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Bullboard - Stock Discussion Forum Eco (Atlantic) Oil & Gas Ltd V.EOG

Alternate Symbol(s):  ECAOF

Eco (Atlantic) Oil & Gas Ltd. is a Canada-based oil and gas exploration company with offshore licensed interests in Guyana, Namibia, and South Africa. The Company operates a 100% working interest in the 1,354 square kilometers (km2) Orinduik Block in Guyana. The Orinduik Block is situated in shallow to deep water (70m-1,400m), approximately 170 kilometers (km) offshore Guyana in the Suriname... see more

TSXV:EOG - Post Discussion

Eco (Atlantic) Oil & Gas Ltd > Conservative valuation Eco Orinduick at his stage....?
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Post by Timberdoodle on Nov 16, 2023 8:42am

Conservative valuation Eco Orinduick at his stage....?

In September 2017, Eco announced that its subsidiary, Eco Atlantic (Guyana) Inc. entered into an option agreement on its Orinduik Block with Total, a wholly owned subsidiary of Total S.A. Pursuant to the option.Total paid an option fee of US$1 million to farm-in to the Orinduik Block. An additional payment of US$12,500,000 was made when Total exercised its option to earn 25 percent of Eco’s working interest in September 2018.
Following the exercise of the option by Total, the Block’s working interests became: Tullow – 60% (Operator), Total – 25% and Eco – 15%.
In October, last, the Government approved of the Total farm-in on the Orinduik Block, which has the potential for almost three billion barrels of oil equivalent.

One might ask if Total agreed to pay $12,500,000 + $1,000000  for 25% of Orinduick back in 2018 how much would a deep pocketed partner would be willing to pay for Eco Orinduick representing an additional 60% of the block ?   
(Since Eco is not gready a conservative valuation  would be around 35 millions or so $35,000,0000 maybe $40,000,000 not bad for a start

Should Total get that chunk (60%) that transaction would place the Big Boy with 85% ....a bit less given Tullow's remaining assets related to a production scenario

 
Comment by Lonegaurdian19 on Nov 16, 2023 11:07am
I could see CNOOC, Total or Petronas being interested. ECO will definitely need a carry. If a deal occurs I'm sure Gil will make it complex. I wouldn't mind a mix of a carry, warrants, and a royalty but who knows
Comment by Timberdoodle on Nov 16, 2023 1:37pm
I humbly think Total matches the required profile and not to forget Eco & Total worked together in the past but one should not forget a key partnership with Africa oil. In 2018, Eco brought in Total Energies as farm-in partners to the block for 25% WI. Eco now holds, a direct, 15% working interest in the Orinduik Block and an indirect, ~1.3% working interest in the Canje Block ...more  
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