Er du seriøs?

Tar gjerne en diskusjon på dette. Forhandlinger kan det komme null og niks ut av. I den forbindelse kunnet det vært interessant å vite hvor lenge forhandlingene med Jordan nå har pågått. Men hva tror du skjer hvis Jordan ikke vil fire på sine standard betingelser eller tøye seg så langt som Qec ønsker? Også disse mulighetene må holdes åpne.

Nå må dere gi dere å spre dritt.
Qec og Binnion har funnet en gullgruve i bakken
Bare synd at Politikerne fucker opp alt
Det jobbes smart mot et mål å få POLITIKERNE til å VÅKNE OPP
i mål eller nærmere kommer de. Tolmodighet
Dessverre tar dette tid . Jeg ønsker også fortgang 😊

Valget nærmer seg.
Jordan nærmer seg
Q3 nærmer seg!

Kjør Qec kjør!!

Og det rykker i emi-foten.
Bare heng deg på...
En ny dans er på moten.
Vi kjører grise-emi nå.

Jeg har 400.000 aktier i QEC til en gennemsnitskurs på lige under 2,19 NOK.
Jeg har al mulig interesse i, at kursen stiger.
Men hvad er det lige, du har af positive forventninger til Q3?

Hvis denne politiske forhåndsmålingen slår til, er det fint lite føderale myndigheter kan utøve av press på Quebecs energipolitikk, og overkjøring er allerede utelukket.

Fra:
https://montrealgazette.com/news/local-news/poll-predicts-conservative-minority/amp?__twitter_impression=true

A new poll taken after Monday’s federal leaders’ debate suggests that rising support for the Bloc Québécois in Quebec could put the Conservatives in power.

The telephone survey of 1,013 Canadians by Forum Research Inc. has the Tories leading with 35 per cent of voter intentions, while the Liberals are trailing with 28 per cent.

It puts the NDP in third place with 13 per cent, virtually tied with the Green Party at 12 per cent, while the Bloc Québécois has seven per cent and the People’s Party has three per cent.

The poll was conducted on Monday night and Tuesday.

The pollster said that could translate into a Conservative minority government, with 152 seats for the Tories, 117 for the Liberals, 36 for the Bloc Québécois, 29 for the NDP and four for the Greens.

While previous Forum polls since January had showed the Bloc winning between zero and 27 seats, this one suggests the Quebec sovereignist party could win 36 seats — almost half of Quebec’s total of 78.

I denne forbindelse bør alle vite hva Bloc Québécois står for.

The Quebec sovereignty movement (French: Mouvement souverainiste du Québec) is a political movement as well as an ideology of values, concepts and ideas that advocates independence for the Canadian

Og Pikkuppen fornekter seg ikke.

Hvem vant den politiske debatten?
Man kan jo sammenlikne og tenke over hvilke politisk og økonomisk sirkus vi får i Norge når Miljøpartiet de grønne legger ned norsk oljeproduksjon.

Solid1
Norge må blant annet ta hensyn til alle arbeisplassene som er skapt av oljeindustrien. Quebec behøver ikke å ta slike hensyn fordi vannkraftprovinsen pr. dags dato har ingen nevneverdig oljeindustri å legge ned! Av den grunn er også Quebecs utslippsmål for reduksjon av klimagasser langt mer ambisiøst enn Norges.

Hvem som vinner en politisk debatt, har like stor betydning i Canada som i Norge for valgresultatet. Null og niks og glemt i løpet av noen dager innen en ny politisk debatt sendes. I så henseende er forhåndsmålingen en langt vitigere indikator.

Bombitt

Takk for du deler.
Jeg har over lengre tid hatt dialog med selskapet og de er veldig fremoverlendt.
Det Jason skriver til deg er litt hva vi har i vente denne høsten, kommer tilbake med et lengre innlegg senere idag.

Financial advisor & Repsol deal:
We expect to have an update on this process later this fall. This should be around the same time as the Repsol deal is scheduled to close. The only conditions to closing are the government consenting to the transfer of the licenses from Repsol to Questerre. This involves the setup of monitoring committees, placing of deposits etc.


Progress Clean tech
We are working with Schlumberger and other partners to do this work. Once complete we will submit to the government for their approval.

We plan to use existing equipment e.g. drilling rigs and packages to electrify the rigs, modern completion equipment powered by electricity instead of diesel, etc. where possible to reduce the lead times for delivery.
At the same time, work to build the clean tech coalition. These are members of society that will support the clean tech approach and build social acceptability. This will also include getting the towns supporting development (we have been making good progress on this front.) We are hoping this fall we will see some very tangible progress on local support for our project!

Som dere kan lese, senest i Q2 rapporten, er Montney prøve kanin for nye teknologien. De kan allerede nå vise til mye mindre vannforbruk enn tidligere. De er veldig optimistiske og nesten for selvsikre at dette skal de lykkes med!


Liten oppfrisker før vi tar helg, tatt fra SB1M sin kommentar 29.03.2019

Resource report next trigger? We expect the company to publish an updated resource report for its
Lowlands acreage after the Repsol deal is closed. We believe that potentially could be an important share
price trigger.


Hele analysen for de som vil lese litt:


Questerre has entered a deal with the Ministry of Justice in Quebec that dramatically increases the probability for a commercial development of its lowlands acreage. It is hard to assess the precise value of the deal with the Ministry of Justice. However, there is no doubt that the deal derisks the Lowlands project. Assuming a derisking of the resources from 15% to 50% and derisking of exploration upside from 5% to 20% probability, our SOTP valuation increase by NOK 3.8/share (or close to 130% of the current share price). We guess share price up 20-40% today. We see upside potential to our NOK 5/share target price.

• Constructive deal with Ministry of Environment: In the MDA sector of Questerre’s annual report released last night, there was one very interesting piece of information: At the request of the Ministry of Justice, Questerre has agreed to temporarily defer the planned judicial review hearing. To address concerns about the potential environmental impacts of development, Questerre has recently submitted for review by the Ministry of Environment a conceptual engineering plan to test its Clean Tech Energy pilot program (includes electrification of operations, reuse of water and other initiatives). According to our understanding, this will significantly increase the probability for a commercial development of the lowlands project. If the progress continues, we expect Questerre to resume drilling in the Lowlands in late 2020 or early 2021.
• Option on legal case still alive: In the event of no progress on the Lowlands development and/or a new fracking ban, the option on legal case is still alive. In such a case, Questerre will claim compensation for historical costs and lost NPV from the project.
• Significant positive valuation impacts: It is hard to assess the precise value of the deal with the Ministry of Justice. However, there is no doubt that the deal derisks the Lowlands project. We have currently included the project at NOK 1.5/share in our SOTP. Assuming a derisking of the resources from 15% to 50% and derisking of exploration upside from 5% to 20% probability, our SOTP valuation increase by NOK 3.8/share (or close to 130% of the current share price).
• Resource report next trigger? We expect the company to publish an updated resource report for its Lowlands acreage after the Repsol deal is closed. We believe that potentially could be an important share price trigger.

Noen som husker Blue sky scenarioet til First Securities( Swedbank idag) for 9 år siden?

Compelling frontier shale gas play
We re-initiate coverage on Questerre Energy Corp (QEC NO) with a Buy recommendation
and target price NOK 23 per share.
• The Utica play appears to be one of the most promising emerging shale plays in North
America, and Questerre should be located in the sweet spot.
• The upside from today’s share price is tremendous, with a blue-sky potential NAV/share of
NOK 170.

Best case – NAV of NOK 170/share
Pinpointing the value of Questerre’s Utica shale assets is impossible, as the shale still is in
an early stage of development and there are still larger uncertainties surrounding several
important valuation input parameters.
It is however not difficult to see that the upside potential is huge in a best case scenario.
Expected recovery rates for the more established shale plays are in the core areas between 20 and 40%, and 10-20% is regarded as a good initial estimate of what can be expected from a new shale play. If we value the Utica acreage using a 20% recovery and a
best case estimate of 150 bcf/section of gas-in-place in the Utica, we reach an unrisked
NAV of NOK 170 per share (without applying any value to other horizons in Quebec,
Lorraine and Trenton-Black-River).

Etter Repsol dealen kommer selskapet til å eie rundt 1 mill net acres :)

LATO kom og kyss meg, jeg sover som du vet.
Mvh. Michael Binnion

Vekst som etter eget sigende har hatt en lengre dialog med Qec, har skrevet et innlegg som jeg har tillat meg å knytte følgende kommentarer til:

"Progress Clean tech
We are working with Schlumberger and other partners to do this work. Once complete we will submit to the government for their approval"

Min kommentar: Her skulle jo søknaden om pilot for lengst vært sendt inn ifølge en av Qecs hoffsmeglere ( SB1M's melding av 29.03.2019). Hva skjer?

"Som dere kan lese, senest i Q2 rapporten, er Montney prøve kanin for nye teknologien. De kan allerede nå vise til mye mindre vannforbruk enn tidligere. De er veldig optimistiske og nesten for selvsikre at dette skal de lykkes med!"

Min kommentar: Den nye teknologien, Clean Tech, er ikke engang utprøvd i praksis.

Null info om Jordan etter hva jeg kan se. Men sikkert like greit å dømme etter mine kommentarer.

For øvrig god week end til alle.