Zephyr Energy Share Discussion Threads

[a few quid] 31/5/2024 14:55

Fingers crossed for some positive news early next week!

[bill hunt] 31/5/2024 09:39

Is it just sales and revenue? Then, if so, production figures can still be reported.

[cerrito] 31/5/2024 09:36

I would prefer it if they continued to report these numbers on a quarterly rather than a six month basis, especially as it is no hassle for them to give us this info.

[stuart little] 31/5/2024 09:11

On the collar hedge that is.

[stuart little] 31/5/2024 09:08

Hedged to a minimum not a maximum.

[john henry] 31/5/2024 08:14

haveapunt1 Back up your comment with Reasoning.

[paddyfool] 31/5/2024 08:12

how have you arrived at that assertion?

[john henry] 31/5/2024 08:12

ok production numbers thats about it.

[haveapunt1] 31/5/2024 08:06

Poor hedge pricing, so revenue will be down. 36-2 really is key

[thinking] 31/5/2024 07:14

Another good update this week, all positive imo despite the bad weather during the Winter, a good result!

[molatovkid] 31/5/2024 07:11

Another RNS...no mention of price sensitive bad news information at Paradox

[mrmarmalade] 31/5/2024 07:00

I understand the mixed views on here, as we all have different lenses we view through and our holdings and risks are our own. My two-penneth is that what Zephyr has tasked H&P with is to successfully replicate as far as possible the route to the high pressure zone of hydrocarbons. H&p have not only said they can do this successfully ,they are indeed carrying this out and we are being kept up to date as this progresses. If this zone and its make-up was the problem, we would be drilling elsewhere. It isn't and is THE place where Zephyr and H&P want to re-enter. That says a lot to me about perceived risk and upside opportunity. VBWMM

[molatovkid] 30/5/2024 15:39

We just had a very recent update. If anything was wrong that was the time to tell us.

[2 solaris] 30/5/2024 14:29

Temper, temper!

[2 solaris] 30/5/2024 13:19

haveapunt1.Your name says it all and your past posts have been geared towards a negative result. You obviously haven't bothered to read recent news as another well is imminent as jakes114 points out.

[bill hunt] 30/5/2024 11:23

This has to be better than Rose and its foray into Gypsum in Cuba!

[paddyfool] 30/5/2024 11:22

This has run up from just over 2p to here since March 2024. Some of those invested from there will understandably be taking profits.
The immediate fortune and progress of Zephyr are going to be determined by the result of this well. As yet its not completed. There remain three questions: firstly successful touchdown and perforation for production, secondly the presence of hydrocarbons and thirdly the quantum and nature of those. The first point is yet to be proved/answered. Hopefully in the next week or two. Secondly the presence of hydrocarbons, we already know that there are hydrocarbons present having inadvertently spread them over the surrounding countryside when the well blew last time. Thirdly we won't understand the quantum and nature of the production until several weeks after the initial touch down. Everything at the moment is speculation. If the three questions are answered positively the share price will be a long way north of here. If they aren't then the world will be an ugly place. I remain very optimistic that we will be in the former space and not the latter. What is happening happens to the share price at the moment indicates nothing but the whim of the private investor.

[john henry] 30/5/2024 11:14

You're fretting like a nervous little punter

[cashandcard] 30/5/2024 11:10

Appreciate there is always risk with these scenarios. However, this feels like a final clearout before the really meaty news starts to come in.


Cash

[jakes114] 30/5/2024 11:09

Ignoring the helium prospect which could be bigger than the oil and gas to be drilled soon

[haveapunt1] 30/5/2024 10:50

Don’t necessarily agree with that. If 36-2 fails (not saying it will), it’s not as if we have the funds to just crack on with the next well, which would probably be a good 12-18 months away. It’s all very well having a long term view but success at 36-2 has a massive impact on the long term financials for additional wells

[2 solaris] 30/5/2024 10:33

People are selling because they are not invested long term, mostly short term chancers who are happy to make a small profit. Long termers are here because they trust the company will deliver even at the expense of taking extra time and dropping off those who have not ingested the facts properly. There is always an element of chance as nothing in this world is a certainty. But here the discovery has already being made and the company are carefully preparing for production testing. Weak holders are always welcome to leave.

[cashandcard] 30/5/2024 10:28

No doubt, they will be making sure they have everything in order before making any pronouncements to the market. Don't want a repeat of lastyear.Some will definitely take some risk off the table. Hoping they can get this completed and ready for testing. I would expect another update next week. So far so good Cash