Houston..we have a problem....

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JP_Losman
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3:18p, 12/4/25
AG
The RECON Africa CEO did a public appearance with the President of Namibia in conjunction with the public announcement of the net pay found in the exploration well on December 3.

I have a feeling management are pretty confident that have opened a new petroleum basin.
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CheladaAg
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In reply to JP_Losman • 5:46p, 12/4/25
AG
You sound like the poster that started the "Time to buy HDY" thread…are you him?
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birdman
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In reply to Jbob04 • 12:40p, 12/5/25
Jbob04 said:
Wish Comstock would finish drilling in Leon county. Tired of the traffic and lights.
Ten years of inventory. Better get used to the traffic.
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Jbob04
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In reply to birdman • 1:02p, 12/5/25
AG
Yeah that's what I'm hearing. Another thing that sucks about Comstock, we hit them up every year for donations for our local youth baseball/softball organization and they tell us they don't have any money.
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plain_o_llama
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In reply to Jbob04 • 7:31a, 12/6/25
Jbob04 said:
Yeah that's what I'm hearing. Another thing that sucks about Comstock, we hit them up every year for donations for our local youth baseball/softball organization and they tell us they don't have any money.

Funny, that is what Jerry tells the Cowboys fans when they demand he improve his roster in the offseason.
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Jbob04
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In reply to plain_o_llama • 9:04a, 12/6/25
AG
So true!
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Dan Scott
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12:56p, 12/6/25
AG
$5.40 natural gas
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topher06
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In reply to Dan Scott • 2:28p, 12/8/25
That got fixed quickly
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Dreigh
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7:16a, 12/9/25
Weather models giveth, weather models taketh away.
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Ag CPA
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In reply to birdman • 9:02a, 12/9/25
AG
birdman said:
Jbob04 said:
Wish Comstock would finish drilling in Leon county. Tired of the traffic and lights.

Ten years of inventory. Better get used to the traffic.

The drilling stops the day after Jerry is gone.
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nosoupforyou
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In reply to HouAggie • 4:57p, 12/9/25
AG
HouAggie said:
nosoupforyou said:
ANOTHER! And the seller is not announced yet again... Anyone know?

Crescent Energy is selling non-core assets in legacy basins as it works to complete a foundational Permian Basin acquisition.

Crescent agreed to sell its Barnett Shale assets and conventional assets in the Rockies and Midcontinent for over $700 million, the company said in third-quarter earnings. The deals are expected to close by the end of the year.

Looks like the seller is Crescent Energy

Formentera got the Barnett Asset
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JP_Losman
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In reply to CheladaAg • 5:14p, 12/9/25
AG
Below is the interview with the CEO of ReconAfrica on the recent wildcat results posted yesterday.
He is a MS from UT in geology and Harvard MBA. This guy has 35 years experience in oil and
gas exploration. He has a team of seasoned pros.




Also- I'm not the HDY poster


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Ag CPA
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In reply to nosoupforyou • 7:12p, 12/9/25
AG
nosoupforyou said:
HouAggie said:
nosoupforyou said:
ANOTHER! And the seller is not announced yet again... Anyone know?

Crescent Energy is selling non-core assets in legacy basins as it works to complete a foundational Permian Basin acquisition.

Crescent agreed to sell its Barnett Shale assets and conventional assets in the Rockies and Midcontinent for over $700 million, the company said in third-quarter earnings. The deals are expected to close by the end of the year.

Looks like the seller is Crescent Energy

Formentera got the Barnett Asset

Seriously what is the Barnett worth now, considering P&A I would figure it has a negative NAV in most places, even with $5 gas.
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Comeby!
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7:35p, 12/9/25
AG
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Comeby!
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In reply to Ag CPA • 7:36p, 12/9/25
AG
…And land developers were paying for their P&A's.
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Southside AG
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In reply to JP_Losman • 9:14p, 12/9/25
AG
He was President of my division at Nexen Petroleum until we were bought out by CNOOC in 2014. He knows his stuff for sure. After that deal though he did a few other things that weren't successful. This one seems like it could be a good deal. Still a lot of risk with this stock though.
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Stan Crowch
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10:11p, 12/9/25
AG
Have any of y'all been following this case? Any o&g attorneys here have thoughts on implications for future lawsuits?

https://www.houstonchronicle.com/business/energy/article/chevron-settlement-zombie-well-antina-ranch-texas-21223347.php
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Pasquale Liucci
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In reply to Stan Crowch • 10:24p, 12/9/25
AG
This is the Frac Sand Baroness lady that blew up on twitter right?
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Stan Crowch
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In reply to Pasquale Liucci • 10:34p, 12/9/25
AG
Correct
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JP_Losman
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In reply to Southside AG • 6:00p, 12/10/25
AG
Good to hear. The exploration manager is Chris Sembritzky from Klein Oak.
Amazing how far side of the world they are working now.

The closest petroleum system analog to this area is Oman.


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03TXAG
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In reply to tommyjohn • 6:43p, 12/10/25
AG
DP
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03TXAG
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In reply to tommyjohn • 6:43p, 12/10/25
AG
tommyjohn said:
The LLOG founder died 18mo or so back and the family wants to sell.

It will be interesting to see who scoops them up.


https://www.reuters.com/legal/litigation/shell-advanced-talks-buy-llog-exploration-more-than-3-billion-sources-say-2025-12-09/
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Comeby!
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In reply to 03TXAG • 11:28p, 12/10/25
AG
Why so expensive? Offshore Acreage? That's over double onshore PDP prices.
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Furlock Bones
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In reply to Comeby! • 8:28a
AG
Comeby! said:
Why so expensive? Offshore Acreage? That's over double onshore PDP prices.

offshore is getting lots of attention these days.
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tommyjohn
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2:05p
Price seems low to me...if they have 30k BPD now and Salamanca is coming online to full capacity at another 60k BPD. Less than two years they breakeven at the $3-4 billion price.
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cajunaggie08
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In reply to Furlock Bones • 4:52p
AG
Furlock Bones said:
Comeby! said:
Why so expensive? Offshore Acreage? That's over double onshore PDP prices.

offshore is getting lots of attention these days.

It is? That hasn't trickled down to my part of the subsea business.
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SpreadsheetAg
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7:44p
AG
My understanding was Trump admin is opening offshore leases this month and more again in March
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