Sia
13.05.2024 kl 09:24
5155
Kommer vel en drøss med MOU er, så er kaz historie. Er vel snart 5 mnd siden kaz ble meldt og alt annet (om det var noe) ble lagt vekk for og få til denne.
Meldte jo også at det skulle borres der på begynnelsen av sommeren. Typisk AC og være stille når det ikke går veien:-(
Meldte jo også at det skulle borres der på begynnelsen av sommeren. Typisk AC og være stille når det ikke går veien:-(
futureistoday
16.05.2024 kl 11:24
4694
Har registrert noe økt aktivitet på økende kurser denne uken, kan det ha noe med forventninger til rettsaken mot SMP som avsluttes i disse dager? Potensielt utfall på over 100mill NOK + omkostninger i favør zenith her. Kursen skal da mer enn dobles momentant ved slikt resultat
Redigert 16.05.2024 kl 11:57
Du må logge inn for å svare
Bullfight
16.05.2024 kl 11:26
4719
Ja enorm omsetning, hele 217K aksjer i dag, det holder kansje til ei pølse og en is i morra (:
futureistoday
16.05.2024 kl 11:41
4723
Jeg skrev vel økt aktivitet, ikke enorm omsetning, men nå har jeg sett at det har gått fra ett par tusenlapper i omsetning de siste uker til plutselig opp mot 200 tusen kroner de siste dagene.
futureistoday
16.05.2024 kl 12:11
4794
Før sommeren skulle det være avklart, så senest ila juni.
Så jeg forventer dom hvilken dag som helst nå fremover.
Så jeg forventer dom hvilken dag som helst nå fremover.
Redigert 16.05.2024 kl 12:12
Du må logge inn for å svare
Barneskirenn
16.05.2024 kl 18:07
4646
Takk for svar!
Kan du poste hvor du har det fra? Ønsker å lese selv.
Håper for guds skyld at zenith vinner frem med hel/del av dette kravet, og første i tunisia.
Kan du poste hvor du har det fra? Ønsker å lese selv.
Håper for guds skyld at zenith vinner frem med hel/del av dette kravet, og første i tunisia.
futureistoday
16.05.2024 kl 19:13
4604
https://www.brrmedia.co.uk/broadcasts-embed/65806d49e6ef8495cc737cc9/?player_only=true
Ca 4 min ut i videoen, kommer direkte fra Andrea selv. Late spring / early summer.
Ca 4 min ut i videoen, kommer direkte fra Andrea selv. Late spring / early summer.
Murofen
16.05.2024 kl 23:09
4487
At det er liv i denne aksjen enda synes jeg er en gåte. Det er vel bare å stikke fingeren i jorden å si at pengene er tapt. Og få 22% igjen på skatten.
JobPeterson
19.05.2024 kl 21:02
4070
en oppdatering på det første arbitrasjonsresultatet bør være hvilken som helst dag nå. vi vil helt sikkert vinne $10 millioner, så vil resten av $150 millioner komme et år etter.
futureistoday
19.05.2024 kl 23:33
3997
Kommer ikke noe resultat på arbitrasjon før tidligst slutten av året , de har jo nettopp hyret en til i forbindelse med arbitrasjonen som er mest nærliggende. Det hadde de ikke gjort hvis resultatet var rundt hjørnet. Men rettsaken mot SMP derimot bør vi få oppdatering på hvilken dag som helst nå.
JobPeterson
20.05.2024 kl 09:28
3909
det er feil. det første voldgiftsresultatet forfaller når som helst nå. de andre større voldgiftene blir senere ja. men den første avgjørelsen mot ETAP for manglende betaling til senit fra EPZ tunisia er nært forestående. Jeg tipper det vil løse seg i løpet av 1-2 måneder.
futureistoday
20.05.2024 kl 09:41
3951
Forklar meg hva som er helt feil og hvor du har denne informasjonen fra?
Det siste som har blitt sagt fra zenith er at de forventer ett resultat helt i slutten av 2024, siste nytt angående saken er at de har engasjert en ny person til og hjelpe dem med saken.
At du *tipper* noe betyr ikke noenting som helst. Så igjen, forklar hvorfor det jeg sier er feil? Mine henvisninger er direkte utsagn fra firmaet selv.
Det siste som har blitt sagt fra zenith er at de forventer ett resultat helt i slutten av 2024, siste nytt angående saken er at de har engasjert en ny person til og hjelpe dem med saken.
At du *tipper* noe betyr ikke noenting som helst. Så igjen, forklar hvorfor det jeg sier er feil? Mine henvisninger er direkte utsagn fra firmaet selv.
JobPeterson
20.05.2024 kl 17:49
3804
The Arbitral Tribunal for ICC Arbitration 1 is expected to convene during the month of April 2024. A decision, resulting in a potential award favourable to EPZ, is expected to be made by the close of 2024.
The ICC Arbitration 1 claim is in the amount of approximately US$7.5 million including accrued interest resulting from late payment.
The ICC Arbitration 1 claim is in the amount of approximately US$7.5 million including accrued interest resulting from late payment.
futureistoday
20.05.2024 kl 18:37
3787
Det står det nøyaktig hva jeg har sagt. De forventer ett resultat i slutten av 2024.
JobPeterson
20.05.2024 kl 19:50
3911
innen utgangen av 2024 betyr ikke at det ikke kan være tidligere. Jeg tror de vil gjøre opp tidligere for å unngå å betale ytterligere bøter
futureistoday
20.05.2024 kl 21:57
3893
Det er klart de ikke er interessert i og gjøre opp for seg, da hadde vel ikke Zenith behøvd og ansette enda en mann i saken mot dem. Det at du TROR noe som helst betyr jo ingenting. Vi må forholde oss til det som er meldt, og det er ikke noe som tyder på noe annet heller.
Allroad18
21.05.2024 kl 09:25
3749
Jeg tror ikke det er mange igjen av de som investerte i 2020 og utover, det er galskap at selskapet har fått holde aksjonærene med fake news i 4 år. Kursen sier alt, og i 2023-2024 har det vært tydelig overvekt av selgere, men når tapet er så stort som nå, ser jeg ingen grunn til å hoppe av det synkende skipet.
JobPeterson
21.05.2024 kl 10:02
3734
hvilke falske nyheter har blitt lagt ut? hva som enn skjer i selskapet må de gi ut i en kunngjøring.
faktum er at vi er det
1. skyldte over $150 millioner i voldgift
2. vi skal kjøpe og produsere oljeaktiva i usa
3. vi har italiensk elektrisitetsproduksjon
4. Kasakhstan kan potensielt signeres.
før slutten av året vil vi også vinne over $10 millioner som allerede er mer enn det dobbelte av vår nåværende markedsverdi.
faktum er at vi er det
1. skyldte over $150 millioner i voldgift
2. vi skal kjøpe og produsere oljeaktiva i usa
3. vi har italiensk elektrisitetsproduksjon
4. Kasakhstan kan potensielt signeres.
før slutten av året vil vi også vinne over $10 millioner som allerede er mer enn det dobbelte av vår nåværende markedsverdi.
birol
21.05.2024 kl 10:30
3710
Vet du hva som er status på SMP? denne skulle vel også løses i disse tider? får vi denne og først voldgift så kan vi potensielt hente inn 20M USD ganske så fort.
Allroad18
21.05.2024 kl 11:09
3655
Er dette siste 4-5 årene med "nyheter" - nei dette er bare siste året(bortsett fra kraftprodukjonen da..)
futureistoday
21.05.2024 kl 11:14
3646
Du blander veldig her, vi er ikke skyldte $150 mill, zenith har sendt inn voldgiftskrav på det. Det betyr ikke at vi får $150 mill.
Det blir ikke kjøpt noe i usa uten penger og kjøpe for.
Den italienske biten som faktisk genererer penger, genererer på langt nær nok tilbod betale løpende forpliktelser. Så faktum er st vi taper penger hver måned.
Kazakhstan burde det vært oppdatering på for lenge siden ihh til tidligere melding om oppkjøp. Tiden har vist oss at når det blir stille fra firmaet så er det sjeldent gode nyheter.
Du skriver at vi vil vinne $10 mill før slutten av året som om det er faktum. Det er det ikke.
Jeg er en større aksjonær i firmaet og håper ting skal falle på plass, men du må slutte og legge frem synsingen din som fakta. Det er ingen tjente med.
Det blir ikke kjøpt noe i usa uten penger og kjøpe for.
Den italienske biten som faktisk genererer penger, genererer på langt nær nok tilbod betale løpende forpliktelser. Så faktum er st vi taper penger hver måned.
Kazakhstan burde det vært oppdatering på for lenge siden ihh til tidligere melding om oppkjøp. Tiden har vist oss at når det blir stille fra firmaet så er det sjeldent gode nyheter.
Du skriver at vi vil vinne $10 mill før slutten av året som om det er faktum. Det er det ikke.
Jeg er en større aksjonær i firmaet og håper ting skal falle på plass, men du må slutte og legge frem synsingen din som fakta. Det er ingen tjente med.
patek5146
21.05.2024 kl 11:23
3630
Skal man satse pengene på retssager er der vist en bedre case i EAM med en dato på afgørelsen.
MarketGunsling
21.05.2024 kl 15:41
3474
Is Zenith in a good place at this exact moment – the honest answer is no. But does the company look like it could be in a good place in the relatively newar future – in my opinion the answer is yes.
The company has a number of different revenue generating options on the table plus a number of acquisition possibilities. To deal with these in order: Kazakhstan / US Acquisitions / The Arbitrations / SMP Court Case
1. The Kazakhstan Project – This could be massive for the company. It seems like a good deal for what could be a hugely valuable license. However, there is a relatively significant cost attached to this acquisition and there are question marks as to how the company would pay this money at the moment. Given our previous expereince of when Zenith do not make announcements about projects the signs are not good. Likelihood of happening, in my opinion, 20%
2. The USA acquisitions – These are a very interesting change of direction for the company and, if done correctly, they could have a very positive impact on the company’s future by delivering an ongoing revenue stream in one of the world’s safest and most oil-friendly business environments. The only acquisition made so far is a 5% royalty in some producing wells at Eagle Ford in Texas, as announced on Jan 18th. Since no numbers were announced as to what this 5% means in bopd then we are probably safe to assume that the numbers are very very small. However, the fact that this was acquired through CYAP is a statement of intent for the company. The acquisition of CYAP itself is also a statement of intent from the company as it is a listed vehicle in the US with the ability to issue equities in the world’s biggest equity market. Although this is a stand-alone legal entiry – according to it’s website: https://cyap.info/ Zenith hold 99.87% of the issued shares.
Obviously, it is one thing owning a listed US company and another thing actually acquiring assets into it. But there would have been no point in Zenith acquiring as US listed entity if they were not going to use it to raise capital to finance acquisitions.
My thoughts are that CYAP will be used to raise money for US acquisitions and the Zenith holding in the company will ultimately be diluted but still leave the company with control of CYAP. The big question is, of course, how much US production will they acquire and for what price? But one thing that we know about Andrea is that he has always been good at deal-making (witness the acquisition of the Tunisian assets for £250,000) AND that when he feels a deal is not right for Zenith then he walks away from it. Likelihood of happening 90%+
3. The Arbitrations – these are definitely the most significant, and potentially lucrative thing that Zenit have in the pipeline at the moment. According to the March 20th RNS- Arbitration1 is for $7.5 million / Arbitration 2 is for $85.8 million and Arbitration 3 is for $48 million, giving a total of $140 million.
Obviously, we do not know if the arbitrations are going to be successful and, if they are successful, whether Zenith will receive all the money that they are claiming. However, the simple fact is that this is a huge amount of revenue that the company could receive in pretty short order.
According to the March 20th RNS, Zenith expect that the first arbitration award will be made befor the end of 2024, the second arbitration award will be made in Q1 2025 and the third arbitration award will be made in 2027.
Imagine for one second that these were not legal arbitrations but oil wells being drilled by Zenith. How excited would we be if we were going to drill an oil well which, if successful, would be sold by Zenith for $7.5 million before the end of the year. How excited would we be if we were going to drill a second oil well in Q1 2025 which could be sold for up to $85 million with a third in 2027 that we could sell for up to $48 million. The answer is, that we would all be over the moon.
The potential with the arbitrations is huge- much much bigger than Zenith have ever had from drilling oil, and the risk is no greater than any oil drill. So we should be excited.
Even if we subscribe to the idea that Zenith do not win every arbitration, or that they do win and only get a percentage of the amounts claimed then the numbers involved are still probably at least around $50-80 million – so even a conservative success should deliver cash of at least 10 times the current market capitalisation.
4. The SMP Court Case – We also have the SMP court case in the pipeline where Zenith are claiming approximately $6 million for the failure of the drill that SMP drilled on behalf of AAOG.
I have no idea what the status of this court case is since the last announcement that the company made about it was on October 18th 2023, but if the case had been struck out then they would have to have announced that this had happened, so we can safely assume that it is ongoing.
From what I have previously read about the drill then they court case seems fairly certain that it is to be found in Zenith’s favour but it is being held in France and involving a French company so let’s give it a chance of success of approximately 50%.
If we put all of these factors together then Zenith seems like it could provide a very successful share price performance over the next 12 months. The company’s current market capitalisation is approximately $5 million USD, yet it has a court case for $6 million, arbitrations for $140 million and the potential of acquiring assets in the US that if they produce approx. 500bopd would (alongside the Italian production) more than cover the company’s expenses and provide a substantial revenue stream on top. I have not bothered to talk about Kazakhstan here as I think it is very unlikely to happen but if it did then that would also be massive for the company.
It is my contention that if any of the four events that I have mentioned were successful then the value of the Zenith share price would be many multiples of where it is now – and I think that it is inescapable that at least some of them will.
The success of the SMP court case would double the share price from current levels.
The success of the first arbitration would double the share price from current levels.
The acquisition of 500 bopd production in the US would probably quadruple the share price from current levels.
The acquisition of Kazakhstan would probably quadruple the share price from current levels.
The success of the second arbitration would send the share price up by about 15 times from current levels.
The success of the third arbitration would send the share price up by about 10 times from current levels.
This is six different events that could each individually show a massive impact on Zenith and if more than one of them came in then the share price response would be significantly magnified. I cannot believe that at least some of these possibilities ill not happen in the next 12 months and for the reason I believe that Zenith is still an excellent investment for me as a long-term holder and even more so for anybody investing now.
The company has a number of different revenue generating options on the table plus a number of acquisition possibilities. To deal with these in order: Kazakhstan / US Acquisitions / The Arbitrations / SMP Court Case
1. The Kazakhstan Project – This could be massive for the company. It seems like a good deal for what could be a hugely valuable license. However, there is a relatively significant cost attached to this acquisition and there are question marks as to how the company would pay this money at the moment. Given our previous expereince of when Zenith do not make announcements about projects the signs are not good. Likelihood of happening, in my opinion, 20%
2. The USA acquisitions – These are a very interesting change of direction for the company and, if done correctly, they could have a very positive impact on the company’s future by delivering an ongoing revenue stream in one of the world’s safest and most oil-friendly business environments. The only acquisition made so far is a 5% royalty in some producing wells at Eagle Ford in Texas, as announced on Jan 18th. Since no numbers were announced as to what this 5% means in bopd then we are probably safe to assume that the numbers are very very small. However, the fact that this was acquired through CYAP is a statement of intent for the company. The acquisition of CYAP itself is also a statement of intent from the company as it is a listed vehicle in the US with the ability to issue equities in the world’s biggest equity market. Although this is a stand-alone legal entiry – according to it’s website: https://cyap.info/ Zenith hold 99.87% of the issued shares.
Obviously, it is one thing owning a listed US company and another thing actually acquiring assets into it. But there would have been no point in Zenith acquiring as US listed entity if they were not going to use it to raise capital to finance acquisitions.
My thoughts are that CYAP will be used to raise money for US acquisitions and the Zenith holding in the company will ultimately be diluted but still leave the company with control of CYAP. The big question is, of course, how much US production will they acquire and for what price? But one thing that we know about Andrea is that he has always been good at deal-making (witness the acquisition of the Tunisian assets for £250,000) AND that when he feels a deal is not right for Zenith then he walks away from it. Likelihood of happening 90%+
3. The Arbitrations – these are definitely the most significant, and potentially lucrative thing that Zenit have in the pipeline at the moment. According to the March 20th RNS- Arbitration1 is for $7.5 million / Arbitration 2 is for $85.8 million and Arbitration 3 is for $48 million, giving a total of $140 million.
Obviously, we do not know if the arbitrations are going to be successful and, if they are successful, whether Zenith will receive all the money that they are claiming. However, the simple fact is that this is a huge amount of revenue that the company could receive in pretty short order.
According to the March 20th RNS, Zenith expect that the first arbitration award will be made befor the end of 2024, the second arbitration award will be made in Q1 2025 and the third arbitration award will be made in 2027.
Imagine for one second that these were not legal arbitrations but oil wells being drilled by Zenith. How excited would we be if we were going to drill an oil well which, if successful, would be sold by Zenith for $7.5 million before the end of the year. How excited would we be if we were going to drill a second oil well in Q1 2025 which could be sold for up to $85 million with a third in 2027 that we could sell for up to $48 million. The answer is, that we would all be over the moon.
The potential with the arbitrations is huge- much much bigger than Zenith have ever had from drilling oil, and the risk is no greater than any oil drill. So we should be excited.
Even if we subscribe to the idea that Zenith do not win every arbitration, or that they do win and only get a percentage of the amounts claimed then the numbers involved are still probably at least around $50-80 million – so even a conservative success should deliver cash of at least 10 times the current market capitalisation.
4. The SMP Court Case – We also have the SMP court case in the pipeline where Zenith are claiming approximately $6 million for the failure of the drill that SMP drilled on behalf of AAOG.
I have no idea what the status of this court case is since the last announcement that the company made about it was on October 18th 2023, but if the case had been struck out then they would have to have announced that this had happened, so we can safely assume that it is ongoing.
From what I have previously read about the drill then they court case seems fairly certain that it is to be found in Zenith’s favour but it is being held in France and involving a French company so let’s give it a chance of success of approximately 50%.
If we put all of these factors together then Zenith seems like it could provide a very successful share price performance over the next 12 months. The company’s current market capitalisation is approximately $5 million USD, yet it has a court case for $6 million, arbitrations for $140 million and the potential of acquiring assets in the US that if they produce approx. 500bopd would (alongside the Italian production) more than cover the company’s expenses and provide a substantial revenue stream on top. I have not bothered to talk about Kazakhstan here as I think it is very unlikely to happen but if it did then that would also be massive for the company.
It is my contention that if any of the four events that I have mentioned were successful then the value of the Zenith share price would be many multiples of where it is now – and I think that it is inescapable that at least some of them will.
The success of the SMP court case would double the share price from current levels.
The success of the first arbitration would double the share price from current levels.
The acquisition of 500 bopd production in the US would probably quadruple the share price from current levels.
The acquisition of Kazakhstan would probably quadruple the share price from current levels.
The success of the second arbitration would send the share price up by about 15 times from current levels.
The success of the third arbitration would send the share price up by about 10 times from current levels.
This is six different events that could each individually show a massive impact on Zenith and if more than one of them came in then the share price response would be significantly magnified. I cannot believe that at least some of these possibilities ill not happen in the next 12 months and for the reason I believe that Zenith is still an excellent investment for me as a long-term holder and even more so for anybody investing now.
birol
21.05.2024 kl 20:42
3338
Great point, what about MoU for S SUdan and the court case against the drilling company for 9M? that court case should be very close, no?
jantt
21.05.2024 kl 21:03
3368
Hope something positive will come soon that will raise the share price to new highs.
Went in some years ago when Talipia was just around the corner and hoped for quick exit.
Now I am here with paper loss of 82 % .
Went in some years ago when Talipia was just around the corner and hoped for quick exit.
Now I am here with paper loss of 82 % .
Lord Wincheste
22.05.2024 kl 09:46
3160
Lots of us in the same boat. Just have to survive and stay strong. Nothing is for free, at least in Zenith energy.
TheLondonOiler
22.05.2024 kl 11:25
3102
My sentiments exactly, all it will take is one of the latter to come to fruition for the share price to multibag. Yes patience is required but eventually it will happen.
Bullfight
22.05.2024 kl 12:03
3065
Det var da voldsomt så in det var å skrive på engelsk i denne tråden (:
MarketGunsling
22.05.2024 kl 17:06
3002
If you ask me the South Sudan project will be another one that will fade away, but you never know with Zenith. THe court case against the drilling company is the SMP one that I referred to in my post.
One thing I did forget about was thee facts that the Congolese national oil company do still owe AAOG $5 million - it would be good to get an update from the co,pnay as to whether they think that this is recoverable or not.
One thing I did forget about was thee facts that the Congolese national oil company do still owe AAOG $5 million - it would be good to get an update from the co,pnay as to whether they think that this is recoverable or not.
Barneskirenn
22.05.2024 kl 22:13
2936
We shall forget both the owed $ from the congolese goverment and positive news from kazakhstan.
Kazakhstan is not happening, and AC should update the market (but silence from zenith after due date = broken negotiations).
Kazakhstan is not happening, and AC should update the market (but silence from zenith after due date = broken negotiations).
JobPeterson
23.05.2024 kl 10:08
2779
Barneskiren how do you know Kazakhstan is not happening? Unless an rns has been released it’s just assumptions.
Allroad18
23.05.2024 kl 12:46
2719
Man trenger ikke vere rakettforsker for å skjønne det. Zenith er dessverre blitt kjent for gjentakende bommer på "mulige" prosjekt som AC skryter av i forkant, deretter blir alt stille til det kommer noe negativt. Vi har ennå ikke sett eller hørt noe konkret fra selskapet på mange måneder(år). Konkret = håndfast realitet
Furuen
23.05.2024 kl 13:19
2719
Og hvor er det blitt av den fantastiske satsingen i USA? En skulle jo gå over til å orientere seg mot «ikkejallaland».
futureistoday
23.05.2024 kl 14:37
2665
Ja en kan undre seg over hva som skjer, idag ringte jeg til allenby capital som skal være zenith’s finansielle rådgiver. Som de til og med lister opp som det i siste børsmelding 7 mai.
Var veldig rart da de beklaget men de hadde ikke noe med zenith energy og gjøre lenger….
Så prøvde jeg flere av de andre som står listet på siden til zenith uten hell.
Så vi står igjen med ett firma som ikke besvarer sine aksjonærer (tro meg jeg har prøvd!!) hverken på tlf eller Mail som er listet på hjemmesiden. Ingen av de som står listet opp som *advisers* kunne hjelpe på noen måte, enten fordi di ikke hadde noe med zenith og gjøre (selv om de står oppført på hjemmeside og i børsmeldinger) eller fordi di ikke forstod selv hvorfor de stod oppført på hjemmesiden da de ikke kunne snakke om zenith til noen?? F.eks DNB som står listet som rådgiver.
Lukter muffins eller?
Var veldig rart da de beklaget men de hadde ikke noe med zenith energy og gjøre lenger….
Så prøvde jeg flere av de andre som står listet på siden til zenith uten hell.
Så vi står igjen med ett firma som ikke besvarer sine aksjonærer (tro meg jeg har prøvd!!) hverken på tlf eller Mail som er listet på hjemmesiden. Ingen av de som står listet opp som *advisers* kunne hjelpe på noen måte, enten fordi di ikke hadde noe med zenith og gjøre (selv om de står oppført på hjemmeside og i børsmeldinger) eller fordi di ikke forstod selv hvorfor de stod oppført på hjemmesiden da de ikke kunne snakke om zenith til noen?? F.eks DNB som står listet som rådgiver.
Lukter muffins eller?