Member Info for wizzard

Yes, good conclusion Jimmy.

We will not produce 100mmcf for at least first 2 years as mentioned by the board. The plan is 70 initially., still good for some 750k a day......
Hope that behind the scenes they are changing the plans to higher output straight away! Let's see!

https://www.ft.com/content/3c15dd27-9b7a-4905-aaa6-f6009b1aec50

In an article below the recent upstream, dated last year november, see below.
It mentions that the target for renewable energy is 1gw for 2022. Have we reached that target?

AP always mentions that each of the pillars could be a 1billion project on its own, never is being mentioned which percentage chariot will have.....

Waiting for anchois news.
With the capex not that relevant compared to the quick return of the investment, I wonder
A) why not go at it alone (75%)
B) what should be the price, in £ for a 25% stake to a partner
C) what else should a partner, beside money bring to the table
If it the project is so profitable we can pay for our own 3d and drilling etc.
Main concern is some of the parts for development are difficult to source! (delays!)

Once we start producing gas, what percentage of profits will be reinvested in projects, for gas, green energy etc....?
How much would total pay to buy out chariot of project nour? Do we pay our share in development costs once we produce gas and see the project out?

Time for coffee I think!!

https://www.upstreamonline.com/energy-transition/huge-20gw-market-chariot-and-total-eren-strike-major-deal-to-provide-renewable-power-to-african-mines/2-1-1101347

Can we not only get a boom if it is 10% when a new high is set!?
??

Thanks jimmy
Yes, I had another look when I came home and had more time to check.
Would still be good if they find oil!

https://www.upstreamonline.com/exploration/hotspot-totalenergies-eyes-wildcat-in-south-africa-block-near-venus-discovery/2-1-1358232

What is the Potential value of this news? What is our investment? (cash or AP?) what is the time line?

Thanks for the technicals

https://www.tradewindsnews.com/technology/twenty-new-ammonia-carriers-a-year-needed-to-meet-2030-hydrogen-demand-says-report/2-1-1353831

Beginning of the 4th wave?

Low volume....
Hope AP will give us a nice pre Xmas update!

https://www.theguardian.com/environment/2022/nov/10/major-push-for-gas-amid-ukraine-war-accelerating-climate-breakdown

https://www.theguardian.com/environment/2022/nov/11/gas-producers-using-cop27-to-rebrand-gas-as-transitional-fuel-experts-warn

BBC News - COP27: BP chief listed as delegate for Mauritania
https://www.bbc.co.uk/news/science-environment-63584993

https://www.reddit.com/r/PredatorOilandGasPRD/comments/xqaeza/prd_the_sleeping_giant/?utm_medium=android_app&utm_source=share

Stolen from prd!!

The interesting question is, on who's behalf is AP in sharm for the cop27 and which contacts will he make......

https://www.rechargenews.com/energy-transition/oil-giant-totalenergies-into-brazils-green-power-big-league-after-580m-casa-dos-ventos-swoop/2-1-1341168

https://practiceguides.chambers.com/practice-guides/energy-oil-gas-2022/namibia/trends-and-developments/O11308

Blocks 2714a/b mentioned

https://www.theguardian.com/business/2022/oct/15/the-great-hydrogen-gamble-hot-air-or-net-zeros-holy-grail

https://www.ft.com/content/a49331cb-92b7-4322-8972-186cc4167926

2030 Rotterdam wants a lot of green hydrogen........

https://www.upstreamonline.com/opinion/majors-head-to-namibia-apart-from-one/2-1-1328232