A really good read here - that covers a few topics around oil and gas in Namibia. Of note, page 4 & 7, looking at Kudu gas development mid-2025, and also a summary of where Namibia sits on the oil exploration front, respectivly.
https://epaper.miningandenergy.com.na/2025/Jan+2025/Namibia+-+Mining+and+Energy+-+26+January+2025.pdfJust a matter of sitting on your hands, doing nothing, and letting it unfold. If you don't trust the team, like some have mentioned in recent posts, you really are best to sell. Next few weeks should be interesting Tamboti-1x nearing completion (rumours that deepsea mira has begun to move off location), Sagitterius1x, and Mopane3x. TotalEnergies continues the FPSO tender, which can only mean production planning. Buy/Sell/Hold, those are your choices.
(20min delay)