Member Info for Danielm89

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

#EOG have a guinea asset they’re farming out to a major, it’s believed to be either Chevron or ConocoPhillips. Reason being they’re the most active majors in the basin and chevron has 2 licences attached to EOG acreage.

CEO did a Q&A recently where he smugly said he should be in a position to announce the JV before Christmas, was in the process of picking rigs and will be drilled in 2026

The cos (chance of success) is 80% on each of the 3 targets, the estimated resource is over 2tcf. For perspective that’s over half the ENTIRE North Sea reserves

Chevrons alen field produces 30mmscfd per well and 3000bopd condi just 9km away

That’s over £100m per well per year…

EOG mcap is only £15m, produces cash already via assets in the uk namely Wressle

They also have a permit pending for a gas asset in Scarborough for 300bcf 1/10th the North Sea total reserves

TG group: https://x.com/theunsophistic2/status/1996330247579721961?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

Icon 🤔

JV announcement before this next week would be good:

https://energycapitalpower.com/one-week-to-go-msgbc-conference-to-unveil-next-phase-of-regional-growth/

Burniston meeting next tuesday a possibility

nt to buy unless you buy between 50-262k shares

Nt 1.9

Heading into December 2p+

JV before Christmas

Lovely stuff

Iv added significantly today

Last chance in November

Best JV since aex?

1.8 nt now

Still nt

Nt currently

Next week is December

stay tuned

in 1 month we'll be saying "drilling this year"

TG group https://x.com/theunsophistic2/status/1994291884563271843?s=46&t=4s-AQzZhMmeWz3Ire1AEsA

Excellent bunch of guys

Blencowe Resources Plc (LSE: BRES) is pleased to announce that the Company will be attending the Resourcing Tomorrow Conference in London, from 2-4 December 2025.

BRES are taking the Dfs to this event… only 3 sessions for RNS

Looking like BRES orom cross is the Haverion of graphite 🤔

2% of the asset to only 25m

Is $2.2b in ground

BRES get a higher sale price given the purity and benefaction too

Jorc 11-15p

dfs 20p+?

financing 150m cap

Time to say goodbye to single figures

Andrea botachelli

9p for size

Lovely timing

https://share.google/hBHrcDWPnwohnGrYp