Panoro - Mye som skjer videre i 2024

Fluefiskeren
PEN 20.05.2024 kl 21:29 105333

Forrige tråd stengt på grunn av lengden.

Aksjen er i bra driv for tiden. Hibiscus og Hibiscus South har vokst i reserver. Dussafu bare fortsetter å levere varene og borekampanjen i Ekvatorial Guinea starter opp i juni. To infillbrønner og en letebrønn der. Også en ny letebrønn på Dussafu sannsynligvis (Bourdon).

Ikke kjedelig å sitte i Panoro.
Redigert 20.05.2024 kl 21:54 Du må logge inn for å svare
Fluefiskeren
I går kl 19:50 728

Du skrev: «Meget svag panoro i dagens oppgang i olje»

Synes du det er beskrivende når PEN stiger betydelig mer enn oljeprisen og kun to oljeselskaper stiger mer enn PEN?

Du må jo se at det ikke er korrekt!
hatitchi
I går kl 20:43 681

Panoro to the sky!
Fluefiskeren
I dag kl 09:51 350

Ser at Noble Venturer fortsatt er på første infill-brønn. (10 timer siden).

Minner om at de to brønnene er samlet stipulert til ca 1060 bopd net til PEN (estimat fra Kosmos Energy). Den første meldingen fra brønnen var bra.
Redigert i dag kl 09:52 Du må logge inn for å svare
40something
I dag kl 10:42 287

Det gikk rundt 50' aksjer nå som løftet kursen kun 15-20 øre. Så det er fullt mulig å få større poster med aksjer uten å sprenge kursen.
Fluefiskeren
I dag kl 10:59 260

Sterk åpning av PEN. Klart beste oljeselskap på energiindeksen, men dagen er ennå ung.
Fluefiskeren
I dag kl 12:03 183

Interessant

«'Finance apartheid:' Plans afoot to launch lawsuits against banks refusing to invest in African oil and gas
'It's the right thing to do', NJ Ayuk, executive chairman of the African Energy Chamber, tells Upstream
African Energy Chamber executive chairman NJ Ayuk.

Updated 22 minutes ago

A Johannesburg-based lobby group is working on plans to instigate class-action lawsuits against financial institutions that refuse to invest in African fossil fuel projects.

Since about 2020, mainly Western finance houses, citing climate change and environmental, social and governance (ESG) pressures, have been slowly withdrawing their support for new oil and gas projects in Africa.

NJ Ayuk, executive chairman of the African Energy Chamber (AEC) – a pro fossil fuel advocacy group – told Upstream: “ESG has become a new code word for discrimination against Africa and banks have championed this. We will fight it.”

https://www.upstreamonline.com/energy-transition/finance-apartheid-plans-afoot-to-launch-lawsuits-against-banks-refusing-to-invest-in-african-oil-and-gas/2-1-1691331
bmw5
I dag kl 13:17 111

En liten påmindelse om block S og EG-01 for de nye investorer.
Block S and Block EG-01
Block S
In October 2022 Panoro reached agreement to farm-in to the Kosmos Energy operated Block S offshore Equatorial Guinea for a 12% non-operated participating interest, acquiring a 6% participating interest from each of Kosmos Energy and Trident Energy.
Block S covers a surface area of 1,245 km2 with water depths ranging from 450 metres to 1,500 metres and is covered by high quality 3D seismic. The block surrounds the producing Ceiba Field and is adjacent to the producing Okume Complex, which is operated by Trident Energy and where Panoro holds a 14.25% non operated participating interest.
Past exploration activities on Block S have tested and proven the necessary geological play elements which has led to an extensive prospect inventory being identified within tie-back distance to the Ceiba Field and Okume Complex facilities. One exploration well is planned to be drilled during 2024. The Akeng Deep exploration well is planned to test a play in the Albian, targeting an estimated gross mean resource of approximately 180 MMboe in close proximity to production infrastructure at Block G.
 
Block EG-01
In February 2023 Panoro was awarded a 56% interest and operatorship of Block EG-01. Block EG-01 is located in water depths ranging from 30 metres to 500 metres, mainly shallow, and is covered by high quality 3D seismic. The partners have been awarded block EG-01 for an initial period of three years during which they will conduct subsurface studies based on existing seismic data to further define and evaluate the prospectivity of the block. Following this, the partners will have the option to enter into a further two-year period, during which they will undertake to drill one exploration well.
Past exploration activities on Block EG-01 have tested and proven the key geological elements for successful exploration. These findings have led to the identification of an extensive prospect inventory within tie-back distance to the Ceiba Field and Okume Complex facilities. Since 2003, three exploration wells have been drilled on the block, with two encountering thin oil and gas pay and one encountering oil shows. The main hydrocarbon plays are Eocene sands and Upper Cretaceous turbidites analogous to the Block G plays where over one billion barrels STOIIP has been discovered. Moreover, there is potential for deeper Albian targets, similar to the Block S prospect, which is scheduled for drilling in 2024.