BWE. Fremtiden er rosenrød.
Forrige tråd 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 produksjonsbrønner er boret med godt resultat i Gabon og tre gjenstår. Kjøp av asset i Brasil venter på godkjennelse som kan komme når som helst.
Og gassfeltet, Kudu, kan bli mye større 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 større 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
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99999
05.02.2025 kl 19:20
7568
Andreas Sohmen Pao eier 76,49% av aksjene og er styreformann i selskapet.
Marambo utbyggingen er veldig forsinket og de øvrige aksjonærene har ventet lenge på utbytte.
Selskaper som utbetaler utbytte har blitt mer attraktive med tiden. Dette vet Andreas Sohmen Pao.
Siden han er kongen i dette selskapet er det opp til han og bestemme om det blir en farm down på Maromba feltet.
At de har uttalt at det ikke blir utbetalt utbytte opp til nå kan det bli en endring på.
Ser han at Panoro aksjen går opp i kurs forhold til BWE vil det hjelpe på at han er positiv til en farm down.
CEO Carl Arnet er nok også positiv til å få utbytte og at aksjen stiger i verdi.
Marambo utbyggingen er veldig forsinket og de øvrige aksjonærene har ventet lenge på utbytte.
Selskaper som utbetaler utbytte har blitt mer attraktive med tiden. Dette vet Andreas Sohmen Pao.
Siden han er kongen i dette selskapet er det opp til han og bestemme om det blir en farm down på Maromba feltet.
At de har uttalt at det ikke blir utbetalt utbytte opp til nå kan det bli en endring på.
Ser han at Panoro aksjen går opp i kurs forhold til BWE vil det hjelpe på at han er positiv til en farm down.
CEO Carl Arnet er nok også positiv til å få utbytte og at aksjen stiger i verdi.
Face
05.02.2025 kl 20:14
7528
https://www.upstreamonline.com/exploration/are-hopes-for-west-africa-exploration-well-set-to-turn-to-dust-/2-1-1775350
Speaking at a Pareto event on 23 January, Arnet said the results from the well would be “very important” in establishing a view on other prospects in the area, adding: “This is a very exciting well for us.”
However, during BW energy’s fourth-quarter results call late last week, the tone and content of comments uttered by Arnet were downbeat.
Speaking on 31 January, he said: “We are getting close to target depth for the well,” but then warned investors of the inherent risks of the well when it comes to a seal and reservoir quality.
He went on to caution investors that, “as you may surmise,” given the company started exploring Dussafu eight years ago, Bourdon “hasn’t been our top-ranked prospect.”
Arnet said “it does have high risk” compared to previously drilled prospects.
Speaking at a Pareto event on 23 January, Arnet said the results from the well would be “very important” in establishing a view on other prospects in the area, adding: “This is a very exciting well for us.”
However, during BW energy’s fourth-quarter results call late last week, the tone and content of comments uttered by Arnet were downbeat.
Speaking on 31 January, he said: “We are getting close to target depth for the well,” but then warned investors of the inherent risks of the well when it comes to a seal and reservoir quality.
He went on to caution investors that, “as you may surmise,” given the company started exploring Dussafu eight years ago, Bourdon “hasn’t been our top-ranked prospect.”
Arnet said “it does have high risk” compared to previously drilled prospects.
Redigert 05.02.2025 kl 20:15
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oto1
05.02.2025 kl 20:15
7531
1,2 mrd usd i Maromba utbygging.
100 musd brønn på Kudu, kanskje x4.
3D seismikk på ny lisens i Gabon.
Til sammen usdm 300 i investeringer og ga i 2025
Usdm 200 på bok.
Utbytte
Finn en feil.
100 musd brønn på Kudu, kanskje x4.
3D seismikk på ny lisens i Gabon.
Til sammen usdm 300 i investeringer og ga i 2025
Usdm 200 på bok.
Utbytte
Finn en feil.
cinet
05.02.2025 kl 20:33
7496
Feilen er at det ikke er en 0 bak utbytte. Det blir ingen ut ytte før first oil Maromba, 2028. Det har vært kommunisert til det kjedsommelige. De som vil ha feite utbytter må søke andre selskaper. Utbytte er ikke gratis penger, men tapper selskapet , og der igjennom ofte kursutviklingen.
inference
05.02.2025 kl 20:35
7542
Hehe. Ja penga flyr 🫣
Utbytte blir det ikke, men det er jo lov å håpe på at en krone brukt gir mer enn en krone i verdi.
Utbytte blir det ikke, men det er jo lov å håpe på at en krone brukt gir mer enn en krone i verdi.
oto1
05.02.2025 kl 20:46
7579
Selv om de ikke gir avkastning, så utgjør ca 275 mill usd i investering ca 11 kr per aksje.
Og altså, selv med 0 i avkastning så bør bwe stige med minst samme beløp i år.
Nå tror jo jeg at disse investeringene vil gi avkastning.
Maromba er jo kun snakk om utbygging av et oljefunn, og det er svært sjelden det ikke lønner seg.
Bourdon brønnen vil neppe lønne seg. Den har jeg allerede avskrevet som tap.
Kudu brønnen tror jeg vil lønne seg.
Og seismikken på nye lisenser tror jeg vil lønne seg.
Alt investert på Maromba vil jeg anta gir minst 100% avkastning over tid, så da kan resten gå kid vest, og kursen bør likevel stige ca 11 kr per aksje.
Og altså, selv med 0 i avkastning så bør bwe stige med minst samme beløp i år.
Nå tror jo jeg at disse investeringene vil gi avkastning.
Maromba er jo kun snakk om utbygging av et oljefunn, og det er svært sjelden det ikke lønner seg.
Bourdon brønnen vil neppe lønne seg. Den har jeg allerede avskrevet som tap.
Kudu brønnen tror jeg vil lønne seg.
Og seismikken på nye lisenser tror jeg vil lønne seg.
Alt investert på Maromba vil jeg anta gir minst 100% avkastning over tid, så da kan resten gå kid vest, og kursen bør likevel stige ca 11 kr per aksje.
99999
05.02.2025 kl 20:50
7614
For å få til utbytte må det bli farm down både på Marombo og Kudu.
Foreløpig skal det bare bores 1 brønn på Kudu. Blir det full treff på denne har de et luksusproblem.
Foreløpig skal det bare bores 1 brønn på Kudu. Blir det full treff på denne har de et luksusproblem.
kvirrevi
07.02.2025 kl 15:15
7324
Hentet denne linken fra Panoro tråden. Den er høyaktuell også her på BWE tråden, da BWE er i kraftig vekst, og allerede har høy oljeproduksjon.
https://www.youtube.com/watch?v=SaK0Dsdz7RA
Dersom disse får rett, ref. særlig den ene grafen med sterkt fall i shale oil produksjonen i USA, blir det ekstra spennende å sitte i BWE.
https://www.youtube.com/watch?v=SaK0Dsdz7RA
Dersom disse får rett, ref. særlig den ene grafen med sterkt fall i shale oil produksjonen i USA, blir det ekstra spennende å sitte i BWE.
Foreigner
07.02.2025 kl 16:02
7300
Good day so far for PEN and BWE. Maybe for some people there is hope for Bourdon still.
Fluefiskeren
09.02.2025 kl 09:30
6972
Her står det vel i klartekst at onlinebrønnen ikke er kommersiell.
« NAMIBIA: Naingopolog Well Unsuccessful Despite Indications of Oil – ReconAfrica»
https://www.oilnewskenya.com/namibia-naingopolog-well-unsuccessful-despite-indications-of-oil-reconafrica/
« NAMIBIA: Naingopolog Well Unsuccessful Despite Indications of Oil – ReconAfrica»
https://www.oilnewskenya.com/namibia-naingopolog-well-unsuccessful-despite-indications-of-oil-reconafrica/
99999
09.02.2025 kl 17:56
6774
Oppfatter det som at de boret på feil sted pga seismikke usikkerheter.
The primary objective in the Otavi above the main fault was not penetrated due to seismic uncertainties, however, the Otavi was penetrated at predicted depth below the main fault, which contained evidence of oil.
The primary objective in the Otavi above the main fault was not penetrated due to seismic uncertainties, however, the Otavi was penetrated at predicted depth below the main fault, which contained evidence of oil.
Donald Fagen
11.02.2025 kl 11:24
6659
Virker ikke som markedet har tillit til at BWE genererer verdier med sine investeringer. BWE helt flatt siste uken, mens PEN er opp over 6%.
Foreigner
11.02.2025 kl 12:11
6613
Hopefully after few released quarterly reports the market understand how much money they are making...
But investing on BWE is like starting your own company now. You struggle for years with no money or profits and then after 5 years you reap in the profits. In BWE case you will get eventually yearly back as dividends what you invest today. For the patient ones.. .
But investing on BWE is like starting your own company now. You struggle for years with no money or profits and then after 5 years you reap in the profits. In BWE case you will get eventually yearly back as dividends what you invest today. For the patient ones.. .
99999
11.02.2025 kl 14:12
6561
Akkurat nå venter markedet på finansieringspakka til Maromba som er et fast track prosjekt ca på 2 1/2år til 3 år. Burde gi en kursreaksjon opp. Analytikerne vil også oppdatere analysene sine med nye tall.
Redigert 11.02.2025 kl 14:12
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99999
11.02.2025 kl 17:32
6590
Opp til 10 brønner kan bli boret i Orange Basin i Namibia i år.
https://miningandenergy.com.na/up-to-10-wells-set-for-drilling-in-namibias-orange-basin-in-2025/
https://miningandenergy.com.na/up-to-10-wells-set-for-drilling-in-namibias-orange-basin-in-2025/
kvirrevi
12.02.2025 kl 10:06
6394
12 dager siden BWE hadde 4Q presentasjon, og så langt ingen nyheter om Bourdon. Er intet nytt positivt ift sannsynligheten for godt nytt? Eller er det for tidlig å tenke slik?
Redigert 12.02.2025 kl 10:32
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99999
12.02.2025 kl 11:13
6384
Kan være at de borer et sidesteg for å sjekke om det er olje i en struktur som ligger utenfor der de har boret. Hadde vært hyggelig med en overraskelse.
Fluefiskeren
12.02.2025 kl 16:54
6345
Selv om jeg ikke er aksjonær lengre så er det vanskelig å slippe Kudu.
«BW Energy firms up plans for Namibia drilling campaign
Environmental papers confirm four probes could be drilled on marginal Kudu gas field
Updated 12 February 2025, 11:10
BW Energy has filed environmental documents to secure approval to drill as many as four appraisal wells on its Kudu gas field offshore Namibia.
The Oslo-listed operator said recently that the first well, Kharas, is due to spud in the third-quarter of 2025, with the exact date to be pinpointed once the company has contracted a rig.
BW Energy aims to boost Kudu’s resources, which currently stand at a marginal 1.3 trillion cubic feet, although this year could see approval of a development plan — subsea wells tied back to a floating production unit that would strip out liquids, leaving gas to be piped to a floating power barge moored in Elizabeth Bay, south of Luderitz.»
https://www.upstreamonline.com/exploration/bw-energy-firms-up-plans-for-namibia-drilling-campaign/2-1-1778497
upstreamonline skal ha ros for å skrive mye om BWE og Kudu.
«BW Energy firms up plans for Namibia drilling campaign
Environmental papers confirm four probes could be drilled on marginal Kudu gas field
Updated 12 February 2025, 11:10
BW Energy has filed environmental documents to secure approval to drill as many as four appraisal wells on its Kudu gas field offshore Namibia.
The Oslo-listed operator said recently that the first well, Kharas, is due to spud in the third-quarter of 2025, with the exact date to be pinpointed once the company has contracted a rig.
BW Energy aims to boost Kudu’s resources, which currently stand at a marginal 1.3 trillion cubic feet, although this year could see approval of a development plan — subsea wells tied back to a floating production unit that would strip out liquids, leaving gas to be piped to a floating power barge moored in Elizabeth Bay, south of Luderitz.»
https://www.upstreamonline.com/exploration/bw-energy-firms-up-plans-for-namibia-drilling-campaign/2-1-1778497
upstreamonline skal ha ros for å skrive mye om BWE og Kudu.
99999
12.02.2025 kl 17:13
6325
En mulighet er å gjøre en farm down av Kudu og fisjonere ut eiendelene i Namibia som et eget selskap.
Face
12.02.2025 kl 19:37
6261
Lite nytt i artikkelen dessverre, kun en recap fra det som tidligere er meldt i SLR consulting sin søknad for boring av opptil 4 brønner. Eneste nye er dette: A draft environmental social and impact assessment (ESIA) published this week by SLR outlined plans to drill four up to four appraisal wells — a number mentioned previously by the operator — at Kudu in Block 2814A.
Public comments on the draft ESIA must be submitted by 14 March 2025, with public meetings to be held in Luderitz on 18 February and in Walvis Bay the following day.
While BW Energy has only discussed the Kharas probe so far, the company had previously suggested another well could be drilled in an initial campaign.
Public comments on the draft ESIA must be submitted by 14 March 2025, with public meetings to be held in Luderitz on 18 February and in Walvis Bay the following day.
While BW Energy has only discussed the Kharas probe so far, the company had previously suggested another well could be drilled in an initial campaign.
Foreigner
13.02.2025 kl 16:55
6024
Another day passed with no news of Bourdon. No news is good news.
kvirrevi
13.02.2025 kl 20:05
5972
Think I agree with you, if it was a dry well and they more or less already knew it at the 4Q presentation, the news should be out by now. Cautiously optimistic.
Face
15.02.2025 kl 22:31
5619
https://zerogcos.substack.com/p/field-notes-new-year-in-namibia
Veldig bra gjennomgang av det som foregår i Namibia, utfordringene, usikkerheten og potensialet der. BW har hatt utrolig flaks som har overtatt denne blokken akkurat i det industrien klarte å knekke koden på hvordan de skulle treffe på olje og gassressurser. BWE sitter kanskje på nøkkelen som kan låse opp potensialet på naboblokken da det er mest hensiktsmessig å føre gassen til Kudu(PL003) for prosessering og transport til land. I tillegg er potensialet stort for at også BWE treffer på olje når de starter opp sin leteaktivitet. Fordelen til BWE er at Kudu har relativt grunnere havdyp en blokkene lengre vest og sør noe som gjør det mye enklere og billigere å utvikle eventuelle funn av både olje og gass. Men sjansen for at Kudu også har ufordelaktig formasjon og reservoar kvalitet som forhøyet forekomst av chlorite er absolutt til tilstede slik som på Graff og Jonker på Shell sin blokk.
Veldig bra gjennomgang av det som foregår i Namibia, utfordringene, usikkerheten og potensialet der. BW har hatt utrolig flaks som har overtatt denne blokken akkurat i det industrien klarte å knekke koden på hvordan de skulle treffe på olje og gassressurser. BWE sitter kanskje på nøkkelen som kan låse opp potensialet på naboblokken da det er mest hensiktsmessig å føre gassen til Kudu(PL003) for prosessering og transport til land. I tillegg er potensialet stort for at også BWE treffer på olje når de starter opp sin leteaktivitet. Fordelen til BWE er at Kudu har relativt grunnere havdyp en blokkene lengre vest og sør noe som gjør det mye enklere og billigere å utvikle eventuelle funn av både olje og gass. Men sjansen for at Kudu også har ufordelaktig formasjon og reservoar kvalitet som forhøyet forekomst av chlorite er absolutt til tilstede slik som på Graff og Jonker på Shell sin blokk.
Face
15.02.2025 kl 22:34
5638
Another overlooked catalyst is BW Energy’s upcoming drilling campaign, which has drawn limited market attention despite being integral to regional economics. A discovery at Kharas could accelerate projects in multiple blocks by leveraging shared gas or infrastructure solutions, helping de-risk development costs and timelines across the basin.
Ultimately, the difference between current valuations and the basin’s underlying fundamentals suggests an opportunity for patient investors who recognize that frontier oil and gas development rarely proceeds smoothly. As technical solutions to reservoir and gas-handling challenges mature—and as operators converge on robust development plans—today’s skeptical sentiment may give way to a reassessment of the Orange Basin’s true long-term value.
Ultimately, the difference between current valuations and the basin’s underlying fundamentals suggests an opportunity for patient investors who recognize that frontier oil and gas development rarely proceeds smoothly. As technical solutions to reservoir and gas-handling challenges mature—and as operators converge on robust development plans—today’s skeptical sentiment may give way to a reassessment of the Orange Basin’s true long-term value.
Fluefiskeren
17.02.2025 kl 18:18
5166
Som sagt har jeg solgt meg ut, men vanskelig å slippe Kudu. Aktiviteten i Orange Basin er fortsatt stor selv om det hsr vært noen tilbakeslag nylig. Nå har de også funnet hydrokarbon i lisensen rett sør for Kudu.
« Rhino hits hydrocarbons with closely watched Namibia exploration well
Privately owned player and partner Azule Energy complete Sagittarius 1-X well, the first probe in their Orange basin licence
Published 30 minutes ago
Rhino Resources has hit hydrocarbons with its Sagittarius 1-X exploration well in Namibia's Orange basin, although it appears too early to say if the company has a commercial discovery on its hands.
This is the first of two exploration wells that Rhino and its partners, Azule Energy and state-owned Namcor, plan to drill in Petroleum Exploration Licence 85.
Rhino reported that the probe penetrated Upper Cretaceous targets and intersected “a hydrocarbon reservoir, with no observed water contact”.
https://www.upstreamonline.com/exploration/rhino-hits-hydrocarbons-with-closely-watched-namibia-exploration-well/2-1-1780954
Og rett vest for Kudu:
« Galp expects results from latest Namibia probe 'really soon'
Portuguese player also harvesting well and seismic data to support first Mopane project
Published 17 February 2025, 17:10
Galp Energia expects to reveal results from its latest Namibia exploration well “really soon,” while also pushing ahead with development studies on its Mopane discovery.
The Lisbon-listed player is currently drilling ahead on its Mopane-3X exploration probe which is targeting the AVO-10 and AVO-13 plays, having already established sufficient reserves in the AVO-1 reservoir to the northwest – with four previous wells – to underpin what is set to be the first of multiple development phases.
Discussing Mopane-3X, Maria Joao Carioca, one of Galp's recently appointed interim co-chief executive officers, told analysts in the company’s fourth-quarter results webcast on Monday that “we are still drilling, but we expect some results really soon”.
https://www.upstreamonline.com/exploration/galp-expects-results-from-latest-namibia-probe-really-soon/2-1-1780923
« Rhino hits hydrocarbons with closely watched Namibia exploration well
Privately owned player and partner Azule Energy complete Sagittarius 1-X well, the first probe in their Orange basin licence
Published 30 minutes ago
Rhino Resources has hit hydrocarbons with its Sagittarius 1-X exploration well in Namibia's Orange basin, although it appears too early to say if the company has a commercial discovery on its hands.
This is the first of two exploration wells that Rhino and its partners, Azule Energy and state-owned Namcor, plan to drill in Petroleum Exploration Licence 85.
Rhino reported that the probe penetrated Upper Cretaceous targets and intersected “a hydrocarbon reservoir, with no observed water contact”.
https://www.upstreamonline.com/exploration/rhino-hits-hydrocarbons-with-closely-watched-namibia-exploration-well/2-1-1780954
Og rett vest for Kudu:
« Galp expects results from latest Namibia probe 'really soon'
Portuguese player also harvesting well and seismic data to support first Mopane project
Published 17 February 2025, 17:10
Galp Energia expects to reveal results from its latest Namibia exploration well “really soon,” while also pushing ahead with development studies on its Mopane discovery.
The Lisbon-listed player is currently drilling ahead on its Mopane-3X exploration probe which is targeting the AVO-10 and AVO-13 plays, having already established sufficient reserves in the AVO-1 reservoir to the northwest – with four previous wells – to underpin what is set to be the first of multiple development phases.
Discussing Mopane-3X, Maria Joao Carioca, one of Galp's recently appointed interim co-chief executive officers, told analysts in the company’s fourth-quarter results webcast on Monday that “we are still drilling, but we expect some results really soon”.
https://www.upstreamonline.com/exploration/galp-expects-results-from-latest-namibia-probe-really-soon/2-1-1780923
Yzf R1
17.02.2025 kl 18:49
5130
Solgte også før helga å tok heller me meg utbytte i vår.
Drit eg ikke kom meg ut på 30 tallet så hadde det blitt større gevinst, men man lærer ,har vært seigpining i denne for tiden så slap alt skal ikke se bort for den går opp nå då 😂.
Blei for kjedelig men fllger også med å kommer nok tilbake ved en senere annledning,lykke til
Drit eg ikke kom meg ut på 30 tallet så hadde det blitt større gevinst, men man lærer ,har vært seigpining i denne for tiden så slap alt skal ikke se bort for den går opp nå då 😂.
Blei for kjedelig men fllger også med å kommer nok tilbake ved en senere annledning,lykke til
inference
17.02.2025 kl 21:03
5021
Herlog med 1,2 kr i utbytte som skattes sønder og sammen og fall samme dag på 1,8kr 🙄
Sitter også i Vår så kun frustrasjon fra min side og ikke mobbing altaå.
Sitter også i Vår så kun frustrasjon fra min side og ikke mobbing altaå.
99999
18.02.2025 kl 18:57
4730
Rhino har funnet olje i blokk 85 sør for Kudu.
Det er oppløftende nyheter også for BWE som skal bore senere i år.
https://www.oedigital.com/news/522479-rhino-finds-hydrocarbons-in-orange-basin-block-offshore-namibia
Det er oppløftende nyheter også for BWE som skal bore senere i år.
https://www.oedigital.com/news/522479-rhino-finds-hydrocarbons-in-orange-basin-block-offshore-namibia
Fluefiskeren
18.02.2025 kl 19:01
4741
Se tre innlegg over. Upstreamonline pleier å være først på ballen.
inference
18.02.2025 kl 20:50
4650
Innsidehandel i obligasjonslån er vel innafor noen dager før de melder fulltreff (forhåpentligvis) på Vourdon mon tro?
BW Energy: Notification of trade by close associate to primary insider
Oslo, 18 February 2025: BW Energy Limited (the "Company") has been informed that
Meridian Finance Limited, a close associate to a primary insider in the Company,
has purchased 85,000 bonds in the Company's bond issue BW Energy Limited
24/29 10,00% USD, with ISIN NO0013259663, in the secondary market. Please see
the attached notification form for further details.
This information is subject to the disclosure requirements pursuant to article
19 of the EU Market Abuse Regulation and section 5-12 of the Norwegian
Securities Trading Act.
For further information, please contact:
Brice Morlot, CFO BW Energy
ir@bwenergy.no
BW Energy: Notification of trade by close associate to primary insider
Oslo, 18 February 2025: BW Energy Limited (the "Company") has been informed that
Meridian Finance Limited, a close associate to a primary insider in the Company,
has purchased 85,000 bonds in the Company's bond issue BW Energy Limited
24/29 10,00% USD, with ISIN NO0013259663, in the secondary market. Please see
the attached notification form for further details.
This information is subject to the disclosure requirements pursuant to article
19 of the EU Market Abuse Regulation and section 5-12 of the Norwegian
Securities Trading Act.
For further information, please contact:
Brice Morlot, CFO BW Energy
ir@bwenergy.no
Face
18.02.2025 kl 20:50
4659
Umiddelbart høres det ikke ut som et veldig bra funn, ingen oppløftende ord om god reservoar kvalitet etc.
99999
19.02.2025 kl 10:09
4480
De avventer med å sende ut resultater etter at laboratorietester er gjort:
Fluid and reservoir properties will be confirmed with later laboratory analysis, the company said.
Fluid and reservoir properties will be confirmed with later laboratory analysis, the company said.
Fluefiskeren
19.02.2025 kl 16:16
4327
Ikke samme jubel lengre, men det kan fort svinge tilbake igjen.
« Namibia is taking a more cautious view on its long-term oil prospects after the latest exploration wells failed to add to a string of discoveries that started about three years ago.
Chevron Corp. and TotalEnergies SE are among explorers that reported drilling duds in recent months, while Galp Energia SGPS SA and Rhino Resources this week each said they’re studying the results of their own campaigns. Last month, Shell Plc said it wrote off about $400 million of non-viable wells.
When TotalEnergies and Shell made offshore discoveries there in 2022, the sparsely populated African country aspired to develop its resources quickly before a global energy transition lowers demand for crude. But recent results from offshore fields have brought on a more measured view, and central bank Governor Johannes !Gawaxab says expectations should be dialed back.
“I think the hype was too high, right?” !Gawaxab said last week. “So we need to lower expectations and wait until we have got a final investment decision made by one of the oil majors that they’re going to develop the fields.”
https://www.rigzone.com/news/wire/namibia_tempers_oil_expectations_after_recent_drilling_campaigns-19-feb-2025-179678-article/
« Namibia is taking a more cautious view on its long-term oil prospects after the latest exploration wells failed to add to a string of discoveries that started about three years ago.
Chevron Corp. and TotalEnergies SE are among explorers that reported drilling duds in recent months, while Galp Energia SGPS SA and Rhino Resources this week each said they’re studying the results of their own campaigns. Last month, Shell Plc said it wrote off about $400 million of non-viable wells.
When TotalEnergies and Shell made offshore discoveries there in 2022, the sparsely populated African country aspired to develop its resources quickly before a global energy transition lowers demand for crude. But recent results from offshore fields have brought on a more measured view, and central bank Governor Johannes !Gawaxab says expectations should be dialed back.
“I think the hype was too high, right?” !Gawaxab said last week. “So we need to lower expectations and wait until we have got a final investment decision made by one of the oil majors that they’re going to develop the fields.”
https://www.rigzone.com/news/wire/namibia_tempers_oil_expectations_after_recent_drilling_campaigns-19-feb-2025-179678-article/
Face
19.02.2025 kl 17:56
4245
Nei, et bra funn pleier vanligvis ikke kommuniseres slik. Her ser du hvordan et bra funn meldes ved samme stadiet i en letebrønn: Building on the previous announcement dated January 2, Galp now confirms the discovery of a
significant column of light oil in reservoir-bearing sands of high quality.
Galp will continue to analyse the acquired data and anticipates performing a Drill Stem Test (DST) in
the coming weeks to assess the commerciality of this discovery.
The drilling operations at Mopane-1X will proceed to explore deeper targets. Upon completion, the
rig will be relocated to the Mopane-2X location to further evaluate the extent of the Mopane
discovery.
significant column of light oil in reservoir-bearing sands of high quality.
Galp will continue to analyse the acquired data and anticipates performing a Drill Stem Test (DST) in
the coming weeks to assess the commerciality of this discovery.
The drilling operations at Mopane-1X will proceed to explore deeper targets. Upon completion, the
rig will be relocated to the Mopane-2X location to further evaluate the extent of the Mopane
discovery.
99999
20.02.2025 kl 00:16
4047
Galp fant et gigantfunn så her var det bare å ta en DST.
Mulig Rhino sitt funn er mer marginalt og de først ønsker å vite mer om reservoar egenskapene før de kommer tilbake for å ta en DST.
Mulig Rhino sitt funn er mer marginalt og de først ønsker å vite mer om reservoar egenskapene før de kommer tilbake for å ta en DST.
Face
20.02.2025 kl 00:30
4053
Poenget er ikke størrelsen. De vet med en gang hvor bra reservoar egenskapene er når de har logget. Når de unngår å melde dette så sier det meg at de mest sannsynligvis har truffet på dårlig reservoar.
99999
20.02.2025 kl 21:58
3716
Etter som jeg har forstått skal Recon Africa tilbake å teste brønnen de boret i fjor i Kalahari ørkenen. Her skal de også gjøre lab. analyser først av prøver som ble tatt.
Face
24.02.2025 kl 20:44
3235
https://x.com/miningandenergy/status/1893188634401984797?s=46&t=ZC-YKRqaF7Ilbws2FlV22A
Key projects under review include the 420MW BW Kudu gas project, which has an indicative tariff of N$2.112/kWh and NamPower as the off-taker, and the 50MW TeraWatt solar PV plant at N$1.43/kWh, with Rare Earth Minerals as the off-taker.
Noen som vil forsøke å omregne til $ ~ boe. Jeg har utregnet det, men virker litt høyt. Er jo ut til sluttbruker så usikker hvordan dette prises for BW Kudu.
Key projects under review include the 420MW BW Kudu gas project, which has an indicative tariff of N$2.112/kWh and NamPower as the off-taker, and the 50MW TeraWatt solar PV plant at N$1.43/kWh, with Rare Earth Minerals as the off-taker.
Noen som vil forsøke å omregne til $ ~ boe. Jeg har utregnet det, men virker litt høyt. Er jo ut til sluttbruker så usikker hvordan dette prises for BW Kudu.
Face
24.02.2025 kl 21:01
3226
Hvis jeg tolker dette riktig så betaler Nampower 2.112N$ pr kWh til BW Kudu som tilsvarer ca 1.28kr pr KWh. Omregnet til $ pr boe ~ 188$ pr boe. Av info jeg kan finne så betaler sluttbruker i Namibia ca 2.5-3N$ pr kWh til Nampower igjen, dvs ca 1,5-1,8kr pr kWh.
peterpetrol
25.02.2025 kl 09:08
3121
https://www.galp.com/corp/en/investors/publications-and-announcements/investor-announcements/investor-announcement/id/1591/mopane-3x-well-confirming-new-exploration-discovery
Galp treffer igjen, Denne gangen lenger øst enn tidligere, N¨nærmere Kudu en før. Ingenting annet en lovende nyheter før BW skal bore Kharas
Galp treffer igjen, Denne gangen lenger øst enn tidligere, N¨nærmere Kudu en før. Ingenting annet en lovende nyheter før BW skal bore Kharas
cinet
25.02.2025 kl 13:01
3118
John Hamilton i dag under Pen sin 4q. Han opplyser at bourdon «currently drilling» , og at resultatet vil foreligge i løpet av 1q. Kan tyde på at det fremdeles er håp….
Foreigner
25.02.2025 kl 15:21
3127
Sudden injection of life to BWE share price... may or may not be related to Bourdon..
I am also wondering are they waiting with the FID of Maromba until they know results of Bourdon? What happens if Bourdon is significant? Would they prioritise that over Maromba?
I am also wondering are they waiting with the FID of Maromba until they know results of Bourdon? What happens if Bourdon is significant? Would they prioritise that over Maromba?
Redigert 25.02.2025 kl 15:24
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cinet
25.02.2025 kl 15:59
3147
Må nesten være bourbon. PEN hopper kl. 1330 og bwe kl. 1450 . Noe må ha lekket ut fra pens 4q. Har hørt presentasjonen ( ligger på nettet) flere ganger, han forsnakker seg ikke, men…
Redigert 25.02.2025 kl 16:00
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Face
25.02.2025 kl 17:00
3252
Tror ikke det er relatert til Bourdon. Er nok heller noen som brukte litt tid på å analysere seg frem til konklusjonen etter rapporten i PEN.
99999
25.02.2025 kl 19:54
3227
Galp har funnet et nytt oljefunn offshore Namibia.
https://oilprice.com/Latest-Energy-News/World-News/Galp-Makes-Another-Oil-and-Gas-Discovery-Offshore-Namibia.html
https://oilprice.com/Latest-Energy-News/World-News/Galp-Makes-Another-Oil-and-Gas-Discovery-Offshore-Namibia.html
Fluefiskeren
25.02.2025 kl 20:00
3229
Og her er kart som viser beliggenhet vs Kudulisensen. Omtrentlig tre mil imellom.
https://www.offshore-mag.com/regional-reports/africa/news/55270595/galp-rhino-resources-wells-offshore-namibia-both-make-discoveries
https://www.offshore-mag.com/regional-reports/africa/news/55270595/galp-rhino-resources-wells-offshore-namibia-both-make-discoveries
Foreigner
26.02.2025 kl 07:56
3000
Annual report is out.
" First order of business is to complete the Bourdon appraisal. If successful, it may open a new cluster and potentially a new development with up-cycling the Jasmine jack-up into a new production facility following the MaBoMo blueprint."
"The Board shall consider whether to obtain a valuation from an independent expert. If any member of the Board, or close associates of such member, or anyone who has recently held a position but has Ceased to hold such a position as a member of the Board, is either the bidder or has a particular personal interest in the bid, the Board Shall obtain an independent valuation. This shall also apply if the
bidder is a major shareholder (as defined in Section 8 above). Any such valuation should either be enclosed with the Board’s statement or reproduced or referred to in the statement."
:)
" First order of business is to complete the Bourdon appraisal. If successful, it may open a new cluster and potentially a new development with up-cycling the Jasmine jack-up into a new production facility following the MaBoMo blueprint."
"The Board shall consider whether to obtain a valuation from an independent expert. If any member of the Board, or close associates of such member, or anyone who has recently held a position but has Ceased to hold such a position as a member of the Board, is either the bidder or has a particular personal interest in the bid, the Board Shall obtain an independent valuation. This shall also apply if the
bidder is a major shareholder (as defined in Section 8 above). Any such valuation should either be enclosed with the Board’s statement or reproduced or referred to in the statement."
:)
Redigert 26.02.2025 kl 08:08
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Foreigner
26.02.2025 kl 09:13
2847
I comment myself:) Would they comment about Bourdon like that if it has not been a success? I don't think so...
Face
26.02.2025 kl 10:04
2715
Maromba FID is just around the corner and is based on a highly com-
petitive development concept with a dry tree platform and FPSO. We
are targeting to more than double BW Energy’s total production when
all wells are completed, unlocking future shareholder distributions.
In the second half of the year, we will spud the first Kudu appraisal
well, targeting both oil and gas. Based on earlier Orange Basin drilling
results, a discovery may be transformational for BW Energy.
I would also like to highlight that at the start of 2024, BW Group
increased its ownership to approximately 76% of our outstanding
shares; a clear statement of support from our main shareholder.
So, to sum it up, we plan for a year with continued production growth
and reduced unit operating costs and, as outlined above, we are well
positioned to further build our reserve base and foundation for long-
term growth and value creation.
petitive development concept with a dry tree platform and FPSO. We
are targeting to more than double BW Energy’s total production when
all wells are completed, unlocking future shareholder distributions.
In the second half of the year, we will spud the first Kudu appraisal
well, targeting both oil and gas. Based on earlier Orange Basin drilling
results, a discovery may be transformational for BW Energy.
I would also like to highlight that at the start of 2024, BW Group
increased its ownership to approximately 76% of our outstanding
shares; a clear statement of support from our main shareholder.
So, to sum it up, we plan for a year with continued production growth
and reduced unit operating costs and, as outlined above, we are well
positioned to further build our reserve base and foundation for long-
term growth and value creation.