Kosmos Energy Share Discussion Threads

[fraserdean] 07/12/2023 19:12

Too late for Wentworth and Invictus still very much a punt.
Probably a good buy on the Chariot imagine they'll creep back up a bit over the next week or two.

[xxnjr] 07/12/2023 17:26

Ok, thx. I bought some Chariot into the close. Gut feel Energean are a reasonable, quite good even, catch and being carried through the next well get's them closer to the start line. Haven't a clue about their green hydrogen stuff though! Haven't a clue about Wentworth and Invictus either but have googled them.

[fraserdean] 07/12/2023 16:16

It's more jam tomorrow. Basically Energean are only committing to $10m plus a carry on another well. Only when the results of that well are in does the proper money arrive so it's a bit of an unknown... Good week for Invictus and Wentworth though.

[xxnjr] 07/12/2023 12:30

Is the Energean farm-in positive for Chariot SP?
Seems like progress to me but share price reaction suggests otherwise.

[fraserdean] 06/12/2023 15:05

It's getting the miles in

[xxnjr] 06/12/2023 00:21

GTA fpso could be headed for Walvis Bay.

[xxnjr] 04/12/2023 17:58

"Africa Oil is authorized to repurchase through the facilities of the TSX, Nasdaq Stockholm and/or alternative Canadian trading systems, as and when considered advisable by Africa Oil, up to 38,654,702 common shares of Africa Oil (the "Common Shares"), which represents 10% of the Company's "public float" of 386,547,028 Common Shares as at November 27, 2023. As of the same date, Africa Oil had 462,945,871 Common Shares issued and outstanding. Purchases of Common Shares will occur over a period of twelve months commencing December 6, 2023 and ending on the earlier of December 5, 2024, the date on which the Company has purchased the maximum number of Common Shares permitted under the NCIB, and the date on which the NCIB is terminated by Africa Oil."

[xxnjr] 04/12/2023 14:24

"Shell has just started drilling a second appraisal probe on its multibillion-barrel Jonker oil discovery in Namibia’s Orange basin, a staggering 23 kilometres from the discovery well. According to marine intelligence provider VesselsValue, the semi-submersible rig Deepsea Bollsta spudded this latest delineation well last week, fresh from completing what a Shell spokesperson told Upstream was a “successful221; operation on the Jonker-1A appraisal probe....."

[xxnjr] 02/12/2023 15:45

It was on slide 14 of


webcast comments suggested a decent amount of resource in C+Okume left to exploit with higher recovery factor etc. afaics decline rates seem favourable (lot less than Jubilee which is >20% without constant drilling).

Ophir was so long ago I'd forgotten what Fortuna was!

[fraserdean] 01/12/2023 12:10

Ah intersting thanks didn't realise EG had improved terms, not much interest of late outside LNG, interesting to see if they get Fortuna done and who takes up from Exxon.

[xxnjr] 30/11/2023 21:55

GIMI dept Singapore 19/Nov Initial Dest: Mauritius
GTA FPSO off Cape Town now, 6.5 kts heading NW hopefully W.Africa next.

Panoro's 3Q results pres says "Effective 2024 onwards profit tax rate will reduce to 25% from current 35%" on Ceiba+Okume

[fraserdean] 30/11/2023 12:11

Yep they're slipping out one bit a day...

I think the regulator said it was something like 3,000 bbl, may be 300 it's out there somewhere.

And yes BP seem lost in the wilderness, not sure which wind to follow

[xxnjr] 29/11/2023 17:40

A lot of this recent upstream stuff is just regurgitated RT on last call. Today we have "Equinor has struck a deal to sell its entire Nigerian upstream business, including a key stake in Chevron's big Agbami oilfield in OML 128, to indigenous player Chappal Energies.

However, the agreement has the potential to be scuppered because it is subject to pre-emption rights.

Africa Oil, which together with BTG holds an interest in Agbami partner Prime, recently expressed an interest in Equinor's holding......"

[xxnjr] 29/11/2023 11:34

Can't be much if any surface oil as a 3D seismic survey currently underway just south of Akpo which is fairly close to Engina.

[xxnjr] 28/11/2023 17:55

Patrick P is great. I'm pretty sure Total know what they are doing.
Bp on the other hand? hmmm!

[fraserdean] 28/11/2023 17:27

That's the french for you. may depend on results, if Mangetti is found to include a venus extension or if the shallower reservoir is positive they may stay up't north before heading down souff after the new seismic is shot.

[xxnjr] 28/11/2023 16:59

Total have spent a lot on Venus-1A, approx

107 days to drill, log etc
26 days between rig return and actual DST start
33 days since DST start.

Believe it was cored at some point. possibly also a sidetrack?

When/where rig goes next will be interesting.

Shell were on J-1A about 90 days.

[xxnjr] 28/11/2023 16:38

Maybe it's heading for Rio de Janeiro ;-)

[fraserdean] 28/11/2023 14:02

excellent, must be a change of plan, they were talking about the FPSO going to Durban to try and get the bits fixed.

[xxnjr] 28/11/2023 12:50

GTA FPSO finally out of vortex and nearing Cape Town.

According to Upstream "Allseas enormous Pioneering Spirit pipelay vessel has arrived at the site of BP’s delayed and over-budget Greater Tortue Ahmeyim (GTA) project offshore Senegal and Mauritania....."

[fraserdean] 28/11/2023 10:01

Many thanks

[xxnjr] 27/11/2023 12:04

Marine Traffic. The free version in ok. ISTR I have a very minor subscription but can't remember what that was for and anyway most of the time I'm not logged in and still works. When I find an area of interest i zoom into that, then copy and paste the full address into my Imac as a bookmark. try this



hover over the dots and a vessel name might appear. If not click on it and will show time of last signal.

you can use the filter on MT to screen out anything other than

Tankers (red)
Ports/Anchorages (yellow)
Tugs, offshore supply ships & rigs which as you can see are same colour (turquoise)
otherwise it gets a bit cluttered.

[xxnjr] 27/11/2023 09:10

Now stopped at 7.12 kms SW (209°) of J-1A & exactly on the boundary. Rig initially went to the boundary on a SW heading. Then travelled due south along it. Most maps have V & J as independent prospects. Some early maps had them down as one contiguous thing. ISTR Shell/Total are sharing data.

[xxnjr] 26/11/2023 19:06

Yep: J-1X, J-1A, J2-A.
Check back tomorrow as rig about another 1km south but seems stopped now.