Arrow Exploration Share Discussion Threads

[rockyride] 18/9/2024 17:13

Thanks KS and if you spy your chance could you possibly weave these 3 questions in to any conversation you may get with Marshall:-1 At the beginning of the year you set a high bar to double production from 3.2kboepd to 6.4kboepd. How confident are you that will be achieved?2 If we did close out 2024 at 6.4kboepd and excluding any new discoveries, with our current drilling inventory, what would you see an end of 2025 production number to be reasonable to shoot for?3 You have an execellent track record of building and selling companies. With Arrow, what would you be looking to build it to in boepd and 2P before you sell?

[pogue] 18/9/2024 16:55

Rockyride
its an inperson one not live the video will be out a day or so later on Proactive Investors however the private chats after with the presenters is what the night is all about. You can ask really probing questions and keep at it if they dodge unlike the Q&A. Great fun lol

[fictitious1] 18/9/2024 15:53

KS, I'd be interested in knowing his thoughts on the Canadian assets - presently shut in. There seems little near term benefit, even long term with suppressed gas prices and very small production, not sure of the overheads v income ratio out there.

[king suarez] 18/9/2024 15:28

If you have any specific questions - post them here and if there's an opportunity to speak to MA afterwards like last time we can see if we can get some of them answered?

[rockyride] 18/9/2024 15:16

Can't seem to find an online link. I don't think there is one for tomorrow. Any commentary on here would be massively appreciated.

[pogue] 18/9/2024 14:58

c u tomorrow KS

[king suarez] 18/9/2024 14:36

I am going

[rckillco1] 18/9/2024 12:36

Anyone attending tomorrow? I got the invite to be on site but didn't see a live link...or did I miss it?

[upwego] 17/9/2024 19:12

Thanks for the info RR

Sounds very promising.

[rockyride] 17/9/2024 11:54

It's a big fat carrot to dangle on Thursday evening, 1 to get people to buy and 2 to get the company on more people's watch lists. I believe they could release HZ5 on Thursday morning but have tactically decided to delay a few days.

[royalalbert] 17/9/2024 11:06

C2 probably find that out in the share price.

[chessman2] 16/9/2024 21:24

RR, call me a cynic but might the institutional investor meetings include nods and winks that interesting news should very soon be issued?

I remain very optimistic about the future for AXL!

[royalalbert] 16/9/2024 20:06

29 days for the last one from spudding to production, taking that HZ5 was spud on the 22nd August that takes production on the same timeline to 20th Sept, add on a few days for reporting early next week it would be.

Thanks for the info RR.

[pastybap] 16/9/2024 19:35

Thanks RR. Good to have that info in advance, so theres no flapping and panic selling when the RNS doesnt appear

[rockyride] 16/9/2024 19:06

Sadly no HZ5 RNS until next week:-We are in London on an investor roadshow this week and hope to issue the HZ5 news early next week.

[mount teide] 16/9/2024 13:04

h&h - that would be the icing on the cake.

Another interesting observation from the latest presentation is that the Carrizales Norte Field Complex has continued to grow through exploration/development drilling to the extent that it's now greater in aerial size than the Carrizales Field, which to date has produced over 9.0 million bbls. The updated reserves report currently under compilation for CN should make very interesting reading.

Carrizales Field

Discovered by C&C Energia in 2007 with the Carrizales-1 Well - led to the $500m sale of C&C. Leading Colombian Independent Frontera is the current operator.

24 Wells have been drilled to date. As of December 2019, the field had produced circa 8.4 MMbbls oil and achieved a peak oil production rate of 7,300 bbls/d. Forecast end of commercial life: 2034.

[pastybap] 16/9/2024 12:56

Conjoined twins, even better!

[here and there] 16/9/2024 11:33

And MT, they have high hopes it is connected to Carrizales Norte which would make it much bigger.

[mount teide] 16/9/2024 09:54

Latest Presentation - Baquiano/Alberta Exploration Prospect

Carrizales Norte's Twin?

Interesting to note the aerial extent of the Baquiano three-way structural closure against a fault, is similar in size to the original Carrizalles Norte Prospect - ie: 1,850 metres(1.15 miles) x 375 meters(0.24 miles).

With similar targets: C7, Guadalupe, Gacheta, & Ubaque

Located approximately 3.5 km northeast of the Carrizales Norte discovery( itself, a step out of the Carrizales Field) on the same fault trend, in a basin where historically, exploration drilling on a three way structural closure against a fault has delivered a circa 90% CoS.

AIMHO/DYOR

[mount teide] 16/9/2024 08:32

Header

Updated with:
* Link to Latest Presentation - Sept 24
* 2024 Drilling and Infrastructure Development Programme through to year end

Inclusion of:
* Share Ownership - Sept 24

[moonshot3] 15/9/2024 13:44

Interesting presentation. I see 2025 exploration is bookended by development at RCE and Carrizales. Marshall has talked about stratigraphic traps, being on trend with other discoveries etc , so hopefully this is low risk (supported by 3D) and will uncover additional reserves. Wouldn't it be gr8 if we got another discovery along the lines of Carizales Norte or am I asking for too much?

[upwego] 15/9/2024 06:28

Just read the whole presentation - So much to explore and we have MA at the helms who will do just that, in a timely fashioon. I would Imagine we will have production figures on the next well by Thursday, in time for the presentation.

This is a super impressive company, Regular news flow, great assets, solid team, hard for me to find any fault and as an investor you jnow they are hell bent on getting the job done, cant ask for more than that. I`m super impressed with the work flow this year, and continued to be impressed with the hands on approach, no waiting around, very lucky to be in this one..

Roll on Thursday!

[chessman2] 14/9/2024 19:23

HAT, many thanks for a most thoughtful and interesting post.

[pastybap] 14/9/2024 16:01

Many thanks for your reply HAT. It certainly wasnt a criticism of MA. More a reflection of my own greed! Why let others (us) piggyback on his undoubted skill, when he could have kept more for himself, Jim Ratcliffe style.Also, many thanks for the additional insight into the internal operations. If I lived on mainland GB, I would be looking to attend more of these meetings myself.