All post are my opinion. Do your own dd.
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DHT Energy Corp Team
<<< https://dhtenergy.com/about-dht/ >>>
Professor David J. Nagel - Chief Science Advisor
<<< https://ece.engineering.gwu.edu/david-j-nagel >>>
<<< https://ece.engineering.gwu.edu/search/David%2BNagel%2Bresearch%2Barea >>>
Dr. J.R. Galán-Mascarós - Lead Scientific Investigator
<<< https://www.iciq.org/research/research_group/prof-j-r-galan-mascaros/ >>>
<<< https://www.icrea.cat/Web/ScientificStaff/jose-ramon-galan-mascaros-528 >>>
https://cen.acs.org/physical-chemistry/Magnet-doubles-hydrogen-yield-water/97/web/2019/06
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David Brutyan business development manager at HYFI and WPP Energy...Speaks Russian, Armenian and English.
EKT GLOBAL
https://www.linkedin.com/posts/ekt-ekologicwoodtech_recentemente-recebemos-a-visita-dos-representantes-ugcPost-7181019992128163841-_TJS?utm_source=share&utm_medium=member_desktop
Recently, we received a visit from the representatives and investors of the company Cemteq from South Africa. This visit was comprehensive, involving a series of visits to customers and factories to better understand the technology and market for Biosynthetic Wood (MBS) and CBSI (Industrial Bio-Synthetic Composite).
In the images, you can see photos of Cemteq South Africa's visit to the Bio-Synthetic Wood and CBSI factories in South America: WARP in Santiago and Lampa, Chile; EWAR in La Plata, Argentina; MBSl in Caxias do Sul, Brazil; Ecoinnova in Garibaldi, Brazil.
In addition to the factory visits, there were also visits to sites in Santiago de Chile where Bio-Synthetic Wood is being used to replace natural wood and stones such as marble and granite.
The next stop on the journey will be Johannesburg, South Africa, with the installation scheduled for December 2024 and January 2025 of an EKT facility to produce Bio-Synthetic Wood and CBSI. This is a significant step forward in the expansion and deployment of this technology on an international scale.
Cemteq Building Solutions
<<< https://cemteq.co.za/sustainability/ >>>
All materials have excellent insulating insulation properties with long-term savings in energy consumption over the lifecycle of buildings. We are actively seeking to repurpose waste or bi-products with suitable properties into green buildings. In many cases, this significantly reduces the tragic volumes of material that end up in landfills.
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Happy hour 4:00 - 5:00 free PM's
As leaders in the Green Industrial Revolution, we've facilitated numerous projects worldwide, including global green hydrogen production, waste-to-energy facilities, and renewable energy initiatives.
As leaders in the Green Industrial Revolution, we've facilitated numerous projects worldwide, including global green hydrogen production, waste-to-energy facilities, and renewable energy initiatives.
— HyFi Corp (@HyFiCorp) April 12, 2024
Contact us today to discuss your unique fundraising requirements #HyFi
Hopefully, we'll receive the filings from them sooner rather than later!
Not concerned about the company, the team they have assembled is accomplished.
Patiently waiting.
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$BOPO
If I recall correctly, they were doing a short frac run to see how the Well would respond and although they gave guidance for a higher return they hit that gas bubble.
People are starting to wake up to what $PTHRF has here. Everything is looking up.
https://www.sharecast.com/news/aim-bulletin/pantheon-resources-shares-jump-on-updated-independent-report--16570377.html
The AIM-traded firm said the report, conducted by Netherland Sewell & Associates (NSAI), pertained to around 43,000 acres of leases, including those it had secured in December, situated within its 100%-owned Kodiak Field on Alaska's North Slope.
It said NSAI's assessment revealed Kodiak's contingent recoverable resources, comprising marketable liquids - oil, condensate, and natural gas liquids - to amount to 1.2 billion barrels and 5.4 trillion cubic feet of gas, representing NSAI's best estimates.
The updated figures marked a 25% increase from 963 to 1,208 million barrels in recoverable marketable liquids, compared to NSAI's previous 2023 report.
It said the update incorporated around 43,000 acres of expanded acreage, secured through successful lease bids in December.
Moreover, it reflected a higher average recovery rate due to enhanced reservoir properties in the shallower, updip portion of the field obtained through new leases.
Pantheon said Kodiak, characterised as a large basin floor fan accumulation with three well penetrations, had seen recent drilling activities and acreage acquisitions focusing on accessing better reservoir rocks with improved porosity and permeability.
The potential enhancement in reservoir quality within the newly-acquired acreage supported a significant increase of about 40% in the high estimate of recoverable resources to 2,840 million barrels of marketable liquids and 11.75 trillion cubic feet of natural gas.
It said the 5.4 trillion cubic feet of ‘best case’ recoverable gas served as a crucial factor supporting a proposed agreement with Alaska Gasline Development Corporation (AGDC), aimed at facilitating gas transportation to southcentral Alaska markets.
“The underpinning of our strategy with the validation provided by NSAI is an important step on the path to our 2028 goal of demonstrating values in the range $5 to $10 per barrel of recoverable resource,” said executive chairman David Hobbs.
“Recent progress towards securing funding, include leveraging our natural gas resources - potentially turning them from a liability to an asset - allows us to move forward with increased confidence.
“I would like to take the opportunity to congratulate Jay and his team on putting the building blocks in place to deliver our ultimate success.”
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Read whole PDF
https://dhtenergy.com/wp-content/uploads/2024/01/DHT-ENERGY-CORP_V6.pdf
We are expecting sales and licensing 2024 revenues of $50m, 2025 revenues of $200m, 2026 revenues of $500m,
2027 revenues of $750m, 2028 revenues of $1B and continued scale up from there.
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<<<$$$ https://dhtenergy.com/about-dht/ $$$>>>
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In time this will be another revenue stream for Pantheon.
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$PTHRF
I believe we're in a "quiet period," in my opinion.
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Progressing nicely and some major hurdles behind us. Let's go PTHRF
$PANR BIDEN ADMINISTRATION FORCEFULLY SUPPORTS ALASKA LNG AUTHORIZATION
— Diego Marchetti (@diegodoesdo) March 30, 2024
Frank Richards, president of the Alaska Gasline Development Corporation (AGDC), which is developing Alaska LNG, said, “Alaska LNG has received all major federal permits and authorizations and as AGDC…
Nice work Mav!
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I didn't know you got kicked off the board. I saw the Mods show up & knew the board got hot but thought you went on to greener pastures.
Thx for the link.
Peace!
Laster sent me the link.
Btw I appreciate all the DD you share with the board.
Thx Mav!
Appreciate the input Laster...Props to you!
https://www.thecitizen.co.tz/tanzania/zanzibar/zanzibar-eyes-450mw-wind-electricity-in-1-2-billion-deal-4471470#;
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Looks like POWGEX ENERGY has been busy.
>>> https://www.powgexenergy.com/our-locations <<<
I can't translate this page. If someone else can, I would appreciate it if they posted it.
https://www.mwananchi.co.tz/mw/zanzibar/umeme-wa-upepo-kuibadili-zanzibar-4472012
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Talking with David Hobbs, Executive Chairman of Pantheon Resources about its 2 billion + barrels 2,000 + wells Alaska North Slope oil development
James Fitzsimons
James Fitzsimons
Corporate Finance & Investment
1 article
Follow
February 6, 2024
>>> https://www.linkedin.com/pulse/talking-david-hobbs-executive-chairman-pantheon-its-2-fitzsimons-ru5oe/?utm_source=share&utm_medium=member_ios&utm_campaign=share_via <<<
Open Immersive Reader
Pantheon Resources (London: PANR) was a fairly controversial company until David Hobbs arrived last year and steadied the ship. Now with a complete and coherent plan in place, it's well worth a look. I spoke with David at the end of last week with a focus on how their ambitious project will be financed. We spoke about Proton Green too, a US company with potential in both the helium and beverage grade carbon dioxide industries. A transcription of the conversation follows:
JF: I’m talking today with David Hobbs, Executive Chairman of Pantheon Resources, a London-traded company with around a quarter of a million acres on Alaska's North Slope. It's got the potential for over 2 billion barrels of hydrocarbon liquids, with perhaps 2,000 wells. At the other end of the spectrum, David's also Chairman of Proton Green, which has around 170,000 acres in Arizona, with a 33 billion cubic feet helium reservoir, a 9 trillion cubic feet beverage-grade CO2 reservoir, and a basin with the potential to store 1 billion metric tons of CO2. Proton Green has recently reversed into a U.S. public company shell, and Pantheon is in the process of moving its trading venue to the U.S. too. Over to David.
DH: Good morning, James, and it's great to have an opportunity to talk with you.
JF: Thank you, David.
DH: So, you mentioned both Pantheon Resources and Proton Green, two very different companies, at different ends of the spectrum. At Pantheon, we've done a substantial amount of appraisal of two large fields, the Aphun field and the Kodiak field, and recently, Netherland, Sewell & Associates provided an estimate of the contingent resources in Kodiak, which were just shy of a billion barrels of recoverable marketable liquids, and the study on the Aphun field is ongoing. We hope to be able to release that in the coming months once they’ve completed their work, but as you say, the company's expectations are currently for an aggregate of around 2 billion barrels of liquid hydrocarbons to recover and produce into the Trans-Alaska pipeline, and we have reached that stage where the capital requirements step up. We estimate it's about $120 million to get to first oil production, probably a little more to get to the point at which the development becomes cash flow positive or self funding, and the strategy for raising that money is probably going to involve a listing on a U.S. stock exchange because with an American asset, it will be important for us to be an American company and exposed to American investors without any barriers to their being able to invest.
JF: The big issue, of course, is the financing, and I think that is the principal concern of investors. You've talked about vendor financing. How realistic do you think that is?
DH: Well, I think that there are two elements to it, we've talked about vendor and off-taker financing. So, let’s deal with the vendor financing first: based on our modelling, we estimate that there may be as many as 2,000 wells at $13 to $15 million cost per well, that's $25 to $30 billion of capital investment over a period of 10 to 20 years. That has a value to a contractor or vendor of having certainty of work and being able to do that work on some kind of gain-share basis, leading to it being a stable and profitable part of its ongoing business. And what we're seeking is to have vendors who are prepared to defer payment in the early startup period in return for a commercial coupon on that deferral and then repayment in the subsequent year in order to secure the work without having to go through the costs of competitive bidding, potentially lengthy negotiation of prices and renegotiations and re-tendering on an ongoing basis. The conversations we've had with some of the key potential partners in the development have indicated that there is a genuine possibility we can indeed raise a portion of the funding from that source. The other channel, that I described as off-taker financing, is by giving lifters of our production access to that stream on preferential terms, we can bring forward some capital from the off-take. And so, in aggregate, if everybody who's proposed something were to close on what they indicated, we might actually exceed the $120 million. Of course, that's the ideal world and the real world is somewhat messier, but as things stand right now, we are in material discussions with a number of players that have the potential to cover our aggregate capital requirement to first oil, but no guarantees.
JF: Right. But what really is the worry of a placing? I mean, if you're talking about 2 billion barrels and you've stated an objective for a market valuation of $5 to $10 a barrel, you're looking at basically a capitalisation of $10 to $20 billion. Now, I think currently you're capitalised around about the 200 million mark. Even if there was heavy dilution with a placing, the upside is quite significant.
DH: Well, that's exactly right. Although just on the basis of today's price, our market cap is around $300 million market capitalisation, just shy of 250 million pounds. By doing the right things in the right order, moving forward to get the regulatory process underway for getting the permits for offtake and production, moving forward in terms of having a clear defined start-up and ramp-up strategy that minimises the capital investment. By way of comparison, we expect to spend $120 million to first oil against $1.5 to $2 billion for the Pikka Horseshoe development and $6 to $8 billion for the Willow development, the two other major developments going on on the Alaska North Slope. You can see that the work that we put into making this a digestible development has already reduced the potential dilution of a placing by around 50%. And if we can bring forward some of the vendor financing and offtaker financing that brings the potential placement down to something much more manageable, then the amount of dilution that our existing shareholders will suffer will be substantially less. I think that I've got an obligation to current investors to seek to protect the value that they have in the asset, even if the fiduciary obligation is to the company, not to any specific class of investors, it's still the right thing to do to seek to minimise the amount of dilution necessary to get to production and to realise the value of $5 to $10 per barrel.
JF: Well, I think that's right because some of the recent dilution on AIM has been appalling. Discounts of up to 90% and it really just destroys the value of any existing shareholders’ holding and of course creates tremendous bad will against the company.
DH: I agree and, of course, I'm a shareholder. Since I joined the company, I've bought more than 2 million shares, partly in order to align myself with the existing investors and help provide confidence to them that I'm not about to do the old “kitchen sink job” where a new guy comes in, raises a hell of a lot of money at a big discount and says, sorry guys, it was a basket case and I had no alternative… and then try to judge myself against a low point that I may have had a part in creating. So, ethically, I think the right thing to do is to strain every sinew to minimise the dilution for existing investors, not to the extent that it threatens the viability of the company's strategy, but certainly to do the best I can for them and to align myself with investors so that then we rise or fall together.
JF: Okay. At which point do you think the capital raise would have to come? This year or would it be next year once it lists in the United States?
DH: Well, as we’ve just discussed, our intention is to minimise equity dilution. So, to the extent that equity investment is sought, I think it's a combination of both. The old adage that you never go bust because you had too much cash on the balance sheet rings true. Recently, with Chuck Yates at Digital Wildcatters, we talked about the very few CEOs who say, “I really regret having raised that money…” Their regret is generally that they didn't raise money when they had the opportunity to do so. And so, as we build and we create momentum and we create demand for the stock, we won't be afraid to place shares, with the intention of doing it at successively higher prices as we hit milestones and build material value into the company. It will be raising the right money at the right time in a way that, in aggregate, dilutes value for our existing investors to the least possible extent.
JF: Right. So, moving on to Proton Green, how do you see that one going?
DH: Well, Proton Green is a very different company. We merged into a listed company called Cyber App Development, but the name is changing to Proton Green so, imminently, the ticker symbol will be PRGN. The liquidity in the market prior to the uplist is negligible because all the shares are held in the hands of people locked in as a result of the reverse merger.
JF: Yeah, I noticed there was no ask.
DH: Of course and that's to be expected. So, it's given us a pause as a public company, but without any trade going on, to do all the right things in terms of putting in place the governance and getting our financing organized, etc. We're at a point where we're currently producing helium. Meanwhile we are contracting to start building liquefaction for the carbon dioxide. We've had a lot of approaches from customers wanting to buy beverage-grade carbon dioxide from us as there's a shortage, a structural shortage, in the United States right now. In addition, that's meant putting together the arrangements for the logistics, make sure that we can get it from St. John's in Arizona to customers predominantly in the western half of the United States. There is a lot of work going on and it’s all about execution. It’ll be a few months down the line that we'll have completed all the processes that get us to the point of uplisting. And at that point, there'll probably be some fundraise in the uplisting because we need to create liquidity in the shares and to broaden the shareholder base. But it's a similar company in the sense it's at the start of its development journey, got a very attractive resource, a very clear path to monetization of that and getting all the right partners in place to do it.
JF: And in addition to Pantheon moving its trading venue to the US, you're also moving to the US, David.
DH: Absolutely. I arrived, visa in hand, in the last two or three weeks, getting myself established. My wife's moving house just in time for spring in Houston.
JF: That all sounds very pleasant. It's been a pleasure talking with you, David.
DH: Thanks very much, James, and look forward to talking more in the future.
I've spoken with David a few times now over the past couple of months and he's a person of significant ability. Justin Hondris, Finance Director, is highly competent too. It's not possible at this stage to say how commercially successful the development will be, but once initially financed (which I think will happen) there's a good chance of a share price run up as operations approach. At this stage it still remains more of a gamble than an investment, but if the management team pulls it off, the potential upside is vast.
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Appreciate the link...David Hobbs.
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This is from July 2023 but worth the read.
https://static1.squarespace.com/static/64d9a1e5cb3c967e6d32f1f3/t/655169443720fb2c241adeea/1699834208580/POWGEX+INTRODUCTION+LETTER+%2B+FINANCIAL+PROPOSAL.pdf
PowGex exit strategy
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PowGex... Scroll all the way down on the offices page then check out their other tabs.
>>>https://www.powgexenergy.com/our-locations <<<
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I've got a lot of stuff going on right now. I'll pm later.
Proeuropean Trading GmbH at the World Economic Forum in Davos (This vid isn't worth watching imo other than confirmation of Proeuropean Trading being at Davos... They don't allow wino's there.)
https://proeuropean.eu/proeuropean-trading-gmbh-at-the-world-economic-forum-in-davos/
The woman in brown on the far right is Aikaterini Lianoudaki the CFO for PROEUROPEAN TRADING GMBH and Senior Project Coordinator European Division at WPP ENERGY.
WPP ENERGY TEAM - https://wppenergy.com/about-us/ $$$
PROEUROPEAN TEAM - https://proeuropean.eu/our-team/ $$$
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Plenty of good DD to be had on this company if one spent the time to look it up. Plenty of ways to contact this company as well.
Rome wasn't built in a day.
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Expecting an uplist as well... NASDAQ!
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$PTHRF has a great team. Patience here.
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I caught this link from Jacqueline Young's LinkedIn page under projects.
>>> https://www.linkedin.com/in/jacquelineyoung1909/ <<<
I believe we can reasonably connect the dots to HyFi since Jacqueline Young is a team member with HyFi and HyFi prominently displays Vietnam, numerous projects. Waste to Energy, wind, solar, hydrogen, on it's homepage under "Featured HyFi projects & clients"
>>> https://www.hyfi-corp.com/ <<<
Jacqueline Young Team Member - >>> https://www.hyfi-corp.com/hyfi-team/ <<<
I believe PROEUROPEAN & SUPERNOVA are emblematic of the legitimacy of HyFi and what they are trying to achieve.
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Updated homepage...
Leaders in the Green Industrial Revolution
Featured HyFi projects & clients
>>> https://www.hyfi-corp.com/ <<<
New Team Member - David Fumi Board Member, Licensed Broker Dealer Managing Director at Signet Capital
>>> https://www.linkedin.com/in/david-fumi-b4b507a/ <<<
>>> https://www.hyfi-corp.com/hyfi-team/ <<<
Patiently waiting!
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Something definitely up... Linda Havard may be integral.
>>> https://www.linkedin.com/in/linda-havard-5a85104/ <<<
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Pantheon Resources plc
Final Results for the Year Ended 30 June 2023
>>> https://polaris.brighterir.com/public/pantheon_resources/news/rns/story/xpoqj1w <<<
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Awaiting changes then filing.
I've been out of town last few days. Disheartening and concerning they didn't file Friday.
I trust my DD and don't post everything I have learned, and I still believe in HyFi.
Great post Mav! Looks to me like something big is up...Revs???
The HYFI Team knows how to take care of business. Tic toc...
https://www.linkedin.com/posts/felix-rodriguez-sr_parque-de-educa%C3%A7%C3%A3o-ambiental-boror%C3%B3s-%C3%A9-inaugurado-activity-7139990331785187328-07CR?utm_source=share&utm_medium=member_desktop
Tic toc...
https://www.linkedin.com/feed/update/urn:li:activity:7084454833696464896?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A7084454833696464896%2C7106491511256596480%29&replyUrn=urn%3Ali%3Acomment%3A%28activity%3A7084454833696464896%2C7124275629977440256%29&dashCommentUrn=urn%3Ali%3Afsd_comment%3A%287106491511256596480%2Curn%3Ali%3Aactivity%3A7084454833696464896%29&dashReplyUrn=urn%3Ali%3Afsd_comment%3A%287124275629977440256%2Curn%3Ali%3Aactivity%3A7084454833696464896%29
Tic toc...
https://www.linkedin.com/feed/update/urn:li:activity:7129797017588883457?utm_source=share&utm_medium=member_desktop
Tic toc...
https://www.linkedin.com/posts/david-brutyan-291485222_the-bank-manager-certificate-issued-by-the-activity-7120766050077433856-oXSo?utm_source=share&utm_medium=member_desktop
[Straight Through Processing Award! (STP) Tic toc...
https://www.linkedin.com/posts/david-brutyan-291485222_araratbank-commerzbank-activity-7134922059368796160-HoTE?utm_source=share&utm_medium=member_desktop
$391 million raised! Tic toc...
>>> https://issuu.com/elenamargaritibusiness/docs/proeuropean_magazine <<<
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Nice volume only a matter of time. On state land next to the Dalton highway & TAPS. Yeah baby!
Pantheon Resources shares jump after project expansion
>>> https://www.sharecast.com/news/aim-bulletin/pantheon-resources--15601648.html <<<
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Ramping up!
>>> https://wppenergy.com/partner-with-wpp/ <<<
We are building a well-trained sales and distribution force. We are seeking to expand and scale up to billons sales for 2024. If you are interested in instantly starting to build a low cost and very successful green energy or renewables business, please complete the questionnaire below to start your journey with WPP where our distributors receive lots of support including access to the password protected distributor area where there are many training and marketing materials. In addition, our products all come with financing solutions to make closing a transaction with a client easier. WPP products range in value from $1m USD per unit up to $60m USD per unit and many projects are at a scale which call for many units of our largest equipment
Co-Development opportunities with WPP and investment in qualified projects arranged through sister company HyFi
>>> www.hyfi-corp.com <<<
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Looking good! Let's Go!
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When just one of these deals closes share price will explode knowing that their business model has been proven and with more deals in the works. Tic toc!
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Be sure to read page 7 second paragraph as it relates to HYFI $$$.
>>> https://issuu.com/elenamargaritibusiness/docs/proeuropean_magazine <<<
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ProEuropean Magazine #1 Published on Nov 22, 2023
>>> https://issuu.com/elenamargaritibusiness/docs/proeuropean_magazine <<<
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