BWE. Fremtiden er rosenrĂžd.
Forrige trÄd ble stengt da den ble for stor. Jeg tar derfor og starter en ny. Det passer bra da BWE er inne i en ny fase. Tre produksjonsbrÞnner er boret med godt resultat i Gabon og tre gjenstÄr. KjÞp av asset i Brasil venter pÄ godkjennelse som kan komme nÄr som helst.
Og gassfeltet, Kudu, kan bli mye stĂžrre enn man trodde. Klipper inn litt fra en fersk artikkel Gunnarius la ut tidligere i dag:
« The Ministry of Mines and Energy says the country's Kudu gas reserves are expected to increase to 10 trillion cubic feet (TCF) from the current estimated 1.3 TCF.
The revised figure is due to the associated gas found within the Graff-1 well by Shell, Yonker, and TotalEnergies' enormous Venus-1 offshore discovery.
Petroleum Commissioner Maggy Shino said the discovery of light crude oil reserves has transformed the landscape of the Kudu gas field.
"We are seeing that we now have a possibility of us increasing this 1.3 TCF of natural gas to up to ten TCF of gas because of the associated gas that we are seeing within the graph, within the Yonker and within Venus," she said on Wednesday.
The revelation has the potential to reshape the energy landscape in Namibia and the wider Southern African Development Community (SADC) region. »
https://thebrief.com.na/index.php/component/k2/item/3348-namibia-s-kudu-gas-reserves-projected-to-increase-tenfold
10 Tcf tilsvarer 1,9 milliarder boe. Her kan man med god grunn ta i bruk betegnelsen elefant hvis dette innfris.
Og gassfeltet, Kudu, kan bli mye stĂžrre enn man trodde. Klipper inn litt fra en fersk artikkel Gunnarius la ut tidligere i dag:
« The Ministry of Mines and Energy says the country's Kudu gas reserves are expected to increase to 10 trillion cubic feet (TCF) from the current estimated 1.3 TCF.
The revised figure is due to the associated gas found within the Graff-1 well by Shell, Yonker, and TotalEnergies' enormous Venus-1 offshore discovery.
Petroleum Commissioner Maggy Shino said the discovery of light crude oil reserves has transformed the landscape of the Kudu gas field.
"We are seeing that we now have a possibility of us increasing this 1.3 TCF of natural gas to up to ten TCF of gas because of the associated gas that we are seeing within the graph, within the Yonker and within Venus," she said on Wednesday.
The revelation has the potential to reshape the energy landscape in Namibia and the wider Southern African Development Community (SADC) region. »
https://thebrief.com.na/index.php/component/k2/item/3348-namibia-s-kudu-gas-reserves-projected-to-increase-tenfold
10 Tcf tilsvarer 1,9 milliarder boe. Her kan man med god grunn ta i bruk betegnelsen elefant hvis dette innfris.
Redigert 18.08.2023 kl 13:12
Du mÄ logge inn for Ä svare
cinet
09.05.2025 kl 17:12
8043
Fremdeles noen som gir vekk verdiene sine. Nesten ubegripelig, men trolig villedete kunder av AGS. De senker kursmÄlet fra 30 til 27 pÄ onsdag. Med hold anbefaling. Clownshow. Aksjen skal raskt til 39.
Redigert 09.05.2025 kl 17:15
Du mÄ logge inn for Ä svare
Fluefiskeren
09.05.2025 kl 17:27
8018
Synes du en oppgang pÄ 21 % pÄ en uke er svÊrt dÄrlig? Nesten sÄ jeg tror du spÞker.
Rogy
09.05.2025 kl 19:01
7907
Solgte faktisk 15000 aksjer her i dag. Har hatt dem i 3 Ă„r, sĂ„ nĂ„ tar jeg gevinst , fĂžr den er tapt igjen đ
Har egentlig veldig tro pĂ„ Bwe fremover og, men har vĂŠrt med opp og ned sikkert 10 ganger. đ
SÄ satse pÄ det vanlige skjer sÄ ska
jeg inn igjen neste dipp
jeg inn igjen neste dipp
inference
09.05.2025 kl 19:23
7889
Man bĂžr aldri selge en rakett i take-off (ei heller prĂžve Ă„ fange en fallende kniv).
Sitt pÄ 5-10 gode kvalitetsselskaper (de du bommet pÄ gÄr i verste fall i null og de du treffer pÄ gir deg bÄde 5x og 10x over tid).
Sitt pÄ 5-10 gode kvalitetsselskaper (de du bommet pÄ gÄr i verste fall i null og de du treffer pÄ gir deg bÄde 5x og 10x over tid).
Redigert 09.05.2025 kl 19:26
Du mÄ logge inn for Ä svare
99999
13.05.2025 kl 16:08
7335
FID Kudu sent neste Ă„r.
13.05.2025 12:30:07
UPDATE 1-TotalEnergies, BWEnergy set to decide on Namibia projects late next year, minister says
(adds detail in paragraphs 3-7, adds BWEnergy FID in paragraph 3.)
By America Hernandez
PARIS, May 13 (Reuters) - Namibia expects French oil
major TotalEnergies to take a final investment
decision (FID) on its Venus discovery in the African country in
the fourth quarter of 2026, the country's petroleum commissioner
said on Tuesday.
Maggy Shino said at a conference in Paris that she expects TotalEnergies to submit its first oilfield development plans for approval in June or July.
Shino added that Namibia expected to finalise another field development plan with Norway's BWEnergy to develop the country's smaller Kudu gas field in June, with a FID also coming in late 2026.
In January, Shell wrote down its Namibia oil discoveries as uncommercial due to a high amount of gas in the fields, dampening initial enthusiasm that the southern African country, which has no hydrocarbon production, could become a major producer.
TotalEnergies CEO Patrick Pouyanne has said he believes the French oil major can handle those geological challenges, but that a FID will depend on whether production costs can be kept under an internal requirement of $20 per barrel.
Pouyanne told investors on a first-quarter results call last month that talks to persuade the Namibian government to shoulder a higher burden of the costs were still "premature," but that "it takes two to tango."
TotalEnergies owns a 45.25% interest in offshore block 2913B containing the Venus discovery, alongside QatarEnergy (35.25%), Africa Oil's Impact Oil and Gas (9.5%) and Namibia's state-owned NAMCOR (10%).
BWEnergy holds a 95% interest in the Kudu prospect, with NAMCOR holding the remaining 5%.
(Reporting by America Hernandez; Writing by Dominique Patton; Editing by Louise Heavens and Susan Fenton)
13.05.2025 12:30:07
UPDATE 1-TotalEnergies, BWEnergy set to decide on Namibia projects late next year, minister says
(adds detail in paragraphs 3-7, adds BWEnergy FID in paragraph 3.)
By America Hernandez
PARIS, May 13 (Reuters) - Namibia expects French oil
major TotalEnergies to take a final investment
decision (FID) on its Venus discovery in the African country in
the fourth quarter of 2026, the country's petroleum commissioner
said on Tuesday.
Maggy Shino said at a conference in Paris that she expects TotalEnergies to submit its first oilfield development plans for approval in June or July.
Shino added that Namibia expected to finalise another field development plan with Norway's BWEnergy to develop the country's smaller Kudu gas field in June, with a FID also coming in late 2026.
In January, Shell wrote down its Namibia oil discoveries as uncommercial due to a high amount of gas in the fields, dampening initial enthusiasm that the southern African country, which has no hydrocarbon production, could become a major producer.
TotalEnergies CEO Patrick Pouyanne has said he believes the French oil major can handle those geological challenges, but that a FID will depend on whether production costs can be kept under an internal requirement of $20 per barrel.
Pouyanne told investors on a first-quarter results call last month that talks to persuade the Namibian government to shoulder a higher burden of the costs were still "premature," but that "it takes two to tango."
TotalEnergies owns a 45.25% interest in offshore block 2913B containing the Venus discovery, alongside QatarEnergy (35.25%), Africa Oil's Impact Oil and Gas (9.5%) and Namibia's state-owned NAMCOR (10%).
BWEnergy holds a 95% interest in the Kudu prospect, with NAMCOR holding the remaining 5%.
(Reporting by America Hernandez; Writing by Dominique Patton; Editing by Louise Heavens and Susan Fenton)
99999
13.05.2025 kl 16:53
7285
Namibia blir bare mer og mer attraktivt!
https://www.namibian.com.na/namibias-orange-basin-boom-expands-into-walvis-basin/
https://www.namibian.com.na/namibias-orange-basin-boom-expands-into-walvis-basin/
99999
13.05.2025 kl 18:58
7168
Intervju med Sintana CEO om Galp og Rhino sine funn i Namibia.
https://www.youtube.com/watch?v=6JeSL7mezSU&ab_channel=ProactiveInvestors
https://www.youtube.com/watch?v=6JeSL7mezSU&ab_channel=ProactiveInvestors
cinet
22.05.2025 kl 17:17
6481
Med virkning fra 20.5 overtok bwe operasjon/ vedlikehold over Adolo. Dette har trolig betydning for fremtidige kapasitets vurderinger ( ser at noen lurer pÄ hvorfor bare 39 i 1q) og utbyggings planer for hele Bwe -Gabon. Sakset fra bÞrsmelding. .
â "Assuming full O&M responsibility will allow BW Energy Gabon to optimise field
performance and capture additional synergies across the Dussafu hub. We thank BW
Offshore for its exemplary stewardship of the vessel and its continued support
during the transition phase," said Carl K. Arnet, the CEO of BW Energy.
â "Assuming full O&M responsibility will allow BW Energy Gabon to optimise field
performance and capture additional synergies across the Dussafu hub. We thank BW
Offshore for its exemplary stewardship of the vessel and its continued support
during the transition phase," said Carl K. Arnet, the CEO of BW Energy.
Redigert 22.05.2025 kl 17:35
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99999
22.05.2025 kl 18:42
6409
De betaler nok en annen rate for leie av skipet etter at de har overtatt driften av BW Adole. Hvem som betaler for oppgradering av kapasitet har de ikke sagt noe om..
BW Offshore burde gjĂžre det siden de eier skipet mot at leien Ăžkes ved hĂžyere produksjon.
BW Offshore burde gjĂžre det siden de eier skipet mot at leien Ăžkes ved hĂžyere produksjon.
Foreigner
30.05.2025 kl 15:54
5475
https://www.proactiveinvestors.com/companies/news/1072154/reconafrica-advances-toward-spud-of-largest-exploration-well-in-namibia-1072154.html
Just blodding along slow but steady
Just blodding along slow but steady
99999
30.05.2025 kl 17:09
5417
It's the most interesting well up to now for ReconAfrica and BWE.
Redigert 30.05.2025 kl 17:09
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99999
05.06.2025 kl 10:23
4601
Da har de nok penger til Ă„ gjennomfĂžre boringen av brĂžnn I med mer.
Venter bare pÄ tillatelser til Ä gjennomfÞre boringen.
Skal bore gjennom flere geologiske formasjoner med mulig olje reservoarer.
Blir det suksess, kan det bli den fĂžrste oljen som blir produsert i Namibia.
Venter bare pÄ tillatelser til Ä gjennomfÞre boringen.
Skal bore gjennom flere geologiske formasjoner med mulig olje reservoarer.
Blir det suksess, kan det bli den fĂžrste oljen som blir produsert i Namibia.
Foreigner
05.06.2025 kl 17:49
4445
It is interesting if this will be a success.
https://www.upstreamonline.com/exploration/reconafrica-revs-up-for-second-namibia-frontier-probe-with-new-share-offering/2-1-1829255
https://www.upstreamonline.com/exploration/reconafrica-revs-up-for-second-namibia-frontier-probe-with-new-share-offering/2-1-1829255
99999
05.06.2025 kl 18:56
4394
Blir det gjort et stort oljefunn blir det Klondyke stemning i Kalahari Ăžrkenen!
99999
05.06.2025 kl 20:14
4338
Kommer snart nyheter om Namibias Kudu Gas Project hvor BWE er operatĂžr.
In June 2025, Namibia's Kudu Gas Project is expected to have its field development plan finalized. BW Energy, the primary operator, is on track to submit the plan to the Ministry of Mines and Energy, aligning with a broader strategy to develop the Kudu gas field and potentially power a 420 MW power plant. This project is seen as a key component in Namibia's efforts to diversify its energy revenue sources and address energy needs.
In June 2025, Namibia's Kudu Gas Project is expected to have its field development plan finalized. BW Energy, the primary operator, is on track to submit the plan to the Ministry of Mines and Energy, aligning with a broader strategy to develop the Kudu gas field and potentially power a 420 MW power plant. This project is seen as a key component in Namibia's efforts to diversify its energy revenue sources and address energy needs.
Fluefiskeren
05.06.2025 kl 20:20
4328
Bare trist hele greia. At BWE vil assosieres med dette selskapet er merkelig.
99999
05.06.2025 kl 22:06
4255
Ny CEO med veldig godt rykte som tar med seg en helt ny stab av dyktige folk.
Den nye CEO'en er veldig optimistisk og det har nok smittet over pÄ BWE ledelsen.
Den nye CEO'en er veldig optimistisk og det har nok smittet over pÄ BWE ledelsen.
99999
05.06.2025 kl 23:45
4183
P.g.a sterk interesse fra investorer har de hevet emisjons belĂžpet til 16,5 millioner kanadiske dollar.
https://www.reconafrica.com/news-media/news-releases/reconafrica-announces-upsize-of-underwritten-offering-to-c165-million
https://www.reconafrica.com/news-media/news-releases/reconafrica-announces-upsize-of-underwritten-offering-to-c165-million
inference
06.06.2025 kl 07:50
4043
Var det ikke 10% de satte sist obligasjon pÄ?
HĂ„per og tror de kommer greit under her. BĂžr vĂŠre ett drĂžmmeoopdrag Ă„ plassere denne med backingen som ligger der.
BW Energy: Fixed Income Investor Meetings
Fixed Income Investor Meetings
06 June 2025
BW Energy has engaged Pareto Securities as Global Coordinator together with
Arctic Securities as Joint Bookrunners to arrange a series of fixed income
investor meetings. Fearnley Securities and Sparebank1 Markets are acting as Co-
Managers. Subject to inter alia market conditions and acceptable terms, a new
senior unsecured bond issue of USD 300 million with a tenor of five years may
follow. The purpose of the bond issue is for general corporate purposes. Holders
of BWE01 bonds will be offered to roll-over their bonds into the new
contemplated bond issue.
BW Group (76.5% shareholder and primary insider through Mr. Andreas Sohmen-Pao)
has the intention to subscribe and be allocated USD 100 million in the new bond
including roll-over of USD 38.5 million of their existing BWE01 bonds. CEO Carl
Arnet will also subscribe and be allocated USD 2.5 million in the new bond
including roll-over of USD 2 million of his existing BWE01 bonds.
For further information, please contact:
Brice Morlot, CFO BW Energy
+33.7.81.11.41.16
ir@bwenergy.no (mailto:ir@bwenergy.no)
About BW Energy:
HĂ„per og tror de kommer greit under her. BĂžr vĂŠre ett drĂžmmeoopdrag Ă„ plassere denne med backingen som ligger der.
BW Energy: Fixed Income Investor Meetings
Fixed Income Investor Meetings
06 June 2025
BW Energy has engaged Pareto Securities as Global Coordinator together with
Arctic Securities as Joint Bookrunners to arrange a series of fixed income
investor meetings. Fearnley Securities and Sparebank1 Markets are acting as Co-
Managers. Subject to inter alia market conditions and acceptable terms, a new
senior unsecured bond issue of USD 300 million with a tenor of five years may
follow. The purpose of the bond issue is for general corporate purposes. Holders
of BWE01 bonds will be offered to roll-over their bonds into the new
contemplated bond issue.
BW Group (76.5% shareholder and primary insider through Mr. Andreas Sohmen-Pao)
has the intention to subscribe and be allocated USD 100 million in the new bond
including roll-over of USD 38.5 million of their existing BWE01 bonds. CEO Carl
Arnet will also subscribe and be allocated USD 2.5 million in the new bond
including roll-over of USD 2 million of his existing BWE01 bonds.
For further information, please contact:
Brice Morlot, CFO BW Energy
+33.7.81.11.41.16
ir@bwenergy.no (mailto:ir@bwenergy.no)
About BW Energy:
inference
06.06.2025 kl 08:31
3949
De har sĂ„ ekstremt mye annet Ă„ bruke penger pĂ„ at gjĂžr de det sĂ„ gĂ„r jeg heller inn i pen-aksjonĂŠrenes rekker đđ
Har litt utbyttepenger liggende jeg vurderer om skal inn i Salmar eller Pen. SĂ„vidt begynt Ă„ kjĂžpe meg opp i sjĂžmat og har nok E&P sĂ„ all logikk tilsier fĂžrstnevnte, men liker lav PE og hĂžye utbytter đł
Har litt utbyttepenger liggende jeg vurderer om skal inn i Salmar eller Pen. SĂ„vidt begynt Ă„ kjĂžpe meg opp i sjĂžmat og har nok E&P sĂ„ all logikk tilsier fĂžrstnevnte, men liker lav PE og hĂžye utbytter đł
sologsommer22
06.06.2025 kl 08:33
3944
gaudio skrev Kanskje de skal kjĂžpe opp Recon dersom lovende funn
...eller sluke hele PEN med en kombinasjon av kontanter og aksjer ?
inference
06.06.2025 kl 08:45
3928
Investeringsprogrammet er allerede sĂ„ massivt, jeg har sittet sĂ„ lenge og klar for utbytter at la oss bare holde oss til den planen som er lagt đ
sologsommer22
06.06.2025 kl 09:02
3881
PEN vil bidra stort til BWE's investeringer etter et oppkjĂžp
Fluefiskeren
06.06.2025 kl 11:02
3780
ReconAfrica ble kritisert for sine meldinger fra den forrige brÞnnen. Lange avhandlinger. Ordet suksess ble brukt, men det var svÊrt vanskelig Ä forstÄ hvorvidt det var en kommersiell brÞnn. Mange mente at det var for Ä skjule at brÞnnen ikke var kommersiell, noe den ikke viste seg Ä vÊre. Det ble brukt uttrykk som : «Indications of oil observed» Hva i all verden menes med det?
Meldte BWE i det hele tatt noe om denne brĂžnnen?
Meldte BWE i det hele tatt noe om denne brĂžnnen?
99999
06.06.2025 kl 11:24
3754
Det ble observert olje pÄ borekakset som kom opp pÄ shakeren.
BrĂžnnen var ikke helt tĂžrr.
BrĂžnnen var ikke helt tĂžrr.
Foreigner
12.06.2025 kl 14:35
3011
It looks like the oil share nobody is talking about is the one that keeps quietly climbing. Seems to have very solid shareholders:)
99999
13.06.2025 kl 09:11
2775
13.06.2025 08:25:08
BW Energy: DNB Carnegie oppjusterer kursmÄl til 44, gjentar kjÞp
Oslo (Infront TDN Direkt): DNB Carnegie oppjusterer sitt kursmÄl pÄ BW Energy til 44 kroner fra 33 kroner og gjentar kjÞpsanbefaling pÄ aksjen.
Det fremgÄr av en analyse torsdag.
Meglerhuset skriver at det nylig godkjente Maromba-prosjektet ventes Ä mer enn doble BW Energys produksjon innen 2028, og at en vellykket prosjektgjennomfÞring kan transformere selskapet bÄde fra et kontantstrÞm- og verdsettelsesperspektiv.
«Delvis ved Ä redusere risikoen for Maromba etter sanksjoneringen, gjentar vi kjÞp og hever vÄrt kursmÄl», skriver DNB Carnegie, og legger til at kursmÄlet fortsatt innebÊrer en rabatt pÄ 40 prosent i forhold til estimert NAV.
BW Energy: DNB Carnegie oppjusterer kursmÄl til 44, gjentar kjÞp
Oslo (Infront TDN Direkt): DNB Carnegie oppjusterer sitt kursmÄl pÄ BW Energy til 44 kroner fra 33 kroner og gjentar kjÞpsanbefaling pÄ aksjen.
Det fremgÄr av en analyse torsdag.
Meglerhuset skriver at det nylig godkjente Maromba-prosjektet ventes Ä mer enn doble BW Energys produksjon innen 2028, og at en vellykket prosjektgjennomfÞring kan transformere selskapet bÄde fra et kontantstrÞm- og verdsettelsesperspektiv.
«Delvis ved Ä redusere risikoen for Maromba etter sanksjoneringen, gjentar vi kjÞp og hever vÄrt kursmÄl», skriver DNB Carnegie, og legger til at kursmÄlet fortsatt innebÊrer en rabatt pÄ 40 prosent i forhold til estimert NAV.
Foreigner
13.06.2025 kl 09:23
2744
40% discount to NAV. Sanctioned plan with secured finance to implement it. Extremely competent management. Scaling from minor oil producer to medium size player. What is there not to like.
cinet
13.06.2025 kl 13:43
2604
Ukens investtech. KJĂP
Uten motstand
BW Energy har en stund slitt med Ă„ bryte over den langsiktige motstanden ved 33â34 kroner. Bruddet kom imidlertid tidligere denne uken, og kursen har nĂ„ steget til det hĂžyeste nivĂ„et noensinne.
Positiv volumutvikling styrker aksjen, og uten motstand i kursdiagrammet, kan kursen gÄ raskt videre.
Ved reaksjoner tilbake har BW Energy nĂ„ stĂžtte ved 33â34 kroner.
Uten motstand
BW Energy har en stund slitt med Ă„ bryte over den langsiktige motstanden ved 33â34 kroner. Bruddet kom imidlertid tidligere denne uken, og kursen har nĂ„ steget til det hĂžyeste nivĂ„et noensinne.
Positiv volumutvikling styrker aksjen, og uten motstand i kursdiagrammet, kan kursen gÄ raskt videre.
Ved reaksjoner tilbake har BW Energy nĂ„ stĂžtte ved 33â34 kroner.
hulabalula
13.06.2025 kl 15:31
2519
BWEs stÊrke opgang vs PEN giver ikke mening. PEN er mere eksponeret mod oljeprisen end BWE hvis man ser pÄ EBITDA for i Är og nÊste Är vs market cap.
oto1
13.06.2025 kl 23:29
2356
Bwe sin sterke oppgang vs Panoro gir fullstendig mening.
Den er faktisk bare sÄvidt begynt sÄ du mÄ forberede deg pÄ stÞrre forskjell.
Hvis du lurer pÄ hvorfor er det bare Ä lese bakover i trÄden.
Den er faktisk bare sÄvidt begynt sÄ du mÄ forberede deg pÄ stÞrre forskjell.
Hvis du lurer pÄ hvorfor er det bare Ä lese bakover i trÄden.
hulabalula
14.06.2025 kl 09:30
2227
Min pointe mht BWE vs PEN var fÞrst og fremmest outperformance siden oljeprisopgangen i denne uge. PEN har stÞrre eksponering mod oljeprisen her og nu hvis man ser pÄ EBIDTA vs market cap.
99999
16.06.2025 kl 16:09
1795
DNB har NAV pÄ 110kr sÄ sant Maromba kommer i produksjon i 2027.
Further de-risking leaves significant upside potential. Rolling forward our valuation with a de-risked phase one would increase our NAV by 50% to NOK110/share by 2027e.
Further de-risking leaves significant upside potential. Rolling forward our valuation with a de-risked phase one would increase our NAV by 50% to NOK110/share by 2027e.
99999
16.06.2025 kl 20:43
1649
Hva foregÄr i Namibia. AI generert. Kan inneholde feil.
AI-oversikt
Sjekk viktig informasjon. Finn ut mer
In June 2025, the Orange Basin, located offshore Namibia and South Africa, is a focal point for oil and gas exploration and development. Several companies are actively involved, including Eco (Atlantic) Oil & Gas, ReconAfrica, and Galp, with plans for drilling, seismic surveys, and potential farm-out processes. The region is experiencing increased activity, with discoveries being made and local content initiatives gaining momentum.
Here's a more detailed look at the key activities and developments:
Exploration and Drilling:
Eco Atlantic is securing exploration rights and transferring interests in Block 1, located on the border with Namibia.
ReconAfrica is mobilizing a rig for Prospect I in Namibia, with potential drilling in June 2025.
Shell is seeking environmental authorization to drill up to two probes in the Northern Cape Ultra Deep (NCUD) block, near TotalEnergies' finds.
Galp is continuing exploration and appraisal activities at the Mopane complex, with a proprietary 3D seismic acquisition campaign on track.
Seismic Surveys:
Supernova is planning to acquire 2D and 3D seismic data in Block 2712A in Q2 2025.
Eco Atlantic is analyzing existing seismic data and preparing for a farm-out process.
Local Content and Development:
Namibia is emphasizing local content development in the oil and gas industry, aligning with initiatives like African Energy Week (AEW) 2025.
The country is positioning itself as a regional leader in resource development, focusing on skills training and economic growth.
Expansion to Walvis Basin:
The Orange Basin's success is driving increased interest and activity in the neighboring Walvis Basin.
Chevron Namibia Exploration has taken a significant stake in Petroleum Exploration License (PEL) 82 in the Walvis Basin.
Potential Farm-outs:
Supernova is looking to farm-out its interests in the Orange Basin, potentially attracting major oil companies.
Eco Atlantic is also planning a farm-out process for Block 1.
AI-oversikt
Sjekk viktig informasjon. Finn ut mer
In June 2025, the Orange Basin, located offshore Namibia and South Africa, is a focal point for oil and gas exploration and development. Several companies are actively involved, including Eco (Atlantic) Oil & Gas, ReconAfrica, and Galp, with plans for drilling, seismic surveys, and potential farm-out processes. The region is experiencing increased activity, with discoveries being made and local content initiatives gaining momentum.
Here's a more detailed look at the key activities and developments:
Exploration and Drilling:
Eco Atlantic is securing exploration rights and transferring interests in Block 1, located on the border with Namibia.
ReconAfrica is mobilizing a rig for Prospect I in Namibia, with potential drilling in June 2025.
Shell is seeking environmental authorization to drill up to two probes in the Northern Cape Ultra Deep (NCUD) block, near TotalEnergies' finds.
Galp is continuing exploration and appraisal activities at the Mopane complex, with a proprietary 3D seismic acquisition campaign on track.
Seismic Surveys:
Supernova is planning to acquire 2D and 3D seismic data in Block 2712A in Q2 2025.
Eco Atlantic is analyzing existing seismic data and preparing for a farm-out process.
Local Content and Development:
Namibia is emphasizing local content development in the oil and gas industry, aligning with initiatives like African Energy Week (AEW) 2025.
The country is positioning itself as a regional leader in resource development, focusing on skills training and economic growth.
Expansion to Walvis Basin:
The Orange Basin's success is driving increased interest and activity in the neighboring Walvis Basin.
Chevron Namibia Exploration has taken a significant stake in Petroleum Exploration License (PEL) 82 in the Walvis Basin.
Potential Farm-outs:
Supernova is looking to farm-out its interests in the Orange Basin, potentially attracting major oil companies.
Eco Atlantic is also planning a farm-out process for Block 1.
Fluefiskeren
16.06.2025 kl 23:38
1530
En stygg feil her pluss en viktig utelatelse. ReconAfrica opererer ikke i Orange Basin men onshore langt fra havet. De har heller ikke tatt med at Galp har en farm-out pÄgÄende pÄ PEL 83.
Partner til Galp pÄ PEL 83 med Mopane er blant annet Sintana. De utgir svÊrt bra presentasjoner hvor alt som er verdt Ä vite om Orange Basin er beskrevet. For de interesserte:
https://sintanaenergy.com/wp-content/uploads/2025/05/sei_corp_presentation_q2-25.pdf
Partner til Galp pÄ PEL 83 med Mopane er blant annet Sintana. De utgir svÊrt bra presentasjoner hvor alt som er verdt Ä vite om Orange Basin er beskrevet. For de interesserte:
https://sintanaenergy.com/wp-content/uploads/2025/05/sei_corp_presentation_q2-25.pdf
Redigert 16.06.2025 kl 23:38
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inference
18.06.2025 kl 08:15
1266
Fin, enkel og oppsummerende pres lagt ut pÄ newsweb nÄ ifm Fearnley pres.
Gabon er jo virkelig noe vi skal kunne glede oss av i mange Ă„r fortsatt đ
Gabon er jo virkelig noe vi skal kunne glede oss av i mange Ă„r fortsatt đ
99999
18.06.2025 kl 08:44
1222
Det mest spennende som skjer framover er boringen pÄ Kudu pÄ ca 650meters vanndyp i andre del av 2025 og her er det ogsÄ mulig Ä finne olje.
Feltutviklingsplan for Kudu er planlagt innlevert til myndighetene i juni mÄned i Är.
Mange prospekter rundt Bourden feltet som kan bores. Stor sannsynlighet for funn.
Tipper det kommer nye investorer inn etter presentasjonen som kan gi kurs Ăžkning.
Feltutviklingsplan for Kudu er planlagt innlevert til myndighetene i juni mÄned i Är.
Mange prospekter rundt Bourden feltet som kan bores. Stor sannsynlighet for funn.
Tipper det kommer nye investorer inn etter presentasjonen som kan gi kurs Ăžkning.
cinet
18.06.2025 kl 19:21
1059
Fra dagens presentasjon ( mÄ leses)
KUDU
Appraising Kudu potential
âą Shallow-water license in in the attractive Orange Basin
â Proven gas field, 8 wells drilled
â Recent 3D seismic indicates significant resource potential,
also for oil
âą Multiple major oil discoveries in adjacent licences
highlights the potential
â Water depths ranging from 1,200 to 3,000 meters
âą Preparing to spud the Kharas appraisal well in H2 2025
in northwest corner of Kudu
â Up-dip from nearby discoveries, ~650 meters water depth
GABON
Significant potential remaining
in Gabon
âą Multiple prospects in the Dussafu license
â 6 of 7 appraisal/pilot wells to date confirming oil
âą Recently awarded operatorships of adjacent Niosi Marin
and Guduma Marin exploration blocks1
â Large potential close to existing infrastructure enabling low-
cost and low-risk developments
âą Seismic campaign planned for Niosi Marin will include
Northeast corner of Dussafu licence to improve imaging
BOURDON
Substantial Bourdon discovery
in a prolific license
âą Adds ~2 years of reserve replacement
âą Set to materially extend plateau production
âą Good reservoir and fluid quality confirmed by two
penetrations
âą Planned deployment of MaBoMo sister-rig Jasmine with
four initial producing wells
âą Opening for further appraisal of nearby prospects
Estimated recoverable reserves1
~25 mmbo
11 1) Management estimates, 56 mmbo in place, not included in 2024 Statement of Reserves
KUDU
Appraising Kudu potential
âą Shallow-water license in in the attractive Orange Basin
â Proven gas field, 8 wells drilled
â Recent 3D seismic indicates significant resource potential,
also for oil
âą Multiple major oil discoveries in adjacent licences
highlights the potential
â Water depths ranging from 1,200 to 3,000 meters
âą Preparing to spud the Kharas appraisal well in H2 2025
in northwest corner of Kudu
â Up-dip from nearby discoveries, ~650 meters water depth
GABON
Significant potential remaining
in Gabon
âą Multiple prospects in the Dussafu license
â 6 of 7 appraisal/pilot wells to date confirming oil
âą Recently awarded operatorships of adjacent Niosi Marin
and Guduma Marin exploration blocks1
â Large potential close to existing infrastructure enabling low-
cost and low-risk developments
âą Seismic campaign planned for Niosi Marin will include
Northeast corner of Dussafu licence to improve imaging
BOURDON
Substantial Bourdon discovery
in a prolific license
âą Adds ~2 years of reserve replacement
âą Set to materially extend plateau production
âą Good reservoir and fluid quality confirmed by two
penetrations
âą Planned deployment of MaBoMo sister-rig Jasmine with
four initial producing wells
âą Opening for further appraisal of nearby prospects
Estimated recoverable reserves1
~25 mmbo
11 1) Management estimates, 56 mmbo in place, not included in 2024 Statement of Reserves
Redigert 18.06.2025 kl 19:23
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99999
18.06.2025 kl 21:23
980
Recon Africa har fÄtt inn 19mill kanadiske dollar eller 138mill nok i emisjon.
https://www.reconafrica.com/news-media/news-releases/reconafrica-announces-closing-of-c19-million-underwritten-offering-including-the-full-exercise-of-the-over-allotment-option
https://www.reconafrica.com/news-media/news-releases/reconafrica-announces-closing-of-c19-million-underwritten-offering-including-the-full-exercise-of-the-over-allotment-option
Foreigner
19.06.2025 kl 20:33
720
99999
19.06.2025 kl 21:10
687
Namibiske myndigheter forventer endelig utbyggingsplan av Kudu i slutten av 2026. Kan vĂŠre en stor fordel Ă„ begynne Ă„ bygge ut fĂžrst med insentiver fra den Namibiske stat.
Hvis de finner olje pÄ slutten av 2025, blir nok det en egen utbyggingsplan for utvinning av oljen.
Hvis de finner olje pÄ slutten av 2025, blir nok det en egen utbyggingsplan for utvinning av oljen.
oto1
19.06.2025 kl 21:36
661
Foreigner
I gÄr kl 09:19
447
Update on Fixed Income Investor Meetings
Reference is made to the stock exchange release dated 6 June 2025, regarding fixed income investor meetings. Following engagement with potential investors, BW Energy has decided to not proceed with the issue of a USD 300 million denominated senior unsecured bond. The indicative terms offered under the current market conditions were unfavourable compared to the other funding sources available to the Company.
For further information, please contact:
Brice Morlot, CFO BW Energy
+33.7.81.11.41.16
This was a surprise. But if they get it cheaper, then good. Waiting with interest. I do hope they will provide a quick update how they shall finance... maybe related to oil price surgeđ€
Reference is made to the stock exchange release dated 6 June 2025, regarding fixed income investor meetings. Following engagement with potential investors, BW Energy has decided to not proceed with the issue of a USD 300 million denominated senior unsecured bond. The indicative terms offered under the current market conditions were unfavourable compared to the other funding sources available to the Company.
For further information, please contact:
Brice Morlot, CFO BW Energy
+33.7.81.11.41.16
This was a surprise. But if they get it cheaper, then good. Waiting with interest. I do hope they will provide a quick update how they shall finance... maybe related to oil price surgeđ€