ZENITH ENERGY *Mangedobling mulig*
The Tilapia project could be transformational
Analyse, 38 øre- nesten 3 gangen uten Tilapia og Nigeria.
Hvor høyt bør analysen være om man inkludere disse 2?
Jeg tror virkelig vi er nær en mega oppgang nå!
Valuation: Based on a sum of the parts calculation our valuation for Zenith is £43.3 m or
3.1p/share (NOK 0.38). For the hydrocarbons assets we have applied a valuation quotient
of US$3/boe of 2P which reflects a substantial discount to the established Africa plays such
as Africa Oil which sell on EVs of US$5-7/boe. The power plant has been valued on the basis
of the purchase price plus a 25% uplift for current elevated profitability.
ZENA
Initiation of Analyst Coverage by Allenby Capital
ZENITH ENERGY LTD.
("Zenith" or the "Company")
Initiation of Analyst Coverage by Allenby Capital
Zenith Energy Ltd. ("Zenith" or the "Company") (LSE: ZEN; OSE: ZENA), the listed international oil & gas production company focused on pursuing African development opportunities, is pleased to announce that Allenby Capital Limited ("Allenby"), the Company's Financial Adviser and Broker in connection with its listing on the London Stock Exchange, has initiated analyst coverage on Zenith (the "Initiation Note").
The Initiation Note can be accessed by way of the following link: http://www.allenbycapital.com/research/research-zen.html
Viking_I
Many are waiting for that message specifically the rate at which Zenith is selling oil. Also there will be schedule news in coming days as Zeniths both rigs in Tunisia so expecting production to double before summer. so anyone wants out they are free. Remember Nigeria is not out of option yet with huge P90 reserve (proven) 5th May is next hearing.
1) Tilapia II
2) SLK - remaining 22.5 %
3) ROB- 1 back in production
4) EZZ side track workover and double the production
5) ROB - 3 Drilling
6) SLK - double the production
7) ELB - 3 workover
Analyse, 38 øre- nesten 3 gangen uten Tilapia og Nigeria.
Hvor høyt bør analysen være om man inkludere disse 2?
Jeg tror virkelig vi er nær en mega oppgang nå!
Valuation: Based on a sum of the parts calculation our valuation for Zenith is £43.3 m or
3.1p/share (NOK 0.38). For the hydrocarbons assets we have applied a valuation quotient
of US$3/boe of 2P which reflects a substantial discount to the established Africa plays such
as Africa Oil which sell on EVs of US$5-7/boe. The power plant has been valued on the basis
of the purchase price plus a 25% uplift for current elevated profitability.
ZENA
Initiation of Analyst Coverage by Allenby Capital
ZENITH ENERGY LTD.
("Zenith" or the "Company")
Initiation of Analyst Coverage by Allenby Capital
Zenith Energy Ltd. ("Zenith" or the "Company") (LSE: ZEN; OSE: ZENA), the listed international oil & gas production company focused on pursuing African development opportunities, is pleased to announce that Allenby Capital Limited ("Allenby"), the Company's Financial Adviser and Broker in connection with its listing on the London Stock Exchange, has initiated analyst coverage on Zenith (the "Initiation Note").
The Initiation Note can be accessed by way of the following link: http://www.allenbycapital.com/research/research-zen.html
Viking_I
Many are waiting for that message specifically the rate at which Zenith is selling oil. Also there will be schedule news in coming days as Zeniths both rigs in Tunisia so expecting production to double before summer. so anyone wants out they are free. Remember Nigeria is not out of option yet with huge P90 reserve (proven) 5th May is next hearing.
1) Tilapia II
2) SLK - remaining 22.5 %
3) ROB- 1 back in production
4) EZZ side track workover and double the production
5) ROB - 3 Drilling
6) SLK - double the production
7) ELB - 3 workover
Redigert 19.04.2022 kl 12:10
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kaunis
19.04.2022 kl 12:18
14506
Blir neppe noen oppgang, oljepris og fremtiden og alle de mulighetene som ligger der har ikke noe å gjøre med kursen, her er det alt det vi ikke vet men som noen vet, som holder kursen nede pga andre ting. OG d er det det vi må få tak i, altså hvorfor fungerer ikke Zenas aksjer på børsen, hvorfor selges den ned i dag, når det skal selges olje snart, eller er oljen solgt for lenge siden og pengene fordelt, så det er ingen grunn til økt aksjekurs men heller nedsalg???????
Viking_I
19.04.2022 kl 12:46
14423
Its a new video of wire logging operation.
Redigert 19.04.2022 kl 12:47
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Bull dog
19.04.2022 kl 15:47
14061
Huff. Det har de klart lenge nå. Ingen som viser interesse.. Hvem vet hva...
Viking_I
19.04.2022 kl 15:55
14079
no problem, one oil sale RNS they will not come back as ROB-1 will be in production may be before April end. They not need to do logging too far as its just water leakage so not so deep as ground water level is less than 1/5th of total well depth.
Redigert 19.04.2022 kl 15:57
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Svartsyn
19.04.2022 kl 16:31
13995
To be true, Viking 1 you dont know how many logging run they have to run.
You dosent know the logging depth either.
Why do you try to tell us something you dont know a shit about.
You dosent know the logging depth either.
Why do you try to tell us something you dont know a shit about.
Aldara
19.04.2022 kl 16:50
13940
In the beginning I tried to follow Viking. I don't anymore! Nothing seems to be right or materialize..
Større investorer er intressert men svært usikre ...
Godt olje salg og litt ekstra fra strøm i Italia er bra men ikke nok .
Mere må på plass i Tunisia før noen større investorer kjøper
seg opp slik Nordnet gjorde.
Godt olje salg og litt ekstra fra strøm i Italia er bra men ikke nok .
Mere må på plass i Tunisia før noen større investorer kjøper
seg opp slik Nordnet gjorde.
Viking_I
20.04.2022 kl 06:20
13540
People need to learn simple geology first. Water leakages will not happen at end of the well.
Konjagi
20.04.2022 kl 07:36
13402
We do not have to be educated in one or another direction to know this.
But, can you please explain to me, why YOU know so much about this spesific well,
and why can we again trust your prediction about timeframe for the operation?
But, can you please explain to me, why YOU know so much about this spesific well,
and why can we again trust your prediction about timeframe for the operation?
Viking_I
20.04.2022 kl 08:43
13248
Because people comments without knowing subject knowledge.
"The Company has suspended production activities from ROB-1 because of increasing water influx caused by a possible lack of casing integrity."
water influx is up to certain level max ground water level in onshore well. In Tunisia it is upto 1800 feet to 2200 feet only.
"The Company has suspended production activities from ROB-1 because of increasing water influx caused by a possible lack of casing integrity."
water influx is up to certain level max ground water level in onshore well. In Tunisia it is upto 1800 feet to 2200 feet only.
Svartsyn
20.04.2022 kl 09:42
13097
Viking l This is not just talk about simple geology.
To run wire-line is a job weach can go easy and it can also go to hell.
Some question to you.
1. If they want to isolate a zone away from the well , where do they install the bottom plug.At what dept?
2. As this is an old well,are you shure they dont want to run å caliper run to bottom. Just to check that the casing/tubing/liner is ok, and not colapsed./damaged ?
3. As driller in over 10 years i have sean/sent more wire-line equipment down om the well than you ever will understand. Is it. something you want to learn mee?
4. So what is your timeplaner today, is it 4 days ,8 days ,16 days or 30 days.?
5. Then the big question. What will they do next in the operation. .When the wire-line operations is finished.?
6. And what will you try to do, if they go "stuck" with the logging equipment?
7. And do you know how often a wire-line jobb end up as a big problem?
Have a Nice day
To run wire-line is a job weach can go easy and it can also go to hell.
Some question to you.
1. If they want to isolate a zone away from the well , where do they install the bottom plug.At what dept?
2. As this is an old well,are you shure they dont want to run å caliper run to bottom. Just to check that the casing/tubing/liner is ok, and not colapsed./damaged ?
3. As driller in over 10 years i have sean/sent more wire-line equipment down om the well than you ever will understand. Is it. something you want to learn mee?
4. So what is your timeplaner today, is it 4 days ,8 days ,16 days or 30 days.?
5. Then the big question. What will they do next in the operation. .When the wire-line operations is finished.?
6. And what will you try to do, if they go "stuck" with the logging equipment?
7. And do you know how often a wire-line jobb end up as a big problem?
Have a Nice day
Redigert 20.04.2022 kl 09:52
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Viking_I
20.04.2022 kl 09:52
13057
if and buts, all speculations in negative way. we expect same rhetoric from you guys.
As per you guys even oil tanker can sink with oil before reach destination. many thinks can go wrong if thinks.
As per you guys even oil tanker can sink with oil before reach destination. many thinks can go wrong if thinks.
Viking_I
20.04.2022 kl 10:09
12987
Strange things is Zenith management is sleeping with oil sale in April and Tilapia II, Also no update on Ezz drilling and last use of money taken from market last 3 times.
gravemaskinen
20.04.2022 kl 11:00
12937
Mye svada her nå...En ting vi i hvertfall vet er at det akkurat nå gjennomføres workover på ROB 01 , og at de tilsynelatende har et behov for å formidle dette, tatt siste filmer i betraktning. Her skal ingenting holdes hemmelig, enn så lenge.. Pr nå finnes det nesten ikke omsetning i aksjen, verken opp eller ned, så da tyder det vel på at de fleste er fornøyd med sine posisjoner frem til selskapet leverer. 3 handler for småpenger i UK idag som trekker den opp til 11,7 øre...Det får være dagens høydepunkt,.
Redigert 20.04.2022 kl 11:19
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Viking_I
20.04.2022 kl 11:10
12923
In ROB - 1 there is no state oil company involved. Sidi El Kilani and Ezzaouia field is with state oil company collaboration. El Bibane and Robbana is independent of state.
Frodon
20.04.2022 kl 11:11
12919
Hva tenker du om dette? Det virker som de vet hva problemet er, siden de allerede har trukket tubingen?
Climbing
20.04.2022 kl 11:36
12864
Reell fare for total kollaps nå? Håper det ikke det blir som i Azerbaijan.
Climbing
20.04.2022 kl 11:48
12832
Beste løsningen nå hadde vært et skikkelig oppkjøp av felt med 2500-3000 eller mer fat/dg. Alternativt nyheter om at alt er OK i Tunisia og Congo.
Herbius
20.04.2022 kl 12:07
12784
From my limited knowledge of the procedures it appears from the video that Schlumberger used a transmission wireline which was fed through the production string to log the well casing within the production zone and may also have completed remediation repairs. They have various techniques for applying “through-tubing patches and packers”via high pressure wirelines designed to transmit cements and sealants, so in theory could have completed the job. However, if so I would have expected the video caption to have stated “job done”. Whatever the result we should know within a few days.
Note that 0.17min into the video there is only a single length of production pipe on the pipe-rack [confirmed at 0.31min ], and at 1.14min, that pipe has presumably been 'tripped' back in at end of procedure. That suggests the production pipe was raised sufficient to allow logging-tool access to the production zone only and to enable the through-pipe procedure to proceed.
Assuming a successful conclusion, ROB-1 should be back on stream soon.
AGEOS
Note that 0.17min into the video there is only a single length of production pipe on the pipe-rack [confirmed at 0.31min ], and at 1.14min, that pipe has presumably been 'tripped' back in at end of procedure. That suggests the production pipe was raised sufficient to allow logging-tool access to the production zone only and to enable the through-pipe procedure to proceed.
Assuming a successful conclusion, ROB-1 should be back on stream soon.
AGEOS
Frodon
20.04.2022 kl 12:52
12698
Takk for svar. Og hvis de ikke klarer å fikse dette, kan de jo også borre en ny brønn, men da tar det lenger tid og koster mer. Jeg tenker at det er små penger i forhold til gevinsten med dagens energi priser ;)
Aldara
20.04.2022 kl 12:58
12675
Joda Frodon bare det at zenkursen kommer til å reagere kraftig ved ethvert negative lille nys! Sånn er det bare blitt...
Pessimist1
20.04.2022 kl 13:18
12625
The only one assuming things is you. Thats the problem, the serious people does not want to speculate to much because it leads to false expectations which in turn gives the company a bad reputation. You on the other hand love to speculate and talk a lot about things which are out of your control. You have been wrong about the oil sales from the start, firstly saying that the storage fasility could only hold oil for approx. 6 months of production and that Zenith was forced to offset is oil. This was in turn wrong, you also stated that oil was lifted many weeks ago because you saw an oil tanker on marine traffic. All of your predictions are mostly wrong and when someone calls you out on it you call people negative. We love to discuss Zenith, the problem you have is that you make quite bold remarks and never back down even when you are wrong. That you have been wrong on many occations has been very well documented. You are also saying "Zenith managment is sleeping on oil sale" you do not have any documentation of this. They said oil sales would appear in April, never when in April, as long as the oil sale comes in April even if it is on the 30th of April you can not claim they are sleeping on it. The only thing the company has said is that it will happen in April, that you have diluted yourself and get dissapointed because it does not happen when you think it is going to happen is not the same as management not performing their duties. Please stay a bit serious in the future.
Herbius
20.04.2022 kl 13:34
12579
AC ligger maksimal pres på 👍👍👍
Vi fik da startet ROB 1
Også må folk snart forstå, at det ikke ligger Zen hænder🙈
Found this today when looking for Congo news. It suggests Zenith have launched a distress message due to Tunisian delays. Hopefully AC. Will comment on twitter or RNA to keep is up to date too. https://lapresse.tn/128311/societes-petrolieres-installees-en-tunisie-quand-la-bureaucratie-pousse-les-compagnies-internationales-a-partir/
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Vi fik da startet ROB 1
Også må folk snart forstå, at det ikke ligger Zen hænder🙈
Found this today when looking for Congo news. It suggests Zenith have launched a distress message due to Tunisian delays. Hopefully AC. Will comment on twitter or RNA to keep is up to date too. https://lapresse.tn/128311/societes-petrolieres-installees-en-tunisie-quand-la-bureaucratie-pousse-les-compagnies-internationales-a-partir/
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Egentlig ikke noe nytt men det understreker risikofaktorer investorer møter.
EZZ-18 har Zenith sammen med ETAP eventuell forsinkelser vil være kjedelig.
EZZ-18 har Zenith sammen med ETAP eventuell forsinkelser vil være kjedelig.
Viking_I
20.04.2022 kl 14:25
12447
answer lies here
https://www.energiemines.gov.tn/fr/themes/energie/hydrocarbures/les-avis-cch/
There is no meeting from 2021 June of CCH Tunisia, Where 22.5% SLK is in limbo from 2 year.
For Ezz they already prepared plan after meeting with industrial minister on 10th Jan
https://twitter.com/CattaneoGenoa/status/1480536585212989447?cxt=HHwWjsC46cKL9ospAAAA
https://www.energiemines.gov.tn/fr/themes/energie/hydrocarbures/les-avis-cch/
There is no meeting from 2021 June of CCH Tunisia, Where 22.5% SLK is in limbo from 2 year.
For Ezz they already prepared plan after meeting with industrial minister on 10th Jan
https://twitter.com/CattaneoGenoa/status/1480536585212989447?cxt=HHwWjsC46cKL9ospAAAA
Redigert 20.04.2022 kl 14:35
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Herbius
20.04.2022 kl 14:40
12382
Fuldstændig enig med MG 👍😃
Although the article mentions Zenith sending out what it calls a “distress call” about the company having been unable to acquire the second 22.5% of Sidi El Kilani in over two years of trying it seems to be more a criticism of the Tunisian government’s energy strategy than anything else as it discusses issues with he country as a whole rather than Zenith in particular.
What impresses me is that Zenith is considered a big enough investor in the country to be quoted in a major article on what is wrong with the country’s energy sector. La Presse, is a serious paper that has been around since 1934 and is currently owned by the Tunisian government, so it is the kind of paper read by ministers and other insiders.
The fact that Zenith threatening to pull out of the second purchase of the Sidi-El Kilani 22.5% causes this kind of discussion in a major newspaper shows that the company has become a very significant player in the country’s oil industry. It seems to me that the Tunisian paper is more worried about Zenith pulling out of this deal than Zenith are – which also makes me wonder if this is just the company applying leverage to get the deal over the line. We shall see, but it is certainly impressive that Zenith has become such a major oil player in Tunisia in such a short period of time.
Although the article mentions Zenith sending out what it calls a “distress call” about the company having been unable to acquire the second 22.5% of Sidi El Kilani in over two years of trying it seems to be more a criticism of the Tunisian government’s energy strategy than anything else as it discusses issues with he country as a whole rather than Zenith in particular.
What impresses me is that Zenith is considered a big enough investor in the country to be quoted in a major article on what is wrong with the country’s energy sector. La Presse, is a serious paper that has been around since 1934 and is currently owned by the Tunisian government, so it is the kind of paper read by ministers and other insiders.
The fact that Zenith threatening to pull out of the second purchase of the Sidi-El Kilani 22.5% causes this kind of discussion in a major newspaper shows that the company has become a very significant player in the country’s oil industry. It seems to me that the Tunisian paper is more worried about Zenith pulling out of this deal than Zenith are – which also makes me wonder if this is just the company applying leverage to get the deal over the line. We shall see, but it is certainly impressive that Zenith has become such a major oil player in Tunisia in such a short period of time.
Svartsyn
20.04.2022 kl 15:00
12405
Spot on...Pessimist 1.
Hans "time plannere" er bare svada. Hvis hans oppgave er å skape usikkerhet . Så lykkes han 100 %.
Hans "time plannere" er bare svada. Hvis hans oppgave er å skape usikkerhet . Så lykkes han 100 %.
Frodon
20.04.2022 kl 19:42
12123
Det passer meg bra, da jeg ligger med større kjøp nedover. Bare ikke fundamentene endrer seg negativt, er jeg ikke bekymret for midlertidige fall i aksje kursen ;)
Viking_I
21.04.2022 kl 10:09
11664
Typical day trader robot 0.1080 - 5T hidden volume to buy and 1.2million at 0.1102 to make pressure from sell side.
BMU
21.04.2022 kl 11:09
11554
Bra med soner inleg,da får alle mer realistisk og forståelse om hva som egentlig er problemet med alle di forsinkelsene på en konstruktiv måtte, og de tror Jeg de hjelper mer alle og lager litt mer beroliger omgivelser i diskusjoner.....
Fakevenues
21.04.2022 kl 20:37
11292
Kan det komme noe ut av denne, da❓
"The President of the Republic, Denis Sassou-N'Guesso met, this Thursday, April 21, 2022, with Luigi Di Maio, Minister of Foreign Affairs of the Italian Republic. On the menu, the strengthening of the energy partnership in terms of gas and renewable energies."
https://twitter.com/PR_Congo/status/1517208647968952320
"Energy partnership
Congo and Italy sign the declaration of understanding and the letter of intent, on the occasion of the working visit of Luigi Di Maio, Minister of Foreign Affairs of the Italian Republic to Congo."
https://twitter.com/PR_Congo/status/1517216353660325890
AC hadde vel et møte med en av de Italienske ministerne i Congo for en tid tilbake
"The President of the Republic, Denis Sassou-N'Guesso met, this Thursday, April 21, 2022, with Luigi Di Maio, Minister of Foreign Affairs of the Italian Republic. On the menu, the strengthening of the energy partnership in terms of gas and renewable energies."
https://twitter.com/PR_Congo/status/1517208647968952320
"Energy partnership
Congo and Italy sign the declaration of understanding and the letter of intent, on the occasion of the working visit of Luigi Di Maio, Minister of Foreign Affairs of the Italian Republic to Congo."
https://twitter.com/PR_Congo/status/1517216353660325890
AC hadde vel et møte med en av de Italienske ministerne i Congo for en tid tilbake
Redigert 21.04.2022 kl 21:08
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Hadde vært rått om de fikk landet Tilapia snart.
Langt tid mellom hver børsmelding nå.
Får håpe på er taktskifte snart!
Langt tid mellom hver børsmelding nå.
Får håpe på er taktskifte snart!