🔥TRIGGELISTE I ZENITH ENERGY (ZENA)🔥

Slettet bruker
ZENA 16.08.2021 kl 12:35 206480

Triggere de neste par mnd:

1) Salg av oljelager i Tunisia ✔️( første er utført) (SLK har vi olje for 70 millioner på lager ikke solgt)
2) Prefinansiering av oljesalg i Tunisia
3) PSA-Tilapia
4) Verifisering av PSA i kongressen
5) Lisens nr 2 i Congo
6) SLK godkjenning i Tunisia
7) presentasjon av helhetlig plan og tildeling av kontrakter for utvikling av lisenser i Tunisia
8) presentasjon av teknisk utviklingsplan for Tilapia.
9) kjøp av stor lisens i Vest Afrika
10) Nigeria news ( target for Zenith)

Real time: 12,12 øre pr. aksje.

Vi har mye i vente.


Kursmål 35-80 øre om vi får inn flere av disse triggerne.
Redigert 16.08.2021 kl 12:45 Du må logge inn for å svare
Slettet bruker
23.11.2021 kl 10:20 4860

I am differ from claim CNAOG sold approx. 37,000 barrels. As per production rate from SLK oil belongs to CNAOG is @460000 barrels from date of deal to Oct 2021 and zenith got 30,000.
Slettet bruker
23.11.2021 kl 10:13 4879

I går opp som en løve ..
I dag ned som en skinnfelle .....

Idag blir det mest sannsynlig bare medisin på boks (øl).
Aldara
23.11.2021 kl 09:41 4945

Ja, det fyker avgårde...
Slettet bruker
23.11.2021 kl 09:35 4944

Snåsamannen som er her?
Slettet bruker
23.11.2021 kl 07:56 5020

Jeg tviler på om kursen på Zenith aksjer går til himmels idag
selv om det hadde vært hyggelig .....

Flasken med Bollinger RD kan ifølge polet lagres en en god stund til ...

Aldara
23.11.2021 kl 07:13 5029

Jeg tror det ikke før jeg ser det:-D
Joffe3
22.11.2021 kl 15:26 5420

Alle sammen !
Dette ser virkelig virkelig bra ut.

Det er muligheter for flere nyheter i nær fremtid i fra vår reisende AC i Congo.

Dette gledes virkelig.

Joffe3

MarketGunsling
22.11.2021 kl 15:26 5410

I am afraid you have misunderstood the terms of the deal.


1) The old deal for $300,000 did not happen. The $300,000 was never paid (unlike the KUFPEC payment which was announced) and so the deal was just ripped up and restarted.

2) The new terms of the deal are, as the RNS announcement states that Zenith will pay CNPC $1,658,680 to acquire the CNAOG which holds the 22.5% interest in the North Kairouan permit and the Sidi El Kilani Concession.

3) As part of this deal Zenith will also acquire all of the oil which has been generated by the license and has not already been sold, which totals 30,000 barrels.


So CNAOG sold approx. 37,000 barrels of oil which had previously been due to Zenith and also charged Zenith an additional $1.3 million for the license. There is no confusion about it, Zenith looked like they were struggling to get the approval for the license change from the Tunisian authorities (which is not that surprising as they would definitely rather have CNPC and KUPFEC as investors in their wells than little Zenith) and so went for an easier-to-complete version of the deal. The fact that a new deal was struck allowed CNPC to renegotiate the terms and so the fee went up to reflect the new oil price and they also only gave Zenith slightly under half of the oil that was promised under the original deal.


On the plus side, the deal is now completed and it has delivered us approx. $700,000 and a 22.5% share in a concession that generates approx. 500bopd.
Redigert 22.11.2021 kl 15:27 Du må logge inn for å svare
Slettet bruker
22.11.2021 kl 14:09 5578

After all this i come to conclusion AC got all field almost free of cost in Tunisia and Tilapia too (if we received US$5.6 million).
Redigert 22.11.2021 kl 15:03 Du må logge inn for å svare
Slettet bruker
22.11.2021 kl 14:05 5583

Zenith did not paid extra but the cost for operating the field form 30th 2020 till date (must be start of Oct) also extra money goes into 25 Class B shares in Compagnie Tuniso-Koweito-Chinoise de Pétrole (“CTKCP”), the operator, representing 25% of the issued share capital of CTKCP. which was not part of original deal last time.
Zenith earned at todays date US$600000 - US$700000 (exact figure will come after oil sell news).
total split is -
field cost - US$300,000
25 Class B shares in Compagnie Tuniso-Koweito-Chinoise de Pétrole (“CTKCP”) - US$200,000 (tentative)
Operating cost of field - US$ 1,158,680 ($38/ barrel - $40 profit to zenith in current oil price) ( valuation done in August with US$3/ barrels ) will come down after zenith management comes in.

similarly for other KUFPEC
Operating cost till date from April 20, 2020 - US$ XXX
field cost + 25 Class B shares in Compagnie Tuniso-Koweito-Chinoise de Pétrole (“CTKCP”) = US$500,000 (US$250,000 paid already on 11 June 2020)
payment to Zenith will be @50000 barrels of oil -( US$ XXX -US$250,000) = @ US$1.8 million to zenith.(End of September )
Zenith earn profit of $2.5million before tax from SLK. with current organization size, oil price and resources they will earn around US$5-US$10/year profit from Tunisia.

Redigert 22.11.2021 kl 15:07 Du må logge inn for å svare
Oilinvestor
22.11.2021 kl 13:22 5563

Well sad, MarketGunslinger!

Now SLK secured (22,5%) they can now start planning upcoming workover activities. North Kairouan Permit and SLK is a big field with verry high potential. AC has several communicated the potential upside from this field.
Even we have to "pay" some more, most important is that we finally can start developing the field!
Redigert 22.11.2021 kl 13:23 Du må logge inn for å svare
MarketGunsling
22.11.2021 kl 13:00 5501

This is a copy of the post that I have just put up on the UK Zenith forums.

So, Zenith have finally abandoned trying to get the license transfer approved by the glacially-slow Tunisian bureaucratic system and have instead gone once again (as they did with Candax) for the quick and simple method of simply buying the subsidiary company which own the share of the license. This has resulted in the transaction going through just as easily as the Candax ones have an I would assume that the company will shortly try and do exactly the same thing with the KUFPEC 22.5%.

Obviously, changing the structure of the deal has meant that it has been somewhat renegotiated so that it is not quite as favourable to Zenith as it was back in 2020. For this reason it is a shame that Zenith did not go the “buying the ltd company” route right back in September 2020 as we would have acquired the asset for only $300,000 instead of $1,658,680 and we also would have ended up with about 67,000 barrels of oil as opposed to the 30,000 that we have done. However, it is also entirely understandable that CNPC insisted on renegotiating the deal when it changed as the increase in oil price since September 2020 is simply too big to ignore. I think that what we can assume now is that Tunisian lessons have been learned at Zenith and all Tunisian deals will be completed in this fashin from now on.

I think that the relatively muted market reaction to this news represents the fact that we were expecting the asset to have been acquired for less money and also delivering us about $5 million of stored oil. It is obviously slightly disappointing that this has not happened but on the plus side, Zenith have got the deal over the line and it is still an extremely impressive one to have completed. The 30,000 barrels of oil that have come with the deal are worth approx. $2.4 million at todays prices and the cash purchase element of the deal is only $1.7 million so we are effectively being paid $700,000 to take control of the license and plus we have 120 barrels of oil being produced every day from now on. At an opex cost of $25 per barrel then this should work out at a gross revenue of $3.4 million per year and a net of approx. $ 2,365,200.

One other point that we should not forget about our Tunisian oil production is the fact that we can only sell it a few times a year. I had often wondered why this was but it was made clear by AC in the investor call that we (and most of the other Tunisian oil producers) put our oil together to create an oil blend from the ECUMED fields and then ship it out to European refineries by tanker. So basically, we have to wait until there is enough oil to fill a tanker (approx. 2 million barrels) before it can be sold.

Anyway, in short, this is another step closer to the initial Tunisian oil production target of 1,000 bopd. The SLK deal is no longer coming with the massive slug of cash that we were all hoping for but it is still a pretty substantial amount and AC has told us that more Tunisian deals are likely to follow on shortly – presumably all to be completed in this fashion from now on.

Tunisia is producing away nicely but the big price drivers here are going to be the new Tilapia license and the massive potential of NW OML141 – both of which we should have more news on in December.
Redigert 22.11.2021 kl 13:01 Du må logge inn for å svare
Stockdance
22.11.2021 kl 12:58 5486

Dette forklarte Herbius så fint her forleden da han sa at all olje som er produsert etter signering av lisensene tilhører Zenith.
Slettet bruker
22.11.2021 kl 12:58 5353

Ikke noe galt! Nå kan den selges, Denne oljen har vært ZENA sin lenge, men ikke kunnes selges grunnet ikke Stemplet avtale fra myndighetene. Nå trengs ikke det.
VårDitto
22.11.2021 kl 12:53 5287

;-) Jeg forstår at det er reserver, men med siste måneders oljepris, så stusser jeg litt over at ikke denne reserven er blitt solgt ned til et mer relevant nivå ; ett års drift er mye!
De må ha (hatt) veldig god råd/likviditet, eller så er det noe med salgbarheten som ligger bak.
Her betaler Zena 1,7 mill USD for et helt selskap samt olje verd omtrent 2,2 mill USD; noe skurrer, for så pengedum er vel ikke selgeren?
olje
22.11.2021 kl 11:43 5369

Jada...men jeg mener saueflokken kan ta denne høyt på egenhånd. Den må bare røre litt til på seg så smeller det.
Gullit
22.11.2021 kl 11:29 5076

Makan, mulig å kjøpe under 12 øre etter denne nyheten.. er jo bare god nyheter nesten hver måned her.,snart begynner nok større aktører å få opp øynene. Da smeller det
Billyjojimbob
22.11.2021 kl 11:28 5078

Nei,det er ikke vanlig,kalles for reserver og er kun de heldigste som kan skilte med det😁
VårDitto
22.11.2021 kl 11:14 5144

Er det vanlig å ha bortimot ett års produksjon på lager (usolgt)?
Slettet bruker
22.11.2021 kl 11:13 3580

Det kom en god nyhet ..
Nok ett steg i riktig retning ..

Billyjojimbob
22.11.2021 kl 10:55 3643

olje skrev Rt: 0,1198
Hvem er nr 5 på vinnerlisten og klar for fet reprising fremover?🤠
olje
22.11.2021 kl 10:51 3653

Rt: 0,1198
C-Eiken
22.11.2021 kl 10:28 3716

Billyjojimbob skrev Pang 0,12,stadig aktuell👍
Pang 0,1172 igen ;-)
Oilinvestor
22.11.2021 kl 08:34 3743

Med dagens melding kontra meldingen 8 September 2020; Zenith kjøper opp selskapet, CNAOG, istedenfor en andel av felt. Med dette unngår selskapet å vente på myndighets godkjennelse for CNPC oppkjøpet.
Selskapet får dermed de 30.000 fatene som er lagret tilgjengelig + daglig produksjon som da utgjør ca. 100-150 boe/d idag!

Da er det kun KUFPEC delen som krever myndighetsgodkjennelse.

AC nevnte i sist IC at selskapet skulle i ettertid ha kjøpt selskapene, type CADAX avtalen, istedenfor en "working interest". På den måten vil de unngå alt byråkratiske styret.
olje
22.11.2021 kl 08:27 3775

Da kan vi vel hake av ett nytt punkt på lista. Her kommer det mer snadder som de sier fra nå og frem mot nyttår.
oiler
18.11.2021 kl 16:37 4311

Jepp, tilbake i skammekroken i dag igjen.
Slettet bruker
18.11.2021 kl 15:38 4372

Ikke mye positivt fra Tunisia idag ...
Ambassadør til Iran hadde møter i går noe som kan tolkes negativt.
Tunisia burde heller se mot EU


Liverbirds
18.11.2021 kl 15:10 4357

Hællæ måne 🙈 På vei mot 9 øre.
Slettet bruker
18.11.2021 kl 13:15 4416

Joda, tipper det kommer noen gode nyheter snart.
Slettet bruker
18.11.2021 kl 12:46 4478

Ufattelig at noen velgere å selge mange millioner aksjer på 11,28 øre!!

Alle bør være inne i ZENA før 30.11!

Billyjojimbob
18.11.2021 kl 12:21 4529

Slettet bruker skrev Den ble fort gammel 😝
Den kan for bli ung igjen👍
Slettet bruker
18.11.2021 kl 11:46 4478

Billyjojimbob skrev Pang 0,12👍
Den ble fort gammel 😝
Slettet bruker
17.11.2021 kl 12:57 4766

As i told on 31st August it is huge.
Allroad18
17.11.2021 kl 09:06 4914

Hvor er Aqualight? Lenge siden vi har hørt noe fra den kanten. Han er jo meget oppegående og en god trøst når man føler det butter i mot. Slutter aldri å bli fascinert av hvor vanvittig lite som skal til av små transaksjoner for å holde kursen nede, men noen tjener vel til livets opphold på denne måten også (loosers).
Slettet bruker
16.11.2021 kl 10:22 5432

I set date 2 Dec. As per announcement date is 1st Dec, may be it will come early as half year report is on 30th Nov. Any how robot sold 1.6million share so he need to buyback it.
Nano Rekyl
16.11.2021 kl 10:16 5427

Viking yesterday you wrote 11 workingdays? Hmmm
Slettet bruker
16.11.2021 kl 09:51 5471

Downturn is secure now, form here price will go up only. Company with debt less than $5 million after Dec and income more than $20 million.
Slettet bruker
16.11.2021 kl 08:25 5536

Nigeria news should be in next 12 working days.
Slettet bruker
16.11.2021 kl 08:19 5544

Ja kan komme news fra Congo og Tilapia ganske kjapt!

Da bør en være fullastet!

Nigeria news er også ventet de neste 30 dager.

Redigert 16.11.2021 kl 08:19 Du må logge inn for å svare
Hektor
16.11.2021 kl 07:54 5566

I am travelling to Congo in the next 10-15 days and I will be able to report factual developments when we are face to face with the hydocarbons ministry.... Dette fra en mer tålmodig og ydmyk AC, når kommer medling...
Redigert 16.11.2021 kl 07:56 Du må logge inn for å svare
Nano Rekyl
15.11.2021 kl 21:01 5759

Tenker det er en god investering!

Bare å vente!

Ha ellers en fin børsuke alle sammen!
Herbius
15.11.2021 kl 19:04 5838

Jeg tænker på da vi var på konkursen rand og blev taget af Børsen 🙈🙈

Men det oplevede du nok ikke🙈🙈

Problemet er at AC ikke aner hvornår de kommer, kan være i morgen eller om 3 måneder.