want an answer to this question... its not that hard

Ops typo just noticed
Makes sense
I need to look further into it but I guess this info is not available to the general market. Can see the potential here but need to get a better understanding of the revenues and costs related.

can someone tell me for how much are they selling the rem electrolyser systems for?

i agree with your view brad, looking at ther companies in cbm the regular gas flow updates always when good lifted the sp
i think the 20mcfd was disappointing to some because uk investors have more experience in the oil sector where the gas flow chart is very different to cbm gas flow rate charts.
that said i am not sure how the market reacts, what is considered good, what is bad?. most seem to be expecting around 20mcfd per month. but that doesnt mean a lower increase is necessarily bad, might be a big difference what is actually considered good and what investors think is good, and that might be something to worry about if you wish to speculate about how the share price might respond

https://www.youtube.com/watch?v=MjkD1raVv-M
i dont hold yet,but might snatch some up tomorrow

glad to still have you with us chris
i am not sure what i am gonna do myself
i am in for the long run but i cant promise i wont sell should this enter overbought territory again

this varies quite a bit between individual cbm wells as well, my guess is tony is estimating using selemos data as a benchmark for comparison
so we still expect to be at or over hopefully a100mcfd per pod by end of this year , with the two other key milestones(financing and ppa) singed
i think they have a pretty solid idea on where we will end up and when

gl Scott
fingers crossed mate

I don't think anyone here thinks 50mcfd per pod is something good I agree with your figures I would think though it's easier to get funding for a bigger project once commerciability is proven...

I can not comment on that but at 2mw I don't expect a big income. We will see bigger numbers with 200 pods active imo and we have sufficient reserves for that. I am not sure if they bring in a partner or not for that ?

I think he means wells not pods.. 100mcfd from one pod, two wells .
I wish your numbers would come true Scott but I have also heard from the company what swan is talking about

Agree with theswan it's a bit irrational to assume such numbers at this time.
Consensus seems to be around 20mcfd per montj

yes it makes sense brad
it is interesting what tlou said about ppa
that they are FINALISING ppa
i assume everything is just waiting to be signed off once commercial flow rates come through

interestingly, sekaname must be much much behind us then, do they even have a mining license though?

of course 20mcfd is not commercial btw, but for cbm wells its quite normal to be at this level in the beginning

hello chester it seems the numbers for the selemo pod are wrong, i got it from an official source
we are expecting approx 20mcfd per month, but now not much to go on other than that tlou twitter account has said they are happy with everything
it varies A LOT so it might be half a year it might be three months until we reach a peak
next update will give us a better understanding imo, two weeks time imo

lucrative opportunity to make money here imo
we are funded til second half of 2020
paperwork done to start production
botswana pension fund+ sophisticated investors agreed to escrow for 12 months
i dont think they would agree to that if things were not looking very positive for them?
gas flow rates, PPA and funding for the development of the project all expected to come together by end of this year