Member Info for harel

Jumped back in a few weeks ago at 0.26, i think cameroon is very risky, lets be honest, something is not working as planned, if it will be approved the sp will multibag but now its a gamble..

Namibia on the other hand is a much better prospect..

The walvis is about to get some drill action by eoy, bp just joined in in 3 blocks with eco and all eyes will turn to that area in 2-3 quarters.

Namibia will want to approve the bp deal asap and that might excelerate the trp f.i, but.... if they will approve the bp f.i and not trp's its jump ship...

Jmho

Great news by my view as well, a 5% dillution and now sintana is fully funded for the multiple wells to come with 3 wells to spud by years end.

I think 60-80c after another discovery might seem conservative in the near future, smart money just got in cheap and by the volume yesterday it looks like it also collected all the shares thrown to the market for psyological reasons after a placing..

Topped up once rns was out..

Also informs of an advanced negotiations to purchase another fpso with a 125,000 bopd capacity for the falklands future production beyond the 55,000 bopd capacity of the first stage fpso.

They also informed of continuing talks with a strategic partner to join the falklands projects..

Reflects the eco holding but to fund this transaction they will need to raise the money...

Ratio energies, the mother company of ratio petroleum approved a 50m$ investment in RP just 2 weeks ago, looks like they are about to by a producing asset..

Pel 90 is in the orange basin..

A second well, the first one was dry..

For sure ijwt,

The agreement with navites was signed 3.12.25 , the cbk option has a 6 months expiration date which means it will be exercised within 6 weeks tops.

Great news, MM probably holding it back to get more shares and bounce later..

But looking ahead another deal which will see eco grab some more attractive blocks is to come short term..

Gla

Jethro alone is 250m recoverables, i dont count joe as its small and too far for a tie in.

From my sources in ratio it looks like the money is for a deal in africa , but ratio energies taking over ratio petroleum might unlock a kaieteur extension.

Https://www.ecofinagency.com/news-industry/2103-53975-south-africa-pushes-offshore-drilling-despite-environmental-legal-challenges

Will farm in to both blocks and will operate the gas development from the jhonson gas discovery which extends between the two blocks- two thirds of this prospect is in pl0001.

The discovery is estimated to hold around 200bcm of gas.

Https://www.globes.co.il/news/article.aspx?did=1001537854

I think its 15% with a 10b$ valuation- 1.5b$

Navites in discussions to sell 15% of its shanandua project for 10b$.

He said most of the gas is in pl0001 and the major in discussions will work in parallel to them so could be the major will work on the gas..

Tadmor: "pl0001 is a very low low risk exploration, we love it"

"A major will partner us soon in the falklands"

Regulatory progress drive eco upwards toward unlocking 22.5m$ and drilling timelines..

They will have to sell eco shares in the next few months as they have run way for this year alone..

Eco paid 60m$ for jhi, represents 4m$ for wte sh.

If you sold yesterday and bought eco atm you would have 3 times the shares..