Member Info for Womo

As maybe.... but I ain't selling now!
5p placing has given a massive cashflow that allows the Paradox to be drilled and oil to flow, infastructure to be put in place and 2P reserves to dramatically increase.
I suppose it depends on your entry point, personally I am quite a happy chappy.
Q2 2023 could be very very interesting here.

Am I correct in thinking that ZPHR revenue in 2023 could at some point exceed our current Market Cap?

26 Williston wells to come online, 16-2 now flowing, 36-2 to reach TD in near future. C9 wells to drill in 2023. you can see where this is heading.

From the presentation it looks like the minimum BOEPD from 16-2 and 36-2 combined is 2000boepd. Presume that is still on restricted choke.

This could move quickly now

Zephyr Energy Plc quote is equal to 0.0555 GBP at 2022-11-16. Based on our forecasts, a long-term increase is expected, the "ZPHR" stock price prognosis for 2027-11-05 is 1.180 GBP. With a 5-year investment, the revenue is expected to be around +2026.45%. Your current $100 investment may be up to $2126.45 in 2027.

Hold Folks!!

Obviously we are all looking at BOPD but if 36-2 & 36-3 come home then the 2P reserves of ZPHR would see a dramatic increase.

then Zephyr BOEPD could double overnight.

Things couldnt get much better for Zephyr shareholders as they head towards the drilling operations in the Paradox Basin, fully funded as we know and this update explains quite how successful that the investment in production has been.
The numbers really do speak for themselves, an original investment in the Williston of less than $20m has already generated over $35m of revenue alone and in the first 9 months of 2022 almost $30m of operating income. This has led to an increase in revenue guidance for 2022, now to a range of US$40-45 million (up from a previously announced range of US$35-40 million) and the Company reaffirms its 2022 full-year production forecast of 500,000 – 550,000 barrels of oil equivalent.
To put this into some perspective this is more than enough to pay down some of the debt, acquire the previously announced infrastructure and additional acreage deals in the Paradox, pay for additional Williston capex and fund the upcoming drilling program in the Paradox.
So, when the board said that it was investing in order to make the Paradox a fully funded operation with potential for significant upside from the drilling programme it meant what it said. I have repeatedly said that I have huge respect for this high quality management team who have done what they promised and made a fully rounded hydrocarbon company ready to explore the Paradox.
I have also said that the potential totality of the size of this company is huge compared to where we are now, indeed it should be remembered that 2023 forecasts are too low, should be increased and of course will soon include contributions from the Basin and maybe even more from the Williston when the frac protect wells and additional DUCs come online. All in all, production is exactly on forecast and revenues are decently higher.
I have rarely been so confident about the potential for a company that I have looked at since day 1, there is now plenty of news flow on the horizon and I am looking forward to reporting back from the Paradox when I visit before long, I’m sure that an interview with CEO Colin Harrington is imminent, maybe even from the site…

As Islndgirl stated the Business model is exceptional - all we need now is the Webinar to give us the Blue Sky Vision. Over to you CH

Spread is tightening but we need a bit more volume.

Revenue increasing, debt dropping, more Willston wells coming online, 16-2 coming online and two wells to spud before year end.

500k buy just popped up.

6p on the offer... Spread tightening and creeping up the risers board.

And which should give us all a very clear picture of where this is heading:-
In light of today's Acquisition and the recent Paradox project acreage acquisition announced on 25 August 2022, and prior to the commencement of its upcoming Paradox drilling programme, the Company intends to present detailed development plans and schedules for the Paradox project at an investor webinar, the date of which will be announced within the next two weeks. Max 12 days and counting!

It is so easy to skip over when reading RNs's
Given that a three well drill programme is expected to commence on the Paradox project in 2H 2022 (funding for which is being provided by the Group’s Williston Basin non-operated assets), Zephyr looks set to remain highly active in its
run-up to 2023. This will be key to the Group closing in on its ULTIMATE GOAL of unlocking the next great unconventional onshore resource play in the US.
Secondly that Zephyr are in a JV with the US Department of Energy on this project.

The full text of the resolutions will shortly be available via the National Storage Mechanism.

Give us a clue DEV? Where the hell can they be found.

Great piece of infrastructure and sounds like well thought out cost savings in long run.

Looks like a ticking timebomb waiting to go off.

If and when the share re-lists (and it heads for 99p) then I had better get them into an ISA PDQ.