P J Bourke (@PatrickJBourke) header
P J Bourke (@PatrickJBourke) profile picture

"Enjoying living was learning to get your money's worth and knowing when you had it" - Jake Barnes (The Sun Also Rises) Investor, focusing on the #ASX

Australia
Joined February 2014
Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)Photo by P J Bourke (@PatrickJBourke)
"Gretel," he said, "just wait till the moon rises; then we'll see the breadcrumbs I strewed and they'll show us the way home."
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@OmegaOilandGas announces Gas to Surface and Highest Gas Shows to Date from the Canyon-1 North Well in the #TaroomTrough. CEO Brown says 'The decision to take the well deeper and fully test the Muggleton interval has proven successful', $OMA $OMA.ax #natgas #oil #commodities #ASX
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@BeachEnergyLtd, $BPT.ax (25%), part of the ATP 2081 JV, must be pleased too, joining in the price sensitive announcement, #natgas #oil #commodities #ASX #oott
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Orlen's decision may not have much relevance beyond the parties but here is more background from @tmarzecmanser of @WoodMackenzie, including on the pricing of the terminated #LNG deal, #natgas xitter.gq/tmarzecmanser/status/2…
Polish Orlen (PGNiG)’s oil-indexed Qatar #LNG deal was one of the most expensive contracts out there with its high slope. But it was the first major alternative source of #natgas to Poland, when the country’s imports were dominated by #Gazprom. #TTF (1/3)
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The 60-day public consultation for @energy_po's EIA for the 4 well Selva Malvezzi drilling program has ended (as of the 1st) and the Ministry has up to 30 days thereafter to request further info, $PVE.ax va.mite.gov.it/it-IT/Oggetti… va.mite.gov.it/en-GB/ps/Comu… xitter.gq/energy_po/status/20956…
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Carnarvon Energy, $CVN #CVN + Strike Energy, $STX #STX -- AFR also picking up the story: afr.com//companies/energy/ca…
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Strike Energy releases its Q3 activities report, with third party sales still propping up overall sales, $STX $STX.ax #natgas #energy #electricty #renewables #coal #WEM #ASX #ausbiz
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Parvo South-1 confirmed as the second firm well for @SantosLtd, $STO.ax (as operator) and Carnarvon Energy's, $CVN.ax 2027 Bedout drilling program, expected to commence from late Q3 2027. The Parvo South prospect is expected to contain 72 million barrels of #oil, #ASX #oott
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A bright outlook for @redskyenergy, including potential for more acquisitions, $ROG $ROG.ax #natgas #SA #ASX
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Willowie 2 drops out but November is shaping up as the big month for @redskyenergy in the Yarrow field, #CooperBasin. @SantosLtd, $STO.ax (80%) is the operator, $ROG $ROG.ax #natgas #oil #ASX #ausbiz xitter.gq/redskyenergy/status/21…
$ROG.ax | Busy month ahead at Innamincka, South Australia ✅ Yarrow North 1 re-entry - commencing October ✅ Willowie 2 - spudding within a week ✅ Yarrow 4 & 5 - awaiting stimulation Red Sky holds 20% working interest #energy #gas #ASX @SantosLtd
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@SantosLtd, $STO.ax as operator (80%) has advised @redskyenergy (20%) that stimulation of the Yarrow 4 and 5 wells is scheduled to commence from the 27th with re-entry of the Yarrow North 1 well scheduled from the 30th / December 1st, $ROG $ROG.ax #natgas #oil #ASX #ausbiz
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@ASXGCM enters into a joint development agreement with JSY to incorporate GCM's VHD heat plate into JSY's products. JSY - Shenzhen Jinshiyu Technology - is a thermal management solutions provider, focused on #graphene-based #aluminium thermal management products, $GCM $GCM.ax
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@ASXGCM's joint development programme with ALVC - Shenzhen Wanwei Heat Conduction Technology - has also progressed from initial prototyping to manufacture of an integrated product for proposed testing by a prospective customer, $GCM $GCM.ax #graphite xitter.gq/ASXGCM/status/20717568…
$GCM is pleased to advise it has entered into a JDA with China-based ALVC, to develop an integrated thermal management product combing complementary technologies. Full announcement: tinyurl.com/5n35pjw2
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A wonderfully muddled article from @FinancialReview's Chanticleer on inflation. Indebted households are hurting & reducing consumption. We are highly exposed to global shocks via oil/diesel, fertiliser & other inputs. Increase rates further or hope for another global tail risk
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At its meeting today, the Board decided to increase the cash rate target by 25 basis points to 4.85 per cent. Read the full statement here: ow.ly/8zaP5103coK
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