Member Info for Marmited

I haven't found one within the 'higher profiled' licences and hence why I started using the Ministry of mines energy map.

I don't think i would ever say.. "it is"..:-) but...i'll carry on with the "I don't think it is list" and see what we are left with. Many companies presentations and/or websites are ruling out the obvious , plus taking business models into consideration..

The list will be very small.

pel 74 - TSE which is an oil and gas service company - http://www.tseoil.info/ nope
pel 37 - PCL & Tullow - Nope
pel 38 - onshore - nope
pel 39 - Shell - nope
pel 45 - Maurel & prom/Azinam 2020/2021
pel 46 - Cowan - build roads and bridges? No website - https://www.linkedin.com/company/cowan-oil-&-gas

i'll stop for now but in ref to Serica

pel 47 - Serica energy - Business model? they became a leading UK mid-tier oil and gas company in 2018 - https://www.serica-energy.com/asset-portfolio

ECO

Osprey/PEL30 - Azinam (2020) = Nope
PEL 33 Sharon Licence - Azinam = Nope
PEL 34 Guy Licence - Azinam = Nope

PEL 50 Tamar Licence - 3D under consideration... a possibility? Not feeling this is one personally..

https://www.ecooilandgas.com/

PCL in PEL 87

The Block has an initial period of 4 years, and an innovative exploration program is planned. (Sounds possible?)

But they only got the block in Dec 2017 and at an early stage

Exploration activity has already commenced on the new PA area including data acquisition, initial geological and geophysical mapping and compilation of leads and prospects. Prospective “fairways” and potential traps covering large areas adjacent to mature oil prone source rocks have already been identified and will be the subject of ongoing exploration work.

https://pancon.com.au/project/orange-basin-block-2713/

Char with Azinam links

Chariot Planned Activity in 2019/2020:
Post-well analysis of logs, samples and cuttings for failure analysis and
to determine the implications of the well results on the prospectivity of
the remaining prospect inventory.

Continue to support NAMCOR on the marketing of the Southern Blocks in
fulfilment of the back-in option.

page 12 - Jan 2019

http://www.chariotoilandgas.com/wp-content/uploads/2019/01/Corporate-Presentation-January.pdf

Oranto

The data room is still showing open and the web site states the following..

The massive Ondjou structure offshore Namibia is open to farm-in partners interested in continuing the exploration campaign.

https://atlas-oranto.com/portfolio/namibia/block-2111a-2011b/

The scheduled and only drill for 2019 by Azinam is on PEL 44 with Exxon on page 4 as per the recent conference. 3 drills for 2020 and 1 drill for 2021. One of those planned in 2020 is Osprey.

Channel 2, PEL 44
~1.2bnbbl1
Liza Analogue

http://www.azinam.com/wp-content/uploads/2019/02/Azinam_SB1EnergyConference_27FEB2019.pdf

So, I can't let this go, Seapulse? Namibia? The obvious link is Seacrest hence Azinam.. but, Pel 44 is where Exxon have farmed in which for a number of reasons would not fit Seapulses model let alone including Maersk.

Forget GBP for a minute.. what other licences look drillable with their model? With the drilling schedule announced by Azinam, we can pretty much rule them out.

This is a good read for GBP’ers. There are many similarities with both our blocks 29 & 94.

I particulary like the sub heading.. “Majors lured by latest geological studies”

https://www.offshore-mag.com/articles/print/volume-79/issue-1/geology-geophysics/exploration-returning-offshore-mozambique-with-prospect-of-oil-in-emerging-plays.html

More broadly, how does South Africa rank in relation to the rest of the continent?

J. A. / It’s one of the largest African economies. It enjoys a stable political environment that’s propitious to the development of oil operations, despite its economy traditionally having been dominated by the mining industry.

Together with neighboring Namibia, Southern Africa is today considered a deep offshore exploration hotspot, similarly to West Africa, which includes Mauritania, Senegal, Guinea and Côte d’Ivoire. Both of these little-explored strategic regions are potential growth drivers for our Exploration and Production activities on the continent. As a local operator, our Group occupies a privileged position with a diversified and high-quality acreage. There are many chapters still to be written in Total’s oil history on the African continent.

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

https://www.africaintelligence.com/aem/businessmen/2016/10/18/joao-amaral-a-key-new-man-in-total-afrique,108185923-art

Look out how short a time they studied the 2d data in 2017...

I agree. Sea pulse have been on it a couple of years working in the background. I'll find the link later. Again, fits in with the timing of the amendment strangely enough.

"During Phase 3 the commitment is to drill one well (depth and location to be agreed) unless the Ministry and Global agree that circumstances dictate otherwise."

This first appeared in the Licence extension entry into the second renewal period Nov 2017..

If our research/guessing games are correct.. hopefully won't be too long.

Yes! Of course! I'm so focused on the east of 94, I'm forgetting the West! I always wondered if the 3D in 94 caught some of Gemsbok in 29?

94 would be too soon imo. We haven't even had the full list of prospects and leads yet.

Even Seapulses prospect 12, to be drilled in Namibia a year later fits in with getting 94 ready. Why not save money (which is what they are about) and drill it with 6 & 7?

If Seapulse are not involved here, it is all one hell of a coincidence!!

Termination of Farm out mandate? Wavering of reduction of the licence? 3D now appears to be post drill?

ok... questions, questions and break down of the RNS

From phase 3 work commitment

This work includes: regional work on the seismic data in order to map with more confidence the presence and maturity of source rock from those locations where the source is proven by drilling, towards and into Global’s acreage;

Is that forward looking?

mapping on the seismic the features that control the distribution of the Upper Cretaceous sandstone reservoirs so that the confidence in the presence of those reservoirs can be increased;

Choje?

studying the ages and movements of faults so that the risk associated with these can be better estimated; plus advanced seismic attribute studies to better estimate the presence of both source rocks and reservoirs.

Is this work focusing on Dik Dik, Lion and the leads? Is Gemsbok going to prove the source?

http://www.globalpetroleum.com.au/operations/namibia