P J Bourke

"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

[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."

[P J Bourke @PatrickJBourke]

@moneyofminepod @PeteMilne4 @SantosLtd @FinancialReview @VEvents_RIU 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

[P J Bourke @PatrickJBourke]

Carnarvon Energy, $CVN #CVN + Strike Energy, $STX #STX -- AFR also picking up the story: https://t.co/6LyaHEUEkD

[P J Bourke @PatrickJBourke]

@moneyofminepod @PeteMilne4 @SantosLtd @FinancialReview @VEvents_RIU 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

[P J Bourke @PatrickJBourke]

@redskyenergy @SantosLtd @CommSec @DiscoveryAlert @VEvents_RIU @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

[P J Bourke @PatrickJBourke]

A bright outlook for @redskyenergy, including potential for more acquisitions, $ROG $ROG.ax #natgas #SA #ASX

[P J Bourke @PatrickJBourke]

@redskyenergy @SantosLtd @CommSec @DiscoveryAlert @VEvents_RIU 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

https://t.co/ullIPoYQcO

[redskyenergy (ASX:ROG) @redskyenergy]

$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

[P J Bourke @PatrickJBourke]

@Glencore @Metallium_MTM @TheMotleyFoolAu @RioTinto @IndiumCorp @NewFrontierMin @ASX_MEI @DeptofWar @RiceUniversity @Sean_Daly_ @SeekingAlpha @StocksDownUnder @RystadEnergy @CG_Driven @CruxInvestor @MetalTechNews1 @greenmetusa @WhiteHouse @ectltd @miningcomau @ucore @ENERGY @IondriveASX @iperionx @NthCycle @247WallSt @mining @alexbhturnbull @TheOregonGroup @MayneReport On a more positive note, @StocksDownUnder brings together recent developments with an update on @Metallium_MTM (who has also been on the ride to $1.40 ps and back again), $MTM $MTM.ax $MTMCF $MTLMY #ewaste #gold #copper #gallium #germanium #indium #tin

https://t.co/W4xL5EGct9

[Stocks Down Under @StocksDownUnder]

@Metallium_MTM has had a rollercoaster year, both in terms of process development and it's share price. But with the process fine-tuning largely done and America's need for sovereign supply chains of critical metals not getting any less, the next 12 to 18 months are starting to look increasingly exciting!

We had a closer look at MTM's roadmap and milestones, and we're happy holders of the stock!
https://t.co/ZQIfVpgt17

[P J Bourke @PatrickJBourke]

@Glencore is a great name to add to @Metallium_MTM 's growing list of partners, $MTM $MTM.ax #MTM #ASX #e-waste #FJH

[P J Bourke @PatrickJBourke]

@Glencore @Metallium_MTM @TheMotleyFoolAu @RioTinto @IndiumCorp @NewFrontierMin @ASX_MEI @DeptofWar @RiceUniversity @Sean_Daly_ @SeekingAlpha @StocksDownUnder @RystadEnergy @CG_Driven @CruxInvestor @MetalTechNews1 @greenmetusa @WhiteHouse @ectltd @miningcomau @ucore @ENERGY @IondriveASX @iperionx @NthCycle @247WallSt @mining @alexbhturnbull @TheOregonGroup @Metallium_MTM drew the ire of #ASX gadfly @MayneReport for its 'dinosaur' AGM, $MTM.ax

https://t.co/oFFJghfDno

[Stephen Mayne @MayneReport]

Metallium (MTM) ran a dinosaur 10am physical AGM in Perth today with 14 resolutions. They copped a 41.7% rem strike amidst other protests. Market cap $173m. If you refuse to offer online questions, there will usually be other issues too. Karma:
https://t.co/sNVBQ1NqCX

[P J Bourke @PatrickJBourke]

@energy_po @qatarenergy @tommyr345 @thenightlyau @ProspexEnergy @GruppoHera @business @ADXEnergy_ @Reuters @EdisonNews @KevinBaileyCFP @that_stocks_guy @fbeirao @PatAlvarezB @FT @ronbousso1 @NWRcomms @eni @WSJbusiness @tmarzecmanser @salihenergy @BBGIntelligence 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

https://t.co/oqxJlcVw9s

[Tom Marzec-Manser @tmarzecmanser]

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)

[P J Bourke @PatrickJBourke]

The #EU will need other sources of #natgas, like @energy_po's on and offshore prospects in #Italy, $PVE $PVE.ax #REPowerEU #ASX

https://t.co/nXTO4UvYqm

[P J Bourke @PatrickJBourke]

@energy_po @qatarenergy @tommyr345 @thenightlyau @ProspexEnergy @GruppoHera @business @ADXEnergy_ @Reuters @EdisonNews @KevinBaileyCFP @that_stocks_guy @fbeirao @PatAlvarezB @FT @ronbousso1 @NWRcomms @eni @WSJbusiness @tmarzecmanser @salihenergy @BBGIntelligence Poland's Orlen SA, $PKN.WA terminates one of its two long-term #LNG supply contracts with @QatarEnergy after a force majeure left the supplier unable to meet its delivery obligation, reports @Reuters, #natgas

https://t.co/R5DSfaacsZ

[P J Bourke @PatrickJBourke]

@ASXGCM @UNSW @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

https://t.co/V0UMl9R9pg

[GCM Corporation (ASX: GCM) @ASXGCM]

$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: https://t.co/OwPmDsyNoG

[P J Bourke @PatrickJBourke]

Let's go @ASXGCM, $GCM #GCM #ASX #graphite

[P J Bourke @PatrickJBourke]

@ASXGCM @UNSW @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

[P J Bourke @PatrickJBourke]

@FinancialReview 'Considered #Firmus’ most significant strategic partner, $NVDA – which owns more than 7%... is Firmus’ sole supplier of the powerful computing chips that underpin artificial intelligence services and has agreed to provide at least 10GW worth of chips...'

https://t.co/Xn1cDcV5eU

[P J Bourke @PatrickJBourke]

@FinancialReview's Chanticleer: 'The truth is the Firmus story has chopped and changed. It was a bitcoin miner...then it was an all-in Australia AI factory developer and renter...Now, for its IPO, it is a pan-Asian AI factory carrying out chipmaker Nvidia’s work in the region.'

[P J Bourke @PatrickJBourke]

@FinancialReview https://t.co/wKNTqlqcUk

[P J Bourke @PatrickJBourke]

@StGeorge_SGQ @finan @Tecnicas_reun @BBC @VEvents_RIU @Worley_ECR @realloys @NasdaqExchange @DeptofWar @StGeorge_SGQ may be down (and not alone) but it is certainly not out -- well supported with a great asset, more assay results and an updated MRE are on the way, $SGQ $SGQ.ax #niobium #Nb #REE #commodities #ASX #ausbiz

[P J Bourke @PatrickJBourke]

@StGeorge_SGQ @finan @Tecnicas_reun @BBC @VEvents_RIU @Worley_ECR @realloys @NasdaqExchange @DeptofWar @StGeorge_SGQ submits its Environmental Impact Assessment and Environmental Impact Report for its Araxa #niobium-#REE project in #Brazil, $SGQ $SGQ.ax #commodities #ASX #NASDAQ #Ausbiz

[P J Bourke @PatrickJBourke]

@energyx @PanteraMinerals @xenergynuclear @anson_ir @FT @DeptofWar @mining @eni @BpmMinerals @trafigura @PanteraMinerals acquires new blocks, contiguous with its Corona #gold project, #WA. CEO Egerton-Warburton says: 'We now hold a significant position along the Yellow Dam trend between @BpmMinerals's, $BPM.ax discoveries and our own 8-kilometre bedrock anomaly', $PFE $PFE.ax #ASX

[P J Bourke @PatrickJBourke]

@energyx @PanteraMinerals @xenergynuclear @anson_ir @FT @DeptofWar @mining @eni @BpmMinerals @trafigura @PanteraMinerals completes the acquisition of the Corona #gold project in #WA. Next steps to include heritage & access engagement with the Upurli Upurli Nguratja native title holders and compile & reinterpret the historical datasets, $PFE $PFE.ax #antimony #silver #lithium #ASX

[P J Bourke @PatrickJBourke]

@OttoEnergyLtd @CommodMkt @LittleTreesCap @1947plc @OttoEnergyLtd sells its interest in South Marsh Island 71 (SM71) & is to receive US$6M (inc reserved production) plus bond refund. SM71 accounted for ~48% of net operating revenue in FY26. Lightning also for sale (which may mean it will cease its #ASX listing), $OEL $OEL.ax #oil

[P J Bourke @PatrickJBourke]

@OttoEnergyLtd initiates another sale process in the #US, $OEL $OEL.ax #oil #ASX

[P J Bourke @PatrickJBourke]

@OttoEnergyLtd @CommodMkt @LittleTreesCap @1947plc @OttoEnergyLtd's Q3 activities statement includes:
-cash of US$25M (roughly equal to the market cap of A$36M)
-net operating cash flow of US$2.7M
-average realised #WTI price of US$82.96/bbl
-production of 1,215 Boe/d (WI), $OEL $OEL.ax #oil #natgas #commodities #ASX