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gixer
more things to add to the Top Secret File
The new perspective paper is popping up all over the place. To the best of your knowledge has it been presented anywhere ?
W$
https://www.researchgate.net/publication/352733677_Dietary_Antiplatelets_A_New_Perspective_on_the_Health_Benefits_of_the_Water-Soluble_Tomato_Concentrate_Fruitflow_R

https://www.youtube.com/watch?v=T-wTtQRQdE4

https://www.energyvoice.com/oilandgas/north-sea/338581/centrica-simplifying-spirit-energy-sales-process/

Thx Gixer
looks like more grist for the potentially new blood aggregation bluecap category mill?
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Suspect By-Health have already done a study......

CB
to be fair IF has shown himself to be far from reclusive - forgot about the million quid already ?
He "knows" gixer will keep us all on the hook with the stuff that is out there.....yes we all eager for updates but they will come....
Looks like we have another potential bullet on the FF benefits in the guise of anti viral properties......will be interesting to see what Asim's claims are based on
Our million buyer/seller is back
Keep taking the FF
W£

ghost
good spot. Have we been barking up the wrong (Neptune) tree ? The common denominator for Acorn and Schooner is Harbour who have the Boulton Field in the licence area
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it would be good if all the links on the news page had a short description/summary of what the linked presentation is all about and why the link has been posted, including context

the title
Fruitflow® and its relationship with COVID-19: AFC LifeScience, SOP Subarashi

Really doesn't inform the reader or encourage anyone to view the link
-- sloppy imo

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"Soder I don't think HBR productuion will be >200k next year"

Agree buzz, HBR need to start cutting costs - 3 offices in Aberdeen, two in London don't come cheap

Unpicking what we know.....

Pegasus shall now be tied back to Cygnus, inferring that Cygnus is due to come off plateau soon. There shall be quite a significant drop in production as the flowing BHP limit has been met. Pegasus is small so to maintain platform production more tiebacks shall be required - enter Schooner. However, history has shown new players on Cygnus are not welcome, so Schooner will have to have same equity owners as Cygnus.

The CCS licence area has multiple fields in (Trent, Boulton, Kilmar) which are all not producing - expect some still have active wells. Not inconceivable that a CCS and a production pipeline are laid at same time to area for simultaneous CCS (Boulton etc.) and production (Schooner) for the H2.

Spirit is up for sale. Looking at its portfolio Cygnus is really the only valuable asset in the UK portfolio (a basket case portfolio). New owners will be investing on the back of CCS etc. credentials. New owners will also want an IPO - HNL or Hurricane are potential candidates for Spirit.

If we can join the dots, so can Neptune/Spirit. For Boom scenario with CCS £1 a share is the low side imo

TTFN again
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ghost
not so sure about the cloak and dagger stuff...

We are 100% Schooner so we would have been (or still are) looking for a partner to develop. AC would have been on a roadshow to promote the field which would have given ample opportunity to discuss options for the field.

Neptune’s director of New Energy Pierre Girard said the project had evolved from “a high-level concept into a much more detailed technical proposal within a short period of time” and that the company and its partners have committed “significant resource and expertise to bring the proposal to this level of maturity”.

Jim has surrounded himself with ex-Apaches who are used to getting things done very quickly. I personally think Neptune submitted a late application because they had nothing to lose in doing so.

Agree, boom or bust .....

WS

https://www.newsquest.co.kr/news/articleView.html?idxno=86286
[News Quest = Reporter Tae-Woong Lee] Seribox, a health care brand that pursues 'healthy beauty', has newly launched 'Cerivan Medusa Su'.

This product is an evolved version of 'Serivan Medusa', which is known as a care product that actress Shin Min-ah eats before filming, and it is characterized by increased ingredient content.

According to a Seribox official on the 8th, 'Seriban Medusa Su' is released in the form of a liquid tea unlike the existing products that were in the form of pills, boasting quick absorption and easy portability, making it easy to consume anytime, anywhere.

In addition, the content of pumpkin and red bean in the existing product has been increased by 1.5 times, and the content of patented raw materials and corn beard has also been strengthened twice. It is characterized by maximizing the effect by mixing two international patented raw materials and one domestic patented raw material.

In particular, Fruitflow, an international patented ingredient in Europe and the US, is a water-soluble tomato extract developed by DSM, a global company with 118 years of tradition, and is a special ingredient recognized by the European Food Safety Agency (EFSA).

It does not contain unnecessary additives such as artificial colors and preservatives so that it can be consumed safely and continuously, and artificial sweetness is also reduced by not adding sugar.

An official from Seribox said, "This is a product with improved ingredients and effects from the Serivan Medusa product, which has been loved a lot. We hope that more customers can enjoy a healthy and light lifestyle in their daily life with Serivan Medusa water."

?? : ?????(http://www.newsquest.co.kr)

Not new, but supports gixer's hypothesis re new blue cap category

http://www.by-health.com/en/aboutus/

Research comprehensively in the cardiovascular health area. We have developed a new product made with Fruitflow®, popularly known as “natural Aspirin”. It helps to maintain normal platelet aggregation;

ghost
me and my balance sheet are no fan of AC.....
However, by hook or by crook we are still in the game. The delayed AGM tallies with the latest time we should hear whether we have the CCS licence or not.
TTFN
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Spirit are in the mix as well

ghost
"thing isn't as magically and strategically planned as you theorise but more of an afterthought"

You might be right, but every journey starts with the first step....
A couple of things worth noting;

When AC reversed into WSX he boasted it was a very cheap IPO....
HNL did not lock horns with Jim over Pegasus, the OGA did it off their own bat...

https://www.ogauthority.co.uk/news-publications/news/2019/oga-investigation-dispute-over-access-to-cygnus-for-transportationprocessing-of-pegasus-gas/

On 25 June 2019, the OGA opened an own initiative non-binding dispute resolution investigation into the prioritisation of access to Cygnus capacity in relation to transportation and processing services for gas from the Pegasus field, taking into account in particular:

If, as we all hope, there is a deal going down with Neptune, then discussions have been ongoing for a very long time and plans would have evolved. I personally think AC was "told" to get rid of all ABEX liability. I hope we shall get some cash from the sales.

Nep IPO ing into a company with no debt, no liabilities, no staff he did not select, as well as CCS/H2 assets.... contrast that with the Harbour story - debt, ABEX, staff by default,............etc.

Rose tinted glasses perhaps,

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anto
IPO etc on the back of a flagship CCS/H2 project would be Jim's style.......

All dot joining, could all be nonsense though .......
W£

I do not believe that it is a coincidence that we hold the production licence (PL2578) in a area where potentially there are two plus applications for a CCS licence. Presumably the one submitted in March is ours.

Either Cochran has been very lucky or very canny.........

Neptune will not take on assets with large ABEX liabilities. They are also looking at options now to IPO

https://www.energyvoice.com/markets/323953/neptune-energy-working-with-rothschild-as-it-studies-ipo/

Google suggests the cost of an IPO is 1 to 3% for a company the size of Neptune ($5bill?)

Draw your own conclusions

W$

12 July 2021 0:44 GMT UPDATED 12 July 2021 9:53 GMT

https://www.upstreamonline.com/energy-transition/neptune-energy-signs-agreements-to-maintain-momentum-on-uk-blue-hydrogen-scheme/2-1-1038480

Neptune previously said it has engaged with CO2 emitters and hydrogen offtakers in the South Humber industrial area and “these discussions have provided confidence that there is demand for both the transport and storage service and the supply of blue hydrogen”.

Its application to the OGA is for the same area for which the regulator said in March it received an application, suggesting Neptune is in competition with at least one other operator for the area, although this remains unconfirmed.

It is understood the OGA could take up to six months to make a determination on which company to award the storage licence to.

In documents seen by Upstream in May, Neptune said it believes DelpHYnus would be fully aligned with UK government targets to reach net-zero carbon emissions by the middle of the decade.(Copyright)

--------------------------------------------------------------------------------
I presume this is the March application being referred to:-

https://www.ogauthority.co.uk/media/7163/ccs-notice-march-2021.pdf

WS

https://www.freepatentsonline.com/20210169962.pdf
WS