Member Info for Justathought

Https://allafrica.com/stories/202603240268.html#:~:text=They%20say%20TotalEnergies's%20environmental%20impact,of%20present%20and%20future%20generations%22.&text=In%20their%20court%20papers%2C%20the,is%20successful%2C%20nine%20additional%20wells.

Very quiet today, hopefully a snippet or 2 from AGM in terms of timeline.

Expecting Orinduik block update in April, not far away now.

Aggressive drilling news I also see happening.

Wish this Hormuz situation will end and we can get back in the 60’s/70’s.

Shouldn’t be far away from South Africa new oil and gas procedure being implemented, they did say end of this month.

My take on this as I invested today is simple and you don’t invest if you think it will go down, Trump is a fact with present market carnival.

A) possible takeover - 40p plus

B) Ghana pension fund investment, they wouldn’t invest if they don’t see what’s arriving, though long term it seems with FID

C) FID news, waiting on Elevra Lithium Limited

D) update on above as well as production timeline from Atlantic

Everything else completed and news on above to come.

Any predictions on Timeline to production if FID arrives say tomorrow?

Am in from 9.43 to 9.47, so let’s get this sold 😆

It’s horrendous, who are USA (Trump) speaking with in Iran, latest was an Iranian official on video saying he is getting sacked and next thing they are in talks for 2 days and are having 5 days out and then other news 50,000 men are arriving. 🤦‍♂️

We don’t know if we are coming or going here in Qatar. Wondering what will happen as the Iranians said they will attack power plants here in retaliation, they have already send missiles hitting our work place, not a usual work day event yet absolutely devastating, for Qatar and for everyone who will end up paying more at the pump and to heat the home, higher borrowing and purchasing and businesses going bust and unemployment and everything that will happen if those straights are not opened.

I seen the oil price dive $10 in seconds today and could not find out why then articles appeared 10 mins later. A set up a con and them in the know making a fortune.

Rant over, ECO AGM end of week and news on Namibia Farm ins, I think it is a good get in price, though people are being worried by the bedlam and it will go lower as things will get significantly worse the longer this goes on

When you realise Navitas are wrong to mention gas at all in the AGM because of the post below, I had high hopes as well 🤔

Listen to the link.

By 2031 Navitas will be potentially producing from Block PE001, the AKu Mizu will be moved to PE001 once a larger vessel arrives.

Production will just go up and up with all these leads, it will take time of course.

So when Gil mentions 4 drills in 2027, it doesn’t seem to be the Falklands.

If you know the full scenario you will be happy here

Look at the size of those buys at 58p, wonder why this was dropped. 🤷🏻‍♀️

ECO has AGM a week Friday.

We really need a presentation with drill dates, progress on Seismics in Namibia, Guyana timeline (though that should be April) and potential drill date in Falklands and update on South Africa, will block 1 CBK be ready at the same time as 3B//4B.

You know an average man can only remember 7 things at a time, am sure I have missed something 😂

That’s money to develop our portfolio, get the drill rig to Guyana.

It’s all like clockwork, planning for all aspects of the acreage.

Did Gil speak yesterday and anyone know what he said?

Healthy for the share profit taking.

Fresh money will arrive on news.

Long term we know we will be drilling and the share price will be substantially higher.

For me I won’t sell a carrot, don’t want my initial investment, leaving it to accumulate. It may take a few years yet Guyana appraisal wells FID and a Falklands find and tie in decision we will see Gil’s 10 bagger comment become reality.

Many more Catalysts to move this even higher, everyone is different, I’d be crazy to do that though, learnt my lesson in the past.

Good luck guys, Navitas talking today in 28 mins 👍

So how does everyone see the share price on the day we drill our 1st well from this portfolio, great to think it could be one of 3 wells.

Let’s say news of Guyana licence extension with Exploration drilling as well as appraisal drilling. Also with news of partners in Namibia prior to the drill.

My thoughts are £1.40

Last time it went up like this was Falklands news.

60’ could be a blip, re-rating to the big £1

Wonder what is coming now, Guyana, Namibia partners or something else 🤔

And over on TSX it is 64p equivalent, people waking up to this stock.

I still say £1.40 pre-drill, yet the most tricky part is guessing which one will be 1st 😂

Https://x.com/robin25461631/status/2033565964391137603?s=12&t=WlBSle8fKgnAn4UpZXHpqQ

Think the Falklands acquisition is sinking in

Blocks and Leads ECO Atlantic

Falklands Block PE01 - 50 Leads

Guyana Orinduik Block - 15 Leads (2 Discoveries)

Canje Block Guyana - License extension?

Block 3B/4B South Africa - 24 Leads

Block 1 CBK South Africa - 39 Leads

PEL97 Cooper Block Namibia - Waiting Seismic’s

PEL99 Guy Block Namibia - Waiting Seismic’s

PEL100 Tamar Block Namibia - Waiting Seismic’s

Namibia blocks partner announcement very soon.

Partners for all other blocks.

Canje Block extension, will it be partners or ECO and Navitas take extension?

Multiple drills in 2027/2028, if not sooner, waiting updates.

Years in the making, coming to you very soon.

James,

I totally agree, a few hits and we can keep our percentage and go in with Navitas on Block 1 CBK.

2 billion barrels of the 3.1 estimated in the block at $30 a barrel after costs that’s 995 million barrels (47.5%) to ECO.

Market cap on production $15-20 billion.

All has got to fall right and block 1 CBK could well be a present from Colin.

It has to be mentioned and possibility assumed. We will see by 2030.

Step by step the story will unfold, think we will see a pound as soon as people start recognising what the Falklands means, possibly a real kick start to better things.

Haha, he/she said I was going to lose people money.

Love to get an update 😆