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@ 19:25 Thurs - Perhaps slightly unjust. There are handful of good writers on the bbs. Merely a matter of following the coherent/literate contributors.

West Kenya
As previously stated my bias on eventual success is largely fascination following lengthy conversation at Ngong many years ago. Rosterman/Kakamega was the focal point. MauMau put an end to it. The resource remained.

Ruto must first restructure the mining sector before swanning around Paris and elsewhere before courting the mining houses. And Yuri D is possibly the single authority who is qualified to evaluate the extensive acreage.

Local demographics and community resettlement are a stumbling block. The issue was mostly insignificant in Tanz because NewLuika and Singida perimeters/exclusion zones were established well in advance.

Past/present tense
Wandering around Commissioner Street (and later Sandton) enabled knowledge accumulation.

Anyone with spare time over the weekend could usefully examine the Kabompo Dome (Zam) and the Great Dyke (Zim). The first relates to a likely ARCM/AAL union this month. (Peruvian expenditure may have a bearing on outcome.) The second concerns THS expansion together with development in the Bushveld. (I have a high regard for the SA management team.)

CORRUPTION !
Not forgotten. I have lived with it for 40 years, and survived.
Jomo, Julius, Robert, Kenneth, Patrice, Jacob and cohorts are absent. Better times ahead, we hope.

https://cnyakundi.com/karebe-gold-mining-limited-a-tale-of-politics-harassment-and-court-battles/

Following on from the third para @ 16:34 attention is drawn to hidden agendas in Kenya's nascent mining industry. I haven't followed Karebe too closely but fair to say the rats have got in. Also I rate the warfare to be comparable and potentially extensive as ZamaZama in SA . . . even before local industry has got off the ground. An iron fist is needed.

Eric, if he chooses, can comment on the local scene. Together with Luke Leslie and Michelle Jenkins he had constructive talks with the Kakamega governor who has since been replaced. Fanfare on a gold refinery seems to be in disarray and the Chinese investor has ?pulled? the plug.

(NS. I'm not trying to get clever at any point. Your general attitude has always been unfortunate.)

Those who have been here several years recognise individuals/groups have invariably sold into any rise. The company is treated as a football. Until recognition comes on zones reaching similar depths found at the two mines around Mwanza the pattern will continue.

My belief based on familiarity with dome formation and geology in the Lihranda corridor (specifically our >1,000 sq km license area) is a widespread 5m oz resource.

There are two obstacles that have to be addressed: a) resettlement of affected communities and b) reorganisation of Nairobi's chaotic planning and legislation.

https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

Our new benchmark = 635k

Partial trading reveal only

https://www.morningstar.com/stocks/xlon/shg/ownership

ONP column certainly pleasing to the eye.
Long may it continue.
Commentary update on Bretana would be handy.
Morningstar data below not necessarily accurate.

https://www.morningstar.com/stocks/xlon/ptal/ownership

https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

Another 17k on 20/03.
20,618 b/d average for March.

Important to take a stand at times. Have retained a position, e.g. in iTE and PTAL, for obvious reasons but exited the likes of ENQ, JSE, KIST and SQZ after giving them a good run.

SOUC has some very good acreage Jefferson-Davis an CottonValley somewhere down the track.

Humble pie for this fella. I'll wait on production update and LNG export news plus summer demand before any further comment. The whole sector has been blitzed.

Shall write to SOUC by Friday.

No gaps for 23 days.
How many barges on the Ucayali?
Regret to see the slump in Brent.
Hopefully gross monthly margin is close to $20m.
CNPC output ebbing away.
Manolo is now a national treasure.

". . . pleased with a new intersection of 3.9m at 63.80 g/t Au, which is 60 metres in proximity to the undisclosed hole announced last month, which intersected 4.0m at 706.3 g/t".

Largely overlooked by most camp followers I remain riveted to hear what follow-up results came from any infill drilling (plus spacing) at this Bushi location. There is a real possibility of steeply dipping vein characteristics. In which case a decision to proceed both in the north and down at Ramula camp is getting closer.

The original concept was a starter open pit by 2024. A stable Au price of $2000 - $2500/oz will be a bonus enabling the company going it alone . . . leading to a split asset.

https://diariolaregion.com/web/poblacion-indigena-tomo-la-estacion-morona-del-oleoducto-norperuano/

This bloomin' pipeline. Station #1 getting the treatment now. Station #5 recently had an extensive overhaul and has hardly functioned thereafter.

Navigation along the Ucayali-Amazon ain't easy but it seems to be the only way forward.

https://oilprice.com/Latest-Energy-News/World-News/Oil-Giants-Shed-5-8-Amid-Plunging-Oil-Prices.html

There are moments when inaction is a sound policy and perhaps this is one of them. The monthly yield reinforces reinvestment growth argument. Vasbyt.

https://www.webcamtaxi.com/en/brazil/amazonas-state/manaus-ponta-negra-beach-cam.html

All's well on the Ponte Negra promenade at present. Relaxing music to soothe any nerves. I remember the 2012 floods.

". . . over 100,000 people are employed directly in the gold mines in Siaya County".

https://nation.africa/kenya/counties/siaya/revealed-miners-now-cover-up-accidents-after-abimbo-gold-mine-tragedy-4156210

Looks as though earlier figure of 80,000 for WK was way out if there are an estimated 100,000 in Siaya Co. alone. Abimbo mine is in the Wagusu camp.

https://www.google.co.uk/maps/place/Abimbo+Gold+Mine/@-0.1942113,34.217003,784m/data=!3m2!1e3!4b1!4m6!3m5!1s0x19d5415ac4981587:0x8c753cc5f8c7a776!8m2!3d-0.1942167!4d34.2191917!16s%2Fg%2F11ptjnt84h
(satellite view)

Generally not going well at present but we have all been there in the past. ONP Manaus data flourishes daily, i.e. 9th day.

Have however been uncertain on barge turnaround but accept 50 days as accurate. It's probably somewhere in the last presentation.

Does anyone happen to know anything on CNPC ops and locations?

https://goldprice.org/gold-price-chart.html
$1,885 to get us going . . .
https://www.youtube.com/watch?v=2inKxSXz0Z4&t=7s

https://goldprice.org/gold-price-chart.html

We may yet escape the hatchet today.

https://www.sharecast.com/news/aim-bulletin/petrotal-confident-in-making-up-first-quarter-production-shortfall--12619844.html

Another 17k shipment announced for the 7th.
Am no further on barge numbers. Guessing at 16 minimum on the Ucayali.
Expecting a 5-day gap shortly. Three loading jetties at Bretana,

https://www.bing.com/videos/search?q=petrotal+youtube&cvid=8ca44cba299040c9b225bbeb60e2ebcc&aqs=edge.0.0j69i64.21535j0j1&pglt=675&PC=U531&ru=%2fsearch%3fq%3dpetrotal%2byoutube%26cvid%3d8ca44cba299040c9b225bbeb60e2ebcc%26aqs%3dedge.0.0j69i64.21535j0j1%26pglt%3d675%26FORM%3dANNTA1%26PC%3dU531%26ntref%3d1&view=detail&mmscn=vwrc&mid=913BF2FE4EEB1A1E483D913BF2FE4EEB1A1E483D&FORM=WRVORC

(Hopefully the share price will no longer tread water after the 38m warrants are cleared.)