Member Info for viable

https://www.theguardian.com/world/2021/jul/31/pedro-francke-relief-in-peru-as-moderate-is-made-finance-minister

“Private companies will continue to be private companies,” . . .

The ONP data 'til 29/07/21 is holding up fairly well but WD3 difficulties are likely to cap production until at least end-Q3. Not a problem for me but it was an unforeseen snag. On the plus side it is a relief to see Francke in office.

https://www.energynewsbulletin.net/w-images/732f357f-98eb-4869-9c0f-6247bfe6919a/1/3maari-1680x600.jpg

Last night's information was flawed.
If the coordinates are correct Raroa is where she should be, i.e.
onsite off Taranaki.
November date is a mystery.

https://www.vesselfinder.com/vessels/FPSO-RAROA-IMO-7913971-MMSI-636012580

0.3 knots, ETA Maari NZ 19/11/21

Being new to JSE I have a lot of catching up to do . . . should be able to make progress tomorrow.
Looks as though MT's input will be a good source of info.
First order was modest but will buy more.

Agreed, not encouraging at first blush.

For my part I stick with the present stake.
At a guess some smaller investors are doing a runner.
The bigger boys continue with the task.
The last two 100k trades today were through standard off-book channel.
Would like to see a heads-up from MZ on Monday.

https://www.bing.com/videos/search?q=jadestone+energy&docid=608025253067848702&mid=17F2DA235A0119D3083C17F2DA235A0119D3083C&view=detail&FORM=VIRE

A past interview.
Indeed, there is no substitute for knowhow and a wealth of experience.
Will be adding when able to do so.
Shall however keep an eye on Cushing levels and other pointers.

The "ore issues" are easily bypassed as indicated in the video link a few days back. Other than the pain of moving poor grade material, and stockpiling it on one side, resume extraction of higher yields for milling. The mine manager should be able to measure stockpiled grades with a Garrett ATX or similar handheld device.

I realise there is a 100-meter fault to be negotiated. Blasting and drilling for ~30 days should get over the difficulty . . . and revised AU ozs guidance may get closer to 80k for the year.

I am about to cease more SHG buying as some very promising short-term leads have come to my attention.

I must again note the quality and depth of the posts here, so many thanks to all.
My own knowledge of the island cluster is poor by comparison.

Following a word with a Jhb colleague I have added twice in the past 24 hours. Managed to get another modest 12.2k @ 13.088, a tad below the bid. (Every penny helps, as they say.)

Shanta remains harshly under-priced. Unfortunately private investors with their fleeting presence continue to undermine the process.

I believe EZ is either in Nairobi this week or passing through en route to all three mining operations.

Had every intention of adding considerably to beef up a paltry 75k, but was side-tracked on a couple of other stocks. Will be here after a spot more profit-taking elsewhere. In a bull market it's awkward being in too many plcces.

TRX is a fine opportunity for H2 and beyond.

Orca Energy is in Tanzania (ORC:TSX).
So what's CH4's beef?
ENQ is 000s milesaway.

I had always understood the ideal acquisition would be an existing light API reservoir. It would then be blended with Bretana heavy grade before going through ONP. But how close will it be to Block 95?

Keeping my trap shut as I do not know where we are on installations' upgrade or next water reinjection completion. And is another submersible pump being obtained/replaced at an ailing well?

Hopefully things are settling down in Loreto now that Castillo is in office.

sic - "environs"

I am pleased first steps will be at Groote Schuur and Tygerberg evirons.
Things elsewhere in the country are chaotic.
Standards in the Western Cape are being maintained.
I know the researcher who headed up clinical trials for years on TB/HIV/Aids drug ****tail.

Took up another chunk this afternoon following some profiteering.
Obviously done with an eye on WK.
Bushi/Isulu could produce more spectacular results next week.
Only a third of drilling completed thus far across 1,100+ sq km.

Clawing our way back. Good to see daylight once more.

I think EZ mentioned drilling at 745 m below surface but can't find depth figure at present. Anyway he confirmed the drilling bit at NLGM was "hot".

It seems as though the worm has turned.
Good luck to all those who stuck to the task.
I baulked choosing to take up four stocks that have solid accounts.
Can't afford to take on any blind decisions at the moment.

I was about to sound off this morning about IC coverage creating temporary powder-puff results.
That sentiment is withdrawm for the moment.
But will re-apply if Arnab doesn't follow up with consolidating data.
Epicurean pronouncements and fine points should be replaced with actions.

Finally took up some stock this morning.
Had been looking at it for weeks.
Plan to be here for minimum 6 months.
Looking forward to posters' analysis.

Decision based on Cushing/EIA depletion, OPEC programme, etc.
PB's statements are reassuring for stability.
Stakes now include ENQ, JSE, PTAL and TXP.
Cash/revenue/returns and acquisitions determine the way forward.

Late in the day but it's about time I sank my teeth into this stock/subject.
The forum seems very light in numbers though.