Nyheter og nyheter, fru Blom. For å sitere One Call-reklamen, så ser det nærmest ut som om markedet er direkte "penge-dum", eller? Status p.t. er en PEN-nedgang på 2-3% - ikke overvettes imponerende reaksjon på nyheten, eller?

EDIT: Bare en liten kommentar til skriveriene om Kistefoss og hva Sveaas-en i den senere tid har klart å manipulere seg frem til av billige PEN-aksjer. Tydeligvis ikke billig nok, han har hittil (på papiret) tapt penger som gress. Og hvis tilfellet er som det antydes, så er det vel fortjent at han per nu faktisk kunne handlet aksjene adskillig billigere.

Liker at vi her snakker om sander istedenfor karbonat. Seismikken minner vel mye om Ogo så vidt jeg kan bedømme.

Gitt min forståelse er riktig - at det er bl.a. Kistefos og de aller øverste på topp 20 som trader aksjen ned for selv å øke på aller laveste inngang. Disse gutta økte beviselig i denne uke. Og dette er riktig, noe jeg absolutt tror - vil trolig den samme gjengen sørge for å dra aksjekursen tilbake der den hører hjemme. Dvs. det bare å la Kistefos og de andre gutta på topp 20 få leke seg ferdig, så kan aksjekursen trekke nordover igjen.

Er det vi nå ser i handelen siste vindu, før Panoro blir for interessant - om ikke oljeprisen krakker?

Her er blokken beskrevet svært utførlig. Kan altså inneholde opp til 1000 mmboe prospektive ressurser.

https://africaenergycorp.com/site/assets/files/3246/2018-11-block-2b-aow.pdf

Er jo strålende. Hvis den stiger 68% i dag så er vi tilbake til all time high.
Muligens det ikke skjer før i morgen :-)

Ja jeg må si meg enig,godt gjort av styre og ledelse....
John Hamilton, CEO of Panoro, said: "This farm-in to Block 2B is in line with
Panoro's renewed strategy of acquiring minority high-impact exploration
interests close to existing discoveries and with clear routes to
commercialisation. We are particularly excited to work together with Africa
Energy Corp, which has played an important role in opening up the offshore oil
and gas potential in South Africa. Exploration activity across Southern Africa
is gearing up for a very busy period, and we look forward to drilling the
identified prospects on this acreage."

Under the terms of the FOA, Panoro will acquire a 12.5% interest and carry the
AEC subsidiary for up to $2.5 million of the well cost. The well is expected to
be spud as early as Q4 2020 depending on regulatory approvals and rig
availability. Panoro's total share of drilling costs including the AEC carry is
estimated at approximately $5 million, which will be funded from existing
financial resources. Separately, AEC has announced a farm-out whereby Azinam
Limited will take a 50% share and operatorship in Block 2B.

Completion of the FOA is subject to consent of the Minister of Minerals and
Energy of South Africa and the Azinam farm-out becoming effective ; the approval
process is anticipated to take approximately 6 months.

Block 2B contains the A-J graben, a typical rift basin, similar to others in
which major oil accumulations have been discovered by Africa Energy's technical
team in Uganda and Kenya. The oil was generated in lacustrine source rocks that
are present in the deepest parts of the basin. The oil migrated and accumulated
in fluvial and lacustrine sandstone reservoirs around the basin flanks. There is
also significant potential in other rift grabens to the north and south of the A
-J graben and potential for significant gas discoveries in the shallower
sequences above the rift graben succession over the whole block.

Oil was discovered and tested by Soekor in the A-J1 borehole drilled in 1988.
Thick reservoir sandstones were intersected between 2,985 metres and 3,350
metres. The well was tested and flowed 191 barrels of oil per day of 36 degree
API oil from a 10 metre sandstone interval at about 3,250 metres. A total of 37
million barrels of best estimate gross contingent resources have been attributed
to the discovery by AEC.

Using more recent 3D seismic data, significant upside potential has been
identified in six prospect areas at depths of up to 800 metres shallower than
the original well. The next proposed exploration well, Gazania-1, will be
drilled into the Gazania and Namaqualand prospects identified on 3D seismic data
with combined best estimate gross prospective resources of 349 MMbbls*.

The Block 2B Exploration Right is in the second exploration period, and an
application has been filed for entry into the third two-year period, which
includes a proposed commitment to drill one well.

A presentation detailing Block 2B is available on Panoro's website
www.panoroenergy.com and as an attachment to this release.

Fantastisk for Panoro! Her har de funnet olje fra før og skal bore etter mer olje! Lundin systemet sammen med Panoro. Lundin mannen Torstein Sanness smir her en herlig deal for Panoro aksjonærene!

+1

Nå ble jeg ekstra spent på Q4! Og aller mest på BWE og Dussafu.

https://www.africaenergycorp.com/operations/project-south-africa-block-2b/

Trolig det ja og ikke glem Garrett Soden CEO i AEC, som også sitter i styret til PEN. Interessant link mot AEC.

https://www.panoroenergy.com/board-of-directors/

Spennende prospekt og boring planlagt i Q4. Blir mye boring å følge med på fremover.

Koblingen til Lundin virker betryggende. Sannes er nok sentral for dette prosjektet