Member Info for viable

Anchor handling or replacement spares?
Anchors and chain should last indefinitely.
Endless operation at this rate.

https://twitter.com/tharisa_sa/status/1467815522960134155/photo/1

To those who know more than I do:
How significant is stock depletion to THS?

If MMA Vigilant - between Valaris 107 and Montara V - is laying coil pipe completion should be close.

https://www.mmaoffshore.com/vessel-fleet/mma-vigilant
(diving service vessel)

https://www.marinetraffic.com/en/ais/home/shipid:726675/zoom:10

On station between Montara Venture and Valatis 107.
Possibly joining pipe. Shouldn't take too long.
Could be one of last steps.
Then flow tests.

https://www.bing.com/search?q=mma+vigilant+vessel&cvid=919924b672564885807816b6b9f677d4&aqs=edge.2.0l3j69i64.12323j0j1&pglt=43&FORM=ANNTA1&PC=U531

Biggish op still. Vigilant is heavy lift. On its way to Montara Venture.

https://www.bing.com/images/search?view=detailV2&ccid=ge2PI4SF&id=E1B595628F39A2332F10C575FF4CB0477C11BFC6&thid=OIP.ge2PI4SFxOgGXlzSwqTpMAHaE1&mediaurl=https%3A%2F%2Flive.staticflickr.com%2F8809%2F17732558120_43f7047a93_b.jpg&exph=669&expw=1024&q=skandi+atlantic+images&simid=608056013676697576&form=IRPRST&ck=9AFBE7E95FA4D0823169ECFA9C2F6C30&selectedindex=5&ajaxhist=0&ajaxserp=0&cdnurl=https%3A%2F%2Fth.bing.com%2Fth%2Fid%2FR.81ed8f238485c4e8065e5cd2c2a4e930%3Frik%3Dxr8RfEewTP91xQ%26pid%3DImgRaw%26r%3D0&vt=0&sim=11

https://live.staticflickr.com/8809/17732558120_43f7047a93_b.jpg

Have been following the wrong vessel (i.e. Normand Swan) as the lead ship.
Skandi has a derrick/crane on the port side.
Swan might have pipe after all.
I still believe replacement pipe is required,
Another week.

https://www.bing.com/images/search?view=detailV2&ccid=ge2PI4SF&id=E1B595628F39A2332F10C575FF4CB0477C11BFC6&thid=OIP.ge2PI4SFxOgGXlzSwqTpMAHaE1&mediaurl=https%3A%2F%2Flive.staticflickr.com%2F8809%2F17732558120_43f7047a93_b.jpg&exph=669&expw=1024&q=skandi+atlantic+images&simid=608056013676697576&form=IRPRST&ck=9AFBE7E95FA4D0823169ECFA9C2F6C30&selectedindex=5&ajaxhist=0&ajaxserp=0&cdnurl=https%3A%2F%2Fth.bing.com%2Fth%2Fid%2FR.81ed8f238485c4e8065e5cd2c2a4e930%3Frik%3Dxr8RfEewTP91xQ%26pid%3DImgRaw%26r%3D0&vt=0&sim=11

https://live.staticflickr.com/8809/17732558120_43f7047a93_b.jpg

Have been following the wrong vessel (i.e. Normand Swan) as the lead ship.
Skandi has a derrick/crane on the port side.
Swan might have pipe after all.
I still believe replacement pipe is required,
Another week.

sic: 05/12/21 - 15:00

trouble loading - use all input)

https://uk.ramboll.com/-/media/images/rgr/markets/oil-gas/ghi/gina-krog- visualisation_1280x720.png

Normand Swan won't reach Skua before 15h00 UTC 05/11/21.

Guessing . . . as it's been known to happen, Normand Swan (out of Darwin), mainly a supply vessel, is possibly having to carry new pipe out to Skua. So a few more days yet before Valaris can up sticks. See -

https://uk.ramboll.com/-/media/images/rgr/markets/oil-gas/ghi/gina-krog-
visualisation_1280x720.png
and
https://i.ytimg.com/vi/-z6PbpbxRLI/maxresdefault.jpg

Could be wrong of course. but another supply vessel on the scene is unexpected. However, Normand Swan does not have a stern-mounted crane(?) which might indicate some other requirement.

When looking at all the activity going on around the Ichthys Venturer to the SW I begin to realise the huge scale of some operations. Ichthys, of course, has eye-watering reserves and a ~900 km pipeline to the shore.

Maybe we got our timelines wrong. I also omitted to consider food supply stocks and chandlery items that will have to reach Montara Venturer before anyone can disappear. Engineering equipment might have to be flown in: it could need air-freighting to Darwin from Germany, USA or anywhere followed by a 'copter flight to a platform. $ms at stake and there are always delays.

Still hopeful for next week though.

https://twitter.com/Heliumone1

Haven't bought any stock yet but the kit in the video, etc is eye-catching.
As Mama Samia has had a word or two to say on Tanz helium I might give the subject attention.

I now note Salene chrome will not come on stream until March 2022.
Also noted Tharisa Twitter have stepped up their activity/promotion.

https://twitter.com/tharisa_sa/status/1466299601045098500/photo/1

Nedbank - hardly my favourite with all its litany of mistakes - is touting a R50.00 price target. It's worth keeping a tab open on the Jhb exchange movements.
https://twitter.com/tharisa_sa/status/1466299601045098500/photo/1

https://www.miningmx.com/top-story/48303-tharisa-ready-to-step-into-the-big-time-with-300m-zimbabwe-pgm-project/

Just out. Notwithstanding a slight SP lurch Zim could be on its way within a few weeks . . . provided Harare gets a finger out. Doubling production is a distinct possibility. (Is some of the end-product going through Maputo to China?)

Shall be quiet for the moment because it is difficult to see where this is all going with 166 Loretan demands to the state. It seems pretty obvious the locals are not going to stop asking for more. (Essentially in my experience the process will continue.)

I note Manolo's home patch is Talara and the company's foundation stone becomes obvious. He possibly carries considerable clout in the oil patch, a status established by his forbears:

https://ppo.tamu.edu/Global-Services/International-Advisory-Board/Members-List/Manolo-Zuniga-Pflucker-(1)

See JSE note if relevant.

Have got to grips vis a vis Arxo and the development up in Mashonaland, Zim, together with the Selous extension. All very promising if I can remain patient and focused.

Ilya, keep up the good work. Most of us are 000s miles from the ops.
>PS. Are you based in Rustenburg or Sandton by any chance?

https://www.marinetraffic.com/en/ais/home/centerx:124.3/centery:-12.6/zoom:11

I note Go Sirius is alongside FPSO Montara Venture whilst Pacific Valour is hard against Valaris 107 with Skandi Atlantic a few cables' off standing by. Clearly the operation has been massive possibly laying of new pipe and gear. A big workover.

(I was wrong to think it could all be completed in two ticks. Apologies.)

For me, it was a very educational hour.
Noted, among the points, that road haulage is being used to the coast.
https://www.cbrta.co.za/uploads/files/2021-C-BRTA-PERMIT-FEES.pdf
Vastly improved from what I can remember.
Transnet sabotage is not going to ease.

https://view.officeapps.live.com/op/view.aspx?src=https%3A%2F%2Fwww.marinesafetyforum.org%2Fwp-content%2Fuploads%2F2018%2F08%2FAnchor-Handling-Manual-Template-MSF-Rev01a-Oct15.doc&wdOrigin=BROWSELINK

See section 11.
Puzzled by the time it is taking to complete preparation.
107 definitely moved a few metres last night.
Now returned to her original position.
Must be a snag or towmaster inexperience.