$IVZ chart. To me it's a holding pattern around here until logging results. Still a risky play despite strong indications to date so have free carried like many other I assume. If they confirm a commercial discovery I reckon this still has a very long way to travel. DYOR

$IVZ volume at a crawl. Expecting to see some urgency step in towards the end of day as it becomes apparent there’s few sellers left in this range

$EXR, gas a week after pumping began. This often takes months and drastically improves prospects. This bodes extremely well in terms of commercialisation.

$IVZ They wouldn’t be waiting to log hydrocarbons if initial logging didn’t suggest something to test…

$EXR early gas breakthru is I think bigger than the market realise. Early breakthru = cheap production cost. If confirmed as early producers then this seriously impact NPV, like multiples

$IVZ Tomorrow will be 5 days from this announcement. Expecting to see an announcement before the weekend. If a TCF type discovery is confirmed then my guess is this has a long way to travel

$EXR soaking away sub 20c. Update likely regarding flow rates within coming days. If these things can produce after minimal dewatering then I’m expecting a rerate. What would I know though, I just run wells..

$IVZ yesterday the market were spooked that bad info had leaked. Today I guess good info has leaked? My suggestion would be that the IVZ management team are first class and there will be no leaks at all.

$RDT decent core, 80 odd meters of peg with coarse spodumene

$IVZ decent action today. By my calculations they are currently drilling through the 3070m zone where the first gas reads were encountered. With lighter mud these gas zones should deliver higher gas shows, possibly kicks.

Had a rare read of Hot Copper comments today re $IVZ. Lot's of debate on IF they may encounter condensate or light oil. Would suggest reading up on fluorescence. Short version is fluorescence = aromatic hydrocarbons Aromatics indicate liquids

$IVZ should in theory be at or very near TD. Would expect an update today or tomorrow

$IVZ delays are a frustration and added expense however they have proven a hydrocarbon system. My gut feel is that this delays rather than negates a formal discovery. A few perhaps throwing out the baby with the bathwater