Member Info for hereandnow

There will bean acquisition in the North Sea and in SE Asia, that is what the $800m facility is for.

Enquest will be paying 38% tax for ten years plus based just on the tax losses. EPL gives Enquest an incredible strategic advantage. They can make the North Sea pay whereas others cannot. Those tax losses are such a powerful tool.

SE Asia to grow to 30 000 boepd by 2030, debt sorted having been paid down the past 7 years. Producing over 45 000 boepd now. $800m facility for acquisitions. $3.2billion of tax losses. Oil back to $70. No brainer. 40p-50p by 2030

Great article in the FT today re how majors need to replace reserves and show growth. You can read it here. I love the Atlantic margin plays. Sintana so well placed. Mopane the proof of that and Block 1 Uruguay, so much more to come here.

https://x.com/Robin25461631/status/2023722417802338657

Great article in the FT re. how majors need to replace their reserves and show growth. It's all about the Atlantic margins. The stars are aligning. Eco will be firmly in the cross hairs from multiple parties.

https://x.com/Robin25461631/status/2023722417802338657

Fabulous article in the FT re. Majors having to replace reserves. You can read it here........not difficult to join the dots!

https://x.com/Robin25461631/status/2023722417802338657

It's all shaping up so nicely. Poised for a breakout on corporate news and buying volume

Trading at 35.5c about 18.5p

Late reported have come up. The transfer of stock to Israeli buyers continues. AKA Rockhopper. the journey here has just begun.

Morning All,

Excellent conference yesterday. Split into two parts. Part 1 was Rockhopper, Jog and Borders and Southern. Part 2 was Sintana, Seascape and Corcel. Good presentation, will precis later when I have time. Snatched a quick word with HB, seemed in v good form and v relaxed/positive re. the farm out process but is obviously not allowed to talk about it.

Cheers h&n

Zeus is hosting it. About half a dozen oil and gas companies presenting. The audience is analysts, HNWs, family offices and institutions. In The City

BOR are presenting at this in the City tomorrow. Hopefully will attract some buyers.

The good news just keeps coming, Canada will love this

5 million at 1.03

Worked buys, late reported

Now at $55250

Do the maths $28000 aisc

Https://corporate.exxonmobil.com/news/news-releases/2026/our-perspective-regarding-the-situation-in-venezuela

“ I think one of the reasons why we see many industry players here is we’re in a depletion business for a product that is in great demand and will be in demand for many, many, many decades to come.”

Borders and Southern has a huge discovery to develop, made for big oil. They need to replace reserves.

One day we will wake up to news of a farm in partner, the stock will go nuts, you won't be able to buy it at these daft prices. Got to be in it to win it.

Excellent raise. If you are going to get diluted, it doesn't get much better than that.

Strategic investor in at .9p

Broker has a 13p target

Heck of a gap to bridge

Has been cleared apparently . look out for a big print