Zena - Det store seriøse olje/gass selskapet

Frodon
ZENA 04.05.2022 kl 14:00 107115

Finnes det oppside her, vil jeg gjerne ha en del av den brune kaken
Redigert 16.02.2023 kl 15:40 Du må logge inn for å svare
Gullit
28.09.2022 kl 10:17 2658

Men han har full kontroll på Benin.. hatt god kontakt siden 1987 der. Skryter av menneskene og ser på dette som en stor mulighet
Barneskirenn
28.09.2022 kl 10:16 2634

Virker som at det ble utsatt IGJEN av myndighetene pga. en «filleting», og er forventet snarlig.

Hva er siste steg for godkjenning av Tilapia hvis PSA er signert? Skal den gjennom i senatet? Godkjennes av øverstepresten(Denis Sassou-Nguesso)?
Cat349e
28.09.2022 kl 10:08 2603

da er det hvertfall bekreftet at ikke var benin ic har blitt utsatt for:)
Barneskirenn
28.09.2022 kl 10:07 2570

AC: «News you expected is soon to be acheived»

«Know i have said it before, but im now convinced we will come to an end of this journey very soon»

«Very confident»

«Very pleased with the new minister».

AC sa at minister Itoua har vært veldig profesjonell, og har tatt lang tid pga politiske årsaker. Fordi det er mye sjalusi fra andre selskaper for tlp2-lisensen.
Han sa omtrent også det samme som Itoua sa i intearvhierarki som ble lagt ut i går.

Congo kommer snart. Dette høres veldig bra ut!
Snakkes på topp😄
Redigert 28.09.2022 kl 10:39 Du må logge inn for å svare
SørenE
28.09.2022 kl 09:51 2575

Hej Norge

Jantt: 😂 du er den der har bedst pejling på Forum
Enig at vi nok får en lang næse 😵‍💫

Dansken
Fakevenues
28.09.2022 kl 09:46 2607

OCTOBER 2022
https://wp-zenith-2020.s3.eu-west-2.amazonaws.com/media/2022/09/ZENITH-OCT-22-PDF-1.pdf

Circus ZENA fortsetter nedover veien med blikkboksen foran seg
Redigert 28.09.2022 kl 09:57 Du må logge inn for å svare
flingaas
28.09.2022 kl 09:31 2681

Kan ikke huske sist gang en IC ga et løft i kursen. Regner med vi går i rødt fordi skuffede småsparere selger seg ut når det ikke kommer revolusjonerende nyheter. Jeg sitter fordi jeg har tro på aksjen i tiden etter IC.
Blientotre
28.09.2022 kl 09:27 2707

Tradingview med strongbuy på Zena nå!
Blientotre
28.09.2022 kl 09:16 2759

Det er ingen her som sitter med svar, før ic er gjennomført.
Men jeg har tro på opp..
Furuen
28.09.2022 kl 09:13 2778

Avventende holdning her. Stille før stormen...OPP eller NED?
Slettet bruker
28.09.2022 kl 07:37 3020

Last 2 min, one month before "deals are signed big production increase from next year" so parliamentary procedure are going on before announcement (bil tabled in August 1st week)
There are some more info in other videos regarding increase gas production and reduce flairing to zero.
Reason for IC postponement
Redigert 28.09.2022 kl 07:42 Du må logge inn for å svare
olje
27.09.2022 kl 21:44 3335

hmmmm...alle skal få sier han og alle er happy...tikk takk....tikk takk.
Barneskirenn
27.09.2022 kl 19:19 3533

Interessant!!

Tidligere intervju(nå nylig i september(?)) av Bruno Itoua. Lagt ut nå i dag på YouTube:
https://youtu.be/hDvPKVMF2jg
(Ca fra 7:35 i videoen)

Siste 1,5min. Handler om forhandlinger med selskaper av avtaler/«legal framework» for oljeselskaper, og at siste 1,5år da han har vært minister har han forhandlet/diskutert om avtaler: «….then finally, we have some agreement.signed one month ago, for the last one. Some was signed 6months ago»

Da han sier «last one»… tlp2?? Passer som hånd i hanske med utviklinga(volumet) for 1 mnd siden, hvis det intervjuet er nylig!!!!

——————-
Edit:
MSGBC Dakar var 1-2 september? Da stemmer ikke volumet i slutten av august med «1 month ago».
Redigert 27.09.2022 kl 19:37 Du må logge inn for å svare
jantt
27.09.2022 kl 19:09 3554

Tror desværre at der intet nyt kommer på IC der får kursen op, og heller ikke før
Slettet bruker
27.09.2022 kl 16:47 3738

It was for sale same as yesterday but no luck today for syndicate. They tried to take course to upto 0.11 but buyers come back. Tomorrow they will try to cover there 13 million.
birol
27.09.2022 kl 16:29 3770

what if someone bought 4m at 16.25? sounds like a unnessesary risk.
Slettet bruker
27.09.2022 kl 16:27 3768

it is robot trading it vanish after 16.25
birol
27.09.2022 kl 16:24 3764

thats showing there are people having no faith for tomorrow. lets have our fingers crossed that they are wrong.
Slettet bruker
27.09.2022 kl 16:22 3765

Hidden order for sale - 4 190 648 at 0.1180
SørenE
27.09.2022 kl 15:13 2138

Hej Norge

Våger mig ind på Viking_I monopolet

Det bliver annoncering af Licens Benin eller T2 inden i morgen kl. 1100.
Hvis ikke vil vi se nok en udsættelse af IC -- bliver nok det i nat.

TTT-MLT

Dansken
Ingen skjulte ordre her :-)
Slettet bruker
27.09.2022 kl 15:01 2165

imagine if seme field announcement tomorrow.
· A proven oilfield, with significant unexploited potential, having estimated recoverable reserves (P2) of 22-28 million barrels of oil and 428 billion cubic feet of natural gas (Kerr McGee 2005).
* 428 billion cubic feet - 71.33 million Barrel of Oil Equivalent(BOE) (1 Million Standard Cubic Feet(MMscf) = 166.6666667 Barrel of Oil Equivalent(BOE))
Total around 90 to 100 barrels of oil
$10 (income after all expenses) x 90million = $ 900million
earning per share - 900 *10 / 1872 = kr 4.82
Redigert 27.09.2022 kl 15:22 Du må logge inn for å svare
Slettet bruker
27.09.2022 kl 13:08 2357

Do not sell below 0.12 to sell until 11 am tomorrow 12 million share to cover by syndicate.

Remember company will earn $30 million without adding any new field in 2022 -2023, more than company value in market.

In London price still around 0.12.
Redigert 27.09.2022 kl 13:15 Du må logge inn for å svare
Slettet bruker
27.09.2022 kl 12:52 2414

Soon oil price will cross $100 again, US already emptied Strategic reserve. AC will wait until November. No one found Russian Gas replacement yet and winter is coming.
Zenith should buy back 40 million shares every month next 1 year to prove shares are undervalued.
Redigert 27.09.2022 kl 13:00 Du må logge inn for å svare
happi67
27.09.2022 kl 12:49 2424

Hadde hjulpet på om de hadde børsmeldt hvor det er blitt av siste båtlast med olje og
patek5146
27.09.2022 kl 12:33 2453

Desværre er der nogle som ikke tror på godt nyt fra fader AC, nu lempes der ud på usle 11 øre
Slettet bruker
27.09.2022 kl 12:26 2483

hidden volume moved down, just pressure tactics to buy cheap do not sell. syndicate has to cover 12 million now before IC
Redigert 27.09.2022 kl 12:34 Du må logge inn for å svare
Slettet bruker
27.09.2022 kl 12:25 2475

Sell-out then, AC needs to answers serious questions if T2 news not there, last Nov 2021 deal was 1 stroke away in 10 month he haven't done anything but collect money 3 times for Tilapia 2, recent one in June.
Redigert 27.09.2022 kl 12:29 Du må logge inn for å svare
birol
27.09.2022 kl 12:17 2487

Why sell tomorrow?
Think you are overestimating tomorrow, will just be basic conference, nothing new info before deals in place.
Slettet bruker
27.09.2022 kl 12:11 2504

Here we can see sell pressure for hidden volume at 0.1150 do not sell until tomorrow 11 am. ------------ jokers waiting for this comments
Redigert 27.09.2022 kl 12:13 Du må logge inn for å svare
Slettet bruker
27.09.2022 kl 12:08 2498

i am still not convinced with Benin is "near term progress" due to which Zenith prolong IC 2 times and waited for Feb 2022 to Sep 2022, usually there is 4 IC in year but this year only 1 conducted.
MarketGunsling
27.09.2022 kl 11:38 2570

Zenith is definitely preparing the groundwork for a substantial increase in share price, but it is the groundwork and we still need to finish off a number of issues before the market will seriously re-appraise the company’s potential.

At the moment, the big advantage that Zenith has against most of our small-cap rivals is that we have existing production assets (Tunisia and Italy) that are making the company a very substantial amount of net revenue each year. By my calculations we should be generating approximately $17 million per annum in total ($12 million from Tunisia and $5 million from Italy). We also have the $5.2 million owed to the company by the Congolese SNPC and the ongoing multi-million dollar court-case against the French drilling company SMP which are both a legacy of AAOG’s

However, Zenith does have a one disadvantage compared to our small-cap peers in that we do not currently have a big exploration/development asset that could (in the medium-term) deliver the kind of company-changing revenues that will propel Zenith into being a mid-tier (£100 million plus market cap) oil company.

This is because the two potentially company changing assets that we potentially have on the books, Tilapia and Benin, are not signed off as being ours yet. Essentially, we are still waiting for both applications to be approved. As soon as the approvals for these land then the company will have 50% of a potential additional 5,000 bopd production from the two sites as well as the means to fund them (the Italian and Tunisian revenues).

Until ownership of these two fields is formally agreed then neither the market itself, nor many investors, will be convinced that they are going to happen – but once they do, then a market-wide re-rate will be quickly on the cards.

Obviously, Tilapia is a bit of a mystery. It never occurred to me when we got the approval as the preferred bidder back in December 2020 that we would still be waiting around in September 2022 for the formal approval. However, it would appear, as AC has said on more than once occasion, that the wheels of bureaucracy grind very slowly in Congo and as long as the company still thinks that things are progressing there then I guess we will get there eventually. I only hope that it is before the end of the year so we can still complete the drill in H1 2023.

Benin, I believe, is going to be granted at a very different pace to Tilapia. We know from the last investor conference call that Andrea said that “we are looking to acquire assets that can be closed quickly” and I do not believe that the company would have applied for the Benin license if they did not expect that it would meet this criteria.

Clearly things are progressing in the right direction towards Zenith significantly enhancing both it’s oil production levels and it’s overall market cap and, consequently, as I said at the beginning of this post, the groundwork is being laid for a substantial increase in share price. One key point to remember is that neither Benin nor Tilapia are exploration plays, for the first drills at least. We know that there is oil in place in both licenses and that in Benin it has previously flowed at high rates as well so the risk level on both licenses is almost as small as it can be when it comes to Oil and Gas shares.

Once we acquire one or both of the Benin or Tilapia exploration/development licenses then the foundations of the company will be complete and we will have both the assets that can massively change the company’s fortunes in just a couple of drills and the cash-flow from existing production that will be required to develop them. The jigsaw is almost complete. We jus need to put the last couple of pieces in place by getting the contracts on the T2 and Benin licenses signed and the share price will rocket.

birol
27.09.2022 kl 11:19 2634

I hope you are right, but don't forget Zenith is a very small company, so i expect similar companies to be equally small, so I can imagine it being very very hard to find other bids?
Slettet bruker
27.09.2022 kl 10:25 2738

what i think too.... soon they will conclude it as announcement. i am expecting license fee and other activation cost around $10million here.

I have googled with different filters and combinations but other than zenith no one is publish news offer for Sèmè Field in Benin. Look like it is already settled deal.
Redigert 27.09.2022 kl 10:45 Du må logge inn for å svare
olje
27.09.2022 kl 10:19 2750

Kommer denne nå utover dagen...vi ligger ufortjent lavt og har gjort det alt for lenge, strikken er strukket lengre enn langt, følg med!!
Furuen
27.09.2022 kl 10:15 2765

Jeg tror Zenith er eneste tilbyder på Sèmè-feltet i Benin. Finner ikke noe info på nettet om andre som har kommet med tilbud. Trolig derfor de også ventet til siste frist med å legge inn bud. (Men hva vet jeg; dette er bare noe jeg TROR).