Florї
2.8K posts
Florї
@CharlieFlorimon
Humanity above politics. How can so many people act against their own best interests?
Katılım Nisan 2022
626 Takip Edilen363 Takipçiler
@CharlieFlorimon Does the hedged part have a negative impact on Meren Energy which makes investors to hesitate in investing?
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$MER.TO looks increasingly attractive. 100% of its production is in Nigeria — completely outside the Middle East and unaffected by Hormuz risk. With Brent likely staying high, the unhedged half of production captures strong upside while geopolitical supply shocks lift prices.
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"W.I. production guidance range of 23.0 – 28.0 kboepd and entitlement production range of 28.0 – 33.0 kboepd with approximately 68% expected to be light and medium crude oil and 32% conventional natural gas on a W.I. basis and 73% and 27% respectively on an entitlement basis."
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@asidesilva $mer.to Production came in at 30800 boe/d
within prior guidance 30000–33000 despite Q4.
Strong CF & capital discipline
net debt down to USD 155m
USD 100m dividends
..signals balance sheet strengthening
2026 guidance is broadly in line w expectations and dividends continue.
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#Meren's FY26 guidance soft vs. FY25. Prod⬇️not unexpected.
Longer-term growth via infill drilling & brownfield growth in Nigeria
Namibia beyond 2030
10% fwd div yield & ~20% FCF yield cushions patient capital to enjoy growth pipeline.
Margin of safety!
$MER.TO $MRNFF
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Namibia’s oil story is now about FID dates, not just discoveries. This timeline shows when Shell, TotalEnergies, and Galp are expected to flip....
stamper-stock2.xamplification.com/blog/fid-timel…
#NamibiaOil #FID #OrangeBasin #Shell #TotalEnergies #Galp #TSXV #STMP #OOTT #FrontierOil #EnergyInvesting
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$mer.to
$TTE has 40% in PEL 83, Galp (40%)
$TTE has 35.25% in PEL 56, QatarEnergy (35.25%), Galp (10%), Namcor (10%), Impact (9.5%)
A logical next step: $TTE + Qatar to acquire Impact’s stake as this would result in equal 40% stakes in both licenses and simplify the structure.
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@CharlieFlorimon I actually rather Meren doesn't sell it unless they have other organic opportunities.. We need some production growth outside Nigeria from 2030.
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$mer.to TotalEnergies deputy CFO: We will be exploring a new prospect near our Venus discovery, named Olympe (corrects RIC) marketscreener.com/news/totalener…
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$MER.TO TotalEnergies deputy CFO: in Namibia Venus will take final investment decision mid-2026, with first oil in 2030
marketscreener.com/news/totalener…
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@ecowas_cedeao In recent days, constitutional "changes" in Guinea-Bissau have concentrated power in the President. These were adopted by a non-elected transition body, without parliament raising serious issues of legality.
Were these changes part of the document discussed with the ECOWAS?
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ECOWAS Statement on recent developments in Venezuela
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Déclaration de la CEDEAO sur l'actualité récente au Venezuela
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Declaração da CEDEAO sobre os recentes desenvolvimentos na Venezuela
Català
@phil_hk $mer.to Paramés — the “Spanish Warren Buffett” — remains one of Europe’s top value investors.
Cobas AM keeps delivering long-term, disciplined equity investing, and has been smartly accumulating MEREN shares for months without driving the price up. True professional execution!
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Cobas crossing 5% in $MER.TO
Florї@CharlieFlorimon
"Warren Buffett español" - Francisco García Paramés, one of Europe’s leading asset managers in the value investing school with 25 years of top performance takes a top owner seat in $MER.to. Cobas Investment fund is specializing in equities based on the idea of Value investing.
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