Top Tweets for #PEL87
From an investor perspective, TotalEnergies appears a highly logical potential partner for #PEL87.
PEL 87 sits between TotalEnergies’ positions in PEL 56, PEL 83 and PEL 104, making it a potential “missing link” in a growing Orange Basin portfolio.
The attraction is not just location:
✅ 6,593 km² of modern 3D seismic already acquired
✅ Multiple large, independent prospects identified
✅ Much of the expensive early-stage exploration work already completed
✅ Potential efficiencies from shared rigs, vessels, logistics, contractors and technical teams
✅ Existing relationships with NAMCOR and Custos
✅ Additional exploration inventory around a planned Namibian multi-FPSO hub
For TotalEnergies, a farm-in could provide relatively low-cost exposure to potentially material upside before drilling.
For $PCL shareholders, a credible major funding and operating the first well could significantly reduce financing and execution risk while validating the strategic value of the acreage.
PEL 87 remains high-risk, pre-drill exploration, but that is precisely where the greatest valuation leverage can arise if a major partner enters and the geology is confirmed.
#Namibia #OrangeBasin #OilAndGas #OOTT $TTE $SEI.V

$PCL $SEI.V

Quarterly: $PCL identified 2 new prospects at PEL 87 (Phoebe West & Northern Channel), lifting total High Case prospective resources to 6.1bn bbls (net). Farm-out evaluations progressing, w/ seismic studies de-risking 8 prospects & anchor targets defined. https://t.co/I9SXtIi2UF
“We are pleased to have progressed these two key studies, which confirm that the Saturn Complex is particularly well placed to receive #oil charge into #reservoir systems," said @pancon_asx CEO.
Full story: ➡️ https://t.co/b3twpbJhGh
#Pancontinental #PEL87 #OrangeBasin #Namibia

Quarterly Recap: $PCL announced its estimates of prospective resources for #PEL87, which confirm the giant potential of the Saturn Complex, comparing favourably to the very significant discoveries on-trend to the south. https://t.co/4Vz4hA6Pml $PCL.ax #oilandgas #ASX

Quarterly Recap: $PCL announced its estimates of prospective resources for #PEL87, which confirm the giant potential of the Saturn Complex, comparing favourably to the very significant discoveries on-trend to the south. https://t.co/4Vz4hA6hwN $PCL.ax #oilandgas #ASX

@joshyoung $SEI.V @sintanaenergy #PEL90 #PEL83 #PEL87 #OrangeBasin for all the good reasons and this:

Q: Iain, for those new to the @Pancon_ASX story, can you provide a quick recap on your flagship #PEL87 asset in Namibia’s Orange Basin? FULL VIDEO: https://t.co/ewtzvnykbC $PCL $PCL.ax #oil #ASX #ASXnews
Signific farmin announce offshore #Namibia by @pancon_oilgas & $WDS
Saturn 1-X nearby to hugely successful #Venus (@TotalEnergies)& #Graff (@Shell) Big spend by majors here. What’s in #PEL87 ?
$WDS.AX @WoodsideEnergy $PCL.AX $PCL #PCL #Saturn1X #Oil #OrangeBasin
Holding. #DYOR
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