Member Info for tidd83

Not sure, unless he’s bolted.. ;)

Targets for Ortoire are huge, gas plays alone are around 500bcf!

Ross based on the factor of reporting, Tilly tally a month or two - the production is incremental and will add to the underline production growth. I note they are targetting the currently higher producing WD4 and WD8 blocks for the new wells.

Ross, they will contribute they just won’t be reported on as “stable flows” given that PB holds a conservative 60 day window to announce flow rates. Prior to that announcement there will likely be an update however, production continues during that period - ergo 2500bopd is entirely possible.

Looks like a very good set of results, big uplift in netbacks and now an additional 4 wells being added to the 2018 program. 14 wells total this year, I think we may actually have the potential to close the year out north of 2500bopd.

One of the many recent interviews by the CEO Adrian Pocock for those who haven’t seen; http://www.proactiveinvestors.co.uk/companies/stocktube/9771/infrastrata-plc-in-a-strong-position-as-it-advances-gas-storage-project-9771.html

Go and speak to those who carry out that operation not on a company who already has enviro approval and who are building gas storage facilities. When you turn the heating on in your home during winter or heat yourself some soup when you aren’t well can you honestly guarantee with certainty where that product comes from and how it was extracted? No, ergo - you are a hypocrite. I have no time for those who complain whilst living the same cushy lives as others. Furthermore your post bares zero relations to what Infa are doing.

Director buys and COO John Woods holdings broken down by Dave Marshall; https://twitter.com/rapiddave_uk/status/1028735699346960384?s=21

Ross, Declines are factored in hence why TXP have calculated on their modelling that 24 recompletions would be required to keep the base output levels nominal so that the 10 wells are worked into upside.

Yep, and three more on top of that. TXP still have a total of 7 wells to come online for the 2018 10 well program.

http://www.valuethemarkets.com/index.php/2018/08/09/touchstone-exploration-drops-despite-releasing-track-update-time-take-advantage-txp/

Perhaps a stale bull. COO has a better handle on this company than most PIs and he was buying last week to around .629. Let old money out into volume and fresh people in, changing of the guard so to speak but today’s prices are a great opportunity.

Zengas hits the nail on the head in a concise post; “CO-370 & 371 to be on primary zone production before end of August. CO-372 & 373 expected to be on production within next 2 weeks. Another 2-3 weeks to close 2k bopd gap via 4 wells. 8th well spud imminently and 2 more to follow.”

With PVR ref Barryroe farmout. Sounds like no change to timeline of Q3. https://upcomingdrills.com/2018/08/08/pvr-interview-providence-resources-ceo-tony-oreilly-talks-to-upcoming-drills/amp/?__twitter_impression=true “UD To start, can you tell us anything further about the status of the Barryroe farm out, where drilling is targeted for 2019? Is it still on track to close in Q3 this year? TOR Due to confidentiality provisions, we are limited by what we have publicly stated already on the Farm-Out – but the stated objective is to close the transaction in Q3 2018 and commence drilling in 2019, subject to receipt of all permits etc. There has been no change to the indicated timeline.”

Not the 2k production just yet but a very strong figure for July of 1757bopd. We still have 7 wells of the 10 well fully funded program to come online and be calculated towards the total. Well 8 already spudded, next update will likely take into account the additional figures. 1757bopd is an excellent result off just 3 wells from this program. Even if we average JUST 50bopd for the remaining 7 that’s 2100bopd. 6 targets now identified for Ortoire!

Kums opp still knocks, there is still significant upside to warrant a tidy return even in the short term on existing and already funded development and production. You then have to factor in the significant upside that is beyond that. A solid endorsement this morning, I would imagine more to follow and NS already hold over 10% following continual buying on market. Things are tightening up.

Real developments being made for the ARB and largely being overshadowed due to the 7E protracted deal which is a shame. As soon as this is concluded and put to bed there should be a major uplift as risk off and all developments will need to be realised.

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NP older, good luck with future investments.

Garth the RFP is for upto 100mw if Tlou tender for 10mw and Sekaname tender for 100mw for arguments sakes the negotiations around the PPA may lead to Sekaname being rejected if they can’t agree on terms or even prove they are capable of delivering such a sizeable piece. Given Tlou are at the forefront in terms of progress, it is feasible to assume that the government will review whatever Sekaname submit more stringently. Why award 90mw for example to someone who has made little to no progress and can’t substantially prove anything other than by theorising? With that point in mind, Its feasible to assume a PPA could be drawn up for the 10mw tendered for by Tlou and the same for Sekaname to give them an opportunity with the remaining 80mw being made available to both parties on a first come first serve basis. Let us wait and see