Member Info for Danielm89

Https://x.com/theunsophistic2/status/1999059800059982289?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

Https://x.com/theunsophistic2/status/1999059800059982289?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

Broker note doubled down on the promise of JV signing by year end

Several interested parties for cloughton too

Cloughton approved as early as month end?

“The way that this government makes policy is based on evidence and the evidence base is not there at the moment to suggest that low volume hydraulic fracturing activities have the same associated risks as fracking for shale gas.

Now, my honorable friend rightly asked if I'd consider a review of that definition. And I say that of course I keep all of these things under review and I'm very happy to continue to review new evidence as it comes forward. But it has to be based on evidence and we have to see additional evidence to what um we have currently reviewed in terms of this definition and that isn't there at the moment.”

Looks nailed on, seems Eog have potentially saved uk oil and gas 🤔

JV… ineos?

“Several” parties at the table for cloughton so that’s definitely getting drilled

Guinea getting drilled

Wressle probably getting drilled

Just need Ireland and it’s a full house

3 drills on 3 separate assets 2026 excellent

Nothing in Cloughton way now

300 bcf

Probaineos the JV, lovely stuff

Around £20b of gas?

300bcf about to get approved

Https://drillordrop.com/2025/12/10/ban-on-low-volume-fracking-looks-unlikely/

Fill your boots 😉

Leak?

2 weeks till Christmas

lots to look forward to now

2.3 paid day high

2.4p the quote on size

excellent week

Nat gas flying $5.3 our $2b of gas now $3b

Investment case In the immediate term, Europa has stated that it expects to announce a binding farm-out of Equatorial Guinea licence EG-08 by the end of the year. Non-binding Heads of Terms were announced in early August, with an unnamed “major energy company”, which would, if consummated, allow for drilling on the permit towards the end of 2026. While there remain risks to the transaction, Europa’s current 1.8p share price implies an enterprise value of just £16m, and we do not believe that the likely value of the farm-in (including an expected full carry on an estimated US$53m, gross, exploration well) is close to being priced in. We expect the shares to react strongly on confirmation of the deal, with the announcement also likely to outline the operational catalysts expected in the run-up to the well. While there will undoubtedly be volatility, we expect the shares to trade northwards as these milestones are met, with the well spudding expected in 4Q next year.

Drilling 9km from chevron producing fields........ there's no situation we don't hit with a major in charge

37p unrisked target

such an easy obvious multi bagger

37.4p Medium term target

Never seen a 1 month 6p broker target before

Lovely 👌

Nt currently AGAIN

Https://x.com/theunsophistic2/status/1996515947947909549?s=46&t=4s-AQzZhMmeWz3Ire1AEsA