Member Info for viable

Thanks for the note, Stas. i3E is one of very few companies I don't write to although I plan to add GH to the list.

An update on scheduled AB grid maintenance would be very welcome.
Serenity should shortly be influencing sentiment.

@ 10:33. Nope on DEC although I might change my tune as they reduce debt.

Selma Creek has interesting geology although I don't know how IA, GMcM and Southern Drilling will go about the next drill. It may differ from the first 3-batch which had a #S18-S19 orientation. Unless indicated otherwise it's feasible to see the next triple drill laterals reaching into three separate formations.

I have been in touch with Shubham Garb (whitetundra.ca), who followed up on a handful of AIM stocks, but initially was not overboard on SOUC. He might have changed his views and I suggest anyone having time listens in to his Saturday discussions. Have not done so myself in the past few weeks.

My belief is southern Mississippi/Alabama will follow the trend set by the Bakken/Williston Basin in its characteristics. Provided terminal, pipeline fires and other mishaps are avoided or Biden blocking LNG exports there should be fair weather ahead.

. . . +$4.00 Transco/Sonat premium.
Good to see investor interest building again.
Sure, there will be some profit takers along the journey.
No further response from the company as best left left to get on with the job.

Like others, I remain concerned over general state of the nation.
But I did receive answers from another gas CEO whose growth will steadily grow next year.

Thanks, MC. So he elected to switch to the loudest possible key.
This stock has certainly ground on for a tortuous 12+ years . . ..

Because of general disappointment/loss of confidence I have not been following opinion.
May I ask what happened to ColonelDrake, who was always a stoic SOLG flag bearer and a one-time supporter of SHG.

I note this is a very quiet bb. Have drawn my own conclusions to avoid droning on.

Answers may come re Ruvuma and other points raised but I view WEN as a growth stock. It certainly has a solid foundation stone to progress.

continued/ . . . formation. Patience and perseverance are needed.

No further information has been received.

I must get out of the habit of quoting the Henry hub. The bulk of production is being fed into Transco and Sonat (mostly the former). Today (17:45) the rate via Transco is $13.20. Calculations on revenues for Q3/Q4 are markedly higher.

A second point is the next batch(es) of drilling will target 3 horizons whereas the first Mt Olive laterals were in the CityBank(?)

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

An interesting Friday ahead.
DEC stock might prove to be a useful comparison and exercise.
I'm not in it but director buys have been frequent and daily trades mounting.

https://markets.ft.com/data/commodities/tearsheet/summary?c=Natural+Gas

I am sure all followers appreciate the implications here.

Not that I want t open a can of worms but as an ex-Hartley (now Chegutu) and -Kaapenar resident I would like to apologise for a fellow-countryman's innuendo. I well remember the whining/whingeing behaviour after Ian Smith was abandoned.

UK's accommodating generosity should never be overlooked. The population continues to contribute.

I have no specialist knowledge and have no inside track on perceived delay in key news . . .
other than to state a Canadian colleague requested dialogue with Graham H.

The answer was owing to sustained pressure the company had little space for air time but were shortly available to communicate via Twitter Spaces.

My inclination is to give the tortuous carp a break for a spell, certainly until one poster stops banging on ad nauseam. MarineTraffic updates on Stena Don will always be welcome.

Interesting . . . I note my comment on Bottok's misinformation has been removed by him. So congratulations to all who have tolerated his unrelenting negative posts without objection.

https://www.youtube.com/watch?v=q8pZ4qbhvZM

The above ties in with information previously received.
Transco tariff now $12+.
However, a few incidentals such as Pascagoula terminal forward capacity remain unknown.
£1bn company in the making.
IA might have hinted at a slight delay, viz. October.

Notes
Kolnick has always been rather partial to SOUC, and I think he writes out of Manhattan.
His note enabled +5% on the TSX.
8Capital's control arm is Singapore.
I don't see them hanging in after C$2 (hopefully wrong).
The G3 #15 rig has extra capability on all laterals.
MOGB may not have the alacrity of, say, N Dakota or Oklahoma with permit issue.
Pascagoula daily processing capacity is finite. Further detail required.

I have written to two other emerging companies and may draw attention to them in the next few weeks.

FWIW, I understood the lads with spears blockaded the Maranon between stations #1 and #5 for a week . . . not too fussed as the pipeline repair will not be completed before Q4. The only other consideration is how much it will cost Manolo to pay a security force in Loreto, i.e. to man ONP.

All relevant information is appreciated. CPH2 seems to have been removed from Twitter and the news pipeline diminishes at a time when the company should be keeping us fully briefed.

o/t - Andrew Bailey, BoE governor, is deservedly coming under the microscope (Panorama) tonight. After his questionable FCA tenure we should ask if he should be at the helm.

No, you are not being unreasonable. Whilst continuing to hold Blakeley et al. imo are not progressing as they should. The momentum possibly slowed down with the Maari bottleneck. The FPSO mishap further stalls headway. Leakage source(s) is unclear.

MT has written a piece on corrosion. And I think some of it included the protective benefits of wax buildup in the tanks. The bigger problem is invariably to hull plating corrosion.

My knowledge on Montara Venture is zero but I did gain understanding on South Atlantic tankers (especially Colocotronis Bros.) and their defects. Many of them were unseaworthy by today's standards.

Your point on i3E and their m-o is supported.

All recent posts noted. Having steadily added, and notwithstanding any deficit of late, my intention is to hold for the next couple of years. I do not expect a return to £1.70 this year although it would be a very welcome reversal.

Picking up the reins here.
Would be interested to hear if anyone has written to KR on any aspect.
Also, presumably there is no intention to go out on to the shelf with a view to entering the LNG export market, i.e. the company is geared to satisfy local demand to Dar, Dodoma, etc whilst Rukwa coal will cater for the Mbeya region.
Will shortly take up some stock and include it into core holdings.