Rerating Ivz
The last ivz presentation is dated from 07-09-23. As foreign investor I usually look first at the company presentation, not at prospectuses or other stuff This should be actualized ASAP.
1. Lets see if the expected sample results plus at latest a flow test can give better clear numbers for example in barrels of oil equivatent, which is for many people more common to understand as specif mcf gas number or whatever and Heli o percentages..
2. The Namibia Orange belt Oil offshore super story is not like Galp - Mopane superstory always a top hit. Shells Jonker and Graf results seem to be with 200 Mio recoverable barrels of oil respectively a bit less as expected. Would like to see what we can get at ivz, could be surprisingly
high compared to somewhat lower as expected offshare Namibias bets and justify share price jumps..
3. Somewhere I saw that ivz mikuyu 2 seems to be second best development bet in Africa, but not sure how it is calculated.These calculations must appear one day in the company presentationl Real size potential is what I am interested in.
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Rerating IvzThe last ivz presentation is dated from 07-09-23. As...
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