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Albie Cilliers Profile picture
Albie Cilliers
@albie_cilliers
Be a free thinker and don't accept everything you hear as truth. Be critical and evaluate what you believe in. - Aristotle
Oct 24, 2023 • 5 tweets • 2 min read
Some thoughts on Renergen's Phase 1 "ramp up".

Renergen has said they plan to simply ramp up & produce at full phase 1 name plate capacity by mid 2024.

To do that and produce 52 T/d of LNG, they need
c. 2.2 - 2.5 million cf/d of NG flow from their wells into the plant.

2) -> The data from a recent 2022 published paper shows a median flow rate of 2 million or c. 70 600 cf/d  from 13 boreholes measured over a period of 14 consecutive months.

The role of porosity in H2/He production ratios in fracture fluids fro...

3) ->sciencedirect.com/science/articl…
Sep 11, 2021 • 18 tweets • 5 min read
Acorn Agri & Food is a widely held public holding company with nearly 1000 shareholders and aims to be like listed #Zeder. They have a dismall 7 year performance record (worse than Zeder !) and there are various red flags while the company refuses to provide answers... 2) Image statements in recent fundamental transaction circular issued to shareholders and the TRP contradicts company secretary claims to me that she is not aware of who the shareholders of AAF is inside Agulhas Nominees, a @FSCA_ZA regulated Nominee Company ...3) Image