Mosman Oil And Gas Share Discussion Threads

[ford fairlane] 20/3/2021 11:24

dk

it is so said you do not understand the exploration business.

it is about leverage and reducing risk, more information means bigger JV.

I do not think for one minute that Mosman will be a Helium producer in 145. It may end up as a smaller partner in a large deal at best.

That is the game.

as for drilling 145, do you have a feel for the costs and risks involved? we are talking millios

[ford fairlane] 20/3/2021 11:24

dk

it is so said you do not understand the exploration business.

it is about leverage and reducing risk, more information means bigger JV.

I do not think for one minute that Mosman will be a Helium producer in 145. It may end up as a smaller partner in a large deal at best.

That is the game.

as for drilling 145, do you have a feel for the costs and risks involved? we are talking millios

[spary1] 20/3/2021 10:51

244dk, there is a good reason for targets being missed and it’s a called covid as we all know !

It says in the RNS we don’t have enough to for a drill but surely a JV will look way more attractive if we have all the data proving up?

As for USA we had an update on that yesterday but will be happy once issues are sorted, hopefully.

[244dk] 20/3/2021 10:19

Personally I see it as a bit of a smokescreen to take the eye away from the american oil and gas saga. If you really think that JB et al can get Australian asset up and running, then good luck to you. They've already missed targets they set themselves to drill ep145 by august last year. They also can't afford to go it alone.

[spary1] 20/3/2021 09:00

You might aswell talk to the wall Ford Fairlane.

What Bulgarian fails to point out is what % Australia could produce and that shortage and when supplies could run out are 2 very different things, but considering he has no shares I wonder why he posts here ?

All very strange, anyone for an early G&T or a can of special brew 😂


Ps isn’t helium worth 12 times that of standard hydrocarbons

[ford fairlane] 20/3/2021 08:43

Thank goodness you are here to enlighten the world.

I guess the offie is not open as yet?

[bulgarian] 20/3/2021 08:08

According to the RNS Australia is one of the leading suppliers of helium with a massive 3% contribution to world supply.

Wow.

A recent article I read suggested that if the world stopped producing He today, existing supplies would ONLY last another 37 years.

[ford fairlane] 20/3/2021 01:10

my reaction

surprised.

I am happy we explore the Amadeus project rather than doing an unacceptable JV.

seems that Mosman is now two companies in one, Helium and production in the USA.

I wonder if they will actually split them apart?

[bulgarian] 19/3/2021 22:51

Stupendous PR.

[244dk] 19/3/2021 21:49

Taken from the lse bb. WTF!!

"Relax, slight setback today, this is still a penny stock and any rumour will pump this up several hundred percent. As long as we give a short retirement dream to average working people who don't really understand finance this will multi-bag I can guarantee this. MVP Casper will be back".

Lovely bunch of people in the Twitter crowd.

[bulgarian] 19/3/2021 18:33

Bouncers, Yorkers every one a corker.

What's another billion shares between friends..

October placing was it?

Hilarious - I will have to unfilter the 'Texan' for the reaction to that load of old cobblers.

[spary1] 19/3/2021 12:43

Well they could well have been involved but that’s a lot of shares to move so who knows what the deal is.

Only one thing is 100% certain, Kev Jones is a moron.

[terminator101] 19/3/2021 12:31

I'm surprised that there has suddenly been such an explosion of interest in this on twitter from the well known pump and dump crowd....... But wait, there is a placing to flip...

[244dk] 19/3/2021 12:26

If it's all about the helium, then pity help us!

Read the rns's

14/2/20 (placing)
22/11/19
24/7/19
29/5/18
4/4/18 (principal work programme to drill one well in ep145 by 21/8/20 and a second by 21/8/21)

The fund raise doesn't include any provision for drilling, so as they've been unable to find a farm in or JV partner another raise will be required. The circus continues!!

P.S. for those that can't be bothered to look up the rns', they all refer to progressing ep 145 over the last 3 years.

[spary1] 19/3/2021 12:21

On the other hand that wasn’t a s big a discount as I thought it would have been, no way can we drill ourselves though can we ?

[spary1] 19/3/2021 12:20

Wasn’t expecting that either tbh, wonder who has taken the shares ? Not all have hit the market so strange one, I would think the broker shares for arranging the placing were forward sold as we have seen the last couple of days, but the biggest issues was who sold that massive lump a week or so back which is wrong !

[paddyfool] 19/3/2021 11:47

its all about helium now.

[ford fairlane] 19/3/2021 11:31

well was not expecting a major push into 145,

[244dk] 19/3/2021 11:13

I refer you to my previous statement, the only BS is coming from across the pond!

[ford fairlane] 19/3/2021 10:26

I would like to know what Charles had for breakfast last Tuesday, but it is of no relevance.

[ford fairlane] 19/3/2021 10:18

why do you want to know?

Is that relevant today?

[244dk] 19/3/2021 10:11

In all of the above, does any of it tell us why galaxie hasn't been drilled? Does any of it make us aware of any progress (or not) in the farm out asset in Australia? Does any of it inform us as to why the ambitious drilling programme of "at least" one drill in each quarter hasn't started? Does any of it highlight the prospective drilling programme for 2021? Does any of it tell us how long Falcon1 will take to restore its significantly reduced production rate?

No, I didnt think so. The only BS so far is coming from across the pond!

[ford fairlane] 19/3/2021 03:30

dk

what are you talking about?

there is a large web page
there is a recent brokers report
there are regular RNS's
there are several video presentations a year.

what more do you want.

maybe John can report his daily travel plans to you?

total BS in my view, some people just love to complain about anything in the great English tradition

[spary1] 18/3/2021 13:10

I’m sure I read some where that activities in the NT were restricted to just producing assets as far as I understand? Not sure if this impacts the Dukas 1 drill continuation? Again on EP155 is this restriction slowing that down ?