Hvem farer med løgn?????

Fantastisk kommentar der, med Alf Prøysens udødelige !!!

Bybonden vurderer ny inngang, bare disse skattepengene kunne komme før den smeller !!

Det er ingenting som skulle være mer nødvendig for dette selskapet, at et oljesalg kunne sette kursen i bevegelse oppover. Men det vil sikkert også kunne slippe kursen ut av de svarte klørne til de som tjener på andres tap.

Enda en Zena tråd... Kunne du ikke utrykket dette i annen tråd??

Her fokuseres det på retningen og jeg kommenterer på hva som kan være årsaken til nullfremgang på Tilapia, mange tråder er blitt alt for lange og det er ikke lett å ha oversikten på hva som er diskutert tidligere. Greit at tråder ikke er alt for lange.

Jeg er forholdsvis ny enda innen aksjehandel og har et spørsmål angående aksjer som er på to børser. Denne aksjen slik jeg forstod det var opp 7% over dammen på slutten av fredag. Men ved åpning her så ser det ut til at aksjekursen er den samme som den avsluttet her sist fredag. Hvordan blir kursen mellom børsene fordelt?

Aksjene i London og Oslo lever sitt eget liv og den kan stenge høyere i London enn i Oslo.
Dog er volumet og interessen størst i Oslo!

Nå må selskapet får formidlet:

Status på Rob-1
EZZ-3 boring
Salg av olje

Hvor er riggene vi eier?

Salg av olje innen 14 dager.

Tilapia?

SLK?

Hvilket felt de skal kjøpe for pengene de har lånt! Give me some news!!! :)

Volum og interesse størst på Oslo Børs? Da kan det ikke være stort som foregår i London for tiden😅

Expecting something before 31st March. Oil sale news before next weekend. Grab as much as before news come expecting course 0.18 after oil sale news and soon there will be credit rating too.

Ja Lato , la oss få høre fra the BIGG BOSS om TILAPIA og hva det siste LÅNET, var ment det skulle FINANSIERE, ikke vet jeg, jeg vet bare at kursen er helt ute av kontroll for normal utvikling og jeg er veldig bekymret for hva det er som TYNGER kursen, som om den er ankret opp med begge ankrene, to trosser til fast jord og rødt lys på både babord og styrbord lykt. Altså ikke i stad til å seile i noen retning, med andre ord, RETNINGSLØS.

Oljen skal selges i starten av april, men har de virkelig 120 000 tønner nå som de ikke har hatt drift på ROB-1 på lenge? Og får de markedspris for salget? Om det er ja og ja får de ca 12m$, men jeg er usikker på om man kan forvente så mye.

Kanskje noen kunne startet en tråd på aksjeforum facebook for å blåse litt liv i aksjen?
Er nok flere der som ikke følger med her i forum

Er det virkelig så vanskelig å lese meldingene fra selskapet. 24.01 meldte de om utfordringene med ROB-1. To dager senere meldte de at det trolig ville være ca 114000 fat på lager den 31.03.
Hvorfor ditt spørsmål om 120000 fat? Kan du forklare

Tror at di som følger med forum er allerede dypt in i aksjen og ventet lenge,Andre ser bare på substansielt børsmeldinger fra selskapet far at de skall skje noe konkret.

Fordi andre har sagt det. Så lenge AC har sagt trolig så er han vel home free uansett om det skulle vise seg å bli litt mindre. Mesteparten var vel uansett på lager alllerede når 114 000 ble meldt.

"Mesteparten på lager da det ble meldt"
Mener du med andre ord at fra 26.01 til 31.03 vil være tilnærmet 0 produk?

De er en estimering hvor mange fat skall vare, men vi får vite om ikke så lenge, de er ikke noe vits å juble eller tar noe mistenkt på forhold.

Retningen er : på stedet hvil, her er aksjen med bly i støvlene, den reagerer ikke en gang på den grusomme rettferdigets- krigen som Putin kjemper i sin helsvarte verden.

Houston, we have a problem

Stigende kurs på en dag med dalende oljepris. Virker da lovende? Har vert noen fine uker nå. Ser no lyst ut for Zenith fremover. Nærmer seg store summer inn på konto også…

HVA HAR SKJEDD HER?? Har det kommet høyere bud og myndighetene kommer til å velge en annen operatør?
Det er noe som skurrer veldig her:
https://newsweb.oslobors.no/message/521625

AGEOS skrev på UK forum for en tid tilbake at godkjenning av "offer to the Ministry of Hydrocarbons" og "public enquiry", om ikke resten fulgte, kunne lede til en massiv rettsak med påfølgende erstatning til ZENA.
Men jeg er fullstendig enig i at noe er merkelig her.
Også det å bruke Nordnett som en betydelig investor i prospektet (2/22) er jo helt på jordet. (Det er den poolen av aksjonærer med 'aksjesparekonto' og uten individuell stemmerett i selskapet). På tide å starte med å opprette topp aksjonærliste på hjemmesiden...

Tilapia II is with Zenith with 60%, so stop spreading baseless rumors. As per report for bondholders there are many between the lines mentioned about Tilapia including $600,000 given for drilling preparations. But AC should come out with live shareholders Q&A and tell the truth about it , why there is so much delay in Tilapia II and Remaining SLK.

Det nærmer seg snart 1.5 år nå. Det må være noe som skurrer veldig.

Ute av aksjen igjen Gullhaugen?

Kan sammenligne dette med andre som venter den endelige....dette er Afrika.
Slapp, og ikke spre mer vibber til de nervøse :-)

Andrea has consistently said that he is certain that Zenith will get the Tilapia license. He has also consistently said that the trouble is that things move slowly in Africa.

When asked the question “how close are we to getting approval for the T2 license?” in the 22nd February Investors call he said:

“This is difficult to answer if you do not understand African bureaucracy. We are in a very advanced stage but in Africa this still means that the minister can go to Opec conferences for two month and other officers are sick or not working and so there are cultural reasons that delay our closing of the transaction. The winds are blowing in our favour and everybody is convinced we deserve this field, but we have to wait a little longer. “

It is frustrating but we need to be patient. It is clear that the company are aware of the issues as well as one of the other things that Andrea said in the conference call when asked about OML141 was “We could get an extension on the option with NHNL if we wanted but we are wary of getting stuck in another Tilapia.”

Remember that the company’s stated target by the end of this year is to have production rates of 3,000 bopd and they are currently (or were in February) in negotiations about major assets that could be totally game-changing to the company and share price. In the meantime, we have just sold $6.4 million worth of oil and will sell another $5+ million in a couple of months. For a company in a holding pattern and waiting on big deals that is pretty good going if you ask me.

You also referenced from the last IC "we only bought Robanna and El Bibane for $100".
Production halt on Rob-1 was 'announced' 24.1.22
According to several PMs ZENA could have reached app 1000BOD from their $100 purchase?
I would much rather discuss operational excellence on what is certain, than speculate and find questions-marks on what's not certain.

Fakevenues, in response to your points:


1. You also referenced from the last IC "we only bought Robanna and El Bibane for $100"

Yes, I have just checked my notes from this and that is what he said. It also matches up with what was announced in the RNS on April 30th 2021. Zenith paid a $100 consideration (a nominal amount to make a legally binding contract) and assumed $200,000 of Candx debt. Here are the details for your reference as a formal company announcement: https://live.euronext.com/en/listview/company-press-release/153398?combine=&field_company_pr_pub_datetime_start=1970-01-01%2000%3A00%3A00&field_company_pr_pub_datetime_end=now&page=1


2. Production halt on Rob-1 was 'announced' 24.1.22
Yes. Rob- 1 was producing at 25bopd when Zenith acquired the asset. After the workover was commenced on August 19th 2021 at a cost of $550,000 an announcement was made on October 29th 2021 that the workover had been successful and the well was now producing 124bopd. As you point out Rob-1 was announced as suspended on 24th January 2022 due to casing integrity issues. The company commenced the remedial work on this on March 8th and a video of the wireline work in progress was posted on April 19th https://www.youtube.com/watch?v=fmuShNNBaIE I assume that this will be finished soon.

3. According to several PMs ZENA could have reached app 1000BOD from their $100 purchase?

At the time of initial purchase (according to the announcement released by Zenith) El Bibane produced 100 bopde and Robanna produced 25 bopd, so it is a fact that Zenith acquired 125bopde for $100 plus debt. Can Robanna and El Bibane produce 1,000 bopde over time, I don’t know but the company certainly seem to think so.

Assuming that they are successful in the remedial work on ROB-1 then we would expect this to go back to producing 120 bopd.

Zenith have announced that they have a quotation of $3.5 million to perform a well intervention on EBB-3 and that if this is successful then they would expect this to go back to producing the 500-600 bopd that It produced before it’s suspension.

They have also announced that an infill well (ROB-3) drilled in the proximity of ROB-1 would be expected to produce 200 bopd.

So if all of these were successful then it is perfectly possible that the $100 purchase could deliver 1,000 bopd production. However, we also should be realistic, it is not going to happen any time soon as it is offshore and Andrea has made this clear on more than one occasion.

However, this still gives us Rob1, Rob-3 and Ezzaouia where the company have announced that we are drilling two sidetracks targeting an increase in production of 500bopd (250 net to Zenith). Personally, I do not care where the production comes from as long as it comes and an increase of 500bopd from the Rob-1 remedial work, the Rob-3 drill and the two Ezzaouia sidetracks would suit me fine as this would take production up to 940 bopd and the acquisition of the last 22.5% of SLK would take production up to 1,050.

So, are we likely to get 1,000+ bopd production from the $100 purchase?– no, not in the short term. But are we going to get 1,000 bopd production in Tunisia by Q3 2022? Yes, I think that we will.

It is not clear where the additional production that we will need to generate to reach Andrea’s target of 3,000 bopd by the end of 2022 will come from yet. However, I assume that he intends that this will come from Tilapia, once it is granted, and also the additional Congolese licenses that he has mentioned in the past. There is also the big asset acquisition that he has hinted at in the past which would allow the company to grow to may times its current size. Zenith’s oil production is certainly going to increase significantly (above 1,000 bopd) over the course of this year. The only question is by how much.

Looking good for the rest of 2022