Zephyr Energy Share Discussion Threads

[2 solaris] 30/10/2024 08:16

How do you know that?

[assagai] 30/10/2024 08:08

Molatov, already happened!
Nomad....

[2 solaris] 30/10/2024 08:07

Yes, over there they are naming TW as the trouble-maker, perhaps it's time for all companies blighted by these idiots to take action.

[fenners66] 29/10/2024 13:36

The trades page shows very few shares going through so far and still the price moves
a sale being worked in the background?

[thinking] 29/10/2024 09:17

It’s not unknown as I and at least 4 others I know are reducing their potential CGT exposure to current rates not potentially increased rates and the relationship to Labour is not related to Zephyr but all shares outside of pensions and ISAs.

[fenners66] 29/10/2024 09:04

Assagai - you are at liberty to challenge that statement ,
surprisingly you did not challenge -
"Many like me cashing in their profits prior to expected CGT changes in the budget more like"

Which would be for the same reasoning , i.e. its unknown

[assagai] 29/10/2024 08:59

Are they? You know that for a fact do you?

[loglorry1] 29/10/2024 08:10

Labour have little effect on ZPHR. I suspect the weak oil price and the lack of progress on Paradox are the problem. Also Miton are obviously unloading into a very illiquid share price.

[thinking] 28/10/2024 14:42

Not sure anyone knew what a disaster Labour would be back at 6p plus held on for news as late as possible

[fenners66] 28/10/2024 14:29

Looks like doing that near 6p was a better option...

[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