"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
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"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."
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
nitter.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
GB Energy collapses into administration days after receiving State approval for its Golden Beach #natgas production and storage project, reports @FinancialReview
afr.com/policy/energy-and-cl…
The #EU will need other sources of #natgas, like @energy_po's on and offshore prospects in #Italy, $PVE $PVE.ax #REPowerEU #ASX
consilium.europa.eu/en/press…
@salihenergy from @BBGIntelligence on tempering European #natgas prices
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European gas keeps falling.
TTF is down for a fourth straight session and around 18% lower this week, trading near €86/MWh as markets price a lower risk of prolonged Middle East disruption.
But the physical backdrop is still tight:
- EU gas storage has fallen to around 74%, versus roughly 90% normally
- Germany is below 61%
- Colder weather is already pulling more gas from storage
- Weaker wind and solar output is lifting gas-fired power demand
- The Iran war has removed a meaningful share of global LNG supply
So this looks more like geopolitical risk coming out of the price than a fundamental loosening of Europe’s gas balance.
Europe still enters winter with thin inventories and limited room for another supply shock. #OOTT #TTF
Italy's #natgas storage stands at ~91% but the country has had to pay up (and the real test is yet to come), reports @Reuters
reuters.com/business/energy/…
On @WoodsideEnergy's search for a new CEO, strategic priorities and #US expansion, $WDS $WDS.ax #lng #natgas #ammonia
afr.com/companies/energy/woo…
Scoop from @PeteMilne4 on @WoodsideEnergy, $WDS.ax, the WA EPA and the Browse #natgas project
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After 5 years of study, WA's independent environmental watchdog found Woodside's Browse gas project was an unacceptable environmental risk on multiple grounds.
Read the confidential 2023 documents obtained by Boiling Cold in my story in The Guardian.
theguardian.com/australia-ne…
@WoodsideEnergy to cut over 500 jobs in $570m cost purge, reports @FinancialReview, $WDS.ax
afr.com/companies/energy/woo…
@NeuRizerLtd releases its Q3 report - the long road to resuming trading on the #ASX winds on. No timing given for those outstanding reports. NRZ believes it has ~12 months of immediate funding (with another $1.1M of admin & corporate costs), $NRZ $NRZ.ax #fertilizer #natgas #coal
@NeuRizerLtd were on the road at #IMARC2026 in Sydney in a category of their own, with Chairman Justyn Peters presenting, $NRZ $NRZ.ax #fertilizer #urea #ammonia #hydrogen #natgas #coal #ausbiz #ASX
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The Neurizer team at #IMARC2026 in Sydney. Three days of big conversations on the future of mining.
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
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
Carnarvon Energy, $CVN #CVN + Strike Energy, $STX #STX -- AFR also picking up the story: afr.com//companies/energy/ca…
Strike Energy Ltd Chairman Nev Power acquires another 1.8M shares on-market @ $0.11, $STX $STX.ax #natgas #energy #electricty #renewables #coal #WEM #ASX #ausbiz
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
