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Very impressive win by Rey Bailando, in the second heat of the 2yo trotting Breeders Crown colt & geldings. Zac Phillips was full of praise for the son of Used To Me.
Helix Exploration is emerging as a significant player in the lucrative helium market, with two promising projects: Ingomar and Radiobriss. Industry expert Zac Phillips, an advisor to Oak Securities, views the company's prospects favorably given their current stage of exploration and development. The helium market is characterized by scarcity and high demand, with spot prices ranging from $1,000 to $1,500 per thousand cubic feet, significantly outpacing long-term contract prices.Helix is currently drilling at the Ingomar Dome prospect, with early reports of elevated helium levels described as promising, though not yet conclusive. The company boasts a core team with expertise in helium geoscience and commercials, led by David Bow, and efficiently utilizes consultants and services as needed. Market outlook remains strong, with demand expected to grow due to industries such as semiconductors, medical devices, and diving.As helium is considered a strategic mineral, Helix may have access to various financing options, potentially expediting development and production. If successful, the company could see first revenues within 12-24 months, a relatively quick timeline for the resource sector. Helix's expertise positions them well to acquire and develop smaller helium discoveries that may be stranded assets for other companies.Unlike some commodities, the helium market is not at risk of oversupply, and major oil and gas companies' involvement in helium production is limited, creating a niche for focused players like Helix. Oak Securities has set an ambitious target price of 93p for Helix, significantly higher than the current mid-20s price, indicating substantial potential upside.However, investors should note that success depends on drilling results and resource confirmation, and the company will need to demonstrate efficient extraction and processing to maximize margins. While market dynamics are favorable, commodity markets can be volatile.In conclusion, Helix Exploration presents an intriguing opportunity for investors seeking exposure to the helium market, with its focused strategy, experienced team, and favorable supply-demand dynamics creating a potentially lucrative combination. As drilling progresses and the possibility of near-term revenue approaches, Helix stands at a critical juncture where successful execution could lead to significant value creation for shareholders while contributing to the supply of a critical resource for various high-tech and medical applications.
Georgina Energy is on the hunt for significant helium showings on its Australian asset base, and while it's still early in the process, previous operators have provided plenty of information to go on. Here to tell us more about what's on offer is Zac Phillips, an oil and gas advisor for Oak Securities
Interview with Zac Phillips, Oil & Gas AdvisorsOur previous interview: https://www.cruxinvestor.com/posts/georgina-energy-helium-hydrogen-play-listing-on-the-lse-5738Recording date: 7th August 2024Georgina Energy, a recently listed company on London's AIM market, is positioning itself as a frontrunner in helium exploration in Australia. The company holds two potentially significant assets, Mount Winter and Hussar, which are early-stage helium, hydrogen, and natural gas discoveries. These assets represent a unique opportunity in the growing global helium market, a critical element used in various high-tech and medical applications.The company's assets are described as "exceedingly large accumulations" based on seismic data, with previous exploration efforts recording the presence of helium. However, no flow testing has been conducted, leaving Georgina Energy with what industry consultant Zac Phillips describes as "two very early stage appraisal discoveries."Georgina Energy's immediate focus is on re-entering existing wells to conduct targeted testing and quantification of the helium, hydrogen, and natural gas resources. This approach potentially allows for a lower-cost exploration program compared to drilling new wells. If successful, this initial testing phase could lead to a more extensive appraisal program and potential commercialization by 2029-2030.One of the most compelling aspects of Georgina Energy's story is the potential value of helium. Unlike conventional natural gas, helium commands significantly higher prices due to its critical applications and limited supply. While natural gas might sell for $2-3 per thousand cubic feet at the wellhead, helium prices could range from $200 to over $400 per thousand cubic feet, with some cases reaching as high as $1,200 per thousand cubic feet.Phillips' analysis suggests a conservative valuation for Georgina Energy of 124 pence per share. However, this valuation incorporates significant risk adjustments, and the potential upside if the company successfully proves and develops its resources could be substantial.Investors should be aware of the risks associated with early-stage exploration projects. The primary risk is that the helium resources may not flow to the surface at commercial rates, despite being present in the reservoir. Other risks include potential technical challenges in separating and processing the gas mixture, regulatory hurdles, and market risks.The strategic importance of helium resources could play a significant role in Georgina Energy's future. If the company proves up a substantial helium resource, it could become a target for acquisition or strategic partnership, potentially including government entities.For investors, Georgina Energy represents a high-risk, high-reward opportunity in the niche but growing helium exploration sector. The coming months, as the company embarks on its testing program, will be crucial in determining the true potential of its assets and could provide significant catalysts for the stock price.Potential investors should consider a small, speculative position given the high-risk nature of the investment. Key factors to monitor include results from the initial testing program, helium market dynamics and pricing trends, and any signs of strategic partnership or acquisition interest. While the potential rewards could be significant, investors should be prepared for a longer-term investment horizon and the possibility of both substantial gains and losses.Georgina Energy's company profile: https://www.cruxinvestor.com/companies/georgina-energySign up for Crux Investor: https://cruxinvestor.com
OAK Securities has set a price target of 93p for shares in Helix Exploration, based in large part on the accretive value of the new helium acquisition, Rudyard. We spoke to Oak's Dr Zac Phillips about why he set a valuation on Rudyard of US$85m, about what the opportunities in helium in general are, and about the key value drivers that investors should be looking out for.
Union Jack Oil plc (OTCQB: UJOGF) is an oil and gas company with a focus on onshore production, development, exploration and investment opportunities within the United Kingdom and the United States of America hydrocarbon sector. Zac Phillips, business advisor at Union Jack Oil, joins us to discuss the company's further expansion into the US and how the market in the US compares to the UK.
Do you ever wonder how a college football coach builds a program culture? In our latest episode, we team up with Zac Phillips (returning from the Joe Paterno Episode) and Andrew Kennedy to dissect the leadership style of Penn State Football coach James Franklin. We dive deep into the coach's background, his journey to Penn State, and the next steps he needs to take to elevate the program even further. We analyze his actions so far, what's worked and what could be improved, and focus on five core leadership topics in relation to Franklin's impact on Nittany Lion football.Sportsmanship, hard work, sacrifice, competitiveness and a positive attitude are not just buzzwords, but values that are deeply entrenched in the Penn State Football program. We take a closer look at how these principles are applied not just on the field but also in off-field scenarios like the classrooms and team dinners. Coach Franklin's 1-0 philosophy is dissected to understand how it inspires his team to approach each game with the same focus, regardless of the opponent. We also look at how Franklin builds authentic relationships and fosters a family environment , and discuss ways you can easily do that within your company or team.Later in the conversation, we debate the risks and potential benefits of his polarizing post-game press conference after a crushing home loss to Ohio State in 2018. Tying it all together, we analyze the importance of creating a positive culture in the workplace, and offer a simple challenge for you to elevate your leadership through culture. Lastly, we can't let Zac and Andrew go without getting their predictions for the upcoming Penn State Football season. So, gear up for an enlightening discussion that not only explores leadership in the realm of sports but also offers valuable insights for the business world.Support the showConnect with Nate and Leadership Chalk Talk: Website: https://www.leadershipchalktalk.com/ LinkedIn: https://www.linkedin.com/in/nate-prosser/ TikTok: https://www.tiktok.com/@leadershipchalktalk Twitter: https://twitter.com/LDChalkTalk Instagram: https://www.instagram.com/leadershipchalktalk/ Facebook: https://www.facebook.com/LeadershipChalkTalk Join the community #theworldneedsmoreleaders
Nate is joined by his longtime friend, and Penn State super fan, Zac Phillips to analyze Joe Paterno's Leadership over his 46 career as a head coach. In this Part 1 of 2, they cover the "Early Years" (1966 - 1981) and the "Prime Years" (1982 - 1986).The guys breakdown the famous "Grand Experiment" and tie that to the concept of identifying and living by your personal values. They go on to discuss what to do when you do everything right, and it still doesn't work out, as Penn State multiple times went undefeated for the season but did not with the National Championship.Next, they take a deeper dive into the championship winning 1986 season, including the underdog victory against the Miami Hurricanes and Heisman Trophy winner Vinny Testaverde. The episode concludes with a trip to the Whitehouse, and high praise for Paterno's leadership ... "not just on the field, but in life."Support the show
On our 53rd episode of the Power Of Lifting Podcast we are honored to have The Mecca Gym's new General Manager, Zac Phillips! Zac is a born leader, and in his first couple of months at the Mecca Gym, he has already become invaluable to our team and culture. Zac was born and raised in Alabama, and as he entered his adult life, joined the marines. After his service in the military, Zac moved to Texas and took over as a sales manager at a gym there. After setting multiple sales records there he moved up to General Manager and created cultures of success. Zac then moved up to Idaho and became a Mecca Member right after the original location was opened and became a client of Eric's. Learn about how fitness has influenced and become a major part of Zac's life, and of course all about his incredible BBQ skills. Have any questions about the Mecca Gym and what it can offer you? Email Zac at manager@themeccagym.com to set up a gym tour. You can also follow him on instagram at @hooks2antlersIf you have any questions about how to become your healthiest and most confident self, go to the link below and set up a FREE consultation with one of our expert coaches.https://www.themeccagym.com/schedule-a-free-consultation/If you know of anyone who needs their story shared please email us at info@themeccagym.com or DM us at the links below. Follow at;The Power Of Lifting Podcast - @thepowerofliftingpodcastEric Cafferty - linktr.ee/EricCaffertyThe Mecca Gym - linktr.ee/themeccagym
Catch up on Zac Phillips chat with Toby McKinnon on Wednesday's with Wombat
Zac Phillips has got the call-up to drive Majestic Cruiser in Saturday's Pryde's EasiFeed Victoria Cup and he spoke with Trots Talk co-hosts Nims Azoor and Tim O'Connor about the big night ahead in Bendigo.
Rob Auber caught up with Zac Phillips after Alice Kay won the fifth at Tabcorp Park Melton tonight!
Jason Bonnington caught up with Zac Phillips after Magicool won the sixth on Ballarat Cup Night!
Harness racing gun Zac Phillips is on the comeback trail, and joined Gareth Hall with his story.
Matt Stewart, Dan Mielicki and Simone Fisher discuss all things racing across all three codes. On today's show, 2019 All Star Mile Ambassador Damien Murnane, Chris Alford and Zac Phillips look at the workload of Harness Racing participants, and Carl McGrath pays tribute to Doug Ferremi and Don Hazzard.
He's a gun reinsman and Zac Phillips will play a key role at Melton this Saturday night. He spoke to Blake Redden for the Inside Word.
Breeders Crown heats week kicks off with the Always B Miki 2YO fillies at Bendigo tonight. Zac Phillips has Alice Kay and Askmeilltellya stepping out and he spoke to Michael Howard for Inside Word.
Zac Phillips talks to RSN Central about the Breeders Crown heats at Bendigo
Gun reinsman Zac Phillips joined Blake Redden ahead of a massive Alabar Vicbred Super Series night of semi-final action at Tabcorp Park Melton on the Inside Word podcast.
10th Episode special! Being wellness month we invited Zac Phillips into the DFD studio Zac is a mental health advocate, blogger, podcaster and published author, having just released his 3rd book. He talks with us about his own personal experiences that brought him to this point and also answers some questions sent in by the listeners, he is a downright inspiration and a pleasure to be around, we hope you enjoy this episode as much as we enjoyed making it. (we decided to run no promos this episode due to the nature of the show we wanted it to flow and keep raw) Zac's Links if you are interested in more https://www.zachary-phillips.com/ All social: @zacpphillips And his 3 books. Under the influence. Upgrade How to get your shit together ] DFD Links questions.yourwelcome@gmail.com https://www.instagram.com/demfancydinosaurs/ https://twitter.com/DemFancy
Zac Phillips joined Nadia Horne on Winners for the inside word with a look at Cranbourne on Saturday Night
Gun driver Zac Phillips reacts to his mare Red Hot Tooth drawing barrier 3 for Saturday night's Pryde's EasiFeed Great Southern Star on Night 1 of the TAB.com.au Summer of Glory carnival at Tabcorp Park Melton.
Fresh off his Group 2 win with Red Hot Tooth yesterday star reinsman Zac Phillips joined TrotLine to discuss the Kari Males-trained mare's performance and her bright future aspirations.
HRV's Blake Redden & Michael Howard joined Nadia Horne, for this week's edition of 'Gait Speed' with guests Zac Phillips & Greg Norman