Just Sensational OGP. Thank you . The Gobi is a hive of activity...

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chirofalls

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14/09/23

13:34

Post #: 69857923
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Originally posted by OilGasPlanning: ↑

The Pick Interview from RUI Good Oil and Gas ConferenceThis is a follow up from the interview mentioned in yesterday's post.

It looks like it was their pick which doesn't Suprise me!

Thought it would be a good time to bight the bullet and publish portions of my own TMK Model mainly to give some idea of the modeling work that is going on behind the scenes and to give new readers a chance to familiarize themselves with the format for later when things start to become really interesting.

I have omitted a number of sections though, including those on large scale power generation because, IMO in the interests of TMK shareholders they have reached the stage of development they could be commercially sensitive.

Please bear in mind that all this modeling does not purport to be investment advice and readers should do their own research.

The links in the PDF files should open to the relevant reference documents if clicked.

TMK_MODEL_1_Pages_1_4.pdf
TMK_MODEL_1_Pages_5_9.pdf
TMK_MODEL_1_Field_Development_Paanning_Dashboard.pdf
TMK_MODEL_1_Pilot_Well_Calibration.pdf
TMK_MODEL_1_Strategic_Planning.pdf

IMO my initial estimation 2P of 235 PJ associated with the success case of the Lucky Fox pilot, may have a considerable upside.

Even a 235 PJ 2P reserve certification of this magnitude would IMO at an arbitrary $0.50/GJ would be capable of underwriting TMK/s present market cap.

Let's face it the yellow 235 PJ is only a fraction of the 1,281 PJ of the blue certified 2C coal reserves (Shown in the graph below), being piloted over an that is well defined by all the drilling exploration activity that Brendan mentioned in his previous interview.

Sorry about the obvious typos in the previous post!

Best regards

OGP

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Just Sensational OGP. Thank you .

The Gobi is a hive of activity now re CSG plays, where they appear to be cracking the code in co operation with one another. Do the others still pique your interest or have you now decided to focus more on tmk ?

once again thankyou for sharing .

TMK Price at posting: 1.3¢ Sentiment: Hold Disclosure: Not Held
3 Upvote

0 Great analysis

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