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All posts noted, especially the critical ammunition.
Am equally annoyed over SP weakness but remaining invested.
A reminder - I wrote to COO at the time of cash raise and was satisfied with the reply.
Recommend scrutiny of -

https://drive.google.com/file/d/1_KbaL6z9bGSzl928nSbyFGvZIqHusa--/view

Note - Other favourites are taking a bit of a hammering.
Temporary tough conditions out there.

@ 15:17 - Yes, I noted Talara had summarised the position over consecutive days. It's a tricky exercise, i.e. lightweight drone kits have limited deployment time, retrieving them in densely forested areas, suitable staffing and who picks up the tab, etc add to level of difficulty.

A number of other incidentals come into the frame -
a) Iquitos dockyard barge building programme;
b) Iquitos refinery upgrade plan 2 years away;
c) Manaus daily/monthly storage capacity and Atlantic turnaround;
d) Constitucion/Osheki acceleration if Bretana suffers logjams.

Otherwise, like you, I am happy to ride it out. The Bretana reservoir has steadily grown with the southern extension yet to be tested. Also, with Carranza in Lima and Harris in London, another two years in PTAL should reveal further developments [There is at least one operator in Loreto looking for a partner.]

https://www.youtube.com/watch?v=Lrwvi7AAHcw

Hopefully the next drilling update is hours - rather than days - away.
It will arrest SP drift.

https://iims.org.uk/wp-content/uploads/2014/03/IACS-Double-Hull-Oil-Tankers-Guidelines-for-Surveys.pdf

". . . investor Warrants exercised and has issued 878,220 new Common Shares".

An ouch to Sturm's historic reminder.

https://www.gasalberta.com/gas-market/market-prices

https://www.bnnbloomberg.ca/duke-energy-s-rail-strike-plans-include-trucking-coal-and-using-more-gas-1.1818800

How much Alberta gas finds its way across the border?
HH rates will rise again tomorrow.
Likewise AECO.
Can expect movement in DEC and SOUC.

https://www.acee-ceaa.gc.ca/050/documents_staticpost/cearref_21799/4234/Attachment_11.pdf#:~:text=Oil%20tankers%20are%20subject%20to%20a%20through-life%20inspection,referred%20to%20as%20class%20renewal%29%2C%20and%20docking%20surveys.

Dry docking survey required?

Interesting entries this morning. Have an unrelated point to add:
During a phone call last night I understood the Cape Flats Transnet line has ceased operating owing to theft of railtracks (a major undertaking!) and have ended up somewhere in Asia.

Question - Is Gauteng/Kwazulu-Natal similarly afflicted? And does it mean road haulage to Richards Bay will become primary means of transport?

@ 10:31 - Good to see Ellison and Guidry finally out of the frame.
The two new names could have a lot of clout.
Maybe wrong but I had understood we were contracted to channel a daily minimum via ONP (when it was online). Perhaps the arrangement has changed. Otherwise it could be said there is little purpose in preserving an ailing pipe.

Trying to decide if the over-emphasis on hedging is going to continue.
Has anyone written to the head honcho on the subject?
Otherwise I am satisfied to take my chances with the G3 and G4 rigs.

@ 09:59 - Although unconfirmed there have been up to 5m shares on loan/shorted for several weeks. If so I expect the culprits to clear off smartish and the drag on SP to cease.

In the meantime automatic accumulation every four weeks at a depressed rate is welcomed.

https://www.naturalgasintel.com/ngis-hub-flow-podcast/

"What High Natural Gas"
Podcast update relevant
And IA's expectation of ~$20 Transit/Sonat winter tariff will impact.

I noted you had taken up the cudgels on ADVFN.
Early days here.
Bigger daily volumes in Toronto.
Fast growing appetite there.

https://money.tmx.com/en/quote/SOU

C$1.13 nudged last night.
That was a decent performance.
More to come on Monday (?)

Before doing/saying anything more there are back posts to guide a beginner (moi) on the subject. Reference points such as the one below are useful. A similar exercise has to be done on Alberta, Ca.

https://casetext.com/regulation/mississippi-administrative-code/title-26-oil-and-gas/part-2-wide-rules-and-regulations-order-no-201-51/chapter-1/rule-26-2-128-plugging-and-abandonment#:~:text=All%20wells%20drilled%20for%20oil%20or%20gas%20and,Oil%20and%20Gas%20Board%20following%20notice%20and%20hearing.

I'll give DEC attention thereafter.
Hope everyone does well in the meantime.

AofC - I am planning to throw your thoughts around with three CEOs and see what they come up with. All of them generally answer my questions.

It is an unknown area for me and I am planning to take up some DEC stock. The company's current balance sheet has to be considered, of course.

Steady progress today.
Should be a couple of small tick-ups before close.
Haven't written to our COO recently.
#15 Natchez HD rig is in readiness.
Noted someone left a valve on overnight in Houston.
Partial reopening of Houston terminal mid-November.
KR @ WEN is having to ride some questions at the moment.

Thanks, moderator. Am sure BoD will be equally appreciative.

Keen to learn details on the next "asset".
One possibility is desirable but remote(?)
A 9% pa cumulative/compounded ongoing return is useful.
Unable to listen to web call but hope it has been recorded.