Zenith Energy - Oljen priset til usd 1 pr fat?
Er dette blant de billigste olje selskapene pr dags dato? Er oljen de eier priset til ca usd 1 pr fat? I tillegg til olje produksjon, selger også selskapet gass og strøm. Bare strøm produksjonen som selskapet har i Italia, tjener selskapet nok penger til å forsvare hele børs verdien på kr 180 millioner
"Electricity prices during the month of March 2022 averaged approximately EUR 295 per MWh, resulting in net revenues of approximately EUR 300,000 per month. Zenith’s current net production costs remain fixed at approximately EUR 35,000 per month"
https://newsweb.oslobors.no/message/558660
"Oil production:
Zenith has reported production from its Tunisian assets in the first half of 2021/22 at 517 b/d. Shipments were somewhat lower at 371 b/d. Significantly, production in Tunisia was running at 650 b/d net in late September including conditional SLK output. Zenith suggested that 1,000 b/d is possible by the second quarter of 2022 assuming successful workover and drilling activity
Tunisia work programme:
Zenith has interests in four producing licences in Tunisia. At Robbana in the south of the country the workover of the ROB-1 well was successfully
completed in early Q4 2021. Production was boosted from approximately 20 b/d to 100 b/d. Near-term, the work programme in Tunisia involves drilling a vertical well at Robbana and two side-tracks in non-producing wells at the Ezzaouia also in the south of the country. The objective is 1,000 b/d for the latter while for the former we believe 500 b/d might be possible. The cost of US$2.5m is underpinned by the recent US$4m equity raise
Valuation and financing
Reflecting the sometimes difficult operating and business environment, valuations for undeveloped resources in Nigeria are modest. We believe valuation might well be less than US$1/barrel. If we assume US$0.5/barrel and 233mm barrels of resources for the two discoveries the valuation would be US$117m. A 42% interest would therefore be US$49m which implies significant headroom vis-à-vis the US$20m as per the OML 141 option agreement.
Zenith has indicated that plans have already been finalized for drilling the Barracuda 5 well (B-5). Apparently, all the necessary civil engineering work has been undertaken for the well including dredging and site clearance. The well location is between two previously drilled wells which have encountered ‘significant hydrocarbons’. The indications are that drilling will commence in January 2022. In a success case Zenith has indicated that production is expected to start immediately using a barge-mounted early production facility. Production could commence during the second quarter of 2022 at a rate of approximately 4,000 b/d, according to Zenith. Further development is expected with the locations for Barracuda wells 6, 7 and 8 already identified. If Zenith chooses to exercise
the option agreement, there will, therefore, be an ongoing corporate and development financing requirement"
Informasjon hentet fra linkene under
Prospektet 4.3.2022
https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2022/03/315-033-Prospectus-2022-final-approved.pdf
Analyse fra Allenby Capital 14.12.2021:
https://www.allenbycapital.com/our-research/?msclkid=f7a374b5c7a911ecaa511cb87e0b4104&fwp_research_client=2618
Børs meldinger fra selskapet:
https://newsweb.oslobors.no/search?category=&issuer=12675&fromDate=&toDate=&market=&messageTitle=
"Electricity prices during the month of March 2022 averaged approximately EUR 295 per MWh, resulting in net revenues of approximately EUR 300,000 per month. Zenith’s current net production costs remain fixed at approximately EUR 35,000 per month"
https://newsweb.oslobors.no/message/558660
"Oil production:
Zenith has reported production from its Tunisian assets in the first half of 2021/22 at 517 b/d. Shipments were somewhat lower at 371 b/d. Significantly, production in Tunisia was running at 650 b/d net in late September including conditional SLK output. Zenith suggested that 1,000 b/d is possible by the second quarter of 2022 assuming successful workover and drilling activity
Tunisia work programme:
Zenith has interests in four producing licences in Tunisia. At Robbana in the south of the country the workover of the ROB-1 well was successfully
completed in early Q4 2021. Production was boosted from approximately 20 b/d to 100 b/d. Near-term, the work programme in Tunisia involves drilling a vertical well at Robbana and two side-tracks in non-producing wells at the Ezzaouia also in the south of the country. The objective is 1,000 b/d for the latter while for the former we believe 500 b/d might be possible. The cost of US$2.5m is underpinned by the recent US$4m equity raise
Valuation and financing
Reflecting the sometimes difficult operating and business environment, valuations for undeveloped resources in Nigeria are modest. We believe valuation might well be less than US$1/barrel. If we assume US$0.5/barrel and 233mm barrels of resources for the two discoveries the valuation would be US$117m. A 42% interest would therefore be US$49m which implies significant headroom vis-à-vis the US$20m as per the OML 141 option agreement.
Zenith has indicated that plans have already been finalized for drilling the Barracuda 5 well (B-5). Apparently, all the necessary civil engineering work has been undertaken for the well including dredging and site clearance. The well location is between two previously drilled wells which have encountered ‘significant hydrocarbons’. The indications are that drilling will commence in January 2022. In a success case Zenith has indicated that production is expected to start immediately using a barge-mounted early production facility. Production could commence during the second quarter of 2022 at a rate of approximately 4,000 b/d, according to Zenith. Further development is expected with the locations for Barracuda wells 6, 7 and 8 already identified. If Zenith chooses to exercise
the option agreement, there will, therefore, be an ongoing corporate and development financing requirement"
Informasjon hentet fra linkene under
Prospektet 4.3.2022
https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2022/03/315-033-Prospectus-2022-final-approved.pdf
Analyse fra Allenby Capital 14.12.2021:
https://www.allenbycapital.com/our-research/?msclkid=f7a374b5c7a911ecaa511cb87e0b4104&fwp_research_client=2618
Børs meldinger fra selskapet:
https://newsweb.oslobors.no/search?category=&issuer=12675&fromDate=&toDate=&market=&messageTitle=
Beware someone is filling with both hands, Oil sale is expected this week with new update on field.
Galv
23.06.2022 kl 11:06
4168
Tricky skrev Good points listed. Will also send a mail.
Tricky
Got 10 mil +++ Zenith share and send email - still no reply.
I think it is waste off time send Mail to AC - no news soon like investor call meeting will say i sell my Zenith share this summer. 🏦
Got 10 mil +++ Zenith share and send email - still no reply.
I think it is waste off time send Mail to AC - no news soon like investor call meeting will say i sell my Zenith share this summer. 🏦
Frodon
23.06.2022 kl 12:28
4025
Er det CanArgo du ikke kjenner til eller Zena?
Kan du liste opp likhetene?
Kan du liste opp likhetene?
Ikke snu spørsmålet.
Jeg spurte hvorfor ikke?
Jeg spurte hvorfor ikke?
Redigert 23.06.2022 kl 12:31
Du må logge inn for å svare
Frodon
23.06.2022 kl 12:48
3982
Jeg avslutter diskusjonen med deg fra min side med å konstanter at du bevist prøver å feil informere. Så at du var positiv til Zena for kort tid siden, men da har du sannsynligvis solgt de aksjene igjen. Kunnskapsnivå som går opp og ned med aksjebeholdningen gidder ikke jeg bruke tid på
"loomis
I går kl 16:47 ..
.....Siden vi ikke hører noe så er i verste fall robben død.
.....Zena har ikke levert noen ting annet en lån og aksjetrykking og er derfor bare opp ca 6% for året.
For min del holder jeg døren åpen for at zena kan være et nytt can argo, og er av den formening at selskapet bør motbevise det snarest"
"loomis
I går kl 16:47 ..
.....Siden vi ikke hører noe så er i verste fall robben død.
.....Zena har ikke levert noen ting annet en lån og aksjetrykking og er derfor bare opp ca 6% for året.
For min del holder jeg døren åpen for at zena kan være et nytt can argo, og er av den formening at selskapet bør motbevise det snarest"
happi67
23.06.2022 kl 12:54
3979
Er ihvertfall lite profesjonellt å ikke komme med oppdatering på Rob 1 nå
Frodon
23.06.2022 kl 13:00
3953
Jeg mener jo at de burde oppdatert markedet hvis noe var galt også og helst kommet med oppdatering på datoer de selv guider. Må si det begynner å bli en gjenganger, at de guider noe som ikke skjer, også hører vi ikke noe mer, hvis ikke det er positivt. Er det positivt, hagler det inn med meldinger ;) De kunne eks kjørt en oppdatering om ROB-1 den 14.6.2022 når de uansett sendte ut en børs mld med oppdatering om strøm produksjonen.
Er det noen som har en formening om hvor høy strøm produksjon Zena kan få nå, i forhold til hva de meldte 14.6.2022?
"We have performed certain maintenance work during the month of May 2022 at Torrente Cigno, and have further work planned throughout this month, with a view to increasing our production during the second part of 2022"
https://newsweb.oslobors.no/message/564878
Er det noen som har en formening om hvor høy strøm produksjon Zena kan få nå, i forhold til hva de meldte 14.6.2022?
"We have performed certain maintenance work during the month of May 2022 at Torrente Cigno, and have further work planned throughout this month, with a view to increasing our production during the second part of 2022"
https://newsweb.oslobors.no/message/564878
Blientotre
23.06.2022 kl 13:16
3968
Børsen snur opp, å da går Zenith ned igjen. Enkelt å se at dette er en liten aksje i markedet
Zenith meldt i januar om produksjons rekord av strøm ( 1020Mwh)
Ref -- https://newsweb.oslobors.no/message/550727
Jeg tviler på om de kan få mere ut av selve "generatoren" ..
En oppgradering av "infrasturktur" rundt kan være nyttig.
Jeg vil tippe ~ 5%
Blir det mere bør ingen av oss klage ....
Ref -- https://newsweb.oslobors.no/message/550727
Jeg tviler på om de kan få mere ut av selve "generatoren" ..
En oppgradering av "infrasturktur" rundt kan være nyttig.
Jeg vil tippe ~ 5%
Blir det mere bør ingen av oss klage ....
Har du aksjer her Frodon?
Galv
23.06.2022 kl 13:49
3934
Hi
new mail send to company - why no update- investor call.
Zenith need to update marked about ROB-TLP-22,5 % SLK- Nigeria are we still waiting or have the closed project.
Please all send them a mail- so they maybe wake up.
new mail send to company - why no update- investor call.
Zenith need to update marked about ROB-TLP-22,5 % SLK- Nigeria are we still waiting or have the closed project.
Please all send them a mail- so they maybe wake up.
Frodon ikke bli sur nå! Det er ikke jeg som er problemet.
Jeg er ikke bedre enn andre på denne tråden. Full av håp, litt kjærlighet, men i ferd med å miste trua. Har 1 mill aksjer i selskapet med ett snitt på ca dagens motstand. . Kursmessig ser det egentlig bra ut. Alle glidende er over 200 dageren og en omvendt hode skulder under oppbygging. Det gir håp.
Manglende fremgang og forventet oppdatering gir derimot trua på prosjektet en på tryne. Min erfaring med børsen er at intet nytt er dårlig nytt. Siden jeg fremdeles har aksjer i selskapet så aksepterer jeg å være dusten på denne tråden.
Greit nok at det produseres noen bøtter med olje og noe strøm til overpris, men det er ikke derfor jeg har aksjer i selskapet. En ensom svale gir ingen sommer, og min kjærlighet er falmende.
Jeg er ikke bedre enn andre på denne tråden. Full av håp, litt kjærlighet, men i ferd med å miste trua. Har 1 mill aksjer i selskapet med ett snitt på ca dagens motstand. . Kursmessig ser det egentlig bra ut. Alle glidende er over 200 dageren og en omvendt hode skulder under oppbygging. Det gir håp.
Manglende fremgang og forventet oppdatering gir derimot trua på prosjektet en på tryne. Min erfaring med børsen er at intet nytt er dårlig nytt. Siden jeg fremdeles har aksjer i selskapet så aksepterer jeg å være dusten på denne tråden.
Greit nok at det produseres noen bøtter med olje og noe strøm til overpris, men det er ikke derfor jeg har aksjer i selskapet. En ensom svale gir ingen sommer, og min kjærlighet er falmende.
Redigert 23.06.2022 kl 14:23
Du må logge inn for å svare
Når avgjøres eierskapet i https://emeraldngr.com/oml-141/
>> Greit nok at det produseres noen bøtter med olje og noe strøm til overpris, <<
Det må mere til selv med ROB-1 tilbake i stabil prod.
Pr idag har Fader AC til salt i maten, alter vin, solsikkefrø og og brødsmuler til støyende
små fugl (investorer) på taket
Det må mere til selv med ROB-1 tilbake i stabil prod.
Pr idag har Fader AC til salt i maten, alter vin, solsikkefrø og og brødsmuler til støyende
små fugl (investorer) på taket
SebRiberac
23.06.2022 kl 15:49
3769
Loomis you have continued to post completely incorrect information for several weeks now. Your motives are clear as day, the company has updated us investors regularly and previously you have conjured up false rumours also. I think you’re playing a very dangerous game. Fact is we have a lot to look forward to and when the news comes the price will double if not treble very fast.
Gud trøste!
Hvis du kan lese norsk, så kan du sikker skrive norsk, men du er vell en av di skriver på engelsk fordi du tror ledelsen i zena sitter å leser her på forumet. For alt det du vet, så er jeg Kansje storsjefen selv og bedriver villedning av aksjonærene på forum i finansavisen. Ikke bare det, men jeg kan faktisk norsk også.
Vi har ikke fått oppdatering på noe som helst, og om vi har noe å se frem til gjenstår jo da å se.
Farlig spill, hva er det slags vrøvl?
Dette er bare et forum med meningsbrbrytninger der dine påstander er like lite eller mye verdt som mine
Hvis du kan lese norsk, så kan du sikker skrive norsk, men du er vell en av di skriver på engelsk fordi du tror ledelsen i zena sitter å leser her på forumet. For alt det du vet, så er jeg Kansje storsjefen selv og bedriver villedning av aksjonærene på forum i finansavisen. Ikke bare det, men jeg kan faktisk norsk også.
Vi har ikke fått oppdatering på noe som helst, og om vi har noe å se frem til gjenstår jo da å se.
Farlig spill, hva er det slags vrøvl?
Dette er bare et forum med meningsbrbrytninger der dine påstander er like lite eller mye verdt som mine
SebRiberac
23.06.2022 kl 17:08
3654
You have poster many untrue claims in the past which you were called out on before. You have clearly sold or have a vendetta and genuine investors are bored of your baseless claims. If you are not happy sell and move on.
Jeg tror Zenith må stoppe strømproduksjonen hvis en større oppgradering skal utføres.
Fakevenues
23.06.2022 kl 18:12
3436
@loomis
Når noen begynner å ta '?' personlig, så bør kirkeklokkene begynne å ringe.
Når noen begynner å ta '?' personlig, så bør kirkeklokkene begynne å ringe.
Slapp av folkens. Det var bare ned 0,18% i dag. Skjønner at folk er sliten og lei.
Meeeen, i morgon, i morgon......
Meeeen, i morgon, i morgon......
Frodon
23.06.2022 kl 22:14
3229
De hadde kanskje en plan om en større oppgradering på sommeren, når strøm prisen var lav. Men med dagens priser, er det bare å produsere så mye som mulig
Selv mindre oppgraderinger kan lønne seg med dagens strømpriser.
BMU
24.06.2022 kl 00:49
3059
Jeg har skrevet bode på engelsk og på norsk, men ingen av skriving er min sterke side. Når Jeg har hat problemer me å utrykk meg på en riktig måte har utvekslet fra den ene til den andre språket får å ikke bli misforstått . Jeg trur at budskapet , erfaringer og meninger var mer viktig en språket som velges (kan) brukes i forumet så lenge alle kan den til en vis grad.
Personlig aldrig har tenkt eller trur at noen av andre en ås aksjonerer som leser dette,og alltid har tenkt:
Vi er på same båt men vi padler alle i hver vår retning, men ingen av ås har styringen eller kan den...
men alle har ett mål å nå fast jord (fast grund)
Dette er utfårdene i soner tider som kalles på engelsk : limbo time (trur Jeg).
Personlig aldrig har tenkt eller trur at noen av andre en ås aksjonerer som leser dette,og alltid har tenkt:
Vi er på same båt men vi padler alle i hver vår retning, men ingen av ås har styringen eller kan den...
men alle har ett mål å nå fast jord (fast grund)
Dette er utfårdene i soner tider som kalles på engelsk : limbo time (trur Jeg).
Kl 08 bør de klar å få ut en børsmelding.
Om så det bare er en call i juli
Om så det bare er en call i juli
Zenith har jo allerede børsmeldt at de skal være i stabil produksjon før den 18 juni med Rob-1. Rapport kommer nok innen et par dager. Hadde det vært utfordringer skulle det vært børsmeldt.
SebRiberac
24.06.2022 kl 09:22
2792
exactly, all is to plan, just patience required and then the price will adjust accordingly.
Herbius
24.06.2022 kl 09:46
2751
Melding kommer, når melding kommer👍
TTT især i denne branche 😴
TTT især i denne branche 😴
Redigert 24.06.2022 kl 10:07
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MarketGunsling
24.06.2022 kl 11:04
2675
Announcement out. Only 30 bopd from ROB-1
Zenith Energy Ltd. (LSE: ZEN; OSE: ZENA), the energy company with proven revenue generating production, exploration and development assets in Africa and Europe, provides an update on operational activities in the Robbana concession ("Robbana"), located onshore Tunisia.
Robbana-1 well ("ROB-1")
The Company can confirm that ROB-1 has successfully been returned to production following the installation of a new packer supplied by Weatherford and the previous determination of major corrosion in the casing being the cause of water ingress in the wellbore.
ROB-1 is currently producing at a rate of approximately 30 barrels of oil per day ("BOPD") with the installation of the recently acquired new Weatherford sucker pump. It is the Company's expectation that a production rate of between 40-50 BOPD might be achieved once the well is given additional time to stabilise.
The Company is of the view, in consideration of the well's age and condition, that any significant change in the production parameters would risk compromising ROB-1's structural integrity and long-term productivity.
Robbana-3 well ("ROB-3")
As previously announced, the Company has selected the well location for the drilling of ROB-3, a new well that will reach a total target depth of approximately 2,500 metres, following an in-depth geological and reservoir review enhanced by new information obtained during the workover of ROB-1.
Civil works are expected to begin during the month of September 2022, with a commercial tender for the selection of a drilling services contractor to be conducted during the coming months, alongside completion of the necessary local approval process in accordance with applicable Tunisian legislation.
Drilling activities are expected to commence in November 2022, following the mobilisation of a drilling to the well location.
The necessary long-lead items have already been acquired and are being held in storage by the Company and funding for ROB-3 is expected to be obtained by way of the Company's existing cash reserves.
Andrea Cattaneo, Chief Executive Officer of Zenith, commented:
"We are pleased to have now successfully completed all work at ROB-1, acquiring top-level equipment within strict budgetary parameters. In the current high oil price environment, approximately 30 BOPD from ROB-1 represents a relatively significant source of revenue generation, with the potential to increase as the well is given more time to stabilise. Similarly, we are pleased to have successfully been able to restore production by way of the second well intervention which was necessary to remove water ingress in the wellbore.
Our attention will now turn to drilling ROB-3, having obtained valuable insights about the formation by way of our work in ROB-1. Our geological and reservoir studies have been further refined and it is important to recall that third-party geophysical analysis suggests that the Robbana concession has likely only produced 4.35% of its estimated reserves to date.1 This gives us confidence in the future production potential of Robbana through the ROB-3 well which will be drilled later this year.
Our objective for Robbana is to reach a daily production rate of approximately 200-250 BOPD, which would represent the achievement of approximately a tenfold increase in daily production from the concession since it was acquired by Zenith.
"The team continues to work on several fronts with confidence, and we look forward to updating investors in due course regarding our potentially transformational progress during 2022."
Zenith Energy Ltd. (LSE: ZEN; OSE: ZENA), the energy company with proven revenue generating production, exploration and development assets in Africa and Europe, provides an update on operational activities in the Robbana concession ("Robbana"), located onshore Tunisia.
Robbana-1 well ("ROB-1")
The Company can confirm that ROB-1 has successfully been returned to production following the installation of a new packer supplied by Weatherford and the previous determination of major corrosion in the casing being the cause of water ingress in the wellbore.
ROB-1 is currently producing at a rate of approximately 30 barrels of oil per day ("BOPD") with the installation of the recently acquired new Weatherford sucker pump. It is the Company's expectation that a production rate of between 40-50 BOPD might be achieved once the well is given additional time to stabilise.
The Company is of the view, in consideration of the well's age and condition, that any significant change in the production parameters would risk compromising ROB-1's structural integrity and long-term productivity.
Robbana-3 well ("ROB-3")
As previously announced, the Company has selected the well location for the drilling of ROB-3, a new well that will reach a total target depth of approximately 2,500 metres, following an in-depth geological and reservoir review enhanced by new information obtained during the workover of ROB-1.
Civil works are expected to begin during the month of September 2022, with a commercial tender for the selection of a drilling services contractor to be conducted during the coming months, alongside completion of the necessary local approval process in accordance with applicable Tunisian legislation.
Drilling activities are expected to commence in November 2022, following the mobilisation of a drilling to the well location.
The necessary long-lead items have already been acquired and are being held in storage by the Company and funding for ROB-3 is expected to be obtained by way of the Company's existing cash reserves.
Andrea Cattaneo, Chief Executive Officer of Zenith, commented:
"We are pleased to have now successfully completed all work at ROB-1, acquiring top-level equipment within strict budgetary parameters. In the current high oil price environment, approximately 30 BOPD from ROB-1 represents a relatively significant source of revenue generation, with the potential to increase as the well is given more time to stabilise. Similarly, we are pleased to have successfully been able to restore production by way of the second well intervention which was necessary to remove water ingress in the wellbore.
Our attention will now turn to drilling ROB-3, having obtained valuable insights about the formation by way of our work in ROB-1. Our geological and reservoir studies have been further refined and it is important to recall that third-party geophysical analysis suggests that the Robbana concession has likely only produced 4.35% of its estimated reserves to date.1 This gives us confidence in the future production potential of Robbana through the ROB-3 well which will be drilled later this year.
Our objective for Robbana is to reach a daily production rate of approximately 200-250 BOPD, which would represent the achievement of approximately a tenfold increase in daily production from the concession since it was acquired by Zenith.
"The team continues to work on several fronts with confidence, and we look forward to updating investors in due course regarding our potentially transformational progress during 2022."
Gullit
24.06.2022 kl 11:09
2683
Kjempe om de kommer i gang med rob3 !! Fremtiden ser lysere ut enn på lenge😀
Var ikke mye å rope hurra for her.
30 boe/d
ROB-03 ytterligere forsinket.
Nå må selskapet klare å få avklart om de har noe i SLK og Tilapia å gjøre.
30 boe/d
ROB-03 ytterligere forsinket.
Nå må selskapet klare å få avklart om de har noe i SLK og Tilapia å gjøre.
Sånn er livet!
Uten respirator så er det der et dødsfall. Om repiratoren virker om 10 år, så kan zena melde at di "lifted" 100 000 nye fat med oil.
På tide med ny strategiplan?
Uten respirator så er det der et dødsfall. Om repiratoren virker om 10 år, så kan zena melde at di "lifted" 100 000 nye fat med oil.
På tide med ny strategiplan?
Skalleknarp
24.06.2022 kl 12:05
2643
Registrerer at det er blandede meninger om meldingen om ROB 1 nå produserer 30 b/d (Mulighet for 50 b/d). Kursmessig ser det heller ikke så optimistisk ut pt. med et fall på over 8%... (Årsmessig er dette ca. NOK 18 mill....la inn i prognoses 40 b/d - oljepris $ 100) Uansett - Hva det kostet å få til dette vil regnskapet vise...God helg.
Redigert 24.06.2022 kl 12:07
Du må logge inn for å svare
people forgot about oil sale within next 4 working days oil production will increase ROB- 1 in coming days.
Allroad18
24.06.2022 kl 12:18
4087
Lavt volum, så denne går opp igjen snart, bare noen øretrillere som leker seg. Takk for flere aksjer under 0,10 folkens !
Konjagi
24.06.2022 kl 12:42
4002
Ser det er de samme dramaquenns som sitter kontinuerlig her på forumet og kommenterer.Med dagens omsetning og de oppskytte mengder av aksjer disse eier, er disse skriveriene og truslene bare luftige slag
SebRiberac
24.06.2022 kl 12:45
3997
This will move up significantly if we use money on purchasing a solid new asset until then we will gradually increase production in Tunisia and electricity in Italy. Until then we won’t see the multi bag price movements. However I am Confident tilapia will be signed off soon.
Billyjojimbob
24.06.2022 kl 12:47
3998
Allroad18 skrev Men det er sikkert noen som vil selge før de går ut i ferie...
Kan bli en dyr ferie👍
Jeg skriver mye her, og har mye rett i mine skriverier for et kortere bilde.
I dag ville jeg kjøpt aksjer da det er sannsynlig at siste skulder etableres.
Dog har jeg intet ansvar om det også er bullshit!
I dag ville jeg kjøpt aksjer da det er sannsynlig at siste skulder etableres.
Dog har jeg intet ansvar om det også er bullshit!
Skalleknarp
24.06.2022 kl 13:01
3946
Ja, ble nesten litt overrakset. Ut fra det som stod i FA skulle en tro at dette var en glad nyhet.... Det ble vel for liten b/d flow... Ikke noe som berger OPEC's leveranser for å si det på den måten...
MarketGunsling
24.06.2022 kl 13:06
3920
There is no denying that the ROB-1 results are disappointing and not what we were hoping for. The only plus side is that the high oil price means that even 30 barrels of oil today is still worth almost $1 million a year in net revenue to Zenith. If they are able to increase this to 50 bopd as they describe in the RNS then this will improve to $1.5 million.
However, really the production at Rob-1 is neither here or there for Zenith at the moment. It brings total production up from 422 bopd to 522 bopd but this only increases net revenue from $13 million to $14 million (gross from $16.9 million to $18.1 million). Although the loss of the extra $2million per annum that we would have earned if we had got production at Rob-1 back up to 100bopd is definitely a blow it does not significantly damage the company’s prospects or indeed its financial situation. We are still generating more than enough money to cover all of the company expenses and service very significant debt if we were to need it to acquire a new asset or to develop Tilapia once the license is finally granted.
The news that Rob-3 is being put back until November is much more disappointing as the extra 200 or so barrels that they think that they could generate from this would have been an additional $6.2 million net ($8 million gross) which would have been a significant increase to company finances. I was expecting a delay to the drill because of the economic problems in Tunisia and also the issues that the country has been having with the public sector striking all of the time, but not drilling until November when it was originally meant to be in June is a very long delay. I would be very interested to know what the reasons behind this would be – which is all the more reason for an Investors Conference Call. I have not heard anything back from the company from my last messages about this yet but I will chase them again.
The big question is with Rob-3 and presumably Ezzaouia too being delayed until November what exactly is the company going to be doing over the next 4-5 months? We are in a pretty good position compared to many other mosquitoes in that we have production assets that continue to generate $13 million a year regardless of whatever else the company is doing but we need some more significant news to drive the share price up if you ask me.
However, really the production at Rob-1 is neither here or there for Zenith at the moment. It brings total production up from 422 bopd to 522 bopd but this only increases net revenue from $13 million to $14 million (gross from $16.9 million to $18.1 million). Although the loss of the extra $2million per annum that we would have earned if we had got production at Rob-1 back up to 100bopd is definitely a blow it does not significantly damage the company’s prospects or indeed its financial situation. We are still generating more than enough money to cover all of the company expenses and service very significant debt if we were to need it to acquire a new asset or to develop Tilapia once the license is finally granted.
The news that Rob-3 is being put back until November is much more disappointing as the extra 200 or so barrels that they think that they could generate from this would have been an additional $6.2 million net ($8 million gross) which would have been a significant increase to company finances. I was expecting a delay to the drill because of the economic problems in Tunisia and also the issues that the country has been having with the public sector striking all of the time, but not drilling until November when it was originally meant to be in June is a very long delay. I would be very interested to know what the reasons behind this would be – which is all the more reason for an Investors Conference Call. I have not heard anything back from the company from my last messages about this yet but I will chase them again.
The big question is with Rob-3 and presumably Ezzaouia too being delayed until November what exactly is the company going to be doing over the next 4-5 months? We are in a pretty good position compared to many other mosquitoes in that we have production assets that continue to generate $13 million a year regardless of whatever else the company is doing but we need some more significant news to drive the share price up if you ask me.
Det var to handler på 250k aksjer til kurs 0,0950
De kan være gode kjøp
De kan være gode kjøp
Frodon
24.06.2022 kl 13:54
3807
Det var kanskje ikke mulig å vite dette på forhand, selv om de har hatt mye problemer med denne brønnen? Også er ROB-3 utsatt til november. Ingen nyheter om Lucian, som skulle vært igang i mai 🙄 Noen få dager igjen av juni, så da kommer det forhåpentligvis mld om olje salget 💪