Zenith Energy • TILAPIA • 3-5 x opptur i vente

Slettet bruker
ZENA 05.08.2022 kl 10:39 167034

Nå kan det løsne i CONGO B og Tilapia!

Møte i dag 05.08.2022:

Ministre de hydrocarbures
Agenda 05.08.22 lagt ut:
«plenum om lovforslag som godkjenner endringer i produksjonskontrakter»
Assemble nationale..

https://twitter.com/bjritoua_cg/status/1555457442124890112?s=21&t=c56joHkKtm9rW2JWG2ooUg


Kan løsne nå! Kom dere inn i Zenith Energy snarest!

🛢🛢🛢🛢🛢🛢💰💰💰💰💰

https://www.hydrocarbures.gouv.cg/messageduministredeshydrocarburesbrunojeanricharditoua

Redigert 09.08.2022 kl 09:18 Du må logge inn for å svare
Slettet bruker
22.11.2022 kl 15:22 4488

Time to refill now, don't think will go below kr0.10 now looking at near point triggers.
Barneskirenn
22.11.2022 kl 16:18 4483

Veldig interessant!
Håper vi snart får mer informasjon snart med påfølgende IC der AC kan fortelle litt mer rundt det. Blant annet risiko-analysen de har forhåpentlig gjort før en avtale.

Nøkkel-info S2 Block (Shabwa basin):
https://www.offshore-technology.com/marketdata/al-uqlah-conventional-oil-field-yemen/

Får håpe prisen er god pga risikoen(borgerkrig), fordi potensialet for zenith er mega-bra, hvis det er snakk om denne lisensen/andelen. :)
Aqualight
22.11.2022 kl 16:28 4468

Nissen siger tak for aktier i slutauktionen 🎅🏻

Aqualight 🇩🇰🇳🇴
Barneskirenn
22.11.2022 kl 16:31 4462

Du er her fortsatt ja, Aqualight. :)
Snart jul nå!!
Aqualight
22.11.2022 kl 16:50 4436

Du ved hvordan det er, jeg er long i Zenith, også selvom der kommer små bølger, og når der er aktier til den pris, så er det bare med at få fyldt op, jeg bygger min formue på de utålmodige investorer, og med den liste af trikker der er oparbejdet samt mit kendskab til firmaet så er det en tålmodig No brainer det her. Og uanset hvor meget vi deler af oplysninger og indsigt så er der sælgere, og det er fair nok, for som skrevet - jeg bygger min formue på de utålmodige, ikke kun i denne aktie men i en god håndfuld aktier.

Aqualight 🇩🇰🇳🇴
Barneskirenn
22.11.2022 kl 18:17 4333

hehe ja - hadde regnet med at du fortsatt sitter rolig i båten!
Samme med meg, på godt og vondt.

Tanker rundt Yemen?
Kan dette være et spenstig, men potensielt en glimrende strategisk vei å gå!
Veldig spent på å høre fra Zenith hva dette kan være..
Blientotre
22.11.2022 kl 18:35 4332

Typisk for alle aksjer å gå opp å ned. Samme med entusiasmen med og uten nyheter..

Nå er vi på en ny opptur for den som ikke kan se det.
Slettet bruker
22.11.2022 kl 19:21 4385

Look like zenith is in advance stage of buying OMV subsidiary and OMV Yemen employee knows it. They only like LinkedIn post and not other company employees.
Expecting deal completion news or at least they are in process RNS before month end as it is sensitive information for share price.
3000 bopd is big production (Specially LNG) for zenith and will soon reach 7000 bopd from Tunisian and Congo production in 2023.
Now it is 99% OMV
https://twitter.com/SamAlyemen13/status/1592367937037688834?t=hdvF3gUem_3MXTAvxWBULA&s=19
Redigert 22.11.2022 kl 19:40 Du må logge inn for å svare
Slettet bruker
22.11.2022 kl 19:44 4361

Zenith venter ikke med å komme med gode nyheter ......
Hvis det går den veien høna sparker blir det stille som i graven ..............

"Ex. ansatte i OMV" likes på linked er å betrakte som jobbsøknader og ett stalltips for andre .....
Place your bets
Ref -- https://i.imgur.com/jmr5UR9.gif


Slettet bruker
22.11.2022 kl 19:58 4380

https://twitter.com/ConnieDeWitt16/status/1567190317040046080?t=gn5YsIdWw3P43dOuG_Mg6A&s=19
Govt approved stake sale in 6 September 2022
I think AC was waiting for this deal not Tilapia.
Look like ROB - 3 drilling was postponed to finance this deal.
Slettet bruker
22.11.2022 kl 20:00 4383

Soon someone will run like hell tomorrow morning to close there short positions
Aqualight
22.11.2022 kl 21:10 4323

Det er true, måske var det, det Nissen 🎅🏻 havde fået et tip om, og fik ham til at fylde lidt mere op, vi får se om det ikke var endnu et solidt køb.

Godt støvet op Viking_l - det er godt arbejde.

Aqualight 🇩🇰🇳🇴
JobPeterson
23.11.2022 kl 00:18 4150

Allegedly an asset that produced 3000bopd this will push the company to new heights
JobPeterson
23.11.2022 kl 00:20 4150

Viking I think he wants both Yemen and tilapia, imagine that on the market cap!
Slettet bruker
23.11.2022 kl 08:32 3903

https://twitter.com/1Gaghman/status/1592281155176660994?t=6wqRXhhQcIpkgvDxhPpUlw&s=19
As per this NGO handle Zenith new office visited by Naeem Abdul Malik Prime minister of Yemen
Hektor
23.11.2022 kl 09:12 3869

Dette lover godt. Takk for info, Viking!
BMU
23.11.2022 kl 09:26 3837

If google translate is correct this it looks like done deal, and man I m so happy not only because of us but on behalf of AC and Co. Its god feeling to succeed when you work so hard for so meny years.
Slettet bruker
23.11.2022 kl 09:36 3812

Read RNS carefully, as field having abundant gas so Zenith is planning to generate electricity from it.
Waiting game for announcement as stake transfer approved by government in Sep. Office is open in Aden in November.
If deal is done below $10 million price target will be kr0.5 for current field.
Here we are talking about producing Tilapia 2.
Now both worth Kr1 together and Tunisia and Italy is bonus worth kr 0.4.
With Benin it will be kr 2.58.
Redigert 23.11.2022 kl 09:52 Du må logge inn for å svare
Slettet bruker
23.11.2022 kl 09:42 3786

Simple way to make 100% confirm, contact person who like post on Zenith LinkedIn page
Gullit
23.11.2022 kl 09:54 5828

Mye god info her som markedet ikke har fått med seg. Dette er jo kroneksempel på hvorfor det kan lønne seg å følge med på forumet. Takk for deling, Nå går jeg all in
Mdg1
23.11.2022 kl 10:13 5794

Her var det mye spekulasjoner. Zenith tråden er vel den som er mest full av spekulasjoner av alle på FA
Furuen
23.11.2022 kl 10:28 5759

Spennende nyheter og godt jobbet av Viking, men det ville være en overdrivelse å si at omsetningen eksploderte som følge av nyhetene. Omsatt for 146 k.
Slettet bruker
23.11.2022 kl 10:34 5754

Zenith open office in Aden is speculation?
OMV selling stake in Yemen is speculation?
Govt approved stake sell in September is speculation?
PM visit Zenith office is speculation?
NGO Twitter handle having more than 7k followers sharing news on 14th Nov mentioned specific field is speculation?
OMV employees likes zenith post of new office is speculation?
Slettet bruker
23.11.2022 kl 10:38 5736

Because people don't know potential of field. 2p reserve, daily production and value of deal. Many here are day traders and do not work on basic valuations.
I will be really happy if someone took course around 0.1 So i can fill more
Redigert 23.11.2022 kl 10:41 Du må logge inn for å svare
RKW
23.11.2022 kl 10:57 5667

opp 9.09% i UK
Slettet bruker
23.11.2022 kl 11:09 5633

As per number from 2021 production we are talking about $100 million/year (before tax and opex 6 times current company valuation )
Mdg1
23.11.2022 kl 11:15 5610

Konklusjonen er uansett en spekulasjon. Det har ofte vist seg før når det gjelder Zenith at de går stort ut og så drar ting ut i det uendelige
Slettet bruker
23.11.2022 kl 11:56 5494

Here stake sell approved by government in September, so people can do their kite flying, as it is producing field like EZZ income will com in account after deal is closed, for info they already completed successful work over in July

3 big news before Christmas
Yemen- Kr 0.5 anytime soon
Benin- kr 1.18 around 15th Dec
Tilapia- kr 0.58. around 2nd Dec
_------
Tunisia and Italy worth kr 0.32
Redigert 23.11.2022 kl 12:02 Du må logge inn for å svare
Noryng
23.11.2022 kl 12:07 5457

Nice information you have brought to the table Viking.
However, the dates for the "Big news", we all know that any news are not set by any dates...
Lets hope that your predictions will come true this time :)
Slettet bruker
23.11.2022 kl 12:20 5419

Benin will be anouced on 15 Dec is confirmed as it is 90 days period for biding round.
AC waited for big news before IC and postponed 2 times in September, as stake sell happened in September i am expecting it is Yemen news.
Big announcement will be there as conference in Congo as many people in congo around 30th to 2 Dec. Contract are turned in to law in September.
MarketGunsling
23.11.2022 kl 13:32 5298


If the Rob-3 drill was postposed to fund this deal then that could potentially be a very clever move by AC. I can’t remember how much Rob-3 was budgeted to cost (though I think it was round about $1 million) but I do remember that it was the well would only have produced 100-150bopd if it was successful. If this money could be put towards the acquisition of the Yemeni well which appears to already be producing 3,000 bopd then it could be a much lower risk and much better way to spend the money.

I have long advocated the fact that Zenith should spread its risk across multiple jurisdictions anyway so I would be very happy to acquire a new asset in Yemen as opposed to put all of our eggs into one basket in Tunisia.
Sia
23.11.2022 kl 14:24 5211

£600,000 - expected cost of drilling a new well in the Robbana concession, also onshore Tunisia, where Zenith holds a 100% working interest. Long-lead items required for drilling of two wells already acquired and on location.
MarketGunsling
23.11.2022 kl 14:52 5147

So, on the current exchange rate £600,000 equals $700,000.

This means that Zenith would be aiming (with risk) to generate 100-150bopd for $700k.

This equates to $7,000 per barrel or $4,666 per barrel.

So, if the Yemeni field does produce 3,000 bope then mathematically it would make sense for Zenith to pay somewhere between $14 million to $21 million to keep it pro-rata the same amount. Let’s split it at 125 and it would be $16,800,000.

Obviously, there is a significant advantage to acquiring a field that is already producing as there are none of the risks associated with acquiring a producing field that there are with drilling a well.

To me then, as long as the acquisition cost is $16.8 million or less then acquiring Yemen is a better deal than drilling Rob-3. Especially if there is the potential to increase production with additional drills.
Sia
23.11.2022 kl 15:33 5105

In the event of a successful outcome, ROB-3 is expected to produce approximately 150-200 BOPD.
MarketGunsling
23.11.2022 kl 18:45 4882

There are two conflicting statements out there then as in the 10th June 2021 RNS that said that; "ROB-3 will target two proven hydrocarbon-bearing reservoirs in the Cretaceous Upper Meloussi sandstone formation, from which successful production has been achieved from ROB-1 for many years. A production of approximately 100-150 barrels of oil per day is expected in the event of a successful drilling operation."

https://www.lse.co.uk/rns/ZEN/drilling-activities-in-robbana-onshore-tunisia-ubj33fpz1syq0u8.html
Northill
23.11.2022 kl 20:14 4766

London i dag stengte over 10% opp
0,91 GBX +0,085 (10,30 %)
Calebs
23.11.2022 kl 23:01 4560

With your expactations you're doomed to get unhappy.

It should be more like this "Maybe something next year", then you can just copy that and write it next year. Easy peasy
Slettet bruker
24.11.2022 kl 07:49 4377

I am waiting around 0.1, spread negativity & take course down facts can't be change 😀.
The twitter handle tweeted is serious NGO Twitter handle and took Zenith name with specific field name. Also only OMV employees likes and commented on zenith post of office opening.
Please come with some concrete negative news to nullify above facts.
Redigert 24.11.2022 kl 09:04 Du må logge inn for å svare
Gullit
24.11.2022 kl 09:49 4199

Du har nok ett poeng denne gangen Viking, blir uhyre spennende kommende dager/uker. Vi snakker nok ikke neste år før mye er avklart..
Noryng
24.11.2022 kl 10:20 4130

The tweet is from September, if it was settled, zenith would release the news promptly...
Is it negotiations between zenith and OMV that is outstanding, or is it with the Yemen authorities?
Slettet bruker
24.11.2022 kl 10:26 4111

Tweet is from 14 th November. The day zenith made announcement of new office opening.
https://twitter.com/1Gaghman/status/1592281155176660994?t=hiAlHO5CuW11GapwGsevHQ&s=19
Stake sell approved in September look like many things going on back stage and AC told in IC that next one will be big production asset not 200 to 300 bopd but in thousands.
Redigert 24.11.2022 kl 10:28 Du må logge inn for å svare
Galv
24.11.2022 kl 10:51 4059

Hi

Looks like 1 month to xmas today-
If Viking are correct and Ac make A new xmas show -
The only question will it raise 3-5 x share price or Even more.
If we use viking calculations -last was 2.5 Nok value and only 40% off this give 1 nok so 10 times .
So all keep the shares in the looker until Xmas are finish.💵💵💵
BMU
24.11.2022 kl 11:07 4017

Its not only about costs because Zenith can manage to fund 600.000pounds ore 1. mill $ extra costs besides T.2 or Benin or Yemen....I think is more about controlling ,organising, right personal who can deliver value for many is more crucial question her. Zenith haw works so hard to determine right path to mid size company that they don't want to jeopardise this path forward.
patek5146
24.11.2022 kl 11:58 3884

If you use Viking calculations you are way off, he claims Italy and Tunesia is worth something like 0.30, why is it only traded at 0.10 then ? This is assets we already have and is producing what it can.
I would wish those calculations came through, but this is unfortunately dreaming
Slettet bruker
24.11.2022 kl 12:42 3799

Not all field to it's potential in Tunisia and Italy. Tunisia capable of producing 1800 bopd with 4 field.
EZZ side track , slk upgrade, EBB-3 and ROB-3.
Redigert 24.11.2022 kl 12:44 Du må logge inn for å svare
Sia
24.11.2022 kl 16:11 3536

Da burde ikke AC børsmelde 2 ganger for drilling av ROB 3. Det skaper bare misnøye og han blir oppfattet som useriøst. Mange investerer etter det som blir meldt og guidet. Hadde vi produsert 1000 "tønner" nå som lovet flere runder, så hadde selvfølgelig kursen vært en helt annen.
Slettet bruker
24.11.2022 kl 17:13 3432

I Tunisia hadde Zenith produsert mere 1000 tønner pr dag om børsmeldingene hadde stemt.