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We got the PEL87 Pancontinental extension! Farmout coming soon surely. Still thinking it’ll be $PBR with the recent enter of PEL104 to the north. $PCL $PCL.AX $SEI.V $SEUSF $PCOGF
$PCL.AX & $SEI.V $SEUSF $PCOGF Sintana & Pancontinental Hopefully it’s PEL87 license extension & farmout! Maybe $PBR or $TTE who just came in next door is the party.
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$SEI.V Sintana Energy $SEUSF $GALP $GLPEY Total $TTE is in the leading position to acquire 40% of Mopane on PEL83 as rumored outbid $PBR earlier this year. Finalizing the farmout & getting FID will rerate Sintana who owns a 5% carry. $PCL.AX $PCOGF msn.com/en-us/money/markets/…

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It could also lead to a deal up in PEL87 where Pancontinental $PCL.AX $PCOGF & Sintana $SEI.V $SEUSF have been looking for an operator. Chevron or Total could secure a massive ownership & development that could rival or exceed Exxons Guyana!
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Believe it or not, I do read your $SEI.V posts. Just more interested in $GALP as my foundation. We agree on the sizing of $PCOGF. I call it front running, before it gets too much attention from the "Penny Pushers".
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Personally mainly follow $GALP daily, making sure the bottom hasn't dropped off to a point where I would be a fool to pass up more. $SEI.V gets a daily peek, as my side bet. $PCOGF is a wait for $WDS. Don't trust CEO of $EOG.V.
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Looking at $WDS project pipeline, I'm estimating that any farm-in to PEL 87 will occur ~04/2025. Drilling ~4Q25/1H26. Seeing no reason for them to rush the process. Also suspect they end up either >WI 56% and/or a Paying partner. $WDS.AX $PCL.AX $PCOGF $SEUSF $SEI.V
Seven days ago, was the start $WDS $PCOGF Namibia PEL 87 180 day window. Final day falls after March 2025. Woodside could be getting other project straight, before finalizing the Saturn Superfan deal. $PCL.AX $SEI.V $SEUSF oedigital.com/news/519746-wo…
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Seven days ago, was the start $WDS $PCOGF Namibia PEL 87 180 day window. Final day falls after March 2025. Woodside could be getting other project straight, before finalizing the Saturn Superfan deal. $PCL.AX $SEI.V $SEUSF oedigital.com/news/519746-wo…
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Geological Offshore Oil Real Estate Brokers: P1 $SEUSF $SEI.V $ECAOF $EOG.V $BSHPF $CEG.L $PCOGF $PCL.AX $AOIFF $AOI.TO They performed the geological research on a block, and now are looking for a partner to carry them through seismic, exploration, appraisal &/or development.
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Truth be told, $SEUSF has been a great success in Namibia's Orange Basin. Glad to have a small rising position. W/growing $WDS investment for PEL 87 Saturn Supetfan, I entered the Namibia lottery w/ $PCOGF .
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Replying to @TommyDeepwater
I've had a sell order, good till cancelled, for 100k shares of PCOGF. Only half of it's gone. I'm sure things will pick up if Woodside exercises the option to drill!
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Potential client on gym floor while I’m training: im looking for a PT, can I train with you, I’m aiming to get strong? Me: yeah sure, go to my website to check my prices. Send an email PCOGF: But, I’m gonna train with you so really I shouldn’t be paying....?? Me: .....
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