Zephyr Energy Share Discussion Threads

[thinking] 28/10/2024 13:56

Many like me cashing in their profits prior to expected CGT changes in the budget more like.

[loglorry1] 28/10/2024 13:04

Weaker oil price hurting them now as they netbacks are not that great and there is a lot of debt secured against the producing assets. That makes ZPHR highly leveraged to the oil price. More so that Paradox is looking such a wet blanket.

[fenners66] 28/10/2024 12:14

This is looking more and more like a dodged bullet - by not gambling on the drill results... despite all the "this time next month " comments at the time.

[truant2tb1] 24/10/2024 09:32

3.2p on the ask

[loglorry1] 24/10/2024 06:43

If they fail to fund the lateral or mess it up while drilling or it doesn't flow then it will be sub 1.5p for sure. All events very possible.

[truant2tb1] 23/10/2024 18:58

2p is my target price and I'm sticking to itBtw there is no reason whatsoever this can't drift to 1.5p after the raise and interest has died off!

[loglorry1] 23/10/2024 18:38

Back at 3.3p. I guess nobody very impressed with more delays, more remedial work, uncertain funding, dodgy flow test results and very well paid teeth.

[paddyfool] 23/10/2024 07:58

If only it was.

[fenners66] 22/10/2024 23:10

I asked for molatovkids ideas - since it was supposed to be part of their argument simple.

[paddyfool] 22/10/2024 21:44

Rather than asking for the explanation why not posit your thoughts? That would be a little less passive aggressive. You clearly want to take down whatever those thoughts are. You obviously have a view so why not post it?

[fenners66] 22/10/2024 16:45

So at this stage , despite pointing that statement out multiple times as if it was pertinent to your argument I can only conclude , given about 5 days with no response , that you have no explanation of what it means ....

[fenners66] 22/10/2024 09:21

molatovkid - can you spell out just what exactly you think :-

"with no issue of Zephyr's equity or any further exposure into the Paradox project."

in the context of

"Zephyr would retain operatorship and receive a majority of the economic benefits from the well. In addition, the investor would not receive any further interest or option in the Paradox project other than the individual wellbore interest"

as it seems to me you have understood differently - but you are not spelling out what you have understood....


You have made this line the crux of your assertions at least 4 times including -

molatovkid - 13 Oct 2024 - 19:00:56 - 13431 of 13511

...'A non-binding letter of intent (the "LOI") has been signed with a U.S.-based industry investor to fund 100% of the estimated cost of the extended lateral, on commercially attractive terms to all parties, with no issue of Zephyr's equity or any further exposure into the Paradox project.'

So there you go - No FURTHER EXPOSURE and the way that is phrased 'extended lateral' includes all the preparation.

Read guys read.





So please tell , what exactly do you think that means ?

[molatovkid] 18/10/2024 16:01

I noted in the video he did mention details were commercially sensitive, so I wouldn't expect anything

[loglorry1] 18/10/2024 14:54

Yes I'm sure CH will "outline" it. I bet he won't tell us enough details to know what is going on though. I think someone asked him if the funding partner gets repaid out of revenue before ZPHR do, in the proposed funding. I think it was @Assagai.

I assume CH ignored him of fobbed him off. I note the answer was never posted here!

[hez1] 18/10/2024 14:12

Thank you for your concern but can we keep this chat about Zephyr Energy please. No one visits this site to hear about me being on paternity leave. As I said previously, the next few weeks will outline what the full binding funding will look like via RNS. We have been told via RNS what it could be. What is certain is that it’s a really exciting time to be a Zephyr shareholder with numerous catalysts for a share price rise happening 1st half next year.

[loglorry1] 18/10/2024 11:23

Lol! Clarification takes place in an RNS which is to some extent regulated by a NOMAD.

Promotion takes place on YouTube.

If you think a YouTube video can clarify a non-binding LoI into something that "will happen" then you need to go back to school.

Fwiw I think they will get some sort of funding deal signed, to try to fix 36-2R, but the terms will be opaque and its sloppy at best to say it will happen at this time.

[assagai] 18/10/2024 09:37

He wasn't misleading. He was clarifying. Thanks to your your constant publicized reinterpretations.

[loglorry1] 18/10/2024 09:24

Do you really think a CEO should be allowed to mislead on YouTube? We need to protect dullards like Mark from his shining white smile. He's probably got baby head bless him.

[assagai] 18/10/2024 09:24

Wow! You really are a sore loser and anyway the FCA are far more interested in looking at your antics as far as zephyr is concerned.

[tag57] 18/10/2024 09:17

Log, do you really think the FCA are going to be interested?

[loglorry1] 18/10/2024 09:06

Thinking about it I will probably report CH to the FCA for saying

"And they are going to be funding all $7 million for the lateral" at 4:15 in the YouTube video.

Clearly that is a gross misrepresentation of the non-binding Letter of Intent.

[fenners66] 18/10/2024 08:56

molatovkid - can you spell out just what exactly you think :-

"with no issue of Zephyr's equity or any further exposure into the Paradox project."

in the context of

"Zephyr would retain operatorship and receive a majority of the economic benefits from the well. In addition, the investor would not receive any further interest or option in the Paradox project other than the individual wellbore interest"

as it seems to me you have understood differently - but you are not spelling out what you have understood....

[molatovkid] 18/10/2024 07:59

Just read this. A bit of Friday light relief.

'I learned long ago, never to wrestle with a pig. You get dirty, and besides, the pig likes it.'

George Bernard Shaw

Read more at hxxps://www.brainyquote.com/authors/george-bernard-shaw-quotes

[loglorry1] 18/10/2024 07:53

Some guy called Mark on maternity leave. He obviously has no clue how to read an RNS either.