# ![@CharlieFlorimon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1513853845054627844.png) @CharlieFlorimon Florї

Florї posts on X about $merto, $aoito, $aoi, namibia the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1513853845054627844/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513853845054627844/c:line/m:interactions.svg)

- [--] Month [---] +4,457%
- [--] Months [------] +628%
- [--] Year [------] -65%

### Mentions: [--] [#](/creator/twitter::1513853845054627844/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513853845054627844/c:line/m:posts_active.svg)

- [--] Month [--] +700%
- [--] Months [--] +271%
- [--] Year [--] -17%

### Followers: [---] [#](/creator/twitter::1513853845054627844/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513853845054627844/c:line/m:followers.svg)

- [--] Week [---] no change
- [--] Month [---] -1.70%
- [--] Months [---] +2.60%
- [--] Year [---] +4.10%

### CreatorRank: [---------] [#](/creator/twitter::1513853845054627844/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1513853845054627844/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  22% [finance](/list/finance)  18% [currencies](/list/currencies)  4% [travel destinations](/list/travel-destinations)  4% [stocks](/list/stocks)  2%

**Social topic influence**
[$merto](/topic/$merto) #1, [$aoito](/topic/$aoito) 22%, [$aoi](/topic/$aoi) 16%, [namibia](/topic/namibia) 8%, [$tte](/topic/$tte) #10, [in the](/topic/in-the) 5%, [mira](/topic/mira) 4%, [qatar](/topic/qatar) 3%, [equatorial guinea](/topic/equatorial-guinea) 3%, [guinea](/topic/guinea) 3%

**Top accounts mentioned or mentioned by**
[@philhk](/creator/undefined) [@mereninc](/creator/undefined) [@almostmongolian](/creator/undefined) [@gerhardvisagie1](/creator/undefined) [@asidesilva](/creator/undefined) [@jamesiebabie1](/creator/undefined) [@xamplification](/creator/undefined) [@premofn1](/creator/undefined) [@oilgastourist](/creator/undefined) [@babyanteaterinc](/creator/undefined) [@newsography1](/creator/undefined) [@daalpeter](/creator/undefined) [@tommydeepwater](/creator/undefined) [@namevalue](/creator/undefined) [@ecowascedeao](/creator/undefined)

**Top assets mentioned**
[TotalEnergies SE (TTE)](/topic/$tte) [Venus (XVS)](/topic/venus) [Noble Corporation (NE)](/topic/$ne) [ConocoPhillips (COP)](/topic/conocophillips)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@phil_hk @MerenInc Peel Hunt - Target Price C$ [----] $MER.TO $MRNFF $MER @MerenInc https://peelhuntoilandgas.gallery.video/251119 https://peelhuntoilandgas.gallery.video/251119"  
[X Link](https://x.com/CharlieFlorimon/status/1991144481630912727)  2025-11-19T14:00Z [---] followers, [----] engagements


"$MER.TO TotalEnergies deputy CFO: in Namibia Venus will take final investment decision mid-2026 with first oil in [----] https://www.marketscreener.com/news/totalenergies-deputy-cfo-in-namibia-venus-will-take-final-investment-decision-mid-2026-with-first-ce7e5adddf8ef72d https://www.marketscreener.com/news/totalenergies-deputy-cfo-in-namibia-venus-will-take-final-investment-decision-mid-2026-with-first-ce7e5adddf8ef72d"  
[X Link](https://x.com/CharlieFlorimon/status/2021620453035639035)  2026-02-11T16:20Z [---] followers, [---] engagements


"$mer.to $TTE has 40% in PEL [--] Galp (40%) $TTE has 35.25% in PEL [--] QatarEnergy (35.25%) Galp (10%) Namcor (10%) Impact (9.5%) A logical next step: $TTE + Qatar to acquire Impacts stake as this would result in equal 40% stakes in both licenses and simplify the structure"  
[X Link](https://x.com/CharlieFlorimon/status/2021889396543193528)  2026-02-12T10:09Z [---] followers, [---] engagements


"@xAmplification FID TotalEnergies Venus mid-2026"  
[X Link](https://x.com/CharlieFlorimon/status/2022253356224528849)  2026-02-13T10:15Z [---] followers, [--] engagements


"These are simply considerations that would be beneficial for $TTE. That said I hope $mer.to (Impact) keeps its Venus stake unless it is very very well paid otherwise its simply too good an asset to sell"  
[X Link](https://x.com/CharlieFlorimon/status/2021953203127169310)  2026-02-12T14:23Z [---] followers, [---] engagements


"$mer.to TotalEnergies deputy CFO: We will be exploring a new prospect near our Venus discovery named Olympe (corrects RIC) https://www.marketscreener.com/news/totalenergies-deputy-cfo-we-will-be-exploring-a-new-prospect-near-our-venus-discovery-named-olympe-ce7e5adddf8ef72c https://www.marketscreener.com/news/totalenergies-deputy-cfo-we-will-be-exploring-a-new-prospect-near-our-venus-discovery-named-olympe-ce7e5adddf8ef72c"  
[X Link](https://x.com/CharlieFlorimon/status/2021621921071452259)  2026-02-11T16:26Z [---] followers, [---] engagements


"Revised its dividend policy tripling shareholder distributions (likely more). As a result of this focused strategy AOI is set to emerge as a stronger company by Q1 [----] characterized by: A new name and a stable long-term ownership structure"  
[X Link](https://x.com/CharlieFlorimon/status/1853382862428426248)  2024-11-04T10:24Z [---] followers, [---] engagements


"A solid balance sheet and direct ownership in producing assets. Better cost control and reduced risk exposure. The ability to pay substantial dividends while continuing to grow in a low risk way. Valuable assets in Namibia w/ increasing worth as development progresses"  
[X Link](https://x.com/CharlieFlorimon/status/1853382864911409621)  2024-11-04T10:24Z [---] followers, [---] engagements


"High-quality reserves with premium oil and low lifting & operational costs. With the restructuring largely complete AOI is poised to deliver good value to shareholders starting in spring 2025"  
[X Link](https://x.com/CharlieFlorimon/status/1853382867763573154)  2024-11-04T10:24Z [---] followers, [---] engagements


"The company is positioned for low-risk high-reward growth thanks to these strategic deals premium dividends and TotalEnergies operational expertise"  
[X Link](https://x.com/CharlieFlorimon/status/1853382870267469844)  2024-11-04T10:24Z [---] followers, [---] engagements


"Even if the share price doesnt immediately recover successful drilling and strong financials should gradually attract new investors eventually boosting the share price"  
[X Link](https://x.com/CharlieFlorimon/status/1853382872620494993)  2024-11-04T10:24Z [---] followers, [---] engagements


"The Venus discovery along with potential in the Mangetti/Tamboti-1X appraisal could yield 4-5 billion barrels of recoverable oil at 40% RF my estimate - no official estimate yet with further upside if southern prospects prove successful"  
[X Link](https://x.com/CharlieFlorimon/status/1853382875132964965)  2024-11-04T10:24Z [---] followers, [---] engagements


"The value of the "new AOI" will grow steadily as production nears promising significant returns for shareholders. Despite a challenging [----] with falling oil and share prices AOIs recent transformation lays a solid foundation for long-term growth and investor confidence. /END"  
[X Link](https://x.com/CharlieFlorimon/status/1853382877607592018)  2024-11-04T10:24Z [---] followers, [---] engagements


"$AOI.to $AOI https://threadreaderapp.com/thread/1853382813233385787.html https://threadreaderapp.com/thread/1853382813233385787.html"  
[X Link](https://x.com/CharlieFlorimon/status/1853384968803688775)  2024-11-04T10:33Z [---] followers, [----] engagements


"@AlmostMongolian Correct. Recently got confirmation on several significant developments all positive: - [--] OCT approval of the deal with BTG - then approved the same ahead of time - approved the $TTE farm-out - renewed license PML [--] - The Tamboti-1X spud. http://AOI.to http://AOI.to"  
[X Link](https://x.com/CharlieFlorimon/status/1853437601153266018)  2024-11-04T14:02Z [---] followers, [---] engagements


"@AlmostMongolian Recent news indicates that its truly unfolding; the only thing lagging is the sh price reflecting actual value Compared to peers margins: AOI avg EBITDA/boe US$61.1/boe Peer Group avg US$38.5/boe FY23 Lower operating costs: $AOI.to avg US$15.0/boe. Peer Group avg US$21.1/boe"  
[X Link](https://x.com/CharlieFlorimon/status/1853503557002985589)  2024-11-04T18:24Z [---] followers, [---] engagements


"$AOI.to: EG Farm-In Opportunity: Infrastructure-led appraisal and exploration opportunity targeting multi-TCF Prospects in shallow water. Located in the outboard Niger delta with major sediment influx from the Cross River Principal ChannelCalabar fan system"  
[X Link](https://x.com/CharlieFlorimon/status/1853742527066570998)  2024-11-05T10:13Z [---] followers, [---] engagements


"$aoi.to a few cents higher. Still a no-brainer as current ridiculous share price implies low or No value for: 📍Venus+Tamboti 📍huge upside in [--] carried high impact wells 📍high margin reserves 📍double digit dividends soon as 'new AOI' rises Q1-25 https://x.com/CharlieFlorimon/status/1853384968803688775 $AOI.to $AOI https://t.co/vIigMHwEGJ https://t.co/c0E4kYRzoT https://x.com/CharlieFlorimon/status/1853384968803688775 $AOI.to $AOI https://t.co/vIigMHwEGJ https://t.co/c0E4kYRzoT"  
[X Link](https://x.com/CharlieFlorimon/status/1853844223780442334)  2024-11-05T16:58Z [---] followers, [----] engagements


"$aoi $aoi.to https://seekingalpha.com/article/4733592-africa-oil-stock-strong-buy-positive-news-derisked-dividend-yieldfbclid=IwY2xjawGYI2dleHRuA2FlbQIxMQABHX0cUgoMjuAGZaNC6Uu5Jc3L_QoZSJ8-ShKZ_aRom3pOz2GSMlCylfa_BQ_aem_c7IAr7wrb_CIWISv7uNAjw https://seekingalpha.com/article/4733592-africa-oil-stock-strong-buy-positive-news-derisked-dividend-yieldfbclid=IwY2xjawGYI2dleHRuA2FlbQIxMQABHX0cUgoMjuAGZaNC6Uu5Jc3L_QoZSJ8-ShKZ_aRom3pOz2GSMlCylfa_BQ_aem_c7IAr7wrb_CIWISv7uNAjw"  
[X Link](https://x.com/CharlieFlorimon/status/1854126766480031995)  2024-11-06T11:40Z [---] followers, [---] engagements


"$aoi.to emphasized the potential of EG-18 to become a major new hydrocarbon province akin to the prolific Orange Basin. The correlation to nearby L2 well data and Direct Hydrocarbon Indicators further supports our belief in the areas potential https://aecweek.com/africa-oil-corp-shares-exploration-results-in-equatorial-guineas-eg-18-field-at-aew-2024/ https://aecweek.com/africa-oil-corp-shares-exploration-results-in-equatorial-guineas-eg-18-field-at-aew-2024/"  
[X Link](https://x.com/CharlieFlorimon/status/1854471674931876041)  2024-11-07T10:31Z [---] followers, [----] engagements


"$aoi.to Africa Oil Corps exploration campaign includes analyzing basin floor fan prospects of the Cretaceous age. These formations are akin to successful structures the company has explored in Namibia and South Africa"  
[X Link](https://x.com/CharlieFlorimon/status/1854573979446431915)  2024-11-07T17:17Z [---] followers, [---] engagements


"$AOI.to Pareto: BUY - Target Price C$3.57"  
[X Link](https://x.com/CharlieFlorimon/status/1857067980636446837)  2024-11-14T14:28Z [---] followers, [----] engagements


"While buybacks boost the $aoi.to share price fewer shares mean higher dividends. At C$2.00 the dividend yield is approximately 10.2% (base case). However with a policy of distributing 50% of excess free cash flow there's potential for dividends to reach up to 19% next year"  
[X Link](https://x.com/CharlieFlorimon/status/1858559316875505885)  2024-11-18T17:14Z [---] followers, [----] engagements


"$aoi.to Shareholder returns [----] base case at this share price [----] %"  
[X Link](https://x.com/CharlieFlorimon/status/1869039698624299111)  2024-12-17T15:19Z [---] followers, [----] engagements


"At current share price of $C2.65 the $aoi.to base dividend for [----] (est [---] m shares Q2) will be around 105%. Hence a quite high dividend while the first well of several high impact targets in the ongoing and carried drilling campaign should be very near its target depth"  
[X Link](https://x.com/CharlieFlorimon/status/1875244531672870978)  2025-01-03T18:15Z [---] followers, [----] engagements


"Correction: the current share price of $C2.065"  
[X Link](https://x.com/CharlieFlorimon/status/1876184861855395865)  2025-01-06T08:31Z [---] followers, [---] engagements


"$aoi.to TP C$3.6 Pareto on closing of the Prime deal "we think this will trigger a repricing": provide direct visibility on earnings and cash flows previously hidden and not fully controlled by the company. doubling of production and a 3x dividend increase to min. USD 100m/year"  
[X Link](https://x.com/CharlieFlorimon/status/1876960486161260692)  2025-01-08T11:53Z [---] followers, [----] engagements


"$aoi.to not are TTE just going for it . it seems like the FPSO size 160K might be growing to 190K. https://www.upstreamonline.com/field-development/front-runner-emerges-in-battle-to-provide-fpso-for-totalenergies-huge-namibia-project/2-1-1765847 https://www.upstreamonline.com/field-development/front-runner-emerges-in-battle-to-provide-fpso-for-totalenergies-huge-namibia-project/2-1-1765847"  
[X Link](https://x.com/CharlieFlorimon/status/1881710666530406508)  2025-01-21T14:29Z [---] followers, [---] engagements


"@GerhardVisagie1 .or will Impact be split in two: Impact Production Namibia and Impact Exploration capitalized with the difference between the recently distributed [--] million dollars and the rest of its cash $AOI $AOI.TO"  
[X Link](https://x.com/CharlieFlorimon/status/1884198522658120165)  2025-01-28T11:15Z [---] followers, [---] engagements


"@GerhardVisagie1 .could be a good solution in case it is solved with a low dilution AND cash. $AOI $AOI.to"  
[X Link](https://x.com/CharlieFlorimon/status/1884248568619491752)  2025-01-28T14:34Z [---] followers, [---] engagements


"@premofn1 Lets see. Poyann said: "I dont promise you well sanction it before year end. I know its an internal joke vibe more about beginning first half of 26" $AOI.to ( $TTE ) drilling both Marula and Olympe in Namibia until then"  
[X Link](https://x.com/CharlieFlorimon/status/1887916739712696652)  2025-02-07T17:30Z [---] followers, [---] engagements


"@oilgastourist There were buyers but they asked for a higher price off market so no shortage of buyers also evident there have been larger buyers in the market for a while. Their actions are difficult to explain but one cannot just conclude that "that Helios doesn't give a f. on the price""  
[X Link](https://x.com/CharlieFlorimon/status/1904114583477899373)  2025-03-24T10:14Z [---] followers, [---] engagements


"$aoi.to Dividend update (with current exchange rates and actual share count right now @ 1.73CAD) = 1217%"  
[X Link](https://x.com/CharlieFlorimon/status/1908169254299476328)  2025-04-04T14:46Z [---] followers, [---] engagements


"$aoi.to Dividend update. (with current exchange rates actual share count : right now @ 1.65CAD) = 1258%. That is base the base dividend only.)"  
[X Link](https://x.com/CharlieFlorimon/status/1910395014900838853)  2025-04-10T18:10Z [---] followers, [---] engagements


"$MER.TO $AOI.TO"  
[X Link](https://x.com/CharlieFlorimon/status/1942654438281293940)  2025-07-08T18:38Z [---] followers, [----] engagements


"$MER.TO $AOI.TO Whats happening Quiet today not the usual selling. Scotia looks to have finished offloading the last of the Stampede shares yesterday Maybe the wet blankets finally off"  
[X Link](https://x.com/CharlieFlorimon/status/1945541824338153818)  2025-07-16T17:51Z [---] followers, [---] engagements


"$MER.TO Upstream: 'The Namibian government's newly minted Upstream Petroleum Unit is carrying out a review of the countrys regulatory framework.Namibia is currently expected to produce first oil in [----] probably from TotalEnergies' Venus discovery.' https://www.upstreamonline.com/finance/namibias-top-oil-official-prioritises-youth-empowerment-amid-regulatory-review/2-1-1851900 https://www.upstreamonline.com/finance/namibias-top-oil-official-prioritises-youth-empowerment-amid-regulatory-review/2-1-1851900"  
[X Link](https://x.com/CharlieFlorimon/status/1950955150325002743)  2025-07-31T16:22Z [---] followers, [----] engagements


"@asidesilva actual shcount 675m eq. to [--] % base dividend 33% means they generate 1/3 of market value/yr in cash from operations -crazy high compared to most companies [---] extremely low/cheap as energy companies can trade anywhere from 58x in normal conditions http://Mer.to http://Mer.to"  
[X Link](https://x.com/CharlieFlorimon/status/1955696544633569332)  2025-08-13T18:22Z [---] followers, [---] engagements


"$MER.to Oliver Quinn Pareto's 32nd Annual Energy Conference in Oslo regarding EG: -it is maturing quite nicely now . we would bring that to conclusion somewhere in q4 this year .'Watch this space '"  
[X Link](https://x.com/CharlieFlorimon/status/1966405011073872330)  2025-09-12T07:34Z [---] followers, [----] engagements


"'Watch this space' Meren Energy is undertaking a farm-out of its stake in Equatorial Guinea's Blocks EG-18 and EG-31 to partner with a significant company. $MER.to 'would bring that to conclusion somewhere in Q4-25' enabling possible exploration drilling as early as late 2026"  
[X Link](https://x.com/CharlieFlorimon/status/1968327604014051657)  2025-09-17T14:54Z [---] followers, [----] engagements


"Despite aiming to farm-out its stake in Equatorial Guinea's Blocks EG-18 and EG-31 Meren $MER.to will not participate this year at the African Farmout Forum held at African Energy Week AEC in Cape Town on 29th September 2025"  
[X Link](https://x.com/CharlieFlorimon/status/1968335666108051710)  2025-09-17T15:26Z [---] followers, [---] engagements


"@phil_hk Meren have since signed up to present at the African Farmout Forum and will present their farm-in opportunities in Equatorial Guinea also this year at the African Farmout Forum held at African Energy Week AEC in Cape Town on 29th September"  
[X Link](https://x.com/CharlieFlorimon/status/1969142213117415629)  2025-09-19T20:51Z [---] followers, [--] engagements


"@phil_hk $MER.to Akpo Far East near Akpo means quick development. AFE assumed to hold a column of c. [---] m which is [---] m more than the column for the sands in the Akpo field. Seismic AVO analysis with the G sands in the prospect having a similar seismic response to those in the Akpo"  
[X Link](https://x.com/CharlieFlorimon/status/1970026094482141498)  2025-09-22T07:23Z [---] followers, [---] engagements


"@phil_hk Akpo Far East: P50 [---] mmbbl p10 nearly [---] mmbbl. Chance of Discovery 19% Chance of Development 90%"  
[X Link](https://x.com/CharlieFlorimon/status/1970027206307987721)  2025-09-22T07:27Z [---] followers, [--] engagements


"$MER.to Among Top [--] Undervalued E&P based On Cash Flows In Canada Current valuation based almost entirely on its existing producing assets. Exploration acreage in Equatorial Guinea valued at almost zero until farmout&drilling is confirmed"  
[X Link](https://x.com/CharlieFlorimon/status/1974095773043429637)  2025-10-03T12:54Z [---] followers, [---] engagements


"$MER.to By the sidelines of AEW Maggie Shino Petroleum Commissioner in Namibia told she expects TTE to announce a FID on the Venus development already by year-end [----]. This tallies with recent TTE statement on possiblity to deliver first oil by 2029/30. https://www.energyintel.com/00000199-c87a-d804-add9-c8fe802d0000 https://www.energyintel.com/00000199-c87a-d804-add9-c8fe802d0000"  
[X Link](https://x.com/CharlieFlorimon/status/1976562519406936202)  2025-10-10T08:16Z [---] followers, [---] engagements


"$MER.to Senior management will hold a conference call & webcast to discuss the good results on Monday November [--] [----] at 09:00 (ET) / 14:00 (GMT) / 15:00 (CET)"  
[X Link](https://x.com/CharlieFlorimon/status/1989303448659956157)  2025-11-14T12:04Z [---] followers, [----] engagements


"Oil price won't change that $AOI has had the exciting Gamechanger Venus -1A appraisal well in its truly massive discovery on 2913B ongoing for about [--] days. An already huge find anticipated to stretch into and almost double in size to the west in [----]. https://impactoilandgas.com/wp-content/uploads/Venus-Fan-Model_Namibia.gif https://impactoilandgas.com/wp-content/uploads/Venus-Fan-Model_Namibia.gif"  
[X Link](https://x.com/CharlieFlorimon/status/1653855319695433731)  2023-05-03T20:13Z [---] followers, [----] engagements


"@BabyAnteaterInc $AOI and that's is only the northernmost lobe of the Orange Fan. The middle and southern lobes remain unexplored. Additional leads have been interpreted over blocks [----] and 2913B with the potential to add material resources to the Venus play"  
[X Link](https://x.com/CharlieFlorimon/status/1668687179982184469)  2023-06-13T18:30Z [---] followers, [----] engagements


"$AOI Woodmac's estimate of 3B barrels (4Boe incl. gas) is a low estimate based on 1/4 of its 3D km2 aerial extension. Confirmation of Venus will likely result in a significant resource upgrade excl Nara. Argusmedia said Woodmac earlier had 6B recoverable: https://www.argusmedia.com/en/news/2426283-shell-qatarenergy-make-new-oil-discovery-off-namibia https://www.argusmedia.com/en/news/2426283-shell-qatarenergy-make-new-oil-discovery-off-namibia"  
[X Link](https://x.com/CharlieFlorimon/status/1715287904585494983)  2023-10-20T08:44Z [---] followers, [----] engagements


"One of the potential buyers plays foul. Not only downplays size ( arrogantly drops unrealistic numbers) while keeping test data secret. Venus and other prospects in 2913B are more likely 2-3 or even [--] times those carelessly dropped numbers. $AOI should negotiate exit with Qatar"  
[X Link](https://x.com/CharlieFlorimon/status/1715372089987698773)  2023-10-20T14:19Z [---] followers, [---] engagements


"@newsography1 @daal_peter .an understatement. Also reason Cos in the know were VERY disappointed TTE downplayed it. Huge value without Nara. Enough for at least one large-scale development. [--] producers @ 7575-15150K/day eq. +250-500K light oil/day. CEO: "Well have a development for sure maybe two" $AOI"  
[X Link](https://x.com/CharlieFlorimon/status/1717459612369043519)  2023-10-26T08:34Z [---] followers, [---] engagements


"the Amazon Conqueror circling in the south of 2913B and 2913A (Damara and Jonker areas) most likely acquiring 4D as this is one of the worlds most advanced seismic vessels purpose-built for environmentally friendly seismic acquisition. $AOI"  
[X Link](https://x.com/CharlieFlorimon/status/1717864393872957654)  2023-10-27T11:22Z [---] followers, [----] engagements


"Arctic Securities valuation of $Aoi published today 20/11/23 Arctic values: Venus @ USD3/bbl x Venus size AOI stake in Venus valuation: Venus at [--] billion barrels = [---] SEK per share Venus at [--] billion barrels = [----] SEK per share Venus at [--] billion barrels = [----] SEK per share"  
[X Link](https://x.com/CharlieFlorimon/status/1726623950644605269)  2023-11-20T15:30Z [---] followers, [----] engagements


"and as Arctic Securities values the oil-producing assets @ SEK [--] SEK this means a nice upside from the VENUS discovery w/ some x billions of oil but also from MANGETTI now drilling ahead to prove if it was only its tail above Nara containing oil or if that extends into 2913B"  
[X Link](https://x.com/CharlieFlorimon/status/1726628808789459417)  2023-11-20T15:49Z [---] followers, [---] engagements


"$AOI oil volatility and oil now falling not good for oil stocks this one included. However a 10% reduced tax burden roughly means [--] usd relief on any sold barrel compared to pre-PIA. Besides the variable royalty roughly moves +/-1% for each +/- [--] usd oil price movement"  
[X Link](https://x.com/CharlieFlorimon/status/1732491142552252431)  2023-12-06T20:04Z [---] followers, [---] engagements


"$AOI.to $JSEHCI Cautionary announcements are made by companies when info may impact their share price. Often in situations like potential M&A changes in ownership or material events that could have a significant impact on their financial position. https://x.com/CharlieFlorimon/status/1737146699821236575 $AOI.to They told you. Expect it. https://t.co/K7VVtxvInd https://x.com/CharlieFlorimon/status/1737146699821236575 $AOI.to They told you. Expect it. https://t.co/K7VVtxvInd"  
[X Link](https://x.com/CharlieFlorimon/status/1737569260300283975)  2023-12-20T20:22Z [---] followers, [----] engagements


"$AOI.to $JSEHCI https://www.moneyweb.co.za/mny_sens/hosken-consolidated-investments-limited-cautionary-announcement/fbclid=IwAR2g1t0cytlebGPWINvPz7C83ZFl5IryRcUbIxK71KGmhVkH5BB3VDLV9UI https://www.moneyweb.co.za/mny_sens/hosken-consolidated-investments-limited-cautionary-announcement/fbclid=IwAR2g1t0cytlebGPWINvPz7C83ZFl5IryRcUbIxK71KGmhVkH5BB3VDLV9UI"  
[X Link](https://x.com/CharlieFlorimon/status/1737569265685803219)  2023-12-20T20:22Z [---] followers, [---] engagements


"$AOI.to Hosken $JSEHCI HCI repeated its Cautionary Announcement today. Who ends up with Impact and its 20% in the massive Namibian discovery Venus TotalEnergies Shell AOil +partner Or Merger Other buyer TotalEnergies Shell AOil +partner Or Merger Other buyer"  
[X Link](https://x.com/CharlieFlorimon/status/1740762419767754871)  2023-12-29T15:51Z [---] followers, [----] engagements


"$AOI.to $aoi Polarcus ARGEO VENTURE on Venus 2913B now at: [-------------------] [-----------------] Have been doing something here and not moving much last [--] hours it seems .but what They have already done the 3D seismic"  
[X Link](https://x.com/CharlieFlorimon/status/1828519548858855916)  2024-08-27T19:46Z [---] followers, [---] engagements


"Mira to leave Congo for Orange basin. Expected to drill the "exploration" well called Tamboti-1X in the northeast area of Block 2913B. Will appraise both a thicker part of the Mangetti AND explore another Late Cretaceous play. The same play as the very successful Mopane. $aoi.to"  
[X Link](https://x.com/CharlieFlorimon/status/1829184760796823927)  2024-08-29T15:50Z [---] followers, [----] engagements


"$aoi.to $aoi October spud in 2913B The Deepsea Mira departed the $TTE prospect offshore Congo on [--] September. Now in Angolan waters Southwest of Benguela. By tomorrow September [--] she will have traveled halfway through the first leg of her journey down to Walvis Bay"  
[X Link](https://x.com/CharlieFlorimon/status/1839714309879865705)  2024-09-27T17:10Z [---] followers, [---] engagements


"$aoi $aoi.to The Deepsea Mira now in Namibian waters. Hopefully she will spud either North or South in Block 2913B. In any case close to another huge discovery. https://x.com/CharlieFlorimon/status/1839322808389943348 Flabbergasting cheap. The market will almost get this value stock for free $AOI $AOI.TO now trades with more than a 50% discount to NAV. This while they can & the shareholder policy means they will distribute a minimum of 569% over the next [--] years. Base dividends ($100 MM). https://x.com/CharlieFlorimon/status/1839322808389943348 Flabbergasting cheap. The market will almost get"  
[X Link](https://x.com/CharlieFlorimon/status/1841042161116098801)  2024-10-01T09:07Z [---] followers, [----] engagements


"$aoi.to $aoi Deepsea Mira on her way to Walvis Bay then sailing to the north of Block 2913B to drill the +1B prospect Tamboti. North of Venus and next to the Mangetti discovery"  
[X Link](https://x.com/CharlieFlorimon/status/1841533861332975628)  2024-10-02T17:41Z [---] followers, [---] engagements


"Drilling season starting soon: $TTE (Mira) Tamboti-1X in October on PEL [--] Galp (Santorini) November appraisal Mopane on PEL [--] Rhino (Noble Venture) exploration in November on PEL [--] Chevron (Bollsta) exploration on PEL [--] in December (also apprisal of Mangetti😉) $AOI.to"  
[X Link](https://x.com/CharlieFlorimon/status/1844738011029786735)  2024-10-11T13:53Z [---] followers, [----] engagements


"@Jamesiebabie1 On the northern Damara prospect. To complicate life there is a prospect called Marula or Maroela in mid Block 3b/4b also. I assume $TTE $aoi.to will not drill that one when drilling starts (perhaps Q1/Q2-2025) but rather start with the Fan-S in the northern part of said block"  
[X Link](https://x.com/CharlieFlorimon/status/1844749987416064125)  2024-10-11T14:40Z [---] followers, [---] engagements


"$AOI.TO $AOI & $TTE has received government approval to drill Block 3B/4B in Q1/Q2-2025 adjacent to the DWOB license where TTE already got approval after a short now guiding appeal process. Permit: to drill [--] well & [--] contingent well (up to [--] wells). Appeal date expired [--] Oct"  
[X Link](https://x.com/CharlieFlorimon/status/1847023590052438139)  2024-10-17T21:15Z [---] followers, [----] engagements


"$aoi.to Deepsea Mira now drilling a Dual objective High Impact well in hot Orange Basin in Namibia Looking for some 2BBL (Tamboti-1X 1BBL + appraisal of Mangetti 1BBL) And chances should be quite good when drilling in this very prolific area close to oil discoveries"  
[X Link](https://x.com/CharlieFlorimon/status/1849834123445051741)  2024-10-25T15:23Z [---] followers, [----] engagements


"$AOI.to Flush with cash. ' Africa Oil valuation is an opportunity ahead of cash-flow boost and new exploration '"  
[X Link](https://x.com/CharlieFlorimon/status/1857414778773192969)  2024-11-15T13:26Z [---] followers, [----] engagements


"Breaking. (CEO on webcast) no planned shutdown for maintenance in $AOI.to fields in Nigeria Q4"  
[X Link](https://x.com/CharlieFlorimon/status/1857427962611601672)  2024-11-15T14:18Z [---] followers, [----] engagements


"@TommyDeepwater Good signal Qatar seems happy to increase their stake. Signa value also in that Shell will drill just south of the Damara features in 2913B trying to find their own Venus lobe. I beleive a possible appraisal of Tamboti fits into their plan and will not delay a [----] FID. $aoi.to"  
[X Link](https://x.com/CharlieFlorimon/status/1861033478193586615)  2024-11-25T13:05Z [---] followers, [---] engagements


"$aoi.to Flaring at Tamboti IS a good sign. The project just keeps getting better and better. The more oil in the block the better before FID. Potentially [--] or more FPSOs just in the northern hub. Potentially another [--] FPSOs at Venus. https://x.com/CharlieFlorimon/status/1816857201400529259 With the GIANT the Venus - It keeps growing.it keeps surprising us - And the size is ENORMOUS But what we are also seeing within the Venus down south with the new seismic data that has been acquired there are also three more giants that need a "bit" to be dropped $aoi.to https://t.co/jqDnfIKqf0"  
[X Link](https://x.com/CharlieFlorimon/status/1877820885853245592)  2025-01-10T20:52Z [---] followers, [----] engagements


"$MER.to Venus Development plan handed over to the Namibian government for approval. If approved then FID possible within [--] months this for $TTE to be able to deliver first oil by 2029/30. Official transcript from TotalEnergies SE [----] Strategy & Outlook presentation:"  
[X Link](https://x.com/CharlieFlorimon/status/1975565803849417063)  2025-10-07T14:16Z [---] followers, [----] engagements


"$mer.to Shahin Amini Head of Investor Relations Communications Meren Energy: - 'there are opportunities for us to get involved with midlife assets that will - and these are assets that may be non-core to a larger oil company but they are core to us' https://youtu.be/eiVSUKyCHI0si=Pvq4Ayvhhsr2hkFR&t=478 https://youtu.be/eiVSUKyCHI0si=Pvq4Ayvhhsr2hkFR&t=478"  
[X Link](https://x.com/CharlieFlorimon/status/1980358220985307228)  2025-10-20T19:39Z [---] followers, [----] engagements


"@_NameValue_ Liquidity mgmt & refinancing to date preserve firepower to expand $mer.to via JVs & M&A. EG-31s gas upside & low-capex profile likely appeal to COP. More likely:COP funds EG-31 drilling for equity; MER acquire Alba field stake. Such a deal leave no room to acquire TLW assets"  
[X Link](https://x.com/CharlieFlorimon/status/1980690085176832250)  2025-10-21T17:38Z [---] followers, [---] engagements


"$mer.to already identified several potential gas-prone prospects in shallow water depths of less than [--] meters and close to existing infrastructure including the offshore midlife Alba on-trend w/ gas field and the onshore Punta Europa LNG Terminal. https://mereninc.com/equatorial-guinea-operations/ https://mereninc.com/equatorial-guinea-operations/"  
[X Link](https://x.com/CharlieFlorimon/status/1980907048712958005)  2025-10-22T08:00Z [---] followers, [---] engagements


"My best guess: [--] EG-31: ConocoPhillips likely eyeing gas for its LNG plant $MER.to may retain operatorship. [--] EG-18: MER could hand over deep-water ops to a major 'no longer active in Equatorial Guinea' (XOM) drilling the Nice risk/high-reward JASPER prospect with 30-50% CoS"  
[X Link](https://x.com/CharlieFlorimon/status/1981020672848495089)  2025-10-22T15:31Z [---] followers, [---] engagements


"$MER.to JASPER potential size and Chance of Discovery according to RISC (UK) Limited (RISC) report"  
[X Link](https://x.com/CharlieFlorimon/status/1981078674435686886)  2025-10-22T19:22Z [---] followers, [---] engagements


"2 key farm-outs aiming close Q4 EG-18 w/ Jasper p50 [---] bn boe +Akpo Far East drilling Venus FID ahead [----] Strong balance sheet active on new field buys $25M div (3 wks to x-day) +12% YoY Solid cash flow disciplined expansion High-margin assets $mer.to"  
[X Link](https://x.com/CharlieFlorimon/status/1984321968967917796)  2025-10-31T18:09Z [---] followers, [---] engagements


"Cobas understand value investing. $MER.to trading at more than 50% discount"  
[X Link](https://x.com/CharlieFlorimon/status/1984347743943573867)  2025-10-31T19:52Z [---] followers, [---] engagements


"$mer.to as of today its common shares have qualified to trade on the OTCQX Best Market ("OTCQX") in the United States under the ticker symbol of 'MRNFF'"  
[X Link](https://x.com/CharlieFlorimon/status/1985311009607929910)  2025-11-03T11:40Z [---] followers, [----] engagements


"$mer.to So all above AND Preowei FID is also likely upcoming. Akpo Far East drilling with potentially very high impact as I mentioned. Furthrmore I can confirm that the farm down discussions process for the two EG blocks are on-going which IS important. https://youtube.com/shorts/WWoSb0q0uvosi=zD7qn--huRR5bqC7 https://youtube.com/shorts/WWoSb0q0uvosi=zD7qn--huRR5bqC7"  
[X Link](https://x.com/CharlieFlorimon/status/1985726484401541514)  2025-11-04T15:11Z [---] followers, [---] engagements


"$MER.to When TotalEnergies' drilling campaign restarts in Nigeria [----] it will start with the drilling of the Akpo Far East near-field prospect"  
[X Link](https://x.com/CharlieFlorimon/status/1989284574476882024)  2025-11-14T10:49Z [---] followers, [---] engagements


"8 Cobas value investing funds are wisely accumulating a growing $MER.to trading at +50& discount w/ 12% dividend: Cobas Seleccin C FI C.Internacional C FI C.Selection P Acc EUR C. Global PP C.Mixto Global PP C.Autnomos PPES Surpenepsion C. [---] EPSV SC 50-50 EPSV"  
[X Link](https://x.com/CharlieFlorimon/status/1989375300380365209)  2025-11-14T16:50Z [---] followers, [---] engagements


"@ecowas_cedeao In recent days constitutional "changes" in Guinea-Bissau have concentrated power in the President. These were adopted by a non-elected transition body without parliament raising serious issues of legality. Were these changes part of the document discussed with the ECOWAS"  
[X Link](https://x.com/CharlieFlorimon/status/2011771953737318579)  2026-01-15T12:06Z [---] followers, [--] engagements


"$mer.to even better than expected"  
[X Link](https://x.com/CharlieFlorimon/status/1989270613836599804)  2025-11-14T09:54Z [---] followers, [---] engagements


"8 Cobas value investing funds are wisely accumulating a growing $MER.to trading at 56% discount with 11.5% dividend: Cobas Seleccin C FI C.Internacional C FI C.Selection P Acc EUR C. Global PP C.Mixto Global PP C.Autnomos PPES Surpenepsion C. [---] EPSV SC 50-50 EPSV"  
[X Link](https://x.com/CharlieFlorimon/status/1989438066914988180)  2025-11-14T20:59Z [---] followers, [---] engagements


"RT @phil_hk: $MER.TO $MRNFF $MER @MerenInc"  
[X Link](https://x.com/anyuser/status/1991142706806931714)  2025-11-19T13:53Z [---] followers, [--] engagements


""Warren Buffett espaol" - Francisco Garca Params one of Europes leading asset managers in the value investing school with [--] years of top performance takes a top owner seat in $MER.to. Cobas Investment fund is specializing in equities based on the idea of Value investing"  
[X Link](https://x.com/CharlieFlorimon/status/1975493729604759617)  2025-10-07T09:29Z [---] followers, [----] engagements


"$MER.to Akpo Far East to be spud after drilling restarts in [----]. Near Akpo means quick development potentialt. AFE-G assumed to hold a column of staggering [---] m - while equivalent to the G Sands in production in the Akpo - [---] m MORE than the sands in the Akpo field See👇"  
[X Link](https://x.com/CharlieFlorimon/status/1983953469368348960)  2025-10-30T17:45Z [---] followers, [----] engagements


"$mer.to Last chance to add before earnings drop tonight"  
[X Link](https://x.com/CharlieFlorimon/status/1989031809812951208)  2025-11-13T18:05Z [---] followers, [---] engagements


"Reserve boost for $MER.to is possible as TotalEnergies gears up for the Preowei FID in Nigeria. The deepwater discovery is thought to hold more hydrocarbons than first envisaged. It will be tied back to the Egina FPSO. https://www.upstreamonline.com/field-development/potential-reserve-boost-on-cards-at-totalenergies-discovery-in-nigeria/2-1-1901162 https://www.upstreamonline.com/field-development/potential-reserve-boost-on-cards-at-totalenergies-discovery-in-nigeria/2-1-1901162"  
[X Link](https://x.com/CharlieFlorimon/status/1989282933228838963)  2025-11-14T10:43Z [---] followers, [---] engagements


"$MER.to primary objective the 11.7Ma hanging wall sand accumulation but also to be drilled deeper to penetrate the 12.7Ma to 19.5Ma intervals known as Ikija Deep. Consolidated risk is 37.3% (i.e.probability of discovering flowable hydrocarbons when all [--] reservoirs are drilled)"  
[X Link](https://x.com/CharlieFlorimon/status/1989294607595974871)  2025-11-14T11:29Z [---] followers, [---] engagements


"$MER.to Ikija-1 discovered oil and gas in both the hanging wall and footwall of the Ikija thrust fault (42 of oil net pay was discovered plus [--] meters of gas net pay) The appraisal well to be drilled approximately [--] km SSE along strike of the Ikija-1:"  
[X Link](https://x.com/CharlieFlorimon/status/1989296075799482716)  2025-11-14T11:35Z [---] followers, [---] engagements


"Proactively paid debt $180M; ended Q3 w/ $360M debt / $176.7M cash Sold [--] cargoes (approx. [--] MMbbl) at avg. sales price of strong $70.8/bbl. $MER.to has to be one of the most stable midsized E&Ps. Incredibly resilient even when oil prices are low. Growing AND 10-12% dividend"  
[X Link](https://x.com/CharlieFlorimon/status/1989318156469289308)  2025-11-14T13:03Z [---] followers, [---] engagements


"Pareto Securities reiterates BUY Meren $mer.to Target Price SEK [--] (C$ 4.15)"  
[X Link](https://x.com/CharlieFlorimon/status/1989431581799584144)  2025-11-14T20:33Z [---] followers, [----] engagements


"RT @asidesilva: Good insights on @MerenInc 3Q result👇 I see FCF yield 28% based on 9M result Div yield 11.5% Paid to wait for growth"  
[X Link](https://x.com/CharlieFlorimon/status/1989411138543690096)  2025-11-14T19:12Z [---] followers, [--] engagements

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