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Listen ""Gas is the future" - Blue Energy's plan to unlock 15,000 PJ"
Episode Synopsis
In this ASX small-cap analysis, James Whelan sits down with Blue Energy MD and CEO John Phillips (BLU.ASX) to unpack the company’s plans to bring gas to market in Queensland and the Northern Territory.
We cover Blue Energy’s Moorumbah/central Queensland assets, the Sapphire PL 1034 licence unlocking drilling and production, and the offtake agreements with AGL, Origin Energy and QPM that underpin a future pipeline approach. The discussion also delves into pilot wells, environmental controls, and the steps required to connect production to market through a central Queensland gas pipeline and related infrastructure.
Timestamps:
00:01 Intro with James Whelan and John Phillips
00:28 Market backdrop: gas vs renewables in Australia
01:30 Blue Energy overview: Moorumbah, reserves, and offtake
02:15 Sapphire PL 1034 licence: what it unlocks
03:45 Environmental studies and approvals
04:50 Pipeline context: central Queensland pipeline
05:55 Cap raise and capital allocation
06:40 Pilot wells: status and next steps
07:50 Moorumbah vs 854 drilling strategy
09:10 ATP 854 progress and near-term milestones
10:45 Northern Territory exploration and seismic data
11:30 JV and farming-in strategy
11:50 SPP oversubscription and investor sentiment
12:45 Corporate governance and milestone tracking
14:00 Market context and government energy roadmap
15:40 What to watch next: 3-4 key milestones
17:30 Summary and why BLU matters
19:00 Outro and next updates
If you found this analysis helpful, please subscribe for more ASX small-cap insights and share your view in the comments.
⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.
📌 Articles:
https://smallcaps.com.au/blue-energys-oversubscribed-spp-investor-confidence-gas-future
https://smallcaps.com.au/blue-energy-restarts-sapphire-gas-production-petroleum-lease-discussions-continue
https://smallcaps.com.au/blue-energy-fast-track-sapphire-gas-favourable-queensland-court-ruling
https://smallcaps.com.au/blue-energy-granted-go-ahead-sapphire-gas-developments-queensland
https://smallcaps.com.au/blue-energy-sapphire-pilot-gas-wells-back-online
🔎 More on this company:
https://smallcaps.com.au/stocks/asx-blu/
⸻
Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.
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https://smallcaps.com.au/
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https://smallcaps.com.au/podcast/
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Twitter: https://twitter.com/SmallCapsASX
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We cover Blue Energy’s Moorumbah/central Queensland assets, the Sapphire PL 1034 licence unlocking drilling and production, and the offtake agreements with AGL, Origin Energy and QPM that underpin a future pipeline approach. The discussion also delves into pilot wells, environmental controls, and the steps required to connect production to market through a central Queensland gas pipeline and related infrastructure.
Timestamps:
00:01 Intro with James Whelan and John Phillips
00:28 Market backdrop: gas vs renewables in Australia
01:30 Blue Energy overview: Moorumbah, reserves, and offtake
02:15 Sapphire PL 1034 licence: what it unlocks
03:45 Environmental studies and approvals
04:50 Pipeline context: central Queensland pipeline
05:55 Cap raise and capital allocation
06:40 Pilot wells: status and next steps
07:50 Moorumbah vs 854 drilling strategy
09:10 ATP 854 progress and near-term milestones
10:45 Northern Territory exploration and seismic data
11:30 JV and farming-in strategy
11:50 SPP oversubscription and investor sentiment
12:45 Corporate governance and milestone tracking
14:00 Market context and government energy roadmap
15:40 What to watch next: 3-4 key milestones
17:30 Summary and why BLU matters
19:00 Outro and next updates
If you found this analysis helpful, please subscribe for more ASX small-cap insights and share your view in the comments.
⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.
📌 Articles:
https://smallcaps.com.au/blue-energys-oversubscribed-spp-investor-confidence-gas-future
https://smallcaps.com.au/blue-energy-restarts-sapphire-gas-production-petroleum-lease-discussions-continue
https://smallcaps.com.au/blue-energy-fast-track-sapphire-gas-favourable-queensland-court-ruling
https://smallcaps.com.au/blue-energy-granted-go-ahead-sapphire-gas-developments-queensland
https://smallcaps.com.au/blue-energy-sapphire-pilot-gas-wells-back-online
🔎 More on this company:
https://smallcaps.com.au/stocks/asx-blu/
⸻
Small Caps is Australia’s #1 site for market news & information on ASX-listed small cap companies.
🌐 WEBSITE
https://smallcaps.com.au/
🎧 PODCAST
https://smallcaps.com.au/podcast/
📱 SOCIAL MEDIA
Facebook: https://www.facebook.com/SmallCapsASX
Twitter: https://twitter.com/SmallCapsASX
LinkedIn: https://www.linkedin.com/company/small-caps/
📬 NEWSLETTER
https://smallcaps.com.au/subscribe/
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