Sintana Energy Namibia PEL 83/87/90 Explorationlizenzen
eröffnet am 11.08.22 21:03:11 von
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Article in Barron's that majors are considering bids for Galp's 40% of the total stake (50% of their 80% stake) of Mopane "in place" (in the ground) discovery and that the total "in place" is likely worth at least $20B. That puts Sintana's 4.9% share at about $1B or $2.50 USD per share. This is for this one PEL only.
Antwort auf Beitrag Nr.: 72.179.100 von texas2 am 11.08.22 22:36:09Überschlagsrechnung:
wir haben rund 10 mrd bbl oil in place (oder vielleicht sogar mehr). irgend jemand hat sich ausgerechnet dass man davon irgendwas zwischen 25 -40 % davon fördern könnte und man könnte bevor gefördert wird das Öl im Untergrund mit 1, 2, 3 - 5 $/bbl bewerten. Auf jedenfall hat dieser jemand für Mopane eine Zahl von 20 mrd $ in die welt gesetzt. (siehe bloomberg meldung vom 21.5.2024) - könnte so plausibel sein denke ich.
Sintana gehören 5 % davon also rund 1 millarde $. Sintana hat rund 400 millionen Aktien und demnach könnte der Aktienkurs unterfüttert mit dem Wert von Mopane bei knapp über 2 $ liegen plus das blue sky potential für den Chevron Block sowie den Woodside/Pancontinental Block noch nicht einmal berücksichtigt. Und wichtig: soweit ich es sehe benötigt Sintana in der nahen Zukunft keinen zusätzlichen cash (da free carry deals gemacht wurden) und somit ist keine Verwässerung zu erwarten dh es sollten keine zusätzlichen Sintana Aktien auf den Markt geworfen werden.
wir haben rund 10 mrd bbl oil in place (oder vielleicht sogar mehr). irgend jemand hat sich ausgerechnet dass man davon irgendwas zwischen 25 -40 % davon fördern könnte und man könnte bevor gefördert wird das Öl im Untergrund mit 1, 2, 3 - 5 $/bbl bewerten. Auf jedenfall hat dieser jemand für Mopane eine Zahl von 20 mrd $ in die welt gesetzt. (siehe bloomberg meldung vom 21.5.2024) - könnte so plausibel sein denke ich.
Sintana gehören 5 % davon also rund 1 millarde $. Sintana hat rund 400 millionen Aktien und demnach könnte der Aktienkurs unterfüttert mit dem Wert von Mopane bei knapp über 2 $ liegen plus das blue sky potential für den Chevron Block sowie den Woodside/Pancontinental Block noch nicht einmal berücksichtigt. Und wichtig: soweit ich es sehe benötigt Sintana in der nahen Zukunft keinen zusätzlichen cash (da free carry deals gemacht wurden) und somit ist keine Verwässerung zu erwarten dh es sollten keine zusätzlichen Sintana Aktien auf den Markt geworfen werden.
Antwort auf Beitrag Nr.: 75.818.071 von tommy-hl am 21.05.24 15:47:09Exxon, Shell Said to Mull Bids for Stake in Galp’s Namibia Field
Dinesh Nair and Kevin Crowley, Bloomberg News
(Bloomberg) -- Exxon Mobil Corp. and Shell Plc are among energy giants evaluating bids for a stake in Galp Energia SGPS SA’s major oil field offshore Namibia, according to people familiar with the matter.
TotalEnergies SE and Equinor ASA are also among those considering acquiring the 40% stake Galp is seeking to sell in the Mopane discovery, said the people, asking not to be identified as the matter is private.
Based on Galp’s recent “in place” estimates for 10 billion barrels of oil equivalent in the Mopane complex, the entire discovery could be worth around $20 billion, or potentially more, some of the people said. The Portuguese firm said in an April filing that the oil estimate is before drilling additional exploration and appraisal wells.
Galp, which is working with a financial adviser to sell half of its 80% holding in the asset, has called for first round bids in mid-June, according to the people. Shares of Galp were up 2.2% at 12:41 p.m. Tuesday in Lisbon, putting it on track for the biggest daily gain in about a month and giving the company a market value of €15.2 billion ($16.5 billion).
Deliberations are in the early stages and other bidders could emerge, while the Lisbon-based company could also decide to retain the stake if it cannot reach a final agreement with any of the parties, the people said.
Representatives for Galp, Shell, Exxon and Equinor declined to comment. A spokesperson for TotalEnergies didn’t respond to a request for comment.
Galp shares jumped 21% after the company said in April that a well test “potentially” indicated Mopane could be an important commercial find in Namibia following the completion of the first phase of its exploration.
Galp’s oil finds have added to discoveries drilled off the southwest African nation, with Shell and TotalEnergies also finding oil in the area in the past two years. The finds are helping to turn the sparsely populated country into a hotspot for exploration. While no fields have yet been given the green light for development, hopes are high in the country that an economic boom similar to that seen in Guyana could follow.
Officials from Namibia’s Ministry of Mines and Energy and state oil company Namcor visited Guyana late last year seeking advice about oil developments, while Patrick Pouyanne, chief executive officer of TotalEnergies, recently drew parallels between the two countries.
Read: Africa’s Newest Oil Jackpot Comes With a Corruption Curse
Galp is the operator of the Mopane license area with an 80% stake. Namcor, or National Petroleum Corp. of Namibia, and Custos each hold 10% stakes. und hier ist SEI mit nicht ganz 50% dabei
--With assistance from Laura Hurst, Joao Lima and Francois de Beaupuy.
(Updates with share movement in fourth paragraph.)
Dinesh Nair and Kevin Crowley, Bloomberg News
(Bloomberg) -- Exxon Mobil Corp. and Shell Plc are among energy giants evaluating bids for a stake in Galp Energia SGPS SA’s major oil field offshore Namibia, according to people familiar with the matter.
TotalEnergies SE and Equinor ASA are also among those considering acquiring the 40% stake Galp is seeking to sell in the Mopane discovery, said the people, asking not to be identified as the matter is private.
Based on Galp’s recent “in place” estimates for 10 billion barrels of oil equivalent in the Mopane complex, the entire discovery could be worth around $20 billion, or potentially more, some of the people said. The Portuguese firm said in an April filing that the oil estimate is before drilling additional exploration and appraisal wells.
Galp, which is working with a financial adviser to sell half of its 80% holding in the asset, has called for first round bids in mid-June, according to the people. Shares of Galp were up 2.2% at 12:41 p.m. Tuesday in Lisbon, putting it on track for the biggest daily gain in about a month and giving the company a market value of €15.2 billion ($16.5 billion).
Deliberations are in the early stages and other bidders could emerge, while the Lisbon-based company could also decide to retain the stake if it cannot reach a final agreement with any of the parties, the people said.
Representatives for Galp, Shell, Exxon and Equinor declined to comment. A spokesperson for TotalEnergies didn’t respond to a request for comment.
Galp shares jumped 21% after the company said in April that a well test “potentially” indicated Mopane could be an important commercial find in Namibia following the completion of the first phase of its exploration.
Galp’s oil finds have added to discoveries drilled off the southwest African nation, with Shell and TotalEnergies also finding oil in the area in the past two years. The finds are helping to turn the sparsely populated country into a hotspot for exploration. While no fields have yet been given the green light for development, hopes are high in the country that an economic boom similar to that seen in Guyana could follow.
Officials from Namibia’s Ministry of Mines and Energy and state oil company Namcor visited Guyana late last year seeking advice about oil developments, while Patrick Pouyanne, chief executive officer of TotalEnergies, recently drew parallels between the two countries.
Read: Africa’s Newest Oil Jackpot Comes With a Corruption Curse
Galp is the operator of the Mopane license area with an 80% stake. Namcor, or National Petroleum Corp. of Namibia, and Custos each hold 10% stakes. und hier ist SEI mit nicht ganz 50% dabei
--With assistance from Laura Hurst, Joao Lima and Francois de Beaupuy.
(Updates with share movement in fourth paragraph.)
Trading Spotlight
Exxon und Shell sollen Gebote für Beteiligung an Galps Namibia-Feld in Erwägung ziehen
Sobald verbindliche Gebote kommen, dürfte das sowohl der Aktie von Galp als auch von Sintana Auftrieb geben ...
Exxon, Shell Said to Mull Bids for Stake in Galp’s Namibia Field
https://www.bnnbloomberg.ca/exxon-shell-said-to-mull-bids-fo…
Sobald verbindliche Gebote kommen, dürfte das sowohl der Aktie von Galp als auch von Sintana Auftrieb geben ...
Exxon, Shell Said to Mull Bids for Stake in Galp’s Namibia Field
https://www.bnnbloomberg.ca/exxon-shell-said-to-mull-bids-fo…
Courtesy of @TommyDeepwater on X
$XOM $CVX $SHEL $GALP.PL $TTE $BP $SEI.V World's Largest Oil Discovery in >10 Years is Up for Sale (1) As XOM and CVX battle in international courts over the right to buy $HES 30% interest in Stabroek Block (Guyana), a ~40% interest in 9,890 sq km offshore block in Namibia (PEL 83) that produced the world’s largest oil discovery in >10 years is up for sale. Galp Energia’s first two exploration wells in PEL 83 produced a >10B boe discovery, Mopane. Galp is only a >$3B EBITDA company. It is too small to fund development of its 80% interest in PEL 83 and is looking for a larger partner to fund its development. While future PEL 83 development costs will require tens of billions of USD, these are >20% IRR investments at Brent $70/bbl. PEL 83 is one of the few scalable oil projects in the world, and unlike Stabroek Block, it does not have an angry neighbor (Venezuela) claiming it. There should be numerous bidders on PEL 83 and the following is only SPECULATION of whom they will be. (2) Before any additional discoveries, the Mopane discovery likely translates to 350k-400k bpd by the early 2030's, comparable to Diamondback Energy’s $FANG 357k liquids production in 2023 (current $40.7B Ent Value). Galp has confirmed plans to drill 4 new exploration and appraisal wells around its world-class Mopane discovery. Considering the additional 6 identified prospects north of Mopane, future production of 600k-800k bpd is within reason. (3) As Exxon and Chevron battle over rights to Stabroek Block in Guyana, the two are also likely bidders for PEL 83 given their excellent financial resources, deepwater experience and strong balance sheets. Chevron will begin drilling exploration wells in PEL 90 (adjacent to PEL 83) in 4Q24/1Q25. Exxon’s balance sheet is underleveraged and could easily be used to fund both Guyana and Namibia oil projects. Shell’s block in Namibia is also adjacent to PEL 83 and is likely headed toward development after its discoveries. Shell is experienced in deepwater, has financial resources and also curiously drilled the Cullinan-1 well in 2023, within very close proximity of Galp’s 80% of PEL 83. TotalEnergies has a large development ahead of it in Namibia following its Venus and Mangetti discoveries, in addition to prospects in South Africa it will begin exploring in 2025. Also considering Total’s Suriname, Nigeria, Angola and LNG project pipeline, the French IOC likely already has a full menu of capital projects. Angola-based Azule Energy (BP and Eni JV) could be an interested party after announcing a farm-out with Rhino Resources in Namibia shortly after the Mopane discovery. BP is potentially looking to replace reserves it lost via its Rosneft write-down in 2022. Other potential bidders include Equinor, Petrobras and CNOOC. (4) A potential PEL 83 sale would likely be a 2025 event, as Galp and Chevron drill more exploration wells in late 2024 and Namibia’s general election is in November. Namibia’s state-oil company, NAMCOR, will likely retain its 10% interest. Custos Energy also owns 10% (Sintana owns 49% of Custos). H/T to Sintana for their investor presentations.
$XOM $CVX $SHEL $GALP.PL $TTE $BP $SEI.V World's Largest Oil Discovery in >10 Years is Up for Sale (1) As XOM and CVX battle in international courts over the right to buy $HES 30% interest in Stabroek Block (Guyana), a ~40% interest in 9,890 sq km offshore block in Namibia (PEL 83) that produced the world’s largest oil discovery in >10 years is up for sale. Galp Energia’s first two exploration wells in PEL 83 produced a >10B boe discovery, Mopane. Galp is only a >$3B EBITDA company. It is too small to fund development of its 80% interest in PEL 83 and is looking for a larger partner to fund its development. While future PEL 83 development costs will require tens of billions of USD, these are >20% IRR investments at Brent $70/bbl. PEL 83 is one of the few scalable oil projects in the world, and unlike Stabroek Block, it does not have an angry neighbor (Venezuela) claiming it. There should be numerous bidders on PEL 83 and the following is only SPECULATION of whom they will be. (2) Before any additional discoveries, the Mopane discovery likely translates to 350k-400k bpd by the early 2030's, comparable to Diamondback Energy’s $FANG 357k liquids production in 2023 (current $40.7B Ent Value). Galp has confirmed plans to drill 4 new exploration and appraisal wells around its world-class Mopane discovery. Considering the additional 6 identified prospects north of Mopane, future production of 600k-800k bpd is within reason. (3) As Exxon and Chevron battle over rights to Stabroek Block in Guyana, the two are also likely bidders for PEL 83 given their excellent financial resources, deepwater experience and strong balance sheets. Chevron will begin drilling exploration wells in PEL 90 (adjacent to PEL 83) in 4Q24/1Q25. Exxon’s balance sheet is underleveraged and could easily be used to fund both Guyana and Namibia oil projects. Shell’s block in Namibia is also adjacent to PEL 83 and is likely headed toward development after its discoveries. Shell is experienced in deepwater, has financial resources and also curiously drilled the Cullinan-1 well in 2023, within very close proximity of Galp’s 80% of PEL 83. TotalEnergies has a large development ahead of it in Namibia following its Venus and Mangetti discoveries, in addition to prospects in South Africa it will begin exploring in 2025. Also considering Total’s Suriname, Nigeria, Angola and LNG project pipeline, the French IOC likely already has a full menu of capital projects. Angola-based Azule Energy (BP and Eni JV) could be an interested party after announcing a farm-out with Rhino Resources in Namibia shortly after the Mopane discovery. BP is potentially looking to replace reserves it lost via its Rosneft write-down in 2022. Other potential bidders include Equinor, Petrobras and CNOOC. (4) A potential PEL 83 sale would likely be a 2025 event, as Galp and Chevron drill more exploration wells in late 2024 and Namibia’s general election is in November. Namibia’s state-oil company, NAMCOR, will likely retain its 10% interest. Custos Energy also owns 10% (Sintana owns 49% of Custos). H/T to Sintana for their investor presentations.
web_presentation_may-12-24
https://sintanaenergy.com/wp-content/uploads/2024/05/sintana…
ABER HIER KOMMT DAS ALLERBESTE
IN DEM YOUTUBE VIDEO BEI 07:26 BRABBELT DER PANCONTINENTAL ETWAS VON 40 MILLIARDEN BARREL OIL IN PLACE DIE SO EIN SATURN TURBIDITE BEINHALTEN KÖNNTE WENN ER BIS ZUM SPILL VOLL MIT ÖL IST
keine Ahnung wie ich die Wartezeit von einem Jahr bis zur Bohrung überleben werden. Bei solchen Zahlen könnte man schon nervös werden...
IN DEM YOUTUBE VIDEO BEI 07:26 BRABBELT DER PANCONTINENTAL ETWAS VON 40 MILLIARDEN BARREL OIL IN PLACE DIE SO EIN SATURN TURBIDITE BEINHALTEN KÖNNTE WENN ER BIS ZUM SPILL VOLL MIT ÖL IST
keine Ahnung wie ich die Wartezeit von einem Jahr bis zur Bohrung überleben werden. Bei solchen Zahlen könnte man schon nervös werden...
gutes update über Aktivitäten in Namibia Offshore
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Sintana Energy Namibia PEL 83/87/90 Explorationlizenzen
