Sintana Energy (LON:SEI) is entering a busier phase on both sides of the Atlantic, with fresh capital aimed at major exploration exposure in Namibia, while carried programmes in Namibia and Uruguay continue to advance. In this interview, Robert Bose and Eytan Uliel set out why Mopane, PEL 90, Uruguay seismic, Angola entry and governance concerns are all central to the next chapter for investors.
Key Moments
- 00:21 – Fresh capital raise sets up near term activity across Namibia and Angola
- 01:00 – Mopane three well exploration and appraisal campaign expected to begin in August
- 02:16 – Chevron led PEL 90 exploration well Nava 1 targeted for Q4
- 03:22 – Sintana outlines planned Angola entry and Walvis Basin expansion
- 04:18 – Uruguay progress remains fully carried, with Chevron shooting 3D seismic
- 05:20 – Management open to selling PEL 83 exposure if value is compelling
- 07:04 – Investor excitement builds around Africa and large scale offshore exploration
- 10:03 – Eytan Uliel argues Mopane alone could be worth more than Sintana’s market cap
- 11:29 – Management incentives and share ownership explained
- 15:29 – Uruguay seismic update points to fast track results by year end
- 16:58 – Uruguay expected to follow the carried interest model seen in Namibia
- 17:45 – Management addresses market cap gap and Mopane valuation frustration
- 20:07 – Corporate governance criticism addressed directly
- 24:24 – Final message to investors: management remains available and focused on execution
Sintana Energy is an oil and gas exploration company focused on major opportunities across emerging offshore and onshore basins, with exposure to Namibia, Uruguay and Angola through partnerships with major industry operators.
