Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Thanks for posting link ( https://stockboxmedia.com/interviews/clontarf-energy-mobilisation-of-drill-rig-at-sasanof-gas-project-in-western-australia/ ), EAGLEEYES22,....interesting interview,......high impact drill, with one in three chance of success,....the Bolivian comments,.....also, the Tano 2A block Ghana, which is why, I originally bought our CLON shareholdings, I noted what was said about Ghana, ref time/ratification/farm out appetite.
Looking forward, in the short term, to drill results,....in the longer term, to Ghana & Bolivia.
BW
Thanks for the presentation link ( https://wp-hummingbirdresources-2020.s3.eu-west-2.amazonaws.com/media/2022/05/Hummingbird-corporate-presentation-Indaba-May-2022-1.pdf ), Billyboy2fromiii.
BW
Just been catching up, on some of our shareholdings, thanks for the info, RichyRich1,....I've been very busy, the last couple of months,.....still have another busy, six to eight weeks in front of me, before I will have any spare time, for the share investment side, of what I do,.....I work on my own account (I'm a property landlord),....at present in the process of upgrading three of our houses,.....Sunday, just completed upgrading one of our Lincolnshire houses, got two of our Yorkshire houses to upgrade next, where I will be working next,.....I would have come to Rupert Verco presentation, & meet him in person,.....I simply don't have the spare time at present,....I have no plans to sell our COBR shareholdings anytime soon, so hopefully I will be able to attend a future presentation, when I'm not so busy with the portfolio of houses.
BW
Yes, I also noted, RKH has retained 100% interest, in the South Basin,.....I also noted, they have mentioned Sharnhorst, ( https://rockhopperexploration.co.uk/wp-content/uploads/2022/05/Rockhopper-Corporate-Update-April-2022-DRAFT-SJM-4-PROTECTED.pdf ),......from memory, Sharnhorst overlaps into BOR acreage:
Extract
"Rockhopper licence PL11 contains prospects directly analogous to Darwin
? Sharnhorst & other related prospects directly analogous to Darwin
with up to 55km2 mapped areal extent of bright amplitudes on RKH
acreage" (page 12).
Sharnhorst, is briefly mentioned in this November 24th, 2014 article ( https://www.valuethemarkets.com/analysis/investing-ideas/falklands-oil-gas-plc-pt-2 ):
Extract
"Scharnhorst North 52.5% interest 188m P50 recoverable which is a good second drill target near Darwin condensate discovery (Borders & Southern) looks exciting from FOGL presentation with a very good chance of success included in the oil window ending at a shallower deep depth than Borders deeper license nearby hence the condensate."
We are holding shareholdings, all three (RKH, BOR & ARG),.....I originally bought back into RKH, for the arbitration result,....changed strategy, now here for full journey.
BW
It's good to have the uncertainty removed,....six months from 25 April 2022, is the maximum wait now, before we get the arbitration result, ( https://www.londonstockexchange.com/news-article/RKH/ombrina-mare-arbitration-update/15426025 ),.....agree, my thinking is, had we lost the case, we would have had the result by now.
BW
I've just been catching up, on some of our shares, in our portfolios, Zzippy,....been to busy, for the last two months, to follow our shareholdings closely,....I'm not trading CLON shares, I top sliced to free CLON & PET shareholdings (plus crystalized cash profit with both), quite some time ago,.....we are perfectly placed here at CLON (with free, 7 figure, CLON shareholding), to hold our full CLON shareholdings, for the full drill results,.....I'm looking forward, to those drill results.
BW
Welcome to the board Silverfoil13,......been a PRD shareholder, for quite some time myself,......also hold two of those shares you mention, BOR & RKH,....what I read in the RNS ( https://www.londonstockexchange.com/news-article/PRD/operations-update-and-directorate-changes/15448388 ), regarding Ireland, I found encouraging,......we are also holding shares in EOG, for their exposure to Corrib.
BW
Looking forward to drill, ( https://www.londonstockexchange.com/news-article/CLON/update-on-sasanof-1-well/15449810 ).
BW
Looking forward to drill ( https://www.londonstockexchange.com/news-article/CLON/update-on-sasanof-1-well/15449810 ),....top sliced to a free CLON
Hi MrBond007,....from memory, I believe BOR shares, only touched s/p@139p, briefly,.....also from memory, there hasn't been any further placings, since that 2012 placing, apart from the recent one,.....with the current outlook for Oil Price, I'm a very strong holder, of BOR shares.
BW
Highest BOR s/p I remember, is s/p@139p,.....I believe, that was before the placing BOR did, mentioned in this article dated April 26, 2012 :
https://www.offshore-energy.biz/borders-southern-raises-cash-for-falklands-seismic/
Extract
"Borders & Southern Petroleum announces that is has successfully placed 55,320,000 million new ordinary shares at £0.84 per share with institutional shareholders to raise £46,468,800 million before expenses."
BW
We hold all three (ARG, BOR & RKH), in our share portfolios,.....our largest shareholding of the three, is also BOR, followed by ARG, then RKH, (holding six figure shareholdings, in each),.....I don't know, which will be the best performer, hence hold all three,.....it will be interesting to see, which of the three, has performed the best, by Christmas,....BOR s/p, has certainly been performing very well, recently.
BW
When reading the RNS, this part of the Chairman comments:
"We are currently at an advanced stage in examining late stage gas exploration prospects in Australia and I look forward to providing further updates on this as and when appropriate.
New exploration requires investment. The current capital raise from a number of brokers will provide the necessary funding to participate in new exploration ventures.",.....leaves myself with the view, that the, "late stage gas exploration prospects in Australia", is the main reason, for the placing.
Source: https://www.londonstockexchange.com/news-article/CLON/placing-to-raise-ps3-500-000/15428132
Very happy with the placing, myself,....starting to get interesting here at CLON,
(I am an existing CLON shareholder).
Have a good weekend, all here.
BW
Hi Falky,...if Sea Lion goes ahead, I agree,.....with BOR Market Cap of £8m approx & ARG Market Cap of £5m approx, there is plenty of room, for good percentage gains, on both BOR & ARG (IMO),.....with RKH Market Cap of £39m approx, if we get a decent arbitration result, along with positive news regarding Navitas, the percentage gains on RKH, should also be very good (IMO),.....holding six figure shareholdings, in all three (RKH, BOR & ARG), so can hold all three comfortably, indefinitely.
BW
We are holding all three (RKH, BOR & ARG),....the reason we are holding ARG, is the "Rhea prospect in PL001 in the North Falkland Basin",.....if Sea Lion goes ahead, then Rhea with 3D seismic ( http://www.argosresources.com/prospects-in-detail.php ) being a Sea Lion lookalike prospects, as mentioned in this 18 Oct 2011 article https://www.proactiveinvestors.co.uk/companies/news/28869/argos-resources-hogan-confident-in-sea-lion-lookalike-prospects-after-pivotal-report-34490.html , also located close to Sea Lion.
With the oil price outlook, we will hold all three (RKH, BOR & ARG) indefinitely.
BW
When listening to the Mar 14 2022 video ("Cobra CEO presents Rare Earths Growth Strategy & Indicative Work Programme"), we have an interesting year, to look forward to: https://youtu.be/WV4RSln5J_0
BW
Still quiet here at COBR, bitcoinbuyer,....see we had a few buys here today, took a few more COBR (80,000 sharers) myself today,....as you point out, there is a lot to look forward to.
Tune whilst we wait: https://youtu.be/1UUYjd2rjsE
BW