Member Info for viable

Rax, one consideration I overlooked re Talara refinery:
it will, if necessary, refocus on crude imports from elsewhere if Loretans screw local throughput.

VOS BASE (MMSI: 245821000) is hard against Prospector-1.
https://www.maritimeoptima.com/public/vessels/pages/imo:9378046/mmsi:245831000/VOS_BASE.html
I'd like to think new pipe is being offloaded.

@ 17:34 - Noted, but still undecided about adding just yet. SP feels flaky and I see my purchase was at 357p.

Addendum

As Jhb opens 2 hours before we do it might be practical to follow the ticker over there.
The exchange was quite active late pm today.

https://www.tharisa.com/share-price-information.php

[An active day. Not unexpected though. Tomorrow might even be better.]

I don't know enough to add anything useful to the topic.
My Joey contacts are mostly pensioned off. Those who remain have said conditions are difficult:
viz. Eskom tariffs up again plus blackouts, although slightly improved;
Transnet, i.e. to Durbs/Richard's Bay, is a basket case; and
road haulage has gone through the roof.

Also, it might be advisable to keep track of bunker oil prices.
They are not coming down at present.
Plus I have no idea of RiverGrande default consequences/ $300bn is, if accurate, a big number.

https://www.mining-technology.com/future-of-mining/understanding-charging-and-blasting-solutions-for-mines-and-tunnels

Have got my head around emulsion charging systems.
The end-result is a series of questions, not to be submitted here.
Honest Mrema is the general mine manager.
He can elaborate on the 2-month inefficiencies (whys and wherefores).

https://relationshipscience.com/person/honest-mrema-230697698

Dipaa - Owing to inexperience I for one can not unequivocally say what short-term outcome will be. Unless there is a change of plan Q11-B will be placed in reserve. Dutch authorities, unless mistaken, control the tap.

My intention - funds permitting - is to accumulate for the bigger picture which will also include the Brent component.

The following vid just about shapes the extent of my tunnelling knowhow.

https://www.bing.com/videos/search?q=emulsion+gold+mine+videos&docid=608033340553503220&mid=65D7EC3F0B875F8E8B5365D7EC3F0B875F8E8B53&view=detail&FORM=VIRE

I'll get up to speed at some point on emulsion/emulsifiers.
Knowledge is confined to the days of AE&CI (some time back).

As an aside I look forward to what EZ has to say on the Siaya/Vihiga development;
Ikolomani has promise if the informal mining practices are anything to go by.

https://twitter.com/tharisa_sa

Another swathe of tweets.
The "diversification" word is noted. Becoming familiar.
What's next.
(Peel Hunt also make a good point.)

For me, the biggest snag in WK is where are the 500+ families going to be resettled and who is going to pay the bill? The obstacles around Saza and Singida have been relatively slight.

Perhaps Nairobi will provide the wonga and services as they want a gold industry.

AT - All over the place with that one . . . for starters, no mountains around Kakamega/Kisumu. And Singida didn't fail: it just took longer than anticipated. Also, as CD will be the first to admit, he doesn't know everything: look at his 000s of posts on SOLG . . . way off piste. Following his and other predictions there has lost folk a pile of dosh. Bristow's decision with WK/Acacia was part of some housekeeping. What are you going to say if Shanta proves up a 5m oz Bushi/Isulu resource next year?

In addition you got "massive loss" feature wrong.

Thanks. A good reveal, indeed.
(I alter my route on Zim exports in part - via Beira, not Maputo.)

Damn'it. Is this update purely a result of BME establishing a production unit in Tanzania? Quality control lapse?

Eric, don't over-rely on local content. It can bite you.

https://bme.co.za/about-us/

Shanta will be back. Pity about emulsion news and recent shear zone fault reverse.

MT - Thanks for your L2 updates elsewhere.
(Valaris activity is reduced. Could be reaching completion at Montara Venture.)

Glomar Baltic on her way back to the rig.
Glomar Wave, a diving purpose vessel, on station.

https://glomaroffshore.com/vessel/dynamically-positioned/glomar-wave/

http://www.drillingcontractor.org/wp-content/uploads/2019/06/Prospector_1.png
I plan to keep track of the drill for reasons of adding when practical.

https://glomaroffshore.com/vessels/
Glomar Baltic (supply vessel) is about to go alongside the rig.

https://www.marinetraffic.com/en/ais/home/centerx:4.4/centery:52.4/zoom:11
For those sufficiently interested check in to the above link as we get closer to Q1 2022.

(Glomar has now finished her work and is en route to Amsterdam, her home port.)

Thunderstorm season approaches and some will argue momentum has gone.
Nick has disappointingly lost his way since the heady 8p days.
He can keep his feet dry by setting up camp in the Kalahari.
My expectations were great in Q1.

Two points -
a) Hadn't realised until today that Phoevos was a S African. A large Greek contingent, of course, migrated to the Reef in the 1950s/70s. Good to know as he will be able to commute to Zim; and
b) the economics of open pit in the Rustenburg corridor are a big bonus.

Notable there are a number of companies generating big profit margins that are not attracting the attention they deserve.

https://www.marinetraffic.com/en/ais/home/centerx:124.4/centery:-12.7/zoom:11

See "route forecast" on the tab.
Predicted to tie up alongside Montara Venture.
Question is when?

Would like to see JSE getting a hurry-up to halt SP drift.