IVZ media thread, page-6128

So TLDR:
Resource hasn't changed and still looks monster.
Flow test required to confirm can be commercial.
Gas quality is good with extra condensate + hydrogen + helium - minimal processing required. Cut offs have been very conservative to date and no real info about further depth than "fkn over pressured piece of s-".

Games being played with funding because no other options other than SI until PPSA is signed but because industry is in its infancy this is taking a long time to get ducks in a row. Also adding to PERCEIVED risk.
Opportunity cost is biting short term-ers and a lot of day trading going on is.
Concerns over running costs vs time to commercialisation/ self sustenance cornerstones are biting too.

Activities for this year have been stated a number of times: 3D, flow the well, drill another (probably not a 3rd considering $). Activities are ramping up and this means company also needs more hands on deck and this also comes with a cost that is showing.

Zim and SA both need power pretty desperately and overtures about partners/MOUs/off takes have been made repeatedly but until PPSA and flow come through we wait (opportunity cost). Plans seem to be in progress/ have been made to expedite commercialisation post these results.

Have I missed anything?
(This is just me trying to condense our current position DYOR)