mazagan onshore!, page-9

sam, no need to attack mate.. i was just being cautious.

I have been investing in O&G now for close to 10 years so have seen a lot of stuff happen and invested in my fair share of duds.

Anyway, I just bought some PVD if your wondering.. see upside in tanzania asset announcement imminent (although I have concerns that we aren't in the running anymore because no mention as a partner from SWE in their last quarterly and tanzanian website hasn't changed for a while), gabon farm out imminent, morocco spud 2H (i see upside as I think next Genel well will hit something) and potential farm out of Madagascar post 3D seismic this year. Well funded and plenty happening. Risk diversified. I like it.

I would expect tanzania to be announced pre-SOGTL listing in March or why list. So could drift over the next month. Hopefully some clarity in the qtly before the bells and whistles start.

Plenty happening and also confidence is down after capital raisings.. T1 investment banks in on the sell side which should help get things moving when it needs to. plenty of broker coverage.