On the strength of the latest presentation/development programme I have reshuffled the pack and added during the last two dips. Would be interested to hear if any long-termers have taken the same route.
Construction of a permanent quayside suggests a pipeline will follow for the SE leads (whenever that day comes). As the term "migration" has crept in for the 114 m extension results from the imminent 3D will have a great bearing on SP during 2024.
My own limited knowledge of the Vivian points to Bretaña with its huge psi becoming an ever-larger reservoir.
El Niño/La Niña duration is an unknown: river levels need to be watched as the feature can persist for up to 7 years.
. . . mildly concerned that Patel will put out feelers for a gift-wrapped Ramula to interested parties, sell it, and continue with his conjuring party trick of 13.1p for the remaining assets.
Bushi, Isulu, etc because of population density is a tough nut to crack.
Only one comment from moi:
I'll wait to see if Patel changes his tune on receipt of next WK assays. A 3m oz resource will force his hand. Doubtful if he has the slightest idea on how to develop or manage it. And we were on the road to a PFS in Q4 2023.
File:///C:/Users/rorya/Downloads/PetroTal-IR-Presenensation-v21-Final%20(1).pdf
Useful content to digest.
Hadn't realised we could get to Bayovar via Yurimaguas. Perhaps more reliable than Saramuro and limpalong ONP notwithstanding 2k/day limits.
https://www.dhn.mil.pe/sehinav/histogramas_shna/archivos/Yurimaguas.pdf
Https://mybroadband.co.za/news/energy/521615-south-africas-biggest-solar-battery-now-online-with-more-power-than-an-old-eskom-coal-power-station.html
AP, and by extension Benoit Garrivier, fantasy and platitudes on all fronts might look great PR but you are being left behind. Too many of us have been gulled into some great prospects and cash calls without tangible results.
If a backwater like Kenhardt can see benefits why are we not seeing advances in SA and elsewhere in Africa ? There seems scant movement anywhere.
With further photographic evidence via yet another satellite flyover of Saza and Mang'onyi one can only become more agitated with Patel et cie. Now that he has extricated required working capital from dumb investors over the past 14 years, "thank you very much". Yet we are NOT a bunch of charlies.
I might be from the African bush but stupid I am not.
@ 15:13 / Agreed on both counts. No need for me to highlight either. Of the two PTAL has a mass of news to come this year on various features.
I have a fair number of questions, most of them probably incidental. Two. however, stand out: a) are tug units now capable of taking 3 x 20k downriver lashed together; b) would like more detail on "realised" sale prices ?
Haven't written since Patel nonsense broke. And EZ's about turn is astonishing unless he has been muzzled. Additionally, there is much to be addressed in terms of news, not least of which is WK valued at zero by Patel.
That's a serious delay .. . . a) Halifax are generally the slowest; b) Hal also shelter behind swingeing CREST settlement charges taking nearly 35p in the £ (including Canadian withholding tax); c) objection/resistance has got me nowhere although I may have another go.
Guillermo Florez reinforced Manolo's earlier statement. When allied to the November presentation - in itself a remarkable near-term development programme - scope for expansion is infinite.
The Q4 update will be immense. Further details on the L2 platform and western extension is eagerly awaited. The latest aerial visual (-5.2441935,-74.3293839) is a big improvement on previous pix
A waiting game at present. Have nothing to contribute. Was slightly miffed to see Micromine fall by the wayside on modelling . . . and equally Digmin/Bamboo. Know little or nothing on Ostrich drillers who are relatively new in Tanz. Plus I don't know if Capital remain our choice in WK.
Progress report keenly awaited.
Https://www.actualidadambiental.pe/comunidad-indigena-de-loreto-pierde-cultivos-y-viviendas-debido-a-incremento-del-rio-pisqui/
Whoa . . . steady on with all that rain.
@ 19:35 - Agreed it's a factor, and everything has to be watched. Bear in mind though that Tapiche sector is 50 - 80 km SSE of the Bretaña river site . . . so it's not in the frame at present. I think the Zapote and Iberia leads, depending on barge suitablility in the tributaries, will be first candidates.
Remarkable catchup at Puc. Heavy downpours tonight and tomorrow. https://www.dhn.mil.pe/shnaNEW/histogramas_shna/archivos/Pucallpa.pdf