reports
- Stephane Foucaud
Sintana Energy Inc. (TSX-V: SEI): QatarEnergy enters Uruguay. Drilling...
• Galp’s latest 3C contingent resource estimate for Mopane equates to ~67 mmboe net to Sintana’s 4.9% indirect carried interest. • TotalEnergies plans a three‑well appraisal programme on the Mopane licence (PEL 83) commencing in 2H26 to further grow the resource base. FID is targeted for 2028, with first oil expected in 2032. TotalEnergies has also highlighted a potential inboard extension of Mopane and identified two additional large prospects, Quiver and Sobreiro. • In Uruguay, QatarEnergy has...
- Daniel Slater
Sintana Energy (SEI LN) - Portfolio update - Corporate
Sintana has reported several updates across its portfolio, including progress on the company’s Uruguay seismic programme, receipt of cash from Exxon in Colombia, and highlighting the recent 57% Mopane resource upgrade from operator Galp. All of this helps emphasise broad recent progress for the company, and the benefit of its diverse portfolio.
- Stephane Foucaud
AUCTUS ON FRIDAY - 27.03.2026
AUCTUS PUBLICATIONS ________________________________________ Arrow Exploration (AXL LN/CN)C; Target price of £0.45 per share: High production, reserves addition at Tapir – Production has increased to 5,325 boe/d, up from 4,900 boe/d in early March, driven by rising output from the M‑9 Hz well. Further growth is expected with the imminent addition of the M‑11 well, which encountered 48 ft of net pay across the C7 and C9 formations and is scheduled to be brought online in the coming weeks. M‑11 in...
SEI. SINTANA ENERGY
CASP CASPIAN SUNRISE
ENQ ENQUEST PLC
SQZ SERICA ENERGY
PHAR PHAROS ENERGY
ZPHR ZEPHYR ENERGY
OKEA OKEA
AXL. ARROW EXPLORATION LTD
TAL PETROTAL (TAL)
PXEN PROSPEX ENERGY PLC
LBE LONGBOAT ENERGY PLC
CEQ CRITERIUM ENERGY LTD.
D3E D3 ENERGY LIMITED
CDR CONDOR ENERGIES INC
CCEC CN CANCAMBRIA ENERGY CORP.
- Stephane Foucaud
New Zealand Energy Corp. (TSX-V: NZ): Pipeline reflections
• Natural gas prices in New Zealand remain elevated at US$10–15/mcf. The closure of the Strait of Hormuz, and the subsequent bombing of the South Pars/North Field complex (the world’s largest gas field), have further tightened global LNG supply. • Construction of New Zealand’s first LNG import terminal in Taranaki is expected to begin this year , with commissioning targeted for late 2027 or early 2028. In this context, NZE’s existing gas infrastructure could become strategically significant. • N...
- Daniel Slater
Sintana Energy (SEI LN) - Mopane resource upgrade - Corporate
Sintana’s JV partner on its Mopane discovery, Galp Energia, has announced a 57% upgrade to Mopane 3C resources, based on drilling results since the last resource update in late 2024. This further emphasises the significant attractiveness of Mopane as new operator Total moves towards the next drilling programme, and subsequent development FID.
- Stephane Foucaud
Sintana Energy Inc. (TSX-V: SEI): Galp increases the contingent resour...
• Galp’s FY25 annual report estimates 1.1 bnboe of 3C contingent resources at Mopane net to its 80% WI, equivalent to 1.38 bnboe gross. • This represents a 57% increase versus the YE24 estimate (~0.7 bnboe net / 0.88 bnboe gross) and reflects the success of the 2025 appraisal campaign. • Mopane now represents ~67 mmboe of 3C contingent resources net to Sintana’s 4.9% carried interest. • TotalEnergies, having entered into a farm-in including operatorship, is preparing an ambitious appraisal and e...
- Stephane Foucaud
AUCTUS ON FRIDAY - 20.03.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.19 per share: New equity raise ahead of drilling in Austria – ADX has raised A$4.4 mm new equity at A$0.027 per share. Investors will also receive one option for every two new shares, with an exercise price of A$0.0405 per share. The proceeds will fund the HOCH‑1 shallow exploration well in Austria, which is expected to spud next month. The strengthened cash position also enables well‑site prep...
UPL UPLAND RESOURCES
GTE GRAN TIERRA ENERGY
EGY VAALCO ENERGY INC.
GENL GENEL ENERGY
SEY STERLING ENERGY PLC
ENI ENI S.P.A.
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
TRP TOWER RESOURCES PLC
VLE VALEURA ENERGY INC.
DNO DNO ASA CLASS A
MAHA A MAHA ENERGY
GKP GULF KEYSTONE PETROLEUM LTD.
FEC FRONTERA ENERGY CORP
ENOG ENERGEAN PLC
JSE JADESTONE ENERGY
CRCL CORCEL
AXL. ARROW EXPLORATION LTD
ITH ITHACA ENERGY PLC
ADX ADX ENERGY LTD
CDR CONDOR ENERGIES INC
- Daniel Slater
- Stephane Foucaud
AUCTUS ON FRIDAY - 13.03.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A0.22 per share: Raising new equity for Austria and Italy – ADX has raised A$4.4 mm of new equity priced at A$0.027 per share. Participants will also receive one unlisted option for every two new shares with an exercise price of A$0.0405 per share. New Zealand Energy (NZ CN)C; Target price of C$1.25 per share: Positive well result. Supportive environment – Ngaere‑1 is currently producing around 1...
- Stephane Foucaud
New Zealand Energy Corp. (TSX-V: NZ): Positive well result. Supportive...
• Ngaere‑1 is currently producing around 120 bbl/d of oil after perforating a previously bypassed interval. The zone has already delivered roughly 3,000 bbl, with an initial rate of 580 bbl/d when first opened, and it carries meaningful upside for additional reserves. • The same bypassed interval is now expected to be perforated at Ngaere‑2 and Waihapa H1, with all associated costs covered by Monumental Energy. These recompletions have the potential to add production, cash flow, and reserves. • ...
- Stephane Foucaud
AUCTUS ON FRIDAY - 06.03.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy (ADX AU)C; Target price of A$0.22 per share: 3.5x resources estimates increase at Welchau incorporating deeper potential – As expected, prospective resource estimates at Welchau have been upgraded, now incorporating the deeper Duplex Array 2 gas‑condensate interval. The sands in this interval are estimated to contain 165–262 bcf of prospective gas (P50–Pmean), together with 5.8–9.2 mmbbl of associated condensate. Combined pr...
GALP GALP ENERGIA SGPS SA CLASS B
GTE GRAN TIERRA ENERGY
GPRK GEOPARK
PXT PAREX RESOURCES INC.
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
SNM SHAMARAN PETROLEUM CORP.
GKP GULF KEYSTONE PETROLEUM LTD.
FEC FRONTERA ENERGY CORP
KOS KOSMOS ENERGY LTD.
AXL. ARROW EXPLORATION LTD
HBR HARBOUR ENERGY PLC
PRD PREDATOR OIL & GAS HOLDINGS PLC
ADX ADX ENERGY LTD
PLSR PULSAR HELIUM INC.
- Daniel Slater
- Stephane Foucaud
AUCTUS ON FRIDAY - 13.02.2026
AUCTUS PUBLICATIONS ________________________________________ Criterium Energy (CEQ CN)C; Target price of C$0.35 per share: First Gas in 2Q26 with a Likely Upgrade to Discovered Gas Resources – The contract for the construction of a new 21 km gas pipeline (previously 14 km) for the SE‑MGH 5–7 mmcf/d development was signed in early January. Site preparation is already underway, with first gas expected in 2Q26. Project capex is now estimated at US$2 mm (vs. prior guidance of US$2–3 mm), of which US...
FP TOTAL SE
EOG EUROPA OIL & GAS (HOLDINGS) PLC
SEI. SINTANA ENERGY
CASP CASPIAN SUNRISE
VLE VALEURA ENERGY INC.
BP. BP P.L.C.
VISTAA VISTA OIL & GAS SA DE CV
KIST KISTOS PLC
SOUC SOUTHERN ENERGY CORP
CEQ CRITERIUM ENERGY LTD.
J4V VAR ENERGI ASA
HEVI HELIUM EVOLUTION
PLSR INC. (HEVI)
PULSAR HELIUM INC.
- Stephane Foucaud
New Zealand Energy Corp. (TSX-V: NZ): 100% focused on executing the Ta...
• New Zealand Energy (NZE) has raised C$3.5 mm of new equity priced at C$0.20 per share, providing the funding required to advance the Tariki gas‑storage project and ongoing negotiations with Genesis. • A key near‑term catalyst is securing an extension of the Petroleum Mining Licence for Tariki beyond its July 2026 expiry. Approval—expected within 4–6 weeks—would also defer decommissioning liabilities by an expected 10 years. Gas storage remains central to NZE’s strategy. • The Tariki‑5 well is ...
- Stephane Foucaud
AUCTUS ON FRIDAY - 02.06.2026
AUCTUS PUBLICATIONS ________________________________________ ADX Energy Exploration (ADX AU)C; Target price of A$0.20 per share: Momentum accelerating. Potential resources increase in Austria – The Welchau‑1 well is scheduled for re‑entry in February to test the Reifling reservoir. An acid stimulation will be performed on the perforated interval to address wellbore damage and improve productivity in the carbonate section. The operation should also yield additional insight into the deeper Welchau...
EGY VAALCO ENERGY INC.
OMV OMV AG
SEY STERLING ENERGY PLC
ALVOF ALVOPETRO ENERGY LTD
SEI. SINTANA ENERGY
SAVE SAVANNAH ENERGY
DNO DNO ASA CLASS A
KOS KOSMOS ENERGY LTD.
ORC/B ORCA EXPLORATION GROUP CL B
OKEA OKEA
GAS GALP ENERGIA
JSE JADESTONE ENERGY
NOG NOSTRUM OIL & GAS PLC
ADX ADX ENERGY LTD
BWEFF BW ENERGY LTD
SHELL ROYAL DUTCH SHELL
IAECN ITHACA ENERGY
- Stephane Foucaud
Sintana Energy Inc. (TSX-V: SEI): Resolution of Colombia arbitration w...
• Sintana has reached a settlement with ExxonMobil regarding the arbitration related to the VMM‑37 block in Colombia. Under the agreement, Sintana will receive a total of US$9 million in cash, including an initial US$3 mm payment due within 60 days of execution (we assume receipt in April). • The remaining US$6 mm payment is contingent on regulatory approval in Colombia. For modelling purposes, we assume this will be received in 4Q26. • This settlement meaningfully strengthens Sintana’s balance ...
- Stephane Foucaud
AUCTUS ON FRIDAY - 22.01.2026
AUCTUS PUBLICATIONS ________________________________________ New Zealand Energy (NZ CN)C; Target price of C$1.70 per share: Raising new equity – New Zealand is raising up to C$3.5 mm of new equity at a price of C$0.20 per share to progress its gas storage project. Panoro Energy (PEN NO)C; Target price of NOK46 per share: 2026: Drilling Resumes in Gabon, EG Normalises, and Visibility Improves on EG‑23 – 4Q25 production averaged 9,928 boe/d, comprising 5,343 boe/d from Gabon (as previously report...
UPL UPLAND RESOURCES
MUR MURPHY OIL CORPORATION
ENI ENI S.P.A.
PXT PAREX RESOURCES INC.
EOG. ECO ATLANTIC OIL & GAS
SEI. SINTANA ENERGY
PEN PANORO ENERGY ASA
SNM SHAMARAN PETROLEUM CORP.
SQZ SERICA ENERGY
DNO DNO ASA CLASS A
PHAR PHAROS ENERGY
GKP GULF KEYSTONE PETROLEUM LTD.
BLOE BLOCK ENERGY
HE1 HELIUM ONE GLOBAL
TAL PETROTAL (TAL)
HBR HARBOUR ENERGY PLC
PRD PREDATOR OIL & GAS HOLDINGS PLC
HEVI HELIUM EVOLUTION
SHELL INC. (HEVI)
PLSR ROYAL DUTCH SHELL
PULSAR HELIUM INC.
- Daniel Slater
Sintana Energy (SEI LN) - Potential Walvis basin expansion - Corporate
Sintana has announced signature of an LOI for a potential acquisition of an interest in the PEL 37 exploration block in the Walvis Basin offshore Namibia. This could allow the company to further build out its exploration portfolio in this attractive area, increasing drilling optionality and potential news flow in the coming years.
- Stephane Foucaud
AUCTUS ON FRIDAY - 16.01.2026
AUCTUS PUBLICATIONS ________________________________________ Condor Energies (CDR CN)C; Target price of C$5.60 per share: Uzbekistan production boost: two new wells onstream in February – The first horizontal well is now onstream. Only the shallower interval has been tested to date, delivering 3.6 mmcf/d. The full ~1 km lateral — including the zones with the strongest gas‑show responses — has not yet been accessed. A larger‑diameter coiled‑tubing unit than is currently available is required to d...
FP TOTAL SE
EGY VAALCO ENERGY INC.
OMV OMV AG
SEY STERLING ENERGY PLC
PXT PAREX RESOURCES INC.
REP REPSOL SA
EOG. ECO ATLANTIC OIL & GAS
SEI. SINTANA ENERGY
PANR PANTHEON RESOURCES
VLE VALEURA ENERGY INC.
XOM EXXON MOBIL CORPORATION
BWE BW ENERGY
TAL PETROTAL (TAL)
J4V VAR ENERGI ASA
SHELL ROYAL DUTCH SHELL
CDR CONDOR ENERGIES INC
- Stephane Foucaud
New Zealand Energy Corp. (TSX-V: NZ): Gas storage MOU signed with Gene...
• Monumental Energy will fund New Zealand Energy’s (NZE) share of work‑over costs at Waihapa‑Ngaere on Petroleum Mining Licences PML 38140 and PML 3814, in exchange for a royalty on incremental production. • The programme is expected to include the reperforations of Ngaere‑1 and Ngaere‑2 and repairs to the Waihapa H1 well, with an estimated total cost of C$0.7–0.8 mm. These activities could add approximately 200–260 bbl/d of gross production. • NZE holds a 50% working interest, but will remit 75...
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