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This is very interesting and free to register, but would happily pay to watch...24th September
The Women in Energy: Leadership from the MME, Namcor and Exxon
https://www.linkedin.com/posts/wilka-embula-geo-sci-nam-b3b00322_yes-network-namibia-activity-6699617984031281152-Hkre/
They didn't like my post because it mentioned the competition and so deleted it
At least in the other place you can pm someone without being a member
If you are not a client of Panmure, this would be your reply with regard to the note
"As a result of regulatory restrictions we can only send research to clients of Panmure Gordon"
Those that are clients and in possession of the note are obliged to keep it private, until it is published by Panmure
Don't know, is the only answer I have......but they must have been given a time line, otherwise the note may be quickly out of date, depending on the next piece of news
How long does it take to ring round brokers to source shares ? and maybe a second time with a better offer lol. Clearly it would be difficult to build a sizable stake on the open market, without significantly increasing the sp. Holders are in a fantastic position here, for a change ;-)
One thing for sure there is a note and just a matter of when the wider market gets to see it. If nothing this week, Monday could be favorite...........
Considering the recent high news flow recently, the next piece of news will be upon us soon, so I would imagine the positive note will need to be released to the general market ahead of that news flow. The clock is ticking and time is getting short for those Panmure clients looking to stake build, ahead of potential farmout news imo
There is the obvious GBP connection here with Peter Taylor. The up coming GBP broker note is only in the hands of Panmure clients currently. It is a positive note and will have some read across to TRP
There is a considerable likelihood that GBP will do a Namibian deal and there is potential imo that in turn they will be the second farm in player for Cameroon. Of course there is always the prospect of TRP being part of the Namibian deal
Both companies are currently in play imo
Oh dear, is this the best you can come up with ??
Extending PEL29 will not be an issue..........The MME in Namibia have confirmed they are willing to be flexible in order to increase participation within the region, this is why they didn't relinquish 25% in the resent renewal period and to get a deal across the line, extending 29 will be part of that deal
It is a fact that PEL94 is more advanced and is the doorway leading into the Flagship licence PEL29. A successful well in Welwitschia Deep will de-risk 29
In any case we are in a force majeure situation with covid and the licence would be extendable on that basis alone
I bet your school report card said,......she doesn't pay enough attention, must try harder !! lol
Considering the Welwitschia 1A well was drilled short of the deep target, but still cost $110m . A take out price of two blocks with over 4.8 Bln bbls of prospective resources @ £30m/15p would be considered a snip to a major or mid cap ......Even £40m/20p would still be a huge discount
Having said, that I do think a deal is on the cards
Regarding assets, the new regional concept has proven the management not only chose the correct post code, they got the correct street and door numbers ..........imo dyor
Regarding the broker ring around, I have already had that conversation, as mention here last week and obviously declined the offer.
Don't see long term holders of size selling cheaply. During the de-listing period was probably the last chance to buy in size with ease ;-)
I fancied GBP being the second farmee with Art Malone in Cameroon, an elsewhere...
BPC reached £110m m/cap in recent times, just on momentum from a potential farm in deal with a major
Hopefully with a small free we won't need to wait till St.Ledgers day for a sizable up tick ;-)