Member Info for Marmited

https://www.chariotoilandgas.com/operations-overview/namibia/

Chars view of the licences?

Was Maurel & Prom in the list of drills in 2020? It could be ECO in PEL 50? I doubt its Sungu Sungu in PEL 81

Chariot continues desktop work to evaluate its Namibia acreage whilst integrating the findings of the Prospect S well (drilled in late 2018). It also highlighted that other operators are due to drilled offshore Namibia in 2020, including one in a block adjacent to Chariot’s.

https://www.proactiveinvestors.co.uk/companies/news/903424/chariot-oil--gas-highlights-balance-across-portfolio-as-it-advances-morocco-development-project-903424.html

Yes, I agree, I think Seapulse/ECO/Azinam/Azimuth/Lundin.. a clear link for drilling wells.

Looks around PEL 47ish to me? Serica?

Perhaps bit under the radar but what about Roseneft/Oranto and PEL 43 to our south..

According to the agreement, the two companies will collaborate on further exploration and development of assets across the continent, in particular with relation to Oranto's existing portfolio, acquisition of new assets, gas monetization schemes and implementation of refining, commerce and logistics projects.

https://www.aa.com.tr/en/energy/natural-gas/rosneft-oranto-to-cooperate-on-energy-projects-in-africa/20219

"We built an empire without the EU "

The irony!

Britain's colonies began "ruling themselves" independently by the late 1960s post world war 2. You really need to think what the British Empire was built on.. we ruled the empire through terror, the colonies were run as a military dictatorship, often under martial law, and the majority of colonial governors were military officers..

I really don't think we can do that again.. :-)

Perhaps adds a bit of meat to the bone ref the Quarterly? Fingers crossed!!!!

"initial contacts with counterparties took place in relation to a potential farm-out of PEL 0094 and PEL 0029."

Mainly Guyana but listen from 10 mins ref Namibia..

"Its the Second hottest exploration area after Guyana.. News coming out on farm outs, new partners, well plans etc.."

https://www.valuethemarkets.com/2019/09/18/valuethemarkets-podcast-021-with-gil-holzman-ceo-of-eco-atlantic-oil-gas-eco/

Congrats on that! Just need GBP to exit from the shadows so you can plan the pool!

That came around quick..

Well, one thing is for sure.. Exxon will be looking at all those unassigned oil slicks on page 26 :-)

http://www.globalpetroleum.com.au/uploads/files/reports/18-01-12-agr-tracs-gbp-namibia-cpr-1516362266.pdf

So we heard that Exxon are on the lookout for addition acreage in Namibia a few months back.. looks like Total are too..

https://www.total.com/en/news/exciting-exploration-prospects-africa

I'm looking at TRP and wondering if they are stretching too far with no money.. ?

I don't think it does.. what would be nice is for TRP to walk away, Namcor to invest in GBP rather than the licences and GBP to swallow up those acreage.. :-)

Not sure if this helps ref TRP and what appears to be a delay?

Offshore Namibia to the west, Tower is working to complete a joint operating agreement with state oil company Namcor and a local partner.

https://www.offshore-mag.com/regional-reports/article/14039654/more-prospects-emerge-close-to-brulpadda-offshore-south-africa

Not sure if this was posted before?

When considering Tullow's move away from shallow water to deep water following Cormorant? Then add our initial farm in approaches?

"This large prospect is located much further offshore, in a different structural domain, than previous wells and is testing a new play concept.

Success would reduce the play risk for adjacent acreage holders, including Shell, and would have wider significance for exploration in deep water in Namibia,"

That the industry’s heavy hitters have a positive view of Namibia’s potential could augur well for future exploration. "If I were to pick two explorers as being the ones to watch anywhere in the world right now, they would be Total and ExxonMobil. They are both companies with significant footprints in the Namibian offshore,"

https://www.petroleum-economist.com/articles/upstream/exploration-production/2019/qp-farm-in-throws-spotlight-on-namibian-potential

Mmm, I'm it so sure about that J? I think Namcors ongoing restructuring is more about getting Namibia on the oil map. TRP appear completely focused elsewhere..? That interview back in January from memory implied they would sit and wait for the activity and the great interest in the Dolphin Graben to happen all around them, citing many years as the new licence has been basically reset to the beginning. A few mo the later was when Exxon snapped up those licences.

Completely agree IV.

A bit more on Qatar Petroleum over the weekend..

Qatar joins the scramble for a piece of African pie

OIL EXPLORATION
“We see opportunities coming from Africa as huge and we have invested in the banking, mining and oil exploration in East Africa and South Africa,” he said.

https://www.nation.co.ke/business/Qatar-seeks-extend-trade-ties-with-Africa/996-5274668-156d2y/index.html

I have a hunch Qatar may get involved further in Namibia with Exxon too.. plenty of recent deals between the two over the last 12 months..

Page 6.. remember?

http://namibiaoilandgasconference.com/wp-content/uploads/2019/05/The-rise-of-an-African-National-Oil-Company.pdf

I'm sure we'll here more in the coming days but my initial thoughts were that presentation a few months back where they were looking to invest in public companies. I'm wondering if they have started shifting now? Percentage of asset to a percentage of public companies?