Member Info for SEA7

Next up...

The Mateguafa 6 (M-6) well was spud on November 8th, 2025. The M-6 well will further delineate the C7 and Guadalupe formations to develop a horizontal well program. The drilling, testing and completion of the well is expected to take three to four weeks from spud. The M-7 well is scheduled to be drilled immediately upon completion of the M-6 well.

The key piece..

Initial results indicate that the discovery will develop into another core area for Arrow with the potential for horizontal drilling development."

"We look forward to providing further updates on this low-risk development drilling program.

It was indicated as being positioned over the well 3 weeks ago..

https://www.linkedin.com/posts/arrow-exploration-colombia_mateguafa-attic-pad-activity-7386124726659817472-NkU1

Arrow is pleased to note that the rig is now mobilized ahead of drilling the vertical exploration well, Mateguafa-5.

We look forward to updating the market once the well has been evaluated.

According to a poster on another site..

Cora Gold said it relinquished the permits more than two years ago and had not been formally notified, adding that the cancellation has no impact on its current operations.

According to business insider africa

Story by Adekunle Agbetiloye •

Https://www.mining-technology.com/news/mali-annuls-mining-exploration-permits/

Mali annuls 90-plus mining exploration permits amid legal changes

The companies impacted include local subsidiaries of Harmony Gold, Iamgold, Cora Gold, Birimian Gold and Resolute Mining.

Https://www.aljazeera.com/news/2025/10/29/fuel-crisis-in-mali-spirals-as-armed-group-chokes-off-supplies-to-capital

Mali fuel crisis spirals amid armed group blocking supplies to capital

US Embassy urges citizens to leave Mali immediately on commercial flights as blockade makes daily life more dangerous.

Meanwhile, the US Embassy has warned Americans to leave Mali immediately using commercial flights rather than travelling over land to neighbouring countries, owing to the risk of “terrorist attacks along national highways”.

Yes... akatara will be in cost recovery phase until 2029 - with about a quarter of a billion dollars to recover.

HtTps://www.youtube.com/watch?v=CISD1t1el1Y

dated 27th oct 25

vsa capital talks at 3.5 mins on landore fund raise - they reckon landore just want to sell the BAM deposit

Does this look like a gold revaluation coming..

hTtps://www.lummis.senate.gov/wp-content/uploads/BITCOINAct.pdf

FEDERAL RESERVE SYSTEM GOLD CERTIFICATES.—

Not later than 180 days after the date of enactment of this Act, the Federal reserve banks shall tender all outstanding gold certificates in their custody to the Secretary. Not later than 90 days after the tender of the last such certificate, the Secretary shall issue new gold certificates to the Federal reserve banks that reflect the fair market value price of the gold held against such certificates by the Treasury, as of the date specified by the Secretary on each new gold certificate. Upon issue by the Secretary, each Federal reserve bank that receives a new gold certificate shall remit the difference in cash value between the old and new gold certificates to the Secretary for deposit in the general fund within 90 days.

A poster on another board, stated the following this morning...

SP Angel morning note:

Landore (LND LN) 4.2p, Mkt Cap £14m – Management back placing to raise £1.5m

• Landore have completed a placing of 35.5m new shares at 4.125p.

• The placing will also offer subscribers a warrant exercisable at 6p/share for each new share subscribed.

• The price marks a discount of 9% to the 30 day VWAP.

• Management will subscribe for c.£55k of the placing.

• Funds will be used to advance the MRE work at BAM, alongside environmental baseline studies.

• BAM 2022 MRE:

o 31mt at 1g/t Au for 1moz Indicated

o 18mt at 0.8g/t Au for 0.5moz Inferred

• Landore completed 14 holes over 3,549m over the summer at BAM East and West, which demonstrated the potential to expand the resource whilst highlighting higher-grade shoots at depth and to the west.

• Landore is aiming to update the updated MRE in 4Q25.

I would like to thank our shareholders for their ongoing support and look forward to advancing BAM and Junior Lake to the next stage of development against a backdrop of unprecedented strong gold prices, making BAM's economics ever more compelling which, along with the impending updated MRE will, I believe justify a re-rating of the BAM Project by the market."

dropping a less than subtle hint that it will be a good MRE update

Yep - i recall looking at the balance sheet during my DD and thought "they will need to raise soon" ...I did think they would try to combine a raise at the same time as the MRE is released. My position here is not completed, as I am scaling, precisely for the reason of knowing a raise was expected. I will be adding on the drop today

Https://www.facebook.com/ArrowExploration

Update from the Mateguafa Attic field

Arrow is pleased to note that the rig is now mobilized ahead of drilling the vertical exploration well, Mateguafa-5.

We look forward to updating the market once the well has been evaluated.

Https://www.rigzone.com/news/wire/colombia_warms_to_fossil_fuels-17-oct-2025-182110-article/

Yep - none - on the plus side , no one sold

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

The above is the EIA Submitted in August for the Vietnam project. The entire document is in vietnamese, however, some of the main points I have translated below

JSE has updated the FDP according to the mine development plan approved by the Ministry of Industry and Trade as above, with the goal of producing the first gas flow in Q4 2027 and is submitting it to the relevant authorities for approval.

The scope of the Nam Du and U Minh development plan will include the following main items:

- One (01) wellhead platform at the Nam Du field (Nam Du WHP) and one (01) wellhead platform at the U Minh field (U Minh WHP);

- One (01) vessel for processing, storage, and Condensate export (FPSO) at the Nam Du field (Nam Du FPSO);

- One (01) 14” pipeline, 1.5 km long, transporting extracted products from the Nam Du wellhead platform to the FPSO;

- One (01) 14” pipeline, 23 km long, transporting extracted products from the U Minh wellhead platform to the FPSO;

- One (01) 14” pipeline, 34 km long, exporting commercial gas from the FPSO to the existing PM3-Cà Mau gas pipeline;

- Development drilling of four (04) wells at the Nam Du – U Minh fields, including two (02) wells at Nam Du and two (02) wells at U Minh;

- Connection and exploitation of the Nam Du and U Minh fields with an overall field life of approximately eight (08) years.

From the information summarized above, the “Nam Du (Block 46/07) and U Minh (Block 51) Development” project is a new oil and gas exploitation project. Details of these development activities will be described in Chapter 1 of the report. According to the current regulations of Vietnam, the Environmental Impact Assessment (EIA) report for the Nam Du-U Minh field development project is prepared again and submitted to the Ministry of Agriculture and Environment (NNMT) for approval before project implementation.

Was offering me just over 24p!!

My broker is offering me just over 24p to sell - must have a buyer in the background

Courtesy of another poster on another board..

With BG out, the major shareholders list has been updated, to the end of September. UBS are a new addition with 3.27%, HL have increased to 5.90%(5.29%), ii 4.53%(4.20%) and River Global 4.30%(4.11%).

On 23rd sept this hit a 52wk low of 17.05p - since then it has moved up to 24.5p at the mid. - That is a 43% move up in two weeks, with out any pull back. We have seen a slight retrace to 23.25p on the mid today. That is still 36% up off the 52wk low. A pullback was inevitable and is healthy, as it will set this up for the next leg up.