Aktiesnakken — Juni 2018
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We have not given up-yet. We are waiting for the end of the consultation period and the government to finalize their regulations (currently they are still a draft).
The next step will be after the elections scheduled for October 1. We are still working with the towns on social acceptability. Attached are the summary poll results which suggest the majority still support development. If the towns don’t support development, then we cannot move forward. If they do, then we think the government will -
will be challenged to block it.
We are also still working on the Montney and Jordan. You may have seen the press release on the spud of the first well on our new JV block. We are also moving forward on the economics for our project in Jordan.
Any further comments/questions, please let me know.
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Dagen derpå... godt tom i blikket og ganske forundret over hvad der skete i går. Mest fordi dette ikke giver nogen mening og der ikke gives en fornuftig ud over at man bare ikke vil O&G. Efter 10 års pause kom man vel ganske uventet med en ny lov i 2016. En lov der gav mulighed for O&G i Quebec. vanvittige 1½ år skulle man så bruge komme med et bud på hvordan selvsamme lov skal forvaltes.
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Så må vi se om panikken har lagt sig i dag, har stadig ingen planer om at sælge selv, overvejer at øge i PCQ, andre der tænker at købe nu hvor alt er på tilbud ?
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De er ikke afhængige af politikerne da de har 5500 boe i Texas og et søgsmål der snart afgøres. http://www.proactiveinvestors.co.uk/companies/news/190772/prairie-provident-undervalued-and-set-to-grow-production-and-reserves-190772.html and http://www.streetwisereports.com/pub/na/small-cap-oil-gas-companies-positioned-for-a-market-rebound
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De har så 240.000 i Lowland og har samme problem som Qec, men omvendt har de altså noget der minder om en olieproduktion der er estimeret til 6.300 ultimo 18. De har lige startet 6 nye brønde op hvoraf et par af dem har slået rekorder, så spændende at se næste regnskab, hvor de så gerne ikke skulle hedge ligeså forkert som kvartalet før.
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Har jeg forstået det ret, arbejder PCQ og PPR sammen, har et mindre frimærke i begge, så supplerer nok lidt op i begge så, McJean jeg fatter ikke at Quebec har råd til at sige nej til udvinding i Lowlands, og tror stadig at der er ret stor sandsynlig
hed for at det bliver muligt, alt andet er simpelthen for dumt.
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