Member Info for viable

I await more qualified opinion before investing.
Petro, although lately more moderate, remains an unknown quantity.
Llanos basin water cuts on 300bpd IPs is a deterrent at present.
Andean runoff aquifer pressures are prodigious.

https://www.cbc.ca/news/canada/calgary/natural-gas-prices-could-climb-higher-1.6468716

The mood continues to improve.
Hoping for a decent 3-day week.

https://www.zerohedge.com/markets/drought-adds-pressure-us-gas-inventories

https://landsat.visibleearth.nasa.gov/view.php?id=148758

Interesting week ahead.
Reasonable Gwinville numbers will help.
Dwindling hydro-electric is a concern.

https://thecitypaperbogota.com/opinion/is-colombia-ready-for-a-hard-left-gustavo-petro-presidency/

https://www.msn.com/en-gb/news/world/colombia-election-this-weekend-sees-leftist-petro-in-pole-position/ar-AAXN787?ocid=uxbndlbing

Scorpion/skerpioen found under a stone. I'll wait to see the result before investing. This guy is anti-everything.

Flabby, I note you are a premium member. Do you find the extra data and tools useful? Am considering it as things are going reasonably well.

[correction: Typo @ 20/05]
Right, feeling more confident after study of Tapir block.
Will give it a shot on Monday.
Won't be anywhere near the levels of you fellas.
Steering clear of the NorthSea with the semi-open ended windfall stuff.
Too uncertain.
But at least it's a start.

@ 29/05/22 - On radio silence: yes, it is a quiet bb. I might join in next week but it is one subject where not enough is known i.r.o. their operations. Mildly surprised to see the drop here esp. as HH/AB revenues are growing.

https://www.bing.com/videos/search?q=petrotal+youtube&view=detail&mid=F3E807C2A1426F24DE58F3E807C2A1426F24DE58&FORM=VIRE

I expect nearly everyone here has been on the 1-hour link and my rating on the analyst is a very high one.

Two points caught my attention as they had been overlooked:
a) evidence in the visuals confirms there is at least one more 20k-barrel barge cargo carrier on the Ucayali which reinforces Manolo's 500k-barrel objective downriver; and
b) the pipeline west of station #5 is corroded to hell and may not be repaired by September. It is understood that tenders for the job have yet (although unconfirmed) to be issued.

Bid = 45.1p and rising

Of course we don't know what Ottawa and AB provincial taxes will be applied.
(The provincial tax rates annoy everyone out there.)

2 x 250k
Bybrook still reducing?
Grin and bear it.
Am fairly confident another fund/insti or two will climb aboard.

@ 00:23 - Only with reference to past 30 days. I acknowledge, of course, it is well up on my average.

https://www.bing.com/videos/search?q=proactive+i3e+2020&view=detail&mid=82F3728D8341264F062482F3728D8341264F0624&FORM=VIRE

Old stuff, I know, but fascinating nonetheless.
Mea culpa for not being alert @ 6.6p.
I note two EU countries have introduced a windfall tax.
Surely i3E won't get stung on its AB assets.
I expect Labour bench to continue its whinge.

https://petrotal-corp.com/wp-content/uploads/2022/05/PetroTal-Corporate-Presentation-Investor-Day-Version-Final.pdf

Enjoyable, especially p.31 & 32.
Constitucion, Kametza and Osheki seem to be getting bigger . . ..

Have just finished a couple of Toronto phone calls. In terms of the two stocks of special interest to me both parties are over the moon with AB and HH natural gas prices.

Judging by the lift to i3E - 47c if it holds - we might see a small improvement tomorrow.

Patiently treading water and trying to use imagination to visualise the way forward. Ideally I would like to see 25kg bags being hauled down to Asuncion district and trucks returning to Minas Gerais loaded with ammonia from ATOM/CPH2 ops. Value has to be added to KP as a standalone product should have the added element.

As a result I am in all three companies with PTAL the only other S American interest. BMcM sounds quite laid back on the videos but he must be vexed over JAN's shortcomings. It was one company I considered for months but never gave it a trial.

. . . could do with some meaningful news here.

Sturm, as the noises from PetroPeru remain muted I continue to tread water. Perhaps you have similar interpretation(s) on current ONP figures. If the repairs to cuts at 149+ miles are not resolved timeously my look-out is for advisories on barge additions. Whilst there is more than a single operator on the river I would expect Novum, Houston, to react quicker than builds from the Iquitos naval dockyard.

You might care to run your expert eye over i3E and SOUC. I have fair holdings in both and remain in touch with the respective management.

It's going to become a juggling act here with another spud on the go.

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

A new high today ($9.40).
No further information to hand on Gwinville trio but with yet another C$107k buy on the TSX suggests results will be fair to good.

Have been concentrating on i3E/ITE and now include/add it to my core holding.

https://www.kereport.com/2021/03/11/doc-jones-research-report-on-i3-energy/

Just going through DocJones' 2021 take on the company and had forgotten "an inherited $94MM TAX POOL that PROTECTS FUTURE CF by eliminating paying taxes on profits for the next few years enhancing cashflow".

I have a bit of spare cash and have added for the third time.
A 6% yield will keep me quiet.
pro_s2009's projections on i3E are unlikely to be far wide of the mark.
. . . too bad about Bybrook's reduction(s). It will pass.

@ 13:16 - Thanks O-M
Unless the Hal chatroom guy misunderstood what I was getting at they do not have that facility. So I shall continue with the fixed arrangement of ploughing divis back into the stock, i.e. simple interest only.