Ann: Additional gas discovery in Lower Angwa Mukuyu-2, page-725

First 725 Last

Share
Profile

Follow
StnningBlckbrry

633 Posts.

428

16/12/23

22:10

Post #: 71489163
Share

Originally posted by alcibiades01: ↑

non-exhaustive list:

-potentially final report out of ST well results post all logging finishing (in the phase prior to later 6” drilling). Hopefully they give a more fleshed out description in this announcement that manages to really paint the potential net pay increases and change to gas-condensate resource they could get when they get final results on other data analysis. (There’s one particular uplift that I see that I want to keep to myself - sorry to be a dog on that, it’s just too long to explain and I can’t be bothered)

-results from fluid analysis - composition, PVT - likely Jan/Feb: this will likely push the field from ‘gas discovery’ to gas-condensate D’

-uplift in net pay from drilling 6”. Overpressure tends to preserve porosity so these sands will be more likely to meet net pay porosity cut-offs

-sidewall core poroperm comes back - they calibrate log based porosities based on this. And if the calibration allows an adjust of their log based porosities to even slightly higher porosities they can add more metres to net pay (as a large factor in net pay cutoffs is porosity cutoffs [as well as saturation]) ( i wouldn’t expect this until q3/q4 2024)

-you’ve hit the nail on the head with funding - if alternative funding rather than cr is announced positive

-as many would probably realise signing of the psa will be a positive trigger

But through all of this just know dirty dogs are going to manipulate this stock price, and shaky hands will compound this

Expand

Potentially additional MOUs

I think a governent (presidential) ceremony with PPSA is likely in the next couple of weeks - though Parliament is done for the rest of the year and CEO of the sovereign wealth fund just came on board so maybe not PPSA, and maybe any ceremony would be delayed until then

IVZ Price at posting: 16.0¢ Sentiment: Hold Disclosure: Held
8 Upvote

0 Great analysis

Reply

Top Stories

Week 39 Wrap: What HotCopper’s watching; China’s new stimmy moves boost metals; Oz CPI drop

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

The winners & losers on market if negative gearing were gone

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

DEG

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

There are more pages in this discussion • 79 more messages in this thread...

First 725 Last

Add IVZ (ASX) to my watchlist

(20min delay)
Last 7.4¢		Change 0.003(4.23%)		Mkt cap ! $112.2M

Open	High	Low	Value	Volume
7.2¢	7.4¢	7.1¢	$132.4K	1.830M

Buyers (Bids)

No.	Vol.	Price($)
1	150000	7.2¢

Sellers (Offers)

Price($)	Vol.	No.
7.4¢	239133	2

View Market Depth

No.	Vol.	Price($)
1	7700	0.071
3	159345	0.070
2	86992	0.069
2	109100	0.068
5	378731	0.067

Price($)	Vol.	No.
0.075	203333	2
0.078	115267	1
0.080	74368	2
0.084	25000	1
0.085	25000	1

Last trade - 16.10pm 27/09/2024 (20 minute delay)

IVZ (ASX) Chart

Ann: Additional gas discovery in Lower Angwa Mukuyu-2, page-725

Week 39 Wrap: What HotCopper’s watching; China’s new stimmy moves boost metals; Oz CPI drop

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

The winners & losers on market if negative gearing were gone

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Additional gas discovery in Lower Angwa Mukuyu-2, page-725

Top Stories

Week 39 Wrap: What HotCopper’s watching; China’s new stimmy moves boost metals; Oz CPI drop

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

The winners & losers on market if negative gearing were gone

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

HotCopper users muse on De Grey's denial of Agnico Eagle takeover bid – but who are Agnico?

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News