Adam Davidson, CEO of Trident Royalties, discusses offtake milestones and catalysts to boost FY24. Watch the video here.
https://practiceguides.chambers.com/practice-guides/energy-oil-gas-2022/namibia/trends-and-developments/O11308
Blocks 2714a/b mentioned
https://www.ft.com/content/a49331cb-92b7-4322-8972-186cc4167926
2030 Rotterdam wants a lot of green hydrogen........
Do like the tables with all the numbers and scenarios
Increased capex and longer lead times are being mentioned several times......
$16 would make a huge difference compared to $10.
The increased caoex would be no concern with those prices.
https://www.ft.com/content/5221d57b-72e0-4769-b186-447e2e2b8972
https://www.ft.com/content/c112f80e-fef5-4bbc-bfaf-cc357bdbf991
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This is from research tree, the article is longer but I am not a member.
There is a mention that chariot gets a carried element. Which is not mentioned in the rns it self!
Total Eren is joining Chariot’s green H2 Nour project in Mauritania with a 50% stake in the consortium (Chariot holding the balance). • The terms of the entry of Total Eren in the consortium have not been disclosed but we understand that there is a carried element (to the benefit of Chariot) within the agreement. • The partners will now progress, at minimal cost to Chariot, an in-depth feasibility study and arrangements for the offtake for the green hydrogen. • The entry of Total Eren adds cr..
https://finance.yahoo.com/news/big-oil-bets-green-hydrogen-230133630.html
What will happen to the share price after cpr
A) goes up if exceptional result
B) remains the same since the share price has already absorbed the news of extra gas discovery
C) tanks, since the extra found meters are not as good as they expected!
Hopefully not long before we have an answer.
Total energy seems to be active..........