Member Info for SEA7

Rns out - temp suspended pending announcement

Last week...

htTps://www.linkedin.com/posts/landore-resources-canada-inc-_ontario-lays-red-carpet-for-miners-activity-7401938299382075392-M_Ml

Landore attended the The Northern Miner Metals Symposium in London this week, where Stephen Lecce, Ontario's minister of mines, highlighted his province's commitment to fast tracking mine development by deploying supportive financial, regulatory and infrastructure tools to create a positive investment environment.

"We no longer want to be ripping and shipping ore where the value-added jobs go elsewhere. We want to incentivise private investment to stay in Ontario. We need to step it up as Canadians or China will prevail."

Go Canada!

From JSE Rns earlier this year re vietnam

The next steps in the development process include finalising the gas sales agreement, which is well advanced with the gas buyer, to formalise the heads of terms agreed in January 2024. A financing plan, which could involve bringing in development partners, would be progressed in parallel with major contract tenders (including the EPCI contract and FPSO), with both finalised prior to project FID and any significant expenditure.

HtTps://thamvan.mae.gov.vn/Uploads/27082025/Q627.8.%20BC%20DTM%20DA%20PHAT%20TRIEN%20MO%20NAM%20DU%20-%20U%20MINH.pdf

The above doc, which is in vietnamese and issued august 2025, does state..

NDUM is the only new gas supply that needs to be developed in a timely manner to compensate for the forecasted production decline from PM3 CAA, ensuring a stable supply for the Ca Mau gas – power – fertilizer complex. The development of NDUM will create a new offshore gas exploitation center in the Southwest area, contributing to maritime security, enhancing energy security, and potentially opening opportunities for the development of neighboring gas fields.

and

The entire investment capital will be provided by JSE, and the Company will also bear the risks during the project implementation. The development of NDUM will generate significant revenue for the government, reduce the need for gas imports and the outflow of foreign currency, while also creating jobs and attracting investment into Vietnam's energy sector.

and

the FPSO

The hull will either be double-skinned with a single bottom or single-skinned with ballast water tanks located externally (equivalent to double-hull design requirements). The FPSO vessel will be designed to operate in the field area for 15 years. The design capacity of the FPSO vessel is summarized in the following table.

Maximum raw gas processing capacity: 120 million cubic feet/day

Maximum condensate processing capacity: 4,000 barrels/day

Produced water treatment capacity (*) 500 barrels/day

Gas sales and metering capacity: 120 million cubic feet/day

Condensate storage capacity (at 98% level): 300,000 barrels

Condensate sales capacity: 250,000 barrels/24 hours

Https://www.alphaspread.com/security/lse/jse/dcf-valuation/bull-case

Worst case - 84.27p a share

base case - 156.73p a share

best case - 303.13p a share

Two weeks was the 6th Dec, end of this week is 3 weeks.. rns to drop any time

Mateguafa 7 well

The Mateguafa HZ7 (M-HZ7) well was spud on November 22nd, 2025. This horizontal well is targeting the C9 formation, which both M-5 and M-6 encountered and reinforced the horizontal development concept. Expectations are that the well will take 2-3 weeks to drill and complete and will be put on production in December.

HtTps://www.anh.gov.co/documents/32468/Relaci%C3%B3n_Contratos_TEA_EP_EE_OA_Convenios_EE_y_Explotaci%C3%B3n__07_de_noviembre_de_Iy8HH6R.pdf

cor 39 is shown as suspended.

With the success of the M-6 well at the Mateguafa Attic announced yesterday the outlook for Arrow looks very exciting both in the short term as the programme continues and over the long term as the infrastructure pays back as a major discovery. Along with the upcoming exploration well at Icaco which is another ‘near term catalyst that the company expect to drill in 1Q 2026’ the positives are stacking up.

The third quarter figures today are historic and show a very active period as we have seen, I expect to see progress on all these fronts, horizontal drilling, testing of the hydrocarbon zones and thus paying back the heavy investments of this year.

As I said yesterday, I am confident that the campaign will bring cash flow and a consequent rerating upwards of the shares, Arrow has an exceptional portfolio and good prospects of an extension at the Tapir block which bodes well for the future.

HtTps://www.linkedin.com/posts/landore-resources-canada-inc-_canadian-federal-budget-promises-billions-activity-7393971965767831552-QnF4

Landore Resources

503 followers

2w

We are incredibly encouraged by Canada's announcement of a C$2bn sovereign wealth fund for critical minerals, which will make equity investments, provide loan guarantees and offtake agreements to projects.

For companies like Landore, with our Lessard property (Copper & Zinc), B4-7 (Nickel, Copper & Cobalt) and VW Nickel (Nickel, Copper & Cobalt) deposits at Junior Lake, this fund along with the Government’s pledge to invest C$6.4bn in mining projects last week, provides a powerful endorsement of the sector by the new administration and solidifies Canada’s mining future.

BOGOTA, Nov 28 (Reuters) - Colombian state-run energy firm Ecopetrol (ECO.CN), opens new tab will invest between 22 trillion and 27 trillion pesos ($5.88 billion-$7.21 billion) next year, it said late on Thursday, roughly in line with 2025 as it pledged "disciplined" capital allocation.

Ecopetrol plans to drill between 380 and 430 development wells - 95% in Colombia and 5% in the United States - and eight to 10 exploratory wells, mostly in Colombia, it said in a statement.

htTps://www.reuters.com/business/energy/colombias-ecopetrol-invest-up-72-billion-2026-2025-11-28/

Hi ezhik - yep long time etc...

I do get that with AXL!!!

Production up, costs down and cash position increased by $1.9 million in a month, since end quarter.

Https://x.com/Robin25461631/status/1993611265269194998

target price 40p

Great news this morning - looking good and the horizontal to come

Https://x.com/Robin25461631/status/1988911750947688544

posted on x by another poster

A short message and some pictures of the analyst visit..

https://www.linkedin.com/posts/jadestone-energy_jse-jadestone-oilandgas-activity-7392048296124502016-W4-f

Got the same response when I emailed - none of the live trades are showing anywhere on this site at the moment

Noticed that - nothing else is updating either. I have raised it with LSE

The update from the M-5 well is very pleasing and is the first well in the Mateguafa Attic field and confirms the productive potential of a multi-pool field. With 26 feet of oil pay in the Guadalupe formation and 11 feet in the Carbonera C7, as Marshall Abbott explains above, they provide ‘further opportunities for production and reserves increases’.

The M-6 well has already spudded and M-7 will follow, hopefully boosting production, currently at 4/- b/d and provide another development opportunity for horizontal drilling activities. The company has $8.2m of a cash balance having drilled ‘intensively’ during the second quarter. Arrow remains a core Bucket List holding with a great deal of upside.

Posted on another board...

I'm glad they have hit a good oil play, it's reasonable to assume Mateguafa Attic should now add nicely to production

Echoed by Co-pilot fwiw,

Reservoir and test summary

Lithology: Clean sandstone, minimal clay; reliable log response and favorable flow characteristics.

Porosity: 22% average; strong storage capacity and typically supportive of good permeability in clean sands.

Resistivity: High; consistent with low 𝑆𝑤 and hydrocarbon-filled pores.

M-5 test result: ~570 BOPD gross on a 17/128 choke and 30 Hz pump frequency; ~285 BOPD net, 31° API oil, 8% water cut trending down (cleanup).

Flow potential under optimized drawdown

Current constrained rate: ~570 BOPD gross under tight choke and modest pump, indicating strong productivity even at limited drawdown.

Near-term optimization potential: ~800–1,100 BOPD gross is a reasonable range with progressive choke relaxation and pump optimization, contingent on sand control, mechanical limits, and water management.

Basis: Clean sand, high resistivity (low 𝑆𝑤), declining water cut (completion fluid cleanup), and robust early productivity suggest capacity for higher stabilized rates.

Potential: In the same clean sandstone setting, horizontals are likely to achieve gross rates in the ~900–1,800+ BOPD range, consistent with Arrow’s recent horizontal outcomes in the Llanos Basin. With reservoir quality similar to M-5 and declining WC, well-placed laterals should outperform optimized verticals by roughly 1.5–3×