focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
A further additional excavator is now on site at Yanfolila which is being assembled and will soon be in operation, taking the total number of additional excavator fleet to four. These excavators will allow for a more consistent and sustainable state mining rate at the mine.
Source: https://twitter.com/HUM_gold/status/1509073456117293057?t=GfxO-5D-atwnc7xoybMIRA&s=19
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Thanks for posting link ( https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2022/03/315-033-Prospectus-2022-final-approved.pdf ), Fakevenues.
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Thanks mmoney,...I had missed that presentation ( https://youtu.be/0ePJDMERmyA ).
BW
Agree with thread heading,....good to see, our Chairman's actions, ( https://www.londonstockexchange.com/news-article/BOR/proposed-subscription-and-open-offer/15353334 ).
BW
Thanks for posting interview link ( https://www.proactiveinvestors.co.uk/companies/news/975727/europa-oil-gas-inks-transformational-deal-with-i3-energy-plc-on-serenity ), brezhnef,....I have been waiting (not increasing, our existing EOG shareholdings) for this news, since a EOG interview, back end of last year,.....that's a lot more shares in issue now, if I can increase our EOG shareholdings sub s/p@1.8p, I probably will,....if not, happy to go forwards with our existing EOG shareholdings.
BW
Hi NickNorth,......here is a post of mine, from a while back, with reference to Corrib South:
"I first bought into PRD (about 2018), when PRD cornered the CO2 market in Trinidad,.....they did not have Morocco back then, they were around s/p@3p with 100m shares in issue, from memory,.....I first heard Paul Griffiths mention Corrib South, in a 2018 Directors Talk interview (dated August 1, 2018), I will put the link to the interview below, you will probably have to insert / / d i r e c t o r s t a l k . n e t / to make it work,.....from 04:56 into interview, Paul talks about Corrib South,....the guidance given:
"In the highest case Corrib South could create £3.5 billion to £4 billion sterling worth of Gross Revenue, even at very conservative Gas Prices",....that's 2018 Gas Prices he is talking about,....the potential upside is enormous, at today's Gas Prices (IMO),....he goes on to say, Corrib South could be ‘the big one’ dwarfing all its other projects,.....but we did not have Morocco back when interview was made.
Interview link: https://*************.net/interview-predator-oil-gas-holdings-positive-results-but-corrib-south-could-dwarf-everything "
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Welcome aboard, Progress101,.....here are a couple of highlights, from the 28 February 2018 Darwin Independent Evaluation:
· Substantial increase in estimated resource. Un-risked Best Estimate total recoverable liquids (condensate and LPG) for Darwin East and West is 462 MMbbl.
The geological chance of success of finding hydrocarbons in a well located on Darwin West is assessed to be 0.81.
Source: https://ir.design-portfolio.co.uk/viewer/11/7540
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We have held BOR shares at £1+ in the past, jonesrichard,.....there has only been one placing, of 55,320,000 million new ordinary shares at £0.84 per share ( https://www.offshore-energy.biz/borders-southern-raises-cash-for-falklands-seismic/ ), since those £1+ days,......with the s/p@2.7p, our BOR shareholdings, are in good paper profits, (about 100% up),.....not tempted to top slice, our BOR shareholdings, at these very low levels,.....more tempted, to average up.
BW
Some of us, have been here a few years, Crabtree,.....on Darwin Discovery, BOR s/p went to about s/p@139p level, from memory,....that was followed, by a placing around s/p@82p to 83p level, again from memory,....good to see our s/p, has started, the to climb back up.
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Thanks for interview link ( https://www.proactiveinvestors.co.uk/companies/news/974261/cobra-resources-oversubscribed-raise-means-they-can-execute-very-rapid-exploration-approach-974261.html ),Bob_L,....good to see, Director of the Company David Clarke, participation in the Placing ( https://www.londonstockexchange.com/news-article/COBR/result-of-placing/15330143 ).
BW
Oil price at US$95.94 a barrel ( https://oilprice.com/ ),.....I don't see Oil dropping back in price, anytime soon,....with Darwin breakeven at US$35 a barrel, licence extended, lack of oil exploration investment, in the sector, in recent years,.....BOR Market Cap of £5m (with existing Darwin Discovery),.....oil could reach US$130+ according to this guy ( https://youtu.be/hYhiHISlryg ),....BOR, now looking very cheap, (IMO).
Extract,
"Oil production capacity will become a market feature in late 2022"
"The under-investment in oil production capacity is also being fostered by false hopes that global oil demand has made (or will soon make) a peak and then fall into secular decline."
Source: https://www.arabnews.com/node/2011306
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Your welcome, Metalhead25,.....I was particularly pleased, with the rare earths news,.....been wanting more exposure, to rare earths in our portfolios,.......Australia location, makes it even better.
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Hi Ephemeral,.....when I bought back into RKH, it was for the arbitration result,.....I had a target exit figure of about s/p@32p approx, if it was £100m Net to RKH coffers,.....with Sea Lion, now looking to have much better odds, than when I bought back into RKH, for the arbitration result,.....with the price of oil, I now see that level (£100m Net) of award, as a valuable key, that will help unlock RKH acreage's,.....as I have said before, RKH owe us nothing, but the old DES acreage does,....in light of the improved outlook (IMO), for RKH acreage's, I will not be selling any of our RKH shareholdings, on a positive arbitration outcome,.....changed strategy, here for the full journey now.
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We have a six figure, RKH shareholding, Neilius,....so, I want RKH to win,.....I also believe, if RKH had lost, we would have heard the result last year,.......but, reflecting on my past experience, mentioned in my previous post, I am not taking anything for granted.
BW
Majority decision,.... a previous arbitration case, where we had a shareholding exposed to arbitration, was decided by a majority decision,....unfortunately, for us shareholders, in that arbitration case, the dissenting arbitrator, would have found in our favour,....the other two arbitrators, found against (against, was one arbitrator from USA & one arbitrator from France, if memory serves me well) us,....so, us shareholders in that case, got nothing,.....in that arbitration case, the decision was geopolitically influenced, (IMO),.....I believe RKH should win, but not taking it for granted,.....hopefully, we will soon know.
BW