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Pedro Matar Tweet:
Next to the governor @alejandromurat, the Coordinator of the Isthmus, Rafael Marín and the Directorate of Strategic Projects; reviewed the progress and next steps for the execution of the Master Plan of the Interoceanic Corridor
@Programa_Istmo #CrearConstruirCrecer
Junto al Gdor. @alejandromurat, el Coord. Rafael Marín y la Dirección de Proyectos Estratégicos, revisamos los avances y siguientes pasos para la ejecución del Plan Maestro del Corredor Interoceánico. @Programa_Istmo #CrearConstruirCrecer pic.twitter.com/X5aFCrrLgN
— Pedro Matar (@Pedro_Matar) October 27, 2020
BTW- it’s great knowing these guys are all at the National Palace right now! The isthmus is their program. Remember, we saw Ward in a picture with Rafael Marin and Pedro Matar at the beginning of September.. our oil pipelines were on the presentation screen.
This is along the lines of what we want to see:
Me encuentro en Palacio Nacional, donde me reúno con el Dir. Gral. del #CorredorInteroceánico, Rafael Marín y la Dirección de Proyectos Estratégicos, para dar seguimiento puntual al proyecto de desarrollo económico más importante del sur - sureste de México. @Programa_Istmo pic.twitter.com/SJKhZLkUb4
— Alejandro Murat (@alejandromurat) October 27, 2020
Event link: https://fb.me/e/7uD4xZbA3
Haha Stink! Same boat for me!
Prerequisite for Mirage’s announcement: Consignments and permits for all three projects.
Tweet:
The #CCE and the Federal Government agreed on a mechanism to generate #infraestructura , which will be announced progressively, as soon as they are ready for execution; This is expected to reactivate the economy and recover jobs.#CCEconMéxico
El #CCE y el Gobierno Federal acordaron un mecanismo para generar proyectos de #infraestructura, que se irán anunciando progresivamente, en cuanto estén listos para su ejecución; con esto se espera reactivar la economía y recuperar empleos. #CCEconMéxico pic.twitter.com/x8GdsqEyTU
— Consejo Coordinador Empresarial CCE (@cceoficialmx) October 27, 2020
10 cent drop is tiny when we are awaiting announcement and PR’s for $12-$13 Billion dollar deals. I personally think 10 cents is extreme for where we are at in the game.
This is only the second time we are awaiting a specific event for our announcement (the first hard date was scheduled for one or two days after the oil war happened). And this time, we actually have the consolation of knowing our Isthmus project is in the execution phase, Brasil in the permitting phase, and the San Fernando - Cactus Line in analyses... and that was as of 2 months ago. We are at the doors!!
A 5 cent decrease worst case scenario if the announcement doesn’t happen tonight.. imo. But I’m no stock chart guru. And again, tiny irrelevant amounts when we consider the size of our massive projects!!!!
Bulletproof scope of Mirage Energy Projects: Strengthen the CFE. As confirmed by the Mexico Secretary of Energy herself:
10/26 @ 6pm
We expanded the scope of the Dos Bocas refinery: we integrated into the project a combined cycle, the Río Gonzalez aqueduct to the site, the cactus gas pipeline to paradise, and a monobuoy at the site. That is why the cost of the refinery is 8,919 million dollars.
Ampliamos el alcance de la refinería de Dos Bocas: integramos al proyecto un ciclo combinado, el acueducto del Río Gonzalez hacia el sitio, el gasoducto de cactus hacia paraíso y una monoboya en el sitio. Por eso el costo de la refinería es de 8,919 millones de dólares.
— Rocío Nahle (@rocionahle) October 26, 2020
10/27 @ 7pm CST: The Signing of the Collaboration Agreement
I really hope this is us! PR's to follow.
No te pierdas la transmisión en vivo de la presentación del proyecto de colaboración entre el @PNUD_Mexico y el #CorredorInteroceánico este martes 27 de Octubre a las 18 hrs.
— @Programa_Istmo (@Programa_Istmo) October 26, 2020
Conoce la programación y sigue la transmisión a través de nuestras redes sociales.#UnirParaCrear pic.twitter.com/udoc8PGvOE
Update: Event tomorrow is actually @ 7pm CST - (MX day light savings just occurred)
Tweet:
Project Presentation:
"Support in the implementation of the Program for the Development of the Isthmus of Tehuantepec"
Live Broadcast:
October 27th, 2020 @ 7pm CST
• Government of Mexico
• Interoceanic Corridor (C||T)
• Development of the Isthmus Program
Link to tweet
If we get our announcement tomorrow at 6pm, we’ll be well over $1 by the end of the week.
Kulaboy, it’s this post from gowencrazy:
http://mexicobusiness.news/oilandgas/news/mexico-will-access-natural-gas-texas-no-additional-cost?tag=oilandgas
Thanks Gowencrazy, tremendous.
Will be responsible for 65% of electricity generation in Mexico?! Am I reading that correctly? My eyes fell out of my head
Alfonso Romo, a crucial player to have on our team. He presents the projects to AMLO for approval. Obviously, AT LEAST the Isthmus is done, because that MX government document is Romo’s list.
What does it mean?
You ought to warn him. It truly would be unfortunate for him if he’s out when MRGE leaves the pennies for good.
The Isthmus Natural Gas Pipeline was mentioned TODAY by the Municipal President of Salina Cruz, Juan Carlos Atecas:
Excerpt:
The hope of Atecas Altamirano is that the Interoceanic works will attract investment for this property, since the tracks of the Trans-isthmic Train, which connects the Pacific with the Gulf of Mexico, are very close. And he adds that “with the gas pipeline that all the industries that arrive will be built, they will have energy at hand."
Our gas line is becoming increasingly relevant!
Full article here
I agree, Macod. I am just absolutely horrible at keeping my reservations. And especially this time.
I am just going to use our rising stock price as my excuse to celebrate now!
Correct! Tuesday, 10/27, @ 6pm CST
That’s a fantastic idea, Macod. I’m going to have to do the same! And champagne on hand!
I really think this is us... I bet we see PR on Wednesday or Thursday of next week following this event.
(Follow me on timelines if you want, but you are free to think for yourself. Also, I’ve been wrong 100 times. )
BUT this feels different.. the title “Project Presentation” and being presented by the C||T, government of Mexico, and the Isthmus Program.. It’s everyone I would expect to be involved!! And natural gas is a huge SUPPORT to the development of the Isthmus.. and the 10 development parks. Remember a few weeks ago Pedro Matar saying they will soon present the natural gas plans for the isthmus? All of the talk recently on the isthmus industrial parks? The timing screams imminent, and this event fits the mold for our announcement.
Let’s go Mirage!!!!
Taco prep? As in.. for this coming Taco Tuesday???!
Tweet:
Project Presentation:
"Support in the implementation of the Program for the Development of the Isthmus of Tehuantepec"
Live Broadcast:
October 27th, 2020 @ 6pm central
• Government of Mexico
• Interoceanic Corridor (C||T)
• Development of the Isthmus Program
Link to Tweet
I’ve been noticing lately just how big of a deal the ASEA is becoming in Mexico. Newly established and our Puebla pipeline is their very first infrastructure project? Crazy.
It is through our contract with the ASEA that we will supply a 1/2 bcf per day of gas to the state of Puebla.. a cool $500,000- $750,000 in revenue PER DAY.
Durante la Sesión Ordinaria de #CONASEA se presentó el Programa de Trabajo Anual 2021, cuya propuesta se conforma de 8 Normas Oficiales Mexicanas a trabajar en términos del Programa Nacional de Desarrollo 2019-2024. pic.twitter.com/8wOZPeL1U9
— ASEA (@agencia_asea) October 22, 2020
Livefree1776 - excellent alias BTW!!!
Was thinking about your post from earlier.... how crucial these projects are to empower Mexico to replace China. Gold.
You guys have me convinced of the Trump Card.
Pipe dream, have you nailed it? BEFORE the election?! I like the trajectory.
Trump Administration Secures American Energy Jobs, Natural Gas Exports
Issues first extensions of natural gas export authorizations through 2050
Dan Brouillette tweet
Macod, that’s one heck of a list! Any one of those would be incredible.
But I have to believe that the showcase certainly is significant. Especially in announcing the isthmus plans. That’s AMLO’s pet project, the pride of his presidency.
Pipe dream winner, ya makin’ me nervous!
One possibility I can’t shake, is that Ward can’t/won’t release PR until the next group of Infrastructure projects are announced (according to the CCE) in November. We were all convinced for the longest time that he COULDN’T release substantial PR until our projects were first announced... all the way up until this Mexican Government document was released. Since then, we’ve changed our tune to awaiting the imminent PR. I’m just saying, maybe we ought to brace ourselves with what we’ve always thought and listen to the Mexico business council as they play a major role in the announcing of infrastructure projects.
I suppose it’s possible what the CCE meant by November, was November 1st or 2nd.. right before Election Day. But who the heck knows. Your theory about US government pressure on Mexico makes me think this is possible. Also, If Mexico prefers a fossil fuel friendly northern neighbor to ship them truly cheap gas, it’s probably in their best interest to announce the projects Nov 1st or 2nd at the latest to help encourage the re-election of Trump.
Touché Macod- looking forward to what’s ahead!
Good evening everyone,
Lots of optimism, but to further encourage:
Be thankful for the silence from Mirage. Without it, we would have never had the opportunity to buy in at these levels.. had Ward over the last 3 years kept investors informed on whats been unfolding; this would have always traded minimally in the $1-$2 range with only the Storage Facility in the works.
Only until March 2020 did Ward release the Isthmus PR - a $6- $7 Billion dollar involvement. And we who were already invested questioned if it was even real!
Then at the end of August, the Mexican Government Document was released revealing the National Infrastructure Plan and it showed our Isthmus Project! And not only that, it showed it in the execution phase! Permits and consignments done! A shocking fact the market is ignorant of.. for now.
An extremely rare opportunity to essentially look into the future: Mirage is developing the largest trade route in the world.. and we’re buying at 30 cents per share.
Every Monday AMLO has somebody up there to present the “who’s who” in gasoline prices.
Stink, this is an interview from Horacio Zarate. With whom our agreement was signed in March to obtain and file all permits and necessary documents for all three projects. In addition, there was an agreement signed to promote our projects (more gas contracts).
We’ve seen interviews published from him since that time discussing Mirage. It’s good info and helps us know where we are at without the fluff from Ward. His statements though, will not suffice to move the needle. We need the government (AMLO especially) to publicly acknowledge Mirage as the company responsible for developing these projects. From there, Mirage /Rubenstein have the green light to really put us in the headlines.. Forbes, Bloomberg, etc
The main takeaway from this article is that the upcoming meeting with Alfonso Romo is in regards to the San Fernando - Cactus Pipeline to be rehabilitated by Mirage. A pipeline off take contract from the San Franando would supply gas with Guanajuato. This info lines up nicely with what we learned from the 8/27 gov document listing all upcoming National Infrastructure Projects. Our San Fernando was the least furthest along in the project evaluation process... the $1.2B Storage field in Tamaulipas being in the permitting phase and the $7B Isthmus project in execution. I think the San Fernando is the last piece to the puzzle and I think they will solidify all aspects of it this week.. personally.
AMLO has been touring this isthmus this weekend... the subject matter of today? The 10 development centers... My guess is that their specifics will be detailed and announced the same time as the Transoceanic Gas Pipeline.
https://imparcialoaxaca.mx/oaxaca/475642/proyecta-amlo-10-centros-para-el-desarrollo-en-el-istmo/
But there’s a very important loophole too... Northern Hemisphere Logistics
Precisely how our Isthmus Project is in the Execution Phase and we’ve heard nothing about it!
Tony,
What pumping?
Notice those posting DD here have been around for several months and some even years. Nor do any of us have hundreds or thousands of followers swarming boards and pumping up whatever stock has an increase in volume that day.
The pumping you are referring to is information. If it is false or misleading, feel free to point it out. My posts especially.
I honestly could care less about a 10, 20, or 30 cent jump... much less 2 cents. Nor do I care (for the most part) if we retrace the same. When we are in the few dollars range where we very well deserve to be, a 10, 20, or 30 cent fluctuation will especially not be a concern.
I personally have the most amount of shares I’ve ever held of Mirage.. as of last week. I know many here have only accumulated as well. And for those that have millions of shares bought under 5 cents, I don’t blame them for shedding off a couple hundred thousand as we approach the election. As for me, TIGHT GRIP!!!!
Thanks Macod. You as well.. and Penny, Pipedreamwinner, Zachattack, STINK, Chaser, energy sector, Need4speed, JACKPOT for the graphics lol, Norweger the new... others.
I hope you all are still interested in investing once this culminates. I know we will never again find another like it.
All good, Tony. Once American mainstream media catches up with us here on IHUB & report on Mirage’s participation in Mexico’s National Infrastructure Plan... these shares will fly like hot cakes. Shoot, just one of our projects alone will bring in $175,000,000 per year net income in 18-24 months. Use Penny’s chart in the intro, that’s a $3 dollar stock under the worst case scenario of 10 P/E. I’d buy it up to $1.50 per share wouldn’t you?
Then you include the $1.2 Billion dollar storage facility and the 1,500 mile 48” San Fernando Cactus Line on top of it... both are ENORMOUS. Unheard of size, both of them. Then the Transoceanic Gas Line wasn’t even in the Isthmus PR.. it’s a $2B project. Is that even more revenue? Exports to Asia?! What In the world are we standing on?
I honest to God think our largest concern should be that our hearts aren’t ruined by our soon abundance of immense wealth. I mean that!
Well, technically phase 1 is done in 3-6 months and we will immediately be bringing in revenue. So to me, if dividends are to be paid quarterly then we will see the first fruits in 6-9 months.
Interesting. I’ll have to read into this more. With the Concho line showing up in pipeline intelligence directories just in the past few months, makes me think we are still on track for plan A.
Looking forward to having that presidential permit signed. How would that be for some publicity!
It’s possible that the presidential permit for the Concho line was signed by Trump alongside NuStar’s LNG export permits and the Laredo train.. Perhaps not at that event but around that time since closely tied to the USMCA. If the presidential permit still needs to be obtained, zero doubt in my mind Trump issues it long before leaving office... which won’t be until 2024.
In January of this year I had asked Ward if his projects were contingent upon the Whistler pipeline being completed. His answer was no because he had a back door option in case that happened. He didn’t discuss the details with me..: maybe the Wahalajara pipeline system that came online this year? Not sure. Doesn’t matter, the Whistler is moving right along. And our monster Concho line is vital to supporting the American oil and gas industry.
Macod, really really good stuff. This should be pinned.
I full heartedly agree with your statement that this Mexican government document is as good as gold.
Isthmus is in Execution! How is that possible? The consignments on the rehabilitated oil lines must have been given to NHL allowing for Ward to withhold filling an 8k.. All per AMLO’s wish or “gag order” so no private company, especially a FOREIGN private company steals his thunder. (Side note: The consignments being under NHL makes me wonder if we are being acquired by one of Salvador Moreno’s companies, NHL or Huasteca. That would be fun).
Isthmus is in the Execution phase. As of 8/27 they had all permits, consignments, and other necessary authorizations in order to start construction and I’m sure they have! And don’t tell me that we need the project announced in order to start construction. From the October 5th projects announcement, 7 of the 39 projects had already started! Our Phase 1 of the Isthmus will be completed in 3-6 months and phase 2 within 18-24 months. The dividends to follow. Imagine .20 to .40 cents per share in 2 years time!
Through this Mexican government document, the opportunity we have as investors is like knowing the outcome of the Super Bowl before the game is even televised… And betting BIG on it. Mirage has won.
Norweger and Penny, you guys are assets. Thank you
We’re going to kill it