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# ![@jibbybagger Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1831787039932723200.png) @jibbybagger jibbybagger

jibbybagger posts on X about namibia, $pcl, $seiv, $galp the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1831787039932723200/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1831787039932723200/c:line/m:interactions.svg)

- [--] Week [------] -63%
- [--] Month [-------] +102,654%
- [--] Months [-------] +1,053%

### Mentions: [--] [#](/creator/twitter::1831787039932723200/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1831787039932723200/c:line/m:posts_active.svg)

- [--] Months [--] +3.20%

### Followers: [---] [#](/creator/twitter::1831787039932723200/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1831787039932723200/c:line/m:followers.svg)

- [--] Week [---] +9.70%
- [--] Month [---] +55%
- [--] Months [---] +130%

### CreatorRank: undefined [#](/creator/twitter::1831787039932723200/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1831787039932723200/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[countries](/list/countries)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[namibia](/topic/namibia) #659, [$pcl](/topic/$pcl) #1, [$seiv](/topic/$seiv), [$galp](/topic/$galp), [$tte](/topic/$tte) #15, [oil](/topic/oil) #1224, [$pclax](/topic/$pclax), [$pbr](/topic/$pbr) #27, [$bp](/topic/$bp), [$eni](/topic/$eni)

**Top accounts mentioned or mentioned by**
[@tommydeepwater](/creator/undefined) [@andyjay16634390](/creator/undefined) [@pickupnam](/creator/undefined) [@sintanaenergy](/creator/undefined) [@coeus12345](/creator/undefined) [@eboydjourno](/creator/undefined) [@wigginsjas77789](/creator/undefined) [@rossgreenwood](/creator/undefined) [@upstreamonline](/creator/undefined) [@miningandenergy](/creator/undefined) [@almostmongolian](/creator/undefined) [@jamesiebabie1](/creator/undefined) [@quartz_crypto](/creator/undefined)

**Top assets mentioned**
[TotalEnergies SE (TTE)](/topic/$tte) [PolkaBridge (PBR)](/topic/$pbr) [BP p.l.c. (BP)](/topic/$bp) [Enume AI (ENI)](/topic/$eni) [Convex Finance (CVX)](/topic/$cvx) [Sei (SEI)](/topic/$sei) [Exxon Mobil (XOM)](/topic/$xom) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@eboyd_journo @WigginsJas77789 @Ross_Greenwood Hi Ed good interview with Meg today. Also ask her about Namibia WDS has an option to farm into PEL [--] there and its looking like a monster. Galp (southern neighbour) just released an update this evening on Mopane which holds at least 10b barrels. Search for Galp Mopane"  
[X Link](https://x.com/jibbybagger/status/1894293686084931974)  2025-02-25T07:49Z [--] followers, [--] engagements


"@TommyDeepwater Total holds 75% of Tungsten Explorer which is sitting off Pointe-Noire. Total could farm into PEL87 and drill [--] and [--] with TE and Mira. Friday's Upstream article did note "(They) will control the entire fairway and will make it their next [--] years golden egg""  
[X Link](https://x.com/jibbybagger/status/1931439428939161605)  2025-06-07T19:53Z [--] followers, [---] engagements


"$GALP $sei.v $pcl.ax Galp co-executive director "Carioca announced that Galp has guided stakeholders to submit non-binding bids by June [--]. The Portuguese giant is currently in the process of potentially selling half of its 80% stake in its Mopane (Namibia) field". https://www.merca2.es/2025/06/09/galp-recta-final-socio-namibia-2199006/ https://www.merca2.es/2025/06/09/galp-recta-final-socio-namibia-2199006/"  
[X Link](https://x.com/jibbybagger/status/1932026910176870826)  2025-06-09T10:48Z [--] followers, [----] engagements


"$GALP requesting final bids for PEL [--] farm-in by [--] June. Not much prime Orange Basin area left now offshore Namibia. The super majors will target Pancontinental Energy's PEL [--] next. Current operator with 75% share and only AUD$90m market cap. $pcl.ax $sei.v"  
[X Link](https://x.com/jibbybagger/status/1932291166080491524)  2025-06-10T04:18Z [--] followers, [----] engagements


"Interesting one in Condor Energy offshore Peru. Total Best Estimate (2U) of [--] billion barrels of oil Best Estimate (2C) Contingent Resource of [--] Tcf (Gross) & High Estimate (3C) of [----] Tcf (Gross) of gas. Shallow water tiny market cap AUD$15m surrounded by Total Energies"  
[X Link](https://x.com/jibbybagger/status/1932643554595385399)  2025-06-11T03:38Z [--] followers, [---] engagements


"Since Petrobras leaked being outbid by Total for PEL [--] a week ago Galp is up 7% and Sintana Energy up 39%. Neighbouring Pancontinental Energy with the Saturn Super Fan continues to fly under radars except that of Morgan Stanley who are accumulating. $GALP $sei.v $pcl.ax"  
[X Link](https://x.com/jibbybagger/status/1933328383364243912)  2025-06-13T00:59Z [--] followers, [---] engagements


"@TommyDeepwater Great to see rigs drilling offshore Namibia outside the usual October - March window. All-year-round drilling will be required to help Namibia reach first oil asap"  
[X Link](https://x.com/jibbybagger/status/1935182423404462156)  2025-06-18T03:46Z [--] followers, [---] engagements


"Interesting panel discussion hosted by Iain Esau of @UpstreamOnline. The Southern Africa webinar focuses on the Orange Basin and provides great insights from those directly involved in the global exploration hotspot. $sei.v $pcl.ax http://www.futureenergy.events/energyweek2025/ http://www.futureenergy.events/energyweek2025/"  
[X Link](https://x.com/jibbybagger/status/1935472464211099845)  2025-06-18T22:59Z [--] followers, [---] engagements


"Hi there. A lot to play out still offshore Namibia. A few different ways to play it I think. The majors are the safe bet but larger returns will come from smaller players. Sintana is nicely diversified but has small holdings. I like Bose and think he promotes the company well. PCL is an all-in bet on PEL87 which has become undervalued after Woodside's exit. Will bounce hard when the new partner is announced. Just a matter of time. Others in the South Africa portion of the Orange Basin should follow. Lots to be excited about over the next couple of years I believe"  
[X Link](https://x.com/jibbybagger/status/1938845486938751196)  2025-06-28T06:22Z [--] followers, [--] engagements


"Plenty happening offshore Namibia coming up. Appears that Total will likely farm into Galp's block giving it both Venus and Mopane. Pouyanne's appetite may not be satisfied with that either. Rhino and Azule will be looking to back Capricornus up shortly while Pancontinental Energy still has 75% of PEL87 (home of the Saturn Super Fan) and will likely attract a partner soon. Some majors have had more success than others with drill results generally appearing better east of the outer high. Some majors have missed out altogether to date but still look to enter (e.g. Petrobras). A very interesting"  
[X Link](https://x.com/jibbybagger/status/1938903959118450804)  2025-06-28T10:15Z [--] followers, [--] engagements


"@TommyDeepwater A shame that Deepsea Bollsta left for Norway. Racked up some decent experience with Graff La Rona Jonker Lesedi Cullinan and Enigma"  
[X Link](https://x.com/jibbybagger/status/1939121920483697136)  2025-06-29T00:41Z [--] followers, [---] engagements


"Who is the other operator "Northern Ocean Ltd. (NOL) is pleased to announce the signing of a contract with a subsidiary of Rhino Resources Ltd. (Rhino) for the Deepsea Mira for operations in Namibia commencing mid-July [----]. The contract includes one firm well for Rhino one firm well for another operator and three optional wells with an estimated firm duration of [---] days and a projected value of approximately USD [--] million." $GALP $SEI.V $PCL https://live.euronext.com/en/products/equities/company-news/2025-07-08-nol-contract-award-deepsea-mira"  
[X Link](https://x.com/jibbybagger/status/1942688535913587100)  2025-07-08T20:53Z [--] followers, [----] engagements


"Deepsea Mira has moved out of Walvis Bay shortly en route to Volans-1X. Can Rhino / Azule make it [--] from [--] If so could be further confirmation that the best lies east of the outer high. $ENI $BP $SEI.V $GALP $PCL"  
[X Link](https://x.com/jibbybagger/status/1943773451648741439)  2025-07-11T20:44Z [--] followers, [--] engagements


"Congratulations to $GALP on Mopane being named Discovery of the Year. Rhino and Azule about to drill Volans-1X to the south while Pancontinental Energy borders north where the "Saturn Complex is estimated to have generated and expelled approximately [--] billion barrels of oil." Certainly is the global exploration hotspot $SEI.V $PCL #OrangeBasin Mopane deepwater discovery in Namibia named 2025s top oil find The Mopane discovery offshore Namibia operated by Galp Energia in partnership with Custos Investments and Namcor has been named Discovery of the Year in Wood Mackenzies [----] Annual"  
[X Link](https://x.com/jibbybagger/status/1943803987863777407)  2025-07-11T22:45Z [--] followers, [---] engagements


""We expect material progress on all our licenses over the coming quarters." Includes Galp's PEL [--] and Pancontinental Energy's PEL [--] both of which are expecting farm-outs to super majors and drilling. $GALP $SEI.V $PCL 📢 @SintanaEnergy (TSXV: $SEI OTCQX: $SEUSF) announces a 12-month extension for PEL [--] in Namibias #OrangeBasin. Strategically located near Shell & Rhinos 11000+ bbl/day discovery PEL [--] is positioned for high-impact potential. Details 👉 https://t.co/vbt6uSPpYa 📢 @SintanaEnergy (TSXV: $SEI OTCQX: $SEUSF) announces a 12-month extension for PEL [--] in Namibias #OrangeBasin."  
[X Link](https://x.com/jibbybagger/status/1945238535138926998)  2025-07-15T21:46Z [--] followers, [---] engagements


"Interesting interview with SBM Offshore on Upstream. Even though we do not have a contract yet we positioned a representative in country Ousmane Aidara for the past year and we hired six trainees and we sent five of them to our Kuala Lumpur office for training on the Venus FEED (front-end engineering and design) for TotalEnergies in Namibia Icyk said at NIEC. Ultimately assuming we will be successful in securing a project in the future the trainees will return to Namibia to be part of the operation team which will be looking after the FPSO for hopefully many years."  
[X Link](https://x.com/jibbybagger/status/1945361317591965932)  2025-07-16T05:54Z [--] followers, [--] engagements


"Deepsea Mira headed to BW Energy after Rhino. "Rhino's part of the agreement includes a single firm well on its Volans prospect plus two optional wells while BW Energy's programme covers one firm probe plus an optional well." #Namibia #Oil #OrangeBasin $ENI $BP BW Energy confirms Namibia rig charter for exploration well Upstream"  
[X Link](https://x.com/jibbybagger/status/1949758233499082758)  2025-07-28T09:06Z [--] followers, [---] engagements


"@TommyDeepwater Wouldn't be surprised to see a PEL87 farm-in prior to PEL83 either. Also West Gemini is anchored in Walvis Bay. According to the last Fleet Status Report it has a "planned out-of-service period for [--] days commencing in (late) June subject to contract award". Then what"  
[X Link](https://x.com/jibbybagger/status/1951751490445730054)  2025-08-02T21:06Z [--] followers, [--] engagements


"The global exploration hotspot. Chevron Shell and Total all planning further drilling Rhino Resources currently drilling while Galp and Pancontinental Energy farm-out their licences each estimated to hold OIP 10b barrels. $CVX $SHEL $TTE $GALP $SEI.V $PCL #OOTT #namibia #oilandgas #oilexploration #orangebasin"  
[X Link](https://x.com/jibbybagger/status/1958632093015322783)  2025-08-21T20:47Z [--] followers, [----] engagements


"@miningandenergy Your cover story has a heading about Total Energies but is then an article about Navachab gold mine"  
[X Link](https://x.com/jibbybagger/status/1964434230949400887)  2025-09-06T21:03Z [--] followers, [--] engagements


"@coeus12345 [--] from [--] would be an outstanding result. East of the outer high appears to produce the best results. Just need Total to hurry up and farm into Galp's PEL82 and Petrobras into Pancontinental's PEL87"  
[X Link](https://x.com/jibbybagger/status/1964897484091855080)  2025-09-08T03:44Z [--] followers, [---] engagements


"Question - what is the probability of a PEL87 farm-in $CVX $SHEL $TTE $GALP $SEI.V $PCL #OOTT #namibia #oilandgas #oilexploration #orangebasin"  
[X Link](https://x.com/jibbybagger/status/1971077436680044648)  2025-09-25T05:00Z [--] followers, [---] engagements


"@sintanaenergy Success rate east of the outer high is mind-boggling. PEL87 is the only permit not held by a major oil and gas company that is adjacent and on trend to the giant Mopane discovery (and Rhino discoveries). Exciting times for Sintana and Pancontinental Energy"  
[X Link](https://x.com/jibbybagger/status/1973717871063884102)  2025-10-02T11:53Z [--] followers, [--] engagements


"West Gemini recently finished with Total Energies in Angola. What is Pouyann up to Perhaps further drilling PEL83 after farm-in or another PEL $TTE $GALP $SEI.V $PCL Walvis Bay is getting a visitor. #oott #oil #namibia https://t.co/FVtJy7nmsB Walvis Bay is getting a visitor. #oott #oil #namibia https://t.co/FVtJy7nmsB"  
[X Link](https://x.com/jibbybagger/status/1946449603903238209)  2025-07-19T05:58Z [---] followers, [---] engagements


"Pancontinental Energy announces resource upgrade to PEL87 with increase in best case (2U) totals up by over 40%. Increase in GCoS as well. Also "mapping of an additional prospective feature external to the Saturn complex (i.e. another lead). $PCL $SEI.V $TTE $GALP #namibia #oil #OrangeBasin PEL [--] Prospective Resources Upgrade Oryx resources up to [---] MMbbls (2U) & [----] MMbbls (3U) Chance of success now 26.2% Additional prospectivity at Phoebe West Read more: https://t.co/0JxCeHGLDD $PCL $PCL.ax #ASX #oilandgas https://t.co/3JNNJ5kTZj PEL [--] Prospective Resources Upgrade Oryx resources up to"  
[X Link](https://x.com/jibbybagger/status/1949967654728470619)  2025-07-28T22:58Z [--] followers, [---] engagements


"$PCL $SEI.V $GALP $TTE #oott #oil #Namibia Q: Finally Pancon is currently running a farmout process to secure a suitable partner to fund exploration drilling within PEL [--]. What can you tell us about that process https://t.co/LlU2Tm63DP #oil $PCL $PCL.ax #ASX https://t.co/winYzCOAJG Q: Finally Pancon is currently running a farmout process to secure a suitable partner to fund exploration drilling within PEL [--]. What can you tell us about that process https://t.co/LlU2Tm63DP #oil $PCL $PCL.ax #ASX https://t.co/winYzCOAJG"  
[X Link](https://x.com/jibbybagger/status/1952265428685983999)  2025-08-04T07:08Z [--] followers, [----] engagements


"Rhino now [--] from [--] with Sagittarius Capricornus and Volans. Galp [--] from [--] with Mopane. Pancontintenal looking for a PEL87 partner also east of the outer high Doubt that will now be an issue. H/T OldGeo $SEI.v $TTE $GALP $BP $CVX $XOM $ENI $ECO.L $PCL.AX #oott #oil #namibia"  
[X Link](https://x.com/jibbybagger/status/1973733471920267456)  2025-10-02T12:55Z [--] followers, [----] engagements


"@AlmostMongolian Petrobras will farm in soon enough (imo)"  
[X Link](https://x.com/jibbybagger/status/1981073554704896084)  2025-10-22T19:01Z [--] followers, [--] engagements


"$GALP 3Q results today including Analyst Q&A. Reasonable to assume some information and questions around PEL83 offshore Namibia. #oil #oott #namibia $tte $pcl $sei.v $bp $eni https://www.galp.com/corp/en/investors/publications-and-announcements/reports-and-results/results https://www.galp.com/corp/en/investors/publications-and-announcements/reports-and-results/results"  
[X Link](https://x.com/jibbybagger/status/1982624559355555913)  2025-10-27T01:45Z [--] followers, [---] engagements


""Finally on Namibia we collected non-binding offers during the Summer all from highly credible players and we are now well advanced in bilateral negotiations with a shortlist of preferred bidders. Discussions have been supportive of a value accretive partnership with strong alignment on a way forward for Mopane. All in all we remain confident in our initial planning towards reaching an agreement before the end of the year and in setting a partnership that will allow us to accelerate and prioritise the asset." #oil #oott #namibia $galp $tte $pcl $sei.v $bp $eni $shel"  
[X Link](https://x.com/jibbybagger/status/1982713494261952745)  2025-10-27T07:38Z [--] followers, [---] engagements


"@TommyDeepwater And likely in PCL's data room. Might as well collect as much info as possible"  
[X Link](https://x.com/jibbybagger/status/1984061044399206716)  2025-10-31T00:53Z [--] followers, [--] engagements


"@TommyDeepwater Looks like Shell are chasing blocks in Angola instead. Interestingly over 4000m water depths in some areas. https://www.upstreamonline.com/exploration/shell-eyes-huge-ultra-deepwater-play-in-angola-in-hunt-for-venus-lookalikes/2-1-1898058 https://www.upstreamonline.com/exploration/shell-eyes-huge-ultra-deepwater-play-in-angola-in-hunt-for-venus-lookalikes/2-1-1898058"  
[X Link](https://x.com/jibbybagger/status/1988002345733751091)  2025-11-10T21:54Z [--] followers, [---] engagements


"@TommyDeepwater Agree just seems as though they've put PEL39 on ice. The 'delegation' that met with the President this year wasn't overly inspiring either"  
[X Link](https://x.com/jibbybagger/status/1988018336966574287)  2025-11-10T22:58Z [--] followers, [--] engagements


"Rhino and Northern Ocean amend contract to incorporate additional firm well test. $SEI.V $TTE $GALP $BP $ENI $PCL.AX #oott #oil #namibia https://www.oedigital.com/news/532320-rhino-resources-prolongs-deepsea-mira-s-stay-off-namibia https://www.oedigital.com/news/532320-rhino-resources-prolongs-deepsea-mira-s-stay-off-namibia"  
[X Link](https://x.com/jibbybagger/status/1988538136226361709)  2025-11-12T09:23Z [--] followers, [---] engagements


""the president sees no need for a petroleum commissioner leaving Shino who for years has been the governments top oil and gas official and the face of Namibias upstream sector in limbo." $SEI.V $TTE $GALP $BP $CVX $ENI $PCL.AX #Namibia #oil #oott https://www.upstreamonline.com/people/maggy-shino-face-of-namibian-oil-and-gas-sidelined-in-presidential-power-grab/2-1-1900055 https://www.upstreamonline.com/people/maggy-shino-face-of-namibian-oil-and-gas-sidelined-in-presidential-power-grab/2-1-1900055"  
[X Link](https://x.com/jibbybagger/status/1988975431576633493)  2025-11-13T14:21Z [--] followers, [--] engagements


"@TommyDeepwater @Jamesiebabie1 Where is Petrobras"  
[X Link](https://x.com/jibbybagger/status/1991210889383759954)  2025-11-19T18:24Z [--] followers, [--] engagements


"Namibia's president appoints new mines energy and industry minister #oil #oott #Namibia https://www.reuters.com/world/africa/namibias-president-appoints-new-mines-energy-industry-minister-2025-12-02/ https://www.reuters.com/world/africa/namibias-president-appoints-new-mines-energy-industry-minister-2025-12-02/"  
[X Link](https://x.com/jibbybagger/status/1995793746072596595)  2025-12-02T09:54Z [--] followers, [---] engagements


"Galp partners with Total Energies in Namibia $GALP $TTE $SEI.V $PCL #oott #Namibia #oil https://www.galp.com/corp/en/investors/publications-and-announcements/investor-announcements/investor-announcement/id/1649/galp-partners-with-totalenergies-in-namibia https://www.galp.com/corp/en/investors/publications-and-announcements/investor-announcements/investor-announcement/id/1649/galp-partners-with-totalenergies-in-namibia"  
[X Link](https://x.com/jibbybagger/status/1998321175827808720)  2025-12-09T09:17Z [--] followers, [----] engagements


"Total Energies CEO Galp Chairman amongst others meeting in Windhoek with the Namibian President to discuss the world scale discoveries at Venus and Mopane. Hard to imagine discussions were absent of the High Case prospective resources of 6.1bn bbls (net) in PEL87 placed between Mopane and Walvis Bay. Who will snap it up $pcl $sei.v $tte $pbr $galp #namibia #oil #pel87 #orangebasin #oott https://twitter.com/i/web/status/2017531544680960344 https://twitter.com/i/web/status/2017531544680960344"  
[X Link](https://x.com/jibbybagger/status/2017531544680960344)  2026-01-31T09:32Z [---] followers, [---] engagements


"$PCL $pcl.ax $SEI.V $GALP https://youtu.be/eK_o5PRyzwwsi=i2IDlJopGOcbsVIc https://youtu.be/eK_o5PRyzwwsi=i2IDlJopGOcbsVIc"  
[X Link](https://x.com/jibbybagger/status/1929637198837830047)  2025-06-02T20:32Z [---] followers, [---] engagements


"$PCL $pcl.ax $SEI.V $GALP PEL [--] will be next. https://www.upstreamonline.com/exploration/has-totalenergies-outgunned-rivals-to-claim-stake-in-huge-namibia-discovery-/2-1-1829828 https://www.upstreamonline.com/exploration/has-totalenergies-outgunned-rivals-to-claim-stake-in-huge-namibia-discovery-/2-1-1829828"  
[X Link](https://x.com/jibbybagger/status/1930930305541751099)  2025-06-06T10:10Z [---] followers, [---] engagements


"Great news for $PCL. Also shows the potential for the remainder of $GALP's block between Mopane and Saturn. $sei.v https://www.upstreamonline.com/exploration/upbeat-namibian-studies-drive-increase-in-aussie-juniors-stock-price/2-1-1841169 https://www.upstreamonline.com/exploration/upbeat-namibian-studies-drive-increase-in-aussie-juniors-stock-price/2-1-1841169"  
[X Link](https://x.com/jibbybagger/status/1940539757576310900)  2025-07-02T22:35Z [---] followers, [----] engagements


"From the latest Namibia Mining and Energy."Pancontinental identifies [--] billion barrel oil potential offshore Namibia". $PCL $SEI.V https://epaper.miningandenergy.com.na/2025/July+2025/Namibia+-+Mining+and+Energy+-+06+July+2025.pdf https://epaper.miningandenergy.com.na/2025/July+2025/Namibia+-+Mining+and+Energy+-+06+July+2025.pdf"  
[X Link](https://x.com/jibbybagger/status/1941628332631888217)  2025-07-05T22:40Z [---] followers, [----] engagements


""Pancontinental is now in a strong position to attract a major farm-in partner to fund exploration drilling." $PCL $SEI.V https://stockhead.com.au/energy/tapping-giant-oil-targets-offshore-namibia/ https://stockhead.com.au/energy/tapping-giant-oil-targets-offshore-namibia/"  
[X Link](https://x.com/jibbybagger/status/1946115378222174686)  2025-07-18T07:50Z [---] followers, [---] engagements


"From $GALP's results today "Securing a strong partnership in Namibia PEL [--] remains an important milestone and the progress thus far reinforces our confidence in its successful completion." $SEI.V $PCL #OrangeBasin #Namibia #Oil https://www.galp.com/corp/en/investors/publications-and-announcements/reports-and-results/results https://www.galp.com/corp/en/investors/publications-and-announcements/reports-and-results/results"  
[X Link](https://x.com/jibbybagger/status/1947176587398660493)  2025-07-21T06:07Z [---] followers, [----] engagements


"Interview with Iain Smith of $PCL re PEL87. In regard to resource upgrade "in the coming days or next week or so we expect that announcement to the ASX which is an update to those figures." "We have a nice mix of international majors national oil companies and large independents currently reviewing the data." "For example an Oryx" will be "testing all of those prospects / leads the viability of them with a single well." $SEI.V #Namibia #Oil #OrangeBasin https://tinyurl.com/ypmab9nv https://tinyurl.com/ypmab9nv"  
[X Link](https://x.com/jibbybagger/status/1948602590604001694)  2025-07-25T04:33Z [---] followers, [---] engagements


"Deepsea Mira leaving for Volans-1X. Can Rhino and Azule (BP / Eni) make it [--] from [--] following success already at Sagitarius-1X and Capricornus-1X Yet another hit would also assist $GALP and $PCL with their farm-outs as all lie east of the outer high. #Namibia #Oil #OrangeBasin $SEI.V https://twitter.com/i/web/status/1949051098591121459 https://twitter.com/i/web/status/1949051098591121459"  
[X Link](https://x.com/jibbybagger/status/1949051098591121459)  2025-07-26T10:16Z [---] followers, [----] engagements


""The high case recoverable resource estimate for this prospect (Oryx) has also shot up from about [----] billion barrels in March this year to more than [---] billion barrels currently." $PCL $SEI.V #Namibia #Oil https://www.upstreamonline.com/exploration/namibia-block-gets-666-million-barrel-resource-estimate-boost/2-1-1851283utm_source=upstreamonline.com&utm_medium=article&utm_campaign=copied_link https://www.upstreamonline.com/exploration/namibia-block-gets-666-million-barrel-resource-estimate-boost/2-1-1851283utm_source=upstreamonline.com&utm_medium=article&utm_campaign=copied_link"  
[X Link](https://x.com/jibbybagger/status/1950140059329421514)  2025-07-29T10:23Z [---] followers, [---] engagements


""Galp are now drilling their sixth well after five back-to-back successful discoveries." Is that Pouyanne about to appriase Mopane-3X after farm-in utilising West Gemini already in Walvis Bay before it heads back to Angola $PCL $SEI.V $GALP $TTE #Namibia #Oil #oott https://theoregongroup.com/commodities/oil-price/namibia-africas-new-oil-frontier/ https://theoregongroup.com/commodities/oil-price/namibia-africas-new-oil-frontier/"  
[X Link](https://x.com/jibbybagger/status/1966231835773698293)  2025-09-11T20:06Z [---] followers, [----] engagements


"And similar to Mopane and Sagittarius the presence of pockmarks at $PCL's Saturn (PEL87) again east of the outer high. #oil #namibia #oott $tte $galp $sei.v $bp $eni Rhino orange basin https://t.co/Dqe5eGWRpM #oil #namibia #oott $tte $galp $sei.v $bp $eni Rhino orange basin https://t.co/Dqe5eGWRpM #oil #namibia #oott $tte $galp $sei.v $bp $eni Rhino orange basin"  
[X Link](https://x.com/jibbybagger/status/1970224323068862637)  2025-09-22T20:30Z [---] followers, [---] engagements


"@coeus12345 [--] from [--] for Rhino following [--] from [--] for Galp. Bodes well for $PCL on trend East of the outer high"  
[X Link](https://x.com/jibbybagger/status/1973471048801956157)  2025-10-01T19:32Z [---] followers, [---] engagements


"Massive increase to $PCL PEL87 resource estimates. $SEI.v $TTE $GALP $CVX $BP $ENI #oil #Namibia #oott #orangebasin"  
[X Link](https://x.com/jibbybagger/status/1980756069682147472)  2025-10-21T22:00Z [---] followers, [---] engagements


""momentum is shifting northward and PEL [--] now represents the logical extension of this proven petroleum system." "the basins energy is unmistakable: the northern Orange Basin is ready and Saturn is rising." $pcl $sei.v $galp $tte #Namibia #oil #oott #orangebasin Pancontinental Energy has entered [----] with renewed purpose and technical precision as it advances the Saturn Complex within Petroleum Exploration Licence [--] (PEL 87) offshore Namibia. Once a promising data play PEL [--] has matured https://t.co/vdzi9ArM7t https://t.co/x81OWTJKFg Pancontinental Energy has entered [----] with renewed"  
[X Link](https://x.com/jibbybagger/status/1983472433249280449)  2025-10-29T09:54Z [---] followers, [----] engagements


"From today's $SEI presentation and in relation to $PCL's PEL87 "Multiple prospects/leads will be targeted by a single well." #Namibia #oil #oott"  
[X Link](https://x.com/jibbybagger/status/1991357738031735045)  2025-11-20T04:07Z [---] followers, [---] engagements


""Namibias PEL [--] comes of age as one of most technically advanced pre-drill plays" Pages 23-26. $PCL $SEI.V #namibia #oil #oott #orangebasin MONDAY 01.12.25 EDITION Read here: https://t.co/dM439PyDpn https://t.co/8KhsR9x00O MONDAY 01.12.25 EDITION Read here: https://t.co/dM439PyDpn https://t.co/8KhsR9x00O"  
[X Link](https://x.com/jibbybagger/status/1995371000171765859)  2025-12-01T05:54Z [---] followers, [----] engagements


"Namibia fails to renew Australian junior's exploration licence #namibia #oil $pcl $sei.v #oott https://www.upstreamonline.com/exploration/namibia-fails-to-renew-australian-juniors-exploration-licence/2-1-1933547 https://www.upstreamonline.com/exploration/namibia-fails-to-renew-australian-juniors-exploration-licence/2-1-1933547"  
[X Link](https://x.com/jibbybagger/status/2014813777976541302)  2026-01-23T21:33Z [---] followers, [---] engagements


""The Pancontinental team met with the RBS team during a visit to Windhoek in early December [----] to discuss the timelines in relation to the EIA with progress on track to support drilling before end 2026". #namibia #oil $galp $pbr $pcl $sei.v #oott #pel87 Quarterly: $PCL identified [--] new prospects at PEL [--] (Phoebe West & Northern Channel) lifting total High Case prospective resources to 6.1bn bbls (net). Farm-out evaluations progressing w/ seismic studies de-risking [--] prospects & anchor targets defined. https://t.co/I9SXtIi2UF https://t.co/HvZLvTtymG Quarterly: $PCL identified [--] new"  
[X Link](https://x.com/jibbybagger/status/2017127361448464752)  2026-01-30T06:46Z [---] followers, [---] engagements


"Lots made about Total Energies Galp Shell and Rhino in Namibia. Difficult to ignore though that Saturn Super Fan where total PEL87 High Case prospective resource estimate stands at 6.1bn bbls of oil (net to PCL arithmetic sum of High Cases). A major about to pounce"  
[X Link](https://x.com/jibbybagger/status/2018421370003296442)  2026-02-02T20:28Z [---] followers, 157.6K engagements


"@AndyJay16634390 Agree Andy J. But there's not much quality Orange Basin acreage left with multi-billion barrel prospects. In my opinion Galp or Petrobras will have this sewn up shortly. With at a measly AUD$66m market cap can't help myself accumulating. http://PCL.AX http://PCL.AX"  
[X Link](https://x.com/jibbybagger/status/2018456364398616730)  2026-02-02T22:47Z [---] followers, [---] engagements


"@AndyJay16634390 Especially if news from Rhino's Volans is positive also. The strike rate east of the outer high (e.g. Rhino Galp) is astonishing"  
[X Link](https://x.com/jibbybagger/status/2018462302035698080)  2026-02-02T23:11Z [---] followers, [--] engagements


"10s of billions of barrels in time imo. Namibia's offshore Orange Basin holds an estimated [--] billion barrels of light oil in place according to Namibia's National Petroleum Company (NAMCOR) with some estimates suggesting a potential of up to [--] billion barrels. Major discoveries by TotalEnergies (Venus-1X) and Shell (Graff-1X Jonker-1X) along with Galp (Mopane field) have solidified the region as a major new oil frontier. Key details regarding the Orange Basin oil potential include: Total Discoveries: Major finds by Shell and TotalEnergies in the past [--] months total at least [--] billion"  
[X Link](https://x.com/jibbybagger/status/2018580671187521720)  2026-02-03T07:01Z [---] followers, [--] engagements


"A single well within the Saturn Complex will test a play that has potential for over [--] billion barrels oil recoverable with progress on track to support drilling before the end of [----]. Pancontinental currently holds 75% as operator of PEL [--]. My guess is Galp or Petrobras for the farm-in. https://twitter.com/i/web/status/2018795215918940507 https://twitter.com/i/web/status/2018795215918940507"  
[X Link](https://x.com/jibbybagger/status/2018795215918940507)  2026-02-03T21:14Z [---] followers, [--] engagements


"A single well within the Saturn Complex will test a play that has potential for over [--] billion barrels oil recoverable with progress on track to support drilling before the end of [----]. Pancontinental currently holds 75% as operator of PEL [--] offshore Namibia. My guess is Galp or Petrobras for the farm-in. https://twitter.com/i/web/status/2018802551844643119 https://twitter.com/i/web/status/2018802551844643119"  
[X Link](https://x.com/jibbybagger/status/2018802551844643119)  2026-02-03T21:43Z [---] followers, [---] engagements


"Total Energies Galp Shell Chevron Rhino and others securing Orange Basin acreage offshore Namibia as fast as they can. PCL still holds 75% of PEL [--] and only a matter of time before a portion is farmed out. Only AUD$80m market cap which will prove irresistible especially when total PEL [--] High Case prospective resource estimate now stands at [---] Billion barrels of oil (net to PCL arithmetic sum of High Cases). Simply a matter of time. https://twitter.com/i/web/status/2019526852545785994 https://twitter.com/i/web/status/2019526852545785994"  
[X Link](https://x.com/jibbybagger/status/2019526852545785994)  2026-02-05T21:41Z [---] followers, [--] engagements


"All of the majors are securing Orange Basin acreage offshore Namibia as fast as they can. PCL still holds 75% of PEL [--] and only a matter of time before a portion is farmed out. Only AUD$80m market cap which will prove irresistible especially when total PEL [--] High Case prospective resource estimate now stands at [---] Billion barrels of oil (net to PCL arithmetic sum of High Cases). Simply a matter of time. https://twitter.com/i/web/status/2019547509350384047 https://twitter.com/i/web/status/2019547509350384047"  
[X Link](https://x.com/jibbybagger/status/2019547509350384047)  2026-02-05T23:03Z [---] followers, [--] engagements


"@AndyJay16634390 Yes PEL [--] is the only one left in the neighbourhood. Deal(s) incoming I'd say"  
[X Link](https://x.com/jibbybagger/status/2019721710157865452)  2026-02-06T10:35Z [---] followers, [---] engagements


"Who farms into $PCL's PEL [--] offshore Namibia Total Energies Petrobras Other or Combination Chevron Total Energies Petrobras Other or Combination Chevron"  
[X Link](https://x.com/anyuser/status/2020278941836292379)  2026-02-07T23:30Z [---] followers, [---] engagements


"$ENI's CEO Guido Brusco on Sagittarius-1X Capricornus-1X and Volans-1X - found "significant hydrocarbons" "located at a very short distance from each other" and "clearly they offer an excellent prospect for future development." #oil #oott #namibia #rhino $galp $tte $pcl $sei.v $bp $shel https://www.upstreamonline.com/exploration/eni-s-namibia-cluster-an-excellent-development-prospect-/2-1-1891400 https://www.upstreamonline.com/exploration/eni-s-namibia-cluster-an-excellent-development-prospect-/2-1-1891400"  
[X Link](https://x.com/jibbybagger/status/1982738227518918727)  2025-10-27T09:16Z [---] followers, [---] engagements


"With TotalEnergies now partnering with Galp on PEL83 there are now reduced opportunities offshore Namibia to farm-in to. Pancontinental Energy's PEL87 remains where "a single exploration well can test for a potential [--] billion barrels of oil". Which major will it be $PCL $SEI.V $GALP $TTE $CVX $PBR $XOM #namibia #oil #oott https://twitter.com/i/web/status/1998544671501664395 https://twitter.com/i/web/status/1998544671501664395"  
[X Link](https://x.com/jibbybagger/status/1998544671501664395)  2025-12-10T00:05Z [---] followers, [---] engagements


"Surrounded by super majors then there's $PCL with AUD$80m market cap sitting on total PEL [--] High Case prospective resource estimate of [---] Billion barrels of oil (net to PCL arithmetic sum of High Cases). Bizarre"  
[X Link](https://x.com/anyuser/status/2020022537334423989)  2026-02-07T06:31Z [---] followers, [---] engagements


"@TommyDeepwater And why would this be Perhaps know enough from the $GALP and $PCL data rooms Strategically placed closer to Walvis Bay for infrastructure also"  
[X Link](https://x.com/jibbybagger/status/2020071305727655978)  2026-02-07T09:45Z [---] followers, [--] engagements


"With the quality offshore acreage left or lack thereof surely $TTE $PBR and/or $CVN will pounce on PEL [--] soon enough. Just need the extension unless they can drill prior to Jan [----] which certainly is possible"  
[X Link](https://x.com/anyuser/status/2020203793636552772)  2026-02-07T18:31Z [---] followers, [---] engagements


"Legal uncertainty not geology threatens Namibias oil boom Nyambe #namibia #oil $tte $pbr $galp $pcl $cvn #oott https://theextractormagazine.com/2026/02/09/legal-uncertainty-not-geology-threatens-namibias-oil-boom-nyambe/ https://theextractormagazine.com/2026/02/09/legal-uncertainty-not-geology-threatens-namibias-oil-boom-nyambe/"  
[X Link](https://x.com/anyuser/status/2020794657173586037)  2026-02-09T09:39Z [---] followers, [---] engagements


""Asked about TotalEnergies' reported interest in farming into Galp Energia's huge Mopane discovery in the shallower waters of Namibia's Orange basin the company has been tipped as a front runner Pouyanne was coy but did not deny it had submitted a bid. "We'll see what will happen. I'll let the company work on it." $GALP $TTE $SEI.V $PCL #Namibia #Oil #OrangeBasin https://www.upstreamonline.com/field-development/pouyanne-wants-alignment-with-namibia-government-before-launching-huge-venus-oil-project/2-1-1850599"  
[X Link](https://x.com/jibbybagger/status/1949697864621597155)  2025-07-28T05:06Z [---] followers, [---] engagements


"Rhino Resources planning to drill an appraisal well on Capricornus while a drill stem test is planned for Volans. Possibly co-developing Capricornus and Volans (15 km (9 miles) apart) and looking at buying new seismic data to the north that could unlock the Sagittarius trend. $SEI.v $PCL $TTE $GALP $CVX $BP $ENI #Rhino #oil #Namibia #oott #orangebasin https://www.reuters.com/business/energy/rhino-resources-plans-new-appraisal-wells-flow-test-namibia-2025-10-24/ https://www.reuters.com/business/energy/rhino-resources-plans-new-appraisal-wells-flow-test-namibia-2025-10-24/"  
[X Link](https://x.com/jibbybagger/status/1981641791448453347)  2025-10-24T08:39Z [---] followers, [----] engagements


"TotalEnergies has signed agreements to acquire a 42.5% operated interest in the PEL [---] exploration license offshore Namibia the company announced in a press release. The French energy giant will become the operator of the license partnering with Petrobras (42.5%) Namibias national oil company Namcor (10%) and Eight Offshore Investments Holdings (5%). Anyone still believe Pancontinental's PEL [--] and Saturn Super Fan won't be next given its location and that a single well can test a play that has potential for over [--] billion barrels oil recoverable with progress on track to support drilling"  
[X Link](https://x.com/anyuser/status/2019708973725692192)  2026-02-06T09:45Z [---] followers, 388K engagements


"@AndyJay16634390 @PickUPNam Must've seen something they liked in Saturn Phoebe West or the Northern Channel (see below). Also Petrobras were never going to miss out on at least some Orange Basin action after Total beat them for Galp's block. Question remains though which partner(s) now go for 87"  
[X Link](https://x.com/jibbybagger/status/2019975610609873174)  2026-02-07T03:24Z [---] followers, [--] engagements


"So why did Total Energies and Petrobras each acquire a 42.5% interest in PEL [---] offshore Namibia Likely viewed the Pancontinental data room but may have been provided reason enough during their Nov AGM presentation also $tte $pbr $pcl #namibia #oil #oott"  
[X Link](https://x.com/anyuser/status/2021172773767246335)  2026-02-10T10:41Z [---] followers, [---] engagements


"Between the Saturn Super Fan prospects Phoebe West Northern Channel and PEL [---] it's no wonder Total and Petrobras are all over these"  
[X Link](https://x.com/anyuser/status/2021175392644509980)  2026-02-10T10:52Z [---] followers, [---] engagements


"From Total's presentation and transcript today "I think there is a certain logic and I think the fact that we again are establishing a strong presence in Namibia encourage our teams to look to other license which might be available." $PCL #PEL87 $tte $pbr #Namibia #oil"  
[X Link](https://x.com/anyuser/status/2021802350365814960)  2026-02-12T04:23Z [---] followers, [----] engagements


"And when Total Energies and Petrobras appear to have sewn up neighbouring PEL [---] why wouldn't they be looking at PEL [--] and it's likely 6bn+ barrels"  
[X Link](https://x.com/anyuser/status/2021824488103719023)  2026-02-12T05:51Z [---] followers, [---] engagements


""Looking ahead upon an anticipated license extension PCL holds a 75% interest in one of the most exciting offshore basins around the globe with the leading prospect at a globally significant prospective resource size of [--] billion barrels with a greater than [--] in [--] chance of success. Undoubtedly not many opportunities of that scale around the world are open to farm-in to. The company is in a strong position to farm-down (given high current equity interest of 75%) for a single (or multiple) exploration well carry with large upside to the current share price on a successful farm-down and"  
[X Link](https://x.com/anyuser/status/2018963629044048327)  2026-02-04T08:23Z [---] followers, 423.9K engagements


"From Total's presentation and transcript today "I think there is a certain logic and I think the fact that we again are establishing a strong presence in Namibia encourage our teams to look to other license which might be available." $PCL #PEL87 $tte $pbr #Namibia #oil"  
[X Link](https://x.com/anyuser/status/2021802350365814960)  2026-02-12T04:23Z [---] followers, [----] engagements


"And when Total Energies and Petrobras appear to have sewn up neighbouring PEL [---] why wouldn't they be looking at PEL [--] and it's likely 6bn+ barrels"  
[X Link](https://x.com/anyuser/status/2021824488103719023)  2026-02-12T05:51Z [---] followers, [---] engagements


"Between the Saturn Super Fan prospects Phoebe West Northern Channel and PEL [---] it's no wonder Total and Petrobras are all over these"  
[X Link](https://x.com/anyuser/status/2021175392644509980)  2026-02-10T10:52Z [---] followers, [---] engagements


"So why did Total Energies and Petrobras each acquire a 42.5% interest in PEL [---] offshore Namibia Likely viewed the Pancontinental data room but may have been provided reason enough during their Nov AGM presentation also $tte $pbr $pcl #namibia #oil #oott"  
[X Link](https://x.com/anyuser/status/2021172773767246335)  2026-02-10T10:41Z [---] followers, [---] engagements


"Legal uncertainty not geology threatens Namibias oil boom Nyambe #namibia #oil $tte $pbr $galp $pcl $cvn #oott https://theextractormagazine.com/2026/02/09/legal-uncertainty-not-geology-threatens-namibias-oil-boom-nyambe/ https://theextractormagazine.com/2026/02/09/legal-uncertainty-not-geology-threatens-namibias-oil-boom-nyambe/"  
[X Link](https://x.com/anyuser/status/2020794657173586037)  2026-02-09T09:39Z [---] followers, [---] engagements


"Who farms into $PCL's PEL [--] offshore Namibia Total Energies Petrobras Other or Combination Chevron Total Energies Petrobras Other or Combination Chevron"  
[X Link](https://x.com/anyuser/status/2020278941836292379)  2026-02-07T23:30Z [---] followers, [---] engagements


"TotalEnergies has signed agreements to acquire a 42.5% operated interest in the PEL [---] exploration license offshore Namibia the company announced in a press release. The French energy giant will become the operator of the license partnering with Petrobras (42.5%) Namibias national oil company Namcor (10%) and Eight Offshore Investments Holdings (5%). Anyone still believe Pancontinental's PEL [--] and Saturn Super Fan won't be next given its location and that a single well can test a play that has potential for over [--] billion barrels oil recoverable with progress on track to support drilling"  
[X Link](https://x.com/anyuser/status/2019708973725692192)  2026-02-06T09:45Z [---] followers, 388K engagements


"Surrounded by super majors then there's $PCL with AUD$80m market cap sitting on total PEL [--] High Case prospective resource estimate of [---] Billion barrels of oil (net to PCL arithmetic sum of High Cases). Bizarre"  
[X Link](https://x.com/anyuser/status/2020022537334423989)  2026-02-07T06:31Z [---] followers, [---] engagements


"With the quality offshore acreage left or lack thereof surely $TTE $PBR and/or $CVN will pounce on PEL [--] soon enough. Just need the extension unless they can drill prior to Jan [----] which certainly is possible"  
[X Link](https://x.com/anyuser/status/2020203793636552772)  2026-02-07T18:31Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@jibbybagger Avatar @jibbybagger jibbybagger

jibbybagger posts on X about namibia, $pcl, $seiv, $galp the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [------] -63%
  • [--] Month [-------] +102,654%
  • [--] Months [-------] +1,053%

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Mentions Line Chart

  • [--] Months [--] +3.20%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +9.70%
  • [--] Month [---] +55%
  • [--] Months [---] +130%

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Social Influence

Social category influence countries stocks cryptocurrencies currencies finance technology brands luxury brands

Social topic influence namibia #659, $pcl #1, $seiv, $galp, $tte #15, oil #1224, $pclax, $pbr #27, $bp, $eni

Top accounts mentioned or mentioned by @tommydeepwater @andyjay16634390 @pickupnam @sintanaenergy @coeus12345 @eboydjourno @wigginsjas77789 @rossgreenwood @upstreamonline @miningandenergy @almostmongolian @jamesiebabie1 @quartz_crypto

Top assets mentioned TotalEnergies SE (TTE) PolkaBridge (PBR) BP p.l.c. (BP) Enume AI (ENI) Convex Finance (CVX) Sei (SEI) Exxon Mobil (XOM) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last [--] hours

"@eboyd_journo @WigginsJas77789 @Ross_Greenwood Hi Ed good interview with Meg today. Also ask her about Namibia WDS has an option to farm into PEL [--] there and its looking like a monster. Galp (southern neighbour) just released an update this evening on Mopane which holds at least 10b barrels. Search for Galp Mopane"
X Link 2025-02-25T07:49Z [--] followers, [--] engagements

"@TommyDeepwater Total holds 75% of Tungsten Explorer which is sitting off Pointe-Noire. Total could farm into PEL87 and drill [--] and [--] with TE and Mira. Friday's Upstream article did note "(They) will control the entire fairway and will make it their next [--] years golden egg""
X Link 2025-06-07T19:53Z [--] followers, [---] engagements

"$GALP $sei.v $pcl.ax Galp co-executive director "Carioca announced that Galp has guided stakeholders to submit non-binding bids by June [--]. The Portuguese giant is currently in the process of potentially selling half of its 80% stake in its Mopane (Namibia) field". https://www.merca2.es/2025/06/09/galp-recta-final-socio-namibia-2199006/ https://www.merca2.es/2025/06/09/galp-recta-final-socio-namibia-2199006/"
X Link 2025-06-09T10:48Z [--] followers, [----] engagements

"$GALP requesting final bids for PEL [--] farm-in by [--] June. Not much prime Orange Basin area left now offshore Namibia. The super majors will target Pancontinental Energy's PEL [--] next. Current operator with 75% share and only AUD$90m market cap. $pcl.ax $sei.v"
X Link 2025-06-10T04:18Z [--] followers, [----] engagements

"Interesting one in Condor Energy offshore Peru. Total Best Estimate (2U) of [--] billion barrels of oil Best Estimate (2C) Contingent Resource of [--] Tcf (Gross) & High Estimate (3C) of [----] Tcf (Gross) of gas. Shallow water tiny market cap AUD$15m surrounded by Total Energies"
X Link 2025-06-11T03:38Z [--] followers, [---] engagements

"Since Petrobras leaked being outbid by Total for PEL [--] a week ago Galp is up 7% and Sintana Energy up 39%. Neighbouring Pancontinental Energy with the Saturn Super Fan continues to fly under radars except that of Morgan Stanley who are accumulating. $GALP $sei.v $pcl.ax"
X Link 2025-06-13T00:59Z [--] followers, [---] engagements

"@TommyDeepwater Great to see rigs drilling offshore Namibia outside the usual October - March window. All-year-round drilling will be required to help Namibia reach first oil asap"
X Link 2025-06-18T03:46Z [--] followers, [---] engagements

"Interesting panel discussion hosted by Iain Esau of @UpstreamOnline. The Southern Africa webinar focuses on the Orange Basin and provides great insights from those directly involved in the global exploration hotspot. $sei.v $pcl.ax http://www.futureenergy.events/energyweek2025/ http://www.futureenergy.events/energyweek2025/"
X Link 2025-06-18T22:59Z [--] followers, [---] engagements

"Hi there. A lot to play out still offshore Namibia. A few different ways to play it I think. The majors are the safe bet but larger returns will come from smaller players. Sintana is nicely diversified but has small holdings. I like Bose and think he promotes the company well. PCL is an all-in bet on PEL87 which has become undervalued after Woodside's exit. Will bounce hard when the new partner is announced. Just a matter of time. Others in the South Africa portion of the Orange Basin should follow. Lots to be excited about over the next couple of years I believe"
X Link 2025-06-28T06:22Z [--] followers, [--] engagements

"Plenty happening offshore Namibia coming up. Appears that Total will likely farm into Galp's block giving it both Venus and Mopane. Pouyanne's appetite may not be satisfied with that either. Rhino and Azule will be looking to back Capricornus up shortly while Pancontinental Energy still has 75% of PEL87 (home of the Saturn Super Fan) and will likely attract a partner soon. Some majors have had more success than others with drill results generally appearing better east of the outer high. Some majors have missed out altogether to date but still look to enter (e.g. Petrobras). A very interesting"
X Link 2025-06-28T10:15Z [--] followers, [--] engagements

"@TommyDeepwater A shame that Deepsea Bollsta left for Norway. Racked up some decent experience with Graff La Rona Jonker Lesedi Cullinan and Enigma"
X Link 2025-06-29T00:41Z [--] followers, [---] engagements

"Who is the other operator "Northern Ocean Ltd. (NOL) is pleased to announce the signing of a contract with a subsidiary of Rhino Resources Ltd. (Rhino) for the Deepsea Mira for operations in Namibia commencing mid-July [----]. The contract includes one firm well for Rhino one firm well for another operator and three optional wells with an estimated firm duration of [---] days and a projected value of approximately USD [--] million." $GALP $SEI.V $PCL https://live.euronext.com/en/products/equities/company-news/2025-07-08-nol-contract-award-deepsea-mira"
X Link 2025-07-08T20:53Z [--] followers, [----] engagements

"Deepsea Mira has moved out of Walvis Bay shortly en route to Volans-1X. Can Rhino / Azule make it [--] from [--] If so could be further confirmation that the best lies east of the outer high. $ENI $BP $SEI.V $GALP $PCL"
X Link 2025-07-11T20:44Z [--] followers, [--] engagements

"Congratulations to $GALP on Mopane being named Discovery of the Year. Rhino and Azule about to drill Volans-1X to the south while Pancontinental Energy borders north where the "Saturn Complex is estimated to have generated and expelled approximately [--] billion barrels of oil." Certainly is the global exploration hotspot $SEI.V $PCL #OrangeBasin Mopane deepwater discovery in Namibia named 2025s top oil find The Mopane discovery offshore Namibia operated by Galp Energia in partnership with Custos Investments and Namcor has been named Discovery of the Year in Wood Mackenzies [----] Annual"
X Link 2025-07-11T22:45Z [--] followers, [---] engagements

""We expect material progress on all our licenses over the coming quarters." Includes Galp's PEL [--] and Pancontinental Energy's PEL [--] both of which are expecting farm-outs to super majors and drilling. $GALP $SEI.V $PCL 📢 @SintanaEnergy (TSXV: $SEI OTCQX: $SEUSF) announces a 12-month extension for PEL [--] in Namibias #OrangeBasin. Strategically located near Shell & Rhinos 11000+ bbl/day discovery PEL [--] is positioned for high-impact potential. Details 👉 https://t.co/vbt6uSPpYa 📢 @SintanaEnergy (TSXV: $SEI OTCQX: $SEUSF) announces a 12-month extension for PEL [--] in Namibias #OrangeBasin."
X Link 2025-07-15T21:46Z [--] followers, [---] engagements

"Interesting interview with SBM Offshore on Upstream. Even though we do not have a contract yet we positioned a representative in country Ousmane Aidara for the past year and we hired six trainees and we sent five of them to our Kuala Lumpur office for training on the Venus FEED (front-end engineering and design) for TotalEnergies in Namibia Icyk said at NIEC. Ultimately assuming we will be successful in securing a project in the future the trainees will return to Namibia to be part of the operation team which will be looking after the FPSO for hopefully many years."
X Link 2025-07-16T05:54Z [--] followers, [--] engagements

"Deepsea Mira headed to BW Energy after Rhino. "Rhino's part of the agreement includes a single firm well on its Volans prospect plus two optional wells while BW Energy's programme covers one firm probe plus an optional well." #Namibia #Oil #OrangeBasin $ENI $BP BW Energy confirms Namibia rig charter for exploration well Upstream"
X Link 2025-07-28T09:06Z [--] followers, [---] engagements

"@TommyDeepwater Wouldn't be surprised to see a PEL87 farm-in prior to PEL83 either. Also West Gemini is anchored in Walvis Bay. According to the last Fleet Status Report it has a "planned out-of-service period for [--] days commencing in (late) June subject to contract award". Then what"
X Link 2025-08-02T21:06Z [--] followers, [--] engagements

"The global exploration hotspot. Chevron Shell and Total all planning further drilling Rhino Resources currently drilling while Galp and Pancontinental Energy farm-out their licences each estimated to hold OIP 10b barrels. $CVX $SHEL $TTE $GALP $SEI.V $PCL #OOTT #namibia #oilandgas #oilexploration #orangebasin"
X Link 2025-08-21T20:47Z [--] followers, [----] engagements

"@miningandenergy Your cover story has a heading about Total Energies but is then an article about Navachab gold mine"
X Link 2025-09-06T21:03Z [--] followers, [--] engagements

"@coeus12345 [--] from [--] would be an outstanding result. East of the outer high appears to produce the best results. Just need Total to hurry up and farm into Galp's PEL82 and Petrobras into Pancontinental's PEL87"
X Link 2025-09-08T03:44Z [--] followers, [---] engagements

"Question - what is the probability of a PEL87 farm-in $CVX $SHEL $TTE $GALP $SEI.V $PCL #OOTT #namibia #oilandgas #oilexploration #orangebasin"
X Link 2025-09-25T05:00Z [--] followers, [---] engagements

"@sintanaenergy Success rate east of the outer high is mind-boggling. PEL87 is the only permit not held by a major oil and gas company that is adjacent and on trend to the giant Mopane discovery (and Rhino discoveries). Exciting times for Sintana and Pancontinental Energy"
X Link 2025-10-02T11:53Z [--] followers, [--] engagements

"West Gemini recently finished with Total Energies in Angola. What is Pouyann up to Perhaps further drilling PEL83 after farm-in or another PEL $TTE $GALP $SEI.V $PCL Walvis Bay is getting a visitor. #oott #oil #namibia https://t.co/FVtJy7nmsB Walvis Bay is getting a visitor. #oott #oil #namibia https://t.co/FVtJy7nmsB"
X Link 2025-07-19T05:58Z [---] followers, [---] engagements

"Pancontinental Energy announces resource upgrade to PEL87 with increase in best case (2U) totals up by over 40%. Increase in GCoS as well. Also "mapping of an additional prospective feature external to the Saturn complex (i.e. another lead). $PCL $SEI.V $TTE $GALP #namibia #oil #OrangeBasin PEL [--] Prospective Resources Upgrade Oryx resources up to [---] MMbbls (2U) & [----] MMbbls (3U) Chance of success now 26.2% Additional prospectivity at Phoebe West Read more: https://t.co/0JxCeHGLDD $PCL $PCL.ax #ASX #oilandgas https://t.co/3JNNJ5kTZj PEL [--] Prospective Resources Upgrade Oryx resources up to"
X Link 2025-07-28T22:58Z [--] followers, [---] engagements

"$PCL $SEI.V $GALP $TTE #oott #oil #Namibia Q: Finally Pancon is currently running a farmout process to secure a suitable partner to fund exploration drilling within PEL [--]. What can you tell us about that process https://t.co/LlU2Tm63DP #oil $PCL $PCL.ax #ASX https://t.co/winYzCOAJG Q: Finally Pancon is currently running a farmout process to secure a suitable partner to fund exploration drilling within PEL [--]. What can you tell us about that process https://t.co/LlU2Tm63DP #oil $PCL $PCL.ax #ASX https://t.co/winYzCOAJG"
X Link 2025-08-04T07:08Z [--] followers, [----] engagements

"Rhino now [--] from [--] with Sagittarius Capricornus and Volans. Galp [--] from [--] with Mopane. Pancontintenal looking for a PEL87 partner also east of the outer high Doubt that will now be an issue. H/T OldGeo $SEI.v $TTE $GALP $BP $CVX $XOM $ENI $ECO.L $PCL.AX #oott #oil #namibia"
X Link 2025-10-02T12:55Z [--] followers, [----] engagements

"@AlmostMongolian Petrobras will farm in soon enough (imo)"
X Link 2025-10-22T19:01Z [--] followers, [--] engagements

"$GALP 3Q results today including Analyst Q&A. Reasonable to assume some information and questions around PEL83 offshore Namibia. #oil #oott #namibia $tte $pcl $sei.v $bp $eni https://www.galp.com/corp/en/investors/publications-and-announcements/reports-and-results/results https://www.galp.com/corp/en/investors/publications-and-announcements/reports-and-results/results"
X Link 2025-10-27T01:45Z [--] followers, [---] engagements

""Finally on Namibia we collected non-binding offers during the Summer all from highly credible players and we are now well advanced in bilateral negotiations with a shortlist of preferred bidders. Discussions have been supportive of a value accretive partnership with strong alignment on a way forward for Mopane. All in all we remain confident in our initial planning towards reaching an agreement before the end of the year and in setting a partnership that will allow us to accelerate and prioritise the asset." #oil #oott #namibia $galp $tte $pcl $sei.v $bp $eni $shel"
X Link 2025-10-27T07:38Z [--] followers, [---] engagements

"@TommyDeepwater And likely in PCL's data room. Might as well collect as much info as possible"
X Link 2025-10-31T00:53Z [--] followers, [--] engagements

"@TommyDeepwater Looks like Shell are chasing blocks in Angola instead. Interestingly over 4000m water depths in some areas. https://www.upstreamonline.com/exploration/shell-eyes-huge-ultra-deepwater-play-in-angola-in-hunt-for-venus-lookalikes/2-1-1898058 https://www.upstreamonline.com/exploration/shell-eyes-huge-ultra-deepwater-play-in-angola-in-hunt-for-venus-lookalikes/2-1-1898058"
X Link 2025-11-10T21:54Z [--] followers, [---] engagements

"@TommyDeepwater Agree just seems as though they've put PEL39 on ice. The 'delegation' that met with the President this year wasn't overly inspiring either"
X Link 2025-11-10T22:58Z [--] followers, [--] engagements

"Rhino and Northern Ocean amend contract to incorporate additional firm well test. $SEI.V $TTE $GALP $BP $ENI $PCL.AX #oott #oil #namibia https://www.oedigital.com/news/532320-rhino-resources-prolongs-deepsea-mira-s-stay-off-namibia https://www.oedigital.com/news/532320-rhino-resources-prolongs-deepsea-mira-s-stay-off-namibia"
X Link 2025-11-12T09:23Z [--] followers, [---] engagements

""the president sees no need for a petroleum commissioner leaving Shino who for years has been the governments top oil and gas official and the face of Namibias upstream sector in limbo." $SEI.V $TTE $GALP $BP $CVX $ENI $PCL.AX #Namibia #oil #oott https://www.upstreamonline.com/people/maggy-shino-face-of-namibian-oil-and-gas-sidelined-in-presidential-power-grab/2-1-1900055 https://www.upstreamonline.com/people/maggy-shino-face-of-namibian-oil-and-gas-sidelined-in-presidential-power-grab/2-1-1900055"
X Link 2025-11-13T14:21Z [--] followers, [--] engagements

"@TommyDeepwater @Jamesiebabie1 Where is Petrobras"
X Link 2025-11-19T18:24Z [--] followers, [--] engagements

"Namibia's president appoints new mines energy and industry minister #oil #oott #Namibia https://www.reuters.com/world/africa/namibias-president-appoints-new-mines-energy-industry-minister-2025-12-02/ https://www.reuters.com/world/africa/namibias-president-appoints-new-mines-energy-industry-minister-2025-12-02/"
X Link 2025-12-02T09:54Z [--] followers, [---] engagements

"Galp partners with Total Energies in Namibia $GALP $TTE $SEI.V $PCL #oott #Namibia #oil https://www.galp.com/corp/en/investors/publications-and-announcements/investor-announcements/investor-announcement/id/1649/galp-partners-with-totalenergies-in-namibia https://www.galp.com/corp/en/investors/publications-and-announcements/investor-announcements/investor-announcement/id/1649/galp-partners-with-totalenergies-in-namibia"
X Link 2025-12-09T09:17Z [--] followers, [----] engagements

"Total Energies CEO Galp Chairman amongst others meeting in Windhoek with the Namibian President to discuss the world scale discoveries at Venus and Mopane. Hard to imagine discussions were absent of the High Case prospective resources of 6.1bn bbls (net) in PEL87 placed between Mopane and Walvis Bay. Who will snap it up $pcl $sei.v $tte $pbr $galp #namibia #oil #pel87 #orangebasin #oott https://twitter.com/i/web/status/2017531544680960344 https://twitter.com/i/web/status/2017531544680960344"
X Link 2026-01-31T09:32Z [---] followers, [---] engagements

"$PCL $pcl.ax $SEI.V $GALP https://youtu.be/eK_o5PRyzwwsi=i2IDlJopGOcbsVIc https://youtu.be/eK_o5PRyzwwsi=i2IDlJopGOcbsVIc"
X Link 2025-06-02T20:32Z [---] followers, [---] engagements

"$PCL $pcl.ax $SEI.V $GALP PEL [--] will be next. https://www.upstreamonline.com/exploration/has-totalenergies-outgunned-rivals-to-claim-stake-in-huge-namibia-discovery-/2-1-1829828 https://www.upstreamonline.com/exploration/has-totalenergies-outgunned-rivals-to-claim-stake-in-huge-namibia-discovery-/2-1-1829828"
X Link 2025-06-06T10:10Z [---] followers, [---] engagements

"Great news for $PCL. Also shows the potential for the remainder of $GALP's block between Mopane and Saturn. $sei.v https://www.upstreamonline.com/exploration/upbeat-namibian-studies-drive-increase-in-aussie-juniors-stock-price/2-1-1841169 https://www.upstreamonline.com/exploration/upbeat-namibian-studies-drive-increase-in-aussie-juniors-stock-price/2-1-1841169"
X Link 2025-07-02T22:35Z [---] followers, [----] engagements

"From the latest Namibia Mining and Energy."Pancontinental identifies [--] billion barrel oil potential offshore Namibia". $PCL $SEI.V https://epaper.miningandenergy.com.na/2025/July+2025/Namibia+-+Mining+and+Energy+-+06+July+2025.pdf https://epaper.miningandenergy.com.na/2025/July+2025/Namibia+-+Mining+and+Energy+-+06+July+2025.pdf"
X Link 2025-07-05T22:40Z [---] followers, [----] engagements

""Pancontinental is now in a strong position to attract a major farm-in partner to fund exploration drilling." $PCL $SEI.V https://stockhead.com.au/energy/tapping-giant-oil-targets-offshore-namibia/ https://stockhead.com.au/energy/tapping-giant-oil-targets-offshore-namibia/"
X Link 2025-07-18T07:50Z [---] followers, [---] engagements

"From $GALP's results today "Securing a strong partnership in Namibia PEL [--] remains an important milestone and the progress thus far reinforces our confidence in its successful completion." $SEI.V $PCL #OrangeBasin #Namibia #Oil https://www.galp.com/corp/en/investors/publications-and-announcements/reports-and-results/results https://www.galp.com/corp/en/investors/publications-and-announcements/reports-and-results/results"
X Link 2025-07-21T06:07Z [---] followers, [----] engagements

"Interview with Iain Smith of $PCL re PEL87. In regard to resource upgrade "in the coming days or next week or so we expect that announcement to the ASX which is an update to those figures." "We have a nice mix of international majors national oil companies and large independents currently reviewing the data." "For example an Oryx" will be "testing all of those prospects / leads the viability of them with a single well." $SEI.V #Namibia #Oil #OrangeBasin https://tinyurl.com/ypmab9nv https://tinyurl.com/ypmab9nv"
X Link 2025-07-25T04:33Z [---] followers, [---] engagements

"Deepsea Mira leaving for Volans-1X. Can Rhino and Azule (BP / Eni) make it [--] from [--] following success already at Sagitarius-1X and Capricornus-1X Yet another hit would also assist $GALP and $PCL with their farm-outs as all lie east of the outer high. #Namibia #Oil #OrangeBasin $SEI.V https://twitter.com/i/web/status/1949051098591121459 https://twitter.com/i/web/status/1949051098591121459"
X Link 2025-07-26T10:16Z [---] followers, [----] engagements

""The high case recoverable resource estimate for this prospect (Oryx) has also shot up from about [----] billion barrels in March this year to more than [---] billion barrels currently." $PCL $SEI.V #Namibia #Oil https://www.upstreamonline.com/exploration/namibia-block-gets-666-million-barrel-resource-estimate-boost/2-1-1851283utm_source=upstreamonline.com&utm_medium=article&utm_campaign=copied_link https://www.upstreamonline.com/exploration/namibia-block-gets-666-million-barrel-resource-estimate-boost/2-1-1851283utm_source=upstreamonline.com&utm_medium=article&utm_campaign=copied_link"
X Link 2025-07-29T10:23Z [---] followers, [---] engagements

""Galp are now drilling their sixth well after five back-to-back successful discoveries." Is that Pouyanne about to appriase Mopane-3X after farm-in utilising West Gemini already in Walvis Bay before it heads back to Angola $PCL $SEI.V $GALP $TTE #Namibia #Oil #oott https://theoregongroup.com/commodities/oil-price/namibia-africas-new-oil-frontier/ https://theoregongroup.com/commodities/oil-price/namibia-africas-new-oil-frontier/"
X Link 2025-09-11T20:06Z [---] followers, [----] engagements

"And similar to Mopane and Sagittarius the presence of pockmarks at $PCL's Saturn (PEL87) again east of the outer high. #oil #namibia #oott $tte $galp $sei.v $bp $eni Rhino orange basin https://t.co/Dqe5eGWRpM #oil #namibia #oott $tte $galp $sei.v $bp $eni Rhino orange basin https://t.co/Dqe5eGWRpM #oil #namibia #oott $tte $galp $sei.v $bp $eni Rhino orange basin"
X Link 2025-09-22T20:30Z [---] followers, [---] engagements

"@coeus12345 [--] from [--] for Rhino following [--] from [--] for Galp. Bodes well for $PCL on trend East of the outer high"
X Link 2025-10-01T19:32Z [---] followers, [---] engagements

"Massive increase to $PCL PEL87 resource estimates. $SEI.v $TTE $GALP $CVX $BP $ENI #oil #Namibia #oott #orangebasin"
X Link 2025-10-21T22:00Z [---] followers, [---] engagements

""momentum is shifting northward and PEL [--] now represents the logical extension of this proven petroleum system." "the basins energy is unmistakable: the northern Orange Basin is ready and Saturn is rising." $pcl $sei.v $galp $tte #Namibia #oil #oott #orangebasin Pancontinental Energy has entered [----] with renewed purpose and technical precision as it advances the Saturn Complex within Petroleum Exploration Licence [--] (PEL 87) offshore Namibia. Once a promising data play PEL [--] has matured https://t.co/vdzi9ArM7t https://t.co/x81OWTJKFg Pancontinental Energy has entered [----] with renewed"
X Link 2025-10-29T09:54Z [---] followers, [----] engagements

"From today's $SEI presentation and in relation to $PCL's PEL87 "Multiple prospects/leads will be targeted by a single well." #Namibia #oil #oott"
X Link 2025-11-20T04:07Z [---] followers, [---] engagements

""Namibias PEL [--] comes of age as one of most technically advanced pre-drill plays" Pages 23-26. $PCL $SEI.V #namibia #oil #oott #orangebasin MONDAY 01.12.25 EDITION Read here: https://t.co/dM439PyDpn https://t.co/8KhsR9x00O MONDAY 01.12.25 EDITION Read here: https://t.co/dM439PyDpn https://t.co/8KhsR9x00O"
X Link 2025-12-01T05:54Z [---] followers, [----] engagements

"Namibia fails to renew Australian junior's exploration licence #namibia #oil $pcl $sei.v #oott https://www.upstreamonline.com/exploration/namibia-fails-to-renew-australian-juniors-exploration-licence/2-1-1933547 https://www.upstreamonline.com/exploration/namibia-fails-to-renew-australian-juniors-exploration-licence/2-1-1933547"
X Link 2026-01-23T21:33Z [---] followers, [---] engagements

""The Pancontinental team met with the RBS team during a visit to Windhoek in early December [----] to discuss the timelines in relation to the EIA with progress on track to support drilling before end 2026". #namibia #oil $galp $pbr $pcl $sei.v #oott #pel87 Quarterly: $PCL identified [--] new prospects at PEL [--] (Phoebe West & Northern Channel) lifting total High Case prospective resources to 6.1bn bbls (net). Farm-out evaluations progressing w/ seismic studies de-risking [--] prospects & anchor targets defined. https://t.co/I9SXtIi2UF https://t.co/HvZLvTtymG Quarterly: $PCL identified [--] new"
X Link 2026-01-30T06:46Z [---] followers, [---] engagements

"Lots made about Total Energies Galp Shell and Rhino in Namibia. Difficult to ignore though that Saturn Super Fan where total PEL87 High Case prospective resource estimate stands at 6.1bn bbls of oil (net to PCL arithmetic sum of High Cases). A major about to pounce"
X Link 2026-02-02T20:28Z [---] followers, 157.6K engagements

"@AndyJay16634390 Agree Andy J. But there's not much quality Orange Basin acreage left with multi-billion barrel prospects. In my opinion Galp or Petrobras will have this sewn up shortly. With at a measly AUD$66m market cap can't help myself accumulating. http://PCL.AX http://PCL.AX"
X Link 2026-02-02T22:47Z [---] followers, [---] engagements

"@AndyJay16634390 Especially if news from Rhino's Volans is positive also. The strike rate east of the outer high (e.g. Rhino Galp) is astonishing"
X Link 2026-02-02T23:11Z [---] followers, [--] engagements

"10s of billions of barrels in time imo. Namibia's offshore Orange Basin holds an estimated [--] billion barrels of light oil in place according to Namibia's National Petroleum Company (NAMCOR) with some estimates suggesting a potential of up to [--] billion barrels. Major discoveries by TotalEnergies (Venus-1X) and Shell (Graff-1X Jonker-1X) along with Galp (Mopane field) have solidified the region as a major new oil frontier. Key details regarding the Orange Basin oil potential include: Total Discoveries: Major finds by Shell and TotalEnergies in the past [--] months total at least [--] billion"
X Link 2026-02-03T07:01Z [---] followers, [--] engagements

"A single well within the Saturn Complex will test a play that has potential for over [--] billion barrels oil recoverable with progress on track to support drilling before the end of [----]. Pancontinental currently holds 75% as operator of PEL [--]. My guess is Galp or Petrobras for the farm-in. https://twitter.com/i/web/status/2018795215918940507 https://twitter.com/i/web/status/2018795215918940507"
X Link 2026-02-03T21:14Z [---] followers, [--] engagements

"A single well within the Saturn Complex will test a play that has potential for over [--] billion barrels oil recoverable with progress on track to support drilling before the end of [----]. Pancontinental currently holds 75% as operator of PEL [--] offshore Namibia. My guess is Galp or Petrobras for the farm-in. https://twitter.com/i/web/status/2018802551844643119 https://twitter.com/i/web/status/2018802551844643119"
X Link 2026-02-03T21:43Z [---] followers, [---] engagements

"Total Energies Galp Shell Chevron Rhino and others securing Orange Basin acreage offshore Namibia as fast as they can. PCL still holds 75% of PEL [--] and only a matter of time before a portion is farmed out. Only AUD$80m market cap which will prove irresistible especially when total PEL [--] High Case prospective resource estimate now stands at [---] Billion barrels of oil (net to PCL arithmetic sum of High Cases). Simply a matter of time. https://twitter.com/i/web/status/2019526852545785994 https://twitter.com/i/web/status/2019526852545785994"
X Link 2026-02-05T21:41Z [---] followers, [--] engagements

"All of the majors are securing Orange Basin acreage offshore Namibia as fast as they can. PCL still holds 75% of PEL [--] and only a matter of time before a portion is farmed out. Only AUD$80m market cap which will prove irresistible especially when total PEL [--] High Case prospective resource estimate now stands at [---] Billion barrels of oil (net to PCL arithmetic sum of High Cases). Simply a matter of time. https://twitter.com/i/web/status/2019547509350384047 https://twitter.com/i/web/status/2019547509350384047"
X Link 2026-02-05T23:03Z [---] followers, [--] engagements

"@AndyJay16634390 Yes PEL [--] is the only one left in the neighbourhood. Deal(s) incoming I'd say"
X Link 2026-02-06T10:35Z [---] followers, [---] engagements

"Who farms into $PCL's PEL [--] offshore Namibia Total Energies Petrobras Other or Combination Chevron Total Energies Petrobras Other or Combination Chevron"
X Link 2026-02-07T23:30Z [---] followers, [---] engagements

"$ENI's CEO Guido Brusco on Sagittarius-1X Capricornus-1X and Volans-1X - found "significant hydrocarbons" "located at a very short distance from each other" and "clearly they offer an excellent prospect for future development." #oil #oott #namibia #rhino $galp $tte $pcl $sei.v $bp $shel https://www.upstreamonline.com/exploration/eni-s-namibia-cluster-an-excellent-development-prospect-/2-1-1891400 https://www.upstreamonline.com/exploration/eni-s-namibia-cluster-an-excellent-development-prospect-/2-1-1891400"
X Link 2025-10-27T09:16Z [---] followers, [---] engagements

"With TotalEnergies now partnering with Galp on PEL83 there are now reduced opportunities offshore Namibia to farm-in to. Pancontinental Energy's PEL87 remains where "a single exploration well can test for a potential [--] billion barrels of oil". Which major will it be $PCL $SEI.V $GALP $TTE $CVX $PBR $XOM #namibia #oil #oott https://twitter.com/i/web/status/1998544671501664395 https://twitter.com/i/web/status/1998544671501664395"
X Link 2025-12-10T00:05Z [---] followers, [---] engagements

"Surrounded by super majors then there's $PCL with AUD$80m market cap sitting on total PEL [--] High Case prospective resource estimate of [---] Billion barrels of oil (net to PCL arithmetic sum of High Cases). Bizarre"
X Link 2026-02-07T06:31Z [---] followers, [---] engagements

"@TommyDeepwater And why would this be Perhaps know enough from the $GALP and $PCL data rooms Strategically placed closer to Walvis Bay for infrastructure also"
X Link 2026-02-07T09:45Z [---] followers, [--] engagements

"With the quality offshore acreage left or lack thereof surely $TTE $PBR and/or $CVN will pounce on PEL [--] soon enough. Just need the extension unless they can drill prior to Jan [----] which certainly is possible"
X Link 2026-02-07T18:31Z [---] followers, [---] engagements

"Legal uncertainty not geology threatens Namibias oil boom Nyambe #namibia #oil $tte $pbr $galp $pcl $cvn #oott https://theextractormagazine.com/2026/02/09/legal-uncertainty-not-geology-threatens-namibias-oil-boom-nyambe/ https://theextractormagazine.com/2026/02/09/legal-uncertainty-not-geology-threatens-namibias-oil-boom-nyambe/"
X Link 2026-02-09T09:39Z [---] followers, [---] engagements

""Asked about TotalEnergies' reported interest in farming into Galp Energia's huge Mopane discovery in the shallower waters of Namibia's Orange basin the company has been tipped as a front runner Pouyanne was coy but did not deny it had submitted a bid. "We'll see what will happen. I'll let the company work on it." $GALP $TTE $SEI.V $PCL #Namibia #Oil #OrangeBasin https://www.upstreamonline.com/field-development/pouyanne-wants-alignment-with-namibia-government-before-launching-huge-venus-oil-project/2-1-1850599"
X Link 2025-07-28T05:06Z [---] followers, [---] engagements

"Rhino Resources planning to drill an appraisal well on Capricornus while a drill stem test is planned for Volans. Possibly co-developing Capricornus and Volans (15 km (9 miles) apart) and looking at buying new seismic data to the north that could unlock the Sagittarius trend. $SEI.v $PCL $TTE $GALP $CVX $BP $ENI #Rhino #oil #Namibia #oott #orangebasin https://www.reuters.com/business/energy/rhino-resources-plans-new-appraisal-wells-flow-test-namibia-2025-10-24/ https://www.reuters.com/business/energy/rhino-resources-plans-new-appraisal-wells-flow-test-namibia-2025-10-24/"
X Link 2025-10-24T08:39Z [---] followers, [----] engagements

"TotalEnergies has signed agreements to acquire a 42.5% operated interest in the PEL [---] exploration license offshore Namibia the company announced in a press release. The French energy giant will become the operator of the license partnering with Petrobras (42.5%) Namibias national oil company Namcor (10%) and Eight Offshore Investments Holdings (5%). Anyone still believe Pancontinental's PEL [--] and Saturn Super Fan won't be next given its location and that a single well can test a play that has potential for over [--] billion barrels oil recoverable with progress on track to support drilling"
X Link 2026-02-06T09:45Z [---] followers, 388K engagements

"@AndyJay16634390 @PickUPNam Must've seen something they liked in Saturn Phoebe West or the Northern Channel (see below). Also Petrobras were never going to miss out on at least some Orange Basin action after Total beat them for Galp's block. Question remains though which partner(s) now go for 87"
X Link 2026-02-07T03:24Z [---] followers, [--] engagements

"So why did Total Energies and Petrobras each acquire a 42.5% interest in PEL [---] offshore Namibia Likely viewed the Pancontinental data room but may have been provided reason enough during their Nov AGM presentation also $tte $pbr $pcl #namibia #oil #oott"
X Link 2026-02-10T10:41Z [---] followers, [---] engagements

"Between the Saturn Super Fan prospects Phoebe West Northern Channel and PEL [---] it's no wonder Total and Petrobras are all over these"
X Link 2026-02-10T10:52Z [---] followers, [---] engagements

"From Total's presentation and transcript today "I think there is a certain logic and I think the fact that we again are establishing a strong presence in Namibia encourage our teams to look to other license which might be available." $PCL #PEL87 $tte $pbr #Namibia #oil"
X Link 2026-02-12T04:23Z [---] followers, [----] engagements

"And when Total Energies and Petrobras appear to have sewn up neighbouring PEL [---] why wouldn't they be looking at PEL [--] and it's likely 6bn+ barrels"
X Link 2026-02-12T05:51Z [---] followers, [---] engagements

""Looking ahead upon an anticipated license extension PCL holds a 75% interest in one of the most exciting offshore basins around the globe with the leading prospect at a globally significant prospective resource size of [--] billion barrels with a greater than [--] in [--] chance of success. Undoubtedly not many opportunities of that scale around the world are open to farm-in to. The company is in a strong position to farm-down (given high current equity interest of 75%) for a single (or multiple) exploration well carry with large upside to the current share price on a successful farm-down and"
X Link 2026-02-04T08:23Z [---] followers, 423.9K engagements

"From Total's presentation and transcript today "I think there is a certain logic and I think the fact that we again are establishing a strong presence in Namibia encourage our teams to look to other license which might be available." $PCL #PEL87 $tte $pbr #Namibia #oil"
X Link 2026-02-12T04:23Z [---] followers, [----] engagements

"And when Total Energies and Petrobras appear to have sewn up neighbouring PEL [---] why wouldn't they be looking at PEL [--] and it's likely 6bn+ barrels"
X Link 2026-02-12T05:51Z [---] followers, [---] engagements

"Between the Saturn Super Fan prospects Phoebe West Northern Channel and PEL [---] it's no wonder Total and Petrobras are all over these"
X Link 2026-02-10T10:52Z [---] followers, [---] engagements

"So why did Total Energies and Petrobras each acquire a 42.5% interest in PEL [---] offshore Namibia Likely viewed the Pancontinental data room but may have been provided reason enough during their Nov AGM presentation also $tte $pbr $pcl #namibia #oil #oott"
X Link 2026-02-10T10:41Z [---] followers, [---] engagements

"Legal uncertainty not geology threatens Namibias oil boom Nyambe #namibia #oil $tte $pbr $galp $pcl $cvn #oott https://theextractormagazine.com/2026/02/09/legal-uncertainty-not-geology-threatens-namibias-oil-boom-nyambe/ https://theextractormagazine.com/2026/02/09/legal-uncertainty-not-geology-threatens-namibias-oil-boom-nyambe/"
X Link 2026-02-09T09:39Z [---] followers, [---] engagements

"Who farms into $PCL's PEL [--] offshore Namibia Total Energies Petrobras Other or Combination Chevron Total Energies Petrobras Other or Combination Chevron"
X Link 2026-02-07T23:30Z [---] followers, [---] engagements

"TotalEnergies has signed agreements to acquire a 42.5% operated interest in the PEL [---] exploration license offshore Namibia the company announced in a press release. The French energy giant will become the operator of the license partnering with Petrobras (42.5%) Namibias national oil company Namcor (10%) and Eight Offshore Investments Holdings (5%). Anyone still believe Pancontinental's PEL [--] and Saturn Super Fan won't be next given its location and that a single well can test a play that has potential for over [--] billion barrels oil recoverable with progress on track to support drilling"
X Link 2026-02-06T09:45Z [---] followers, 388K engagements

"Surrounded by super majors then there's $PCL with AUD$80m market cap sitting on total PEL [--] High Case prospective resource estimate of [---] Billion barrels of oil (net to PCL arithmetic sum of High Cases). Bizarre"
X Link 2026-02-07T06:31Z [---] followers, [---] engagements

"With the quality offshore acreage left or lack thereof surely $TTE $PBR and/or $CVN will pounce on PEL [--] soon enough. Just need the extension unless they can drill prior to Jan [----] which certainly is possible"
X Link 2026-02-07T18:31Z [---] followers, [---] engagements

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