Member Info for dat

Bose indicated in last weeks interview that Total/Galp will start the next round of Mopane wells this August. It could be a three well run. Also Chevron may drill in Block 90 late this year. I'm bullish on SEI and the drill bit.

dat

From another board... Great interview, imo.

https://vimeo.com/1196371058

I'm long SEI... Hope for payday in 2 years.

dat

You are right Harel. My bad!

dat

PS... I like your posts.

More good news for Eco and our new operator BP.

https://miningandenergy.com.na/chevron-to-drill-nabba-1x-well-offshore-namibia-in-q4-2026/

Try this:

https://sb1markets.gallery.video/ec2026/detail/collection/energy-conference-2026-day-1/video/6389474862112?autoplay=true&autoplayNext=true&iosinline=true

Code EC2026

Gil: If you're looking for a ten bagger, now you know where to put your money.

Farm ins in 2026, 3 drills in 2027 if all goes according to the plan. Looking very good. imo.

--dat

Canje isn't a near term asset, but in time it could be. I read that Exxon's Ranger next door is being drilling again. And speculation is that a tie in to our Canje wells could be profitable.

Also note that our partner,JHI Associates, has 100 percent of a Falklands block next door to Navitas' Rockbound. Hmmmm?

And this from JHI re Canje:

"We are in the process of applying for an extension to the Canje license, which, absent an extension, expires on March 4, 2026.

Sincerely,

Fred"

All FYI,

2026 is going to be a barn burner for ECO!

dat

Fyi on Canje status.

'We are in the process of applying for an extension to the Canje license, which, absent an extension, expires on March 4, 2026.

Sincerely,

Fred"

Bitzer.

Would you email me? Im on other boards, too.

dat

dmtooze@gmail.com

Thx

Just my guess, but I'd be surprised if Gil and Navitas haven't met with and fully ventted the new plan with the authorities in Guyana. I'm hoping the meeting this month with them is more about execution and timelines going forward at a brisk pace.

dat

Sorry, long thread.

The quote om asking about is this from Papaloapans post.

"We are obliged to drill one more well in Guyana before the lease expires January 13, 2026 - about 90 days from now. We have neither the money to do it alone, the partner to fund it nor the rig itself. It seems to me that there should be more activity or noise than we see apparently happening, so we are dependent of pulling a rabbit out of a hat, ideally wearing a hard hat that says Exxon."

What is the source for this quote?

Thx in advance.

Https://www.upstreamonline.com/exploration/shell-gets-go-ahead-to-drill-in-south-africas-orange-basin/2-1-1844716

Bright spot, I'll take your question.

Which event happens first? Orynduik farm in. My wild guess.

Holding....

dat

Thx for posting Gruv. Best news in quite a long time.

Still holding.

dat

Mick is right. My error.

dat

This is big news. I know a lot will change when Eco finally farms Orynduik out, but at present we are now projected to earn roughly 15 million barrels per day in 2029 when production starts. Looking very good and holding....

dat

Progress?

Listen to this Proactive interview from less than a month ago.

https://youtu.be/gUw5VmfQRGo?si=JuC_TivDXkz4QCWh

I believe that much is going on behind the scenes and by our partners in 3b/4b.

I've been here since XOM announced Hammerhead. I'm still adding....

dat

https://youtu.be/gUw5VmfQRGo?si=JuC_TivDXkz4QCWh

Thx much IJT. Hoping that 2925 is our year. It's been a long time in the making.

dat

Https://www.theglobeandmail.com/business/international-business/article-namibia-targets-first-oil-production-from-totalenergies-venus-field-in/

Credit to Mr Mo for posting on another board ....