Robin Mayes
@Robin25461631
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Trades/invests in small caps. Tries to adapt to the macro picture. Focusing on oil and gas/commodities as they are enjoying strong pricing. Looking for value.
Joined January 2013
#RKH #BOR The Falklands’ Sea Lion field, now moving toward development, is estimated to hold as much as 1.7 billion barrels of oil — making it larger than any undeveloped resource left in UK waters. The Sea Lion field is estimated to contain around 1.7 billion barrels of oil —
#Bankholidayweekend read 🔖 #BOR Fully funded until the end of 2026 @ZaksTradersCafe spoke to Harry Baker, CEO earlier in the year. He explains back in the day you had five ways to play the #Falklanddrilling campain, today you have two #BOR #RKH. https://t.co/ALu7HN982f
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⛏️ (1/2) We’re maintaining strong momentum at La India, Nicaragua, where bulk earthworks for the processing plant and technical services areas are complete, and foundations are being poured for plant erection
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#ECO $EOG.V @EcoAtlantic_OG Check out the volumes since that Navitas deal was announced, nearly 1/3 of the entire share issue traded. 1 million shares in the first 20 minutes this morning. Serious buyers at work here.
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Major developments in the Orange Basin this week continue to underscore the region’s emergence as one of the world’s most exciting offshore energy frontiers. 1 - In South Africa, PetroSA has approved Shell as the majority partner (60% WI) on Block 2C - a significant step forward
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#EST Very good news this, exactly the kind of deal a junior needs to do. 'Other peoples' money' is key
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#INSIG Topping up...Bernstein with over 20% is definitely aligned.
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#BOR Updated note out from Zeus on Borders and Southern post FIDon Sea Lion . 22p risked, 109p unrisked
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#BOR #RKH #Falklands That’s the third article in the MSM in the past week, just the beginning. Attention will be focused…..Falklands oilfield gets $2bn Rockhopper and Navitas go-ahead
thetimes.com
First phase of project is expected to produce first oil by 2028 and is targeting 170 million barrels, with expected output of 50,000 barrels per day at peak
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#AtlanticMargin #OIL #ECO #CEG #BOR All of them will get farm out deals, their assets are all too good and too big to be ignored by major oil companies looking to refill their reserve hoppers. Who gets a deal first?
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The Sea Lion field that the @GHFalklands is preparing to exploit is thought to contain up to 1.7bn barrels of oil – larger than anything remaining in UK waters. #RKH #BOR Estimates suggest the extractable oil in Falkland waters is worth at least $1.3bn, equivalent to around £1m
@Share_Talk highlighted #BOR #RKH Bluewater Energy Services to redeploy the Aoka Mizu FPSO back in May 2025 - The vessel, which is currently producing on the Lancaster oilfield, is being prepared for transfer to the Sea Lion oil project in the Falkland Islands. Israeli operator
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Africa is home to the world’s last under-explored, large scale copper frontiers 🌍 ➡️ Serval Resources is operating in high-quality and stable jurisdictions with supportive fiscal and mining policies. Learn more: https://t.co/tVo3bPPR7M
#SRVL
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#plsr @pulsarhelium Jetstream 5 is a 2 mile step out…….that is quite some resource they are growing there.
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#BOR #OIL #FALKLANDS Next 'cab off the rank' ⬇️⬇️ "We believe that FID on Sea Lion as well as the opening up of a new oil province will re-focus attention from both the oil industry and its investors on the area and Darwin. Our world class Darwin prospect has over 460 million
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