EXR 0.00% 10.0¢ elixir energy limited

Ann: SB Energy Sign Term Sheet, page-168

  1. 2,265 Posts.
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    One wonders if you have to point out to SH how well the company is doing in releasing info them it could be the perspection and reality may not align.

    Re CBM flow test NY did himslef no favours by referering to a shit China general unreferenced CBM curve that has no relationship to EXR and what is an excellent CBM opportunity in Mongolia, it comes over as buying time which is what the market may well read into it. We have some great basic reversevoir info lest promote and concentrate on that.

    We have good gas content, permeability and satuation everyone will be expecting some good flows very quickly as thats what we have indicated.

    CTL and H2 and China !. I think you need to read the article its rather different than what we are looking at unless we are planning to transmit the renewable power to a H2 facility in Inner mongolia. Coal and chemicials and H2 in Inner Mongoila, Xingjiang and Ningxia will have a very different set of economic and comemrcail drivers than EXR not apples and apples.

    As early posts we have some great info, first mover advanbtage etc we need to get the message out not better but aligned to what the target investor is after and that is unlikley to be the same as keeping veryon on HC happy.


 
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