Our Initial Entry
5 Day VWAP
Our Current Returns
Sep 18 2020
Our Current Returns
📋 About: Invictus Energy Limited's (ASX:IVZ) owns 80% of the Cabora Bassa Project in northern Zimbabwe, a massive 9.25 trillion cubic feet (Tcf) of gas plus 294 million barrels of conventional gas/condensate (gross mean unrisked). This makes it potentially the largest, seismically defined, undrilled structure onshore Africa.
Invictus Energy Company Milestones
Next Investors Investment Milestones
”Expected Company Milestones” are based on the company's publicly available execution plan and some assumptions made by our team on potential announcements that should de-risk the investment. “Our investment milestones” show our current long-term investment plan. Early stage investments are risky and there is no guarantee that the expected events will occur. The lists are not in sequential order.
🔲 Expected Milestone
✅ Achieved Milestone
🟩 Above Average Result
🟨 Average (Expected) Result
🟧 Below Average Result
🟥 Negative Result
🌎 Macro Event
⚔️ Results from Other Company / Project
[UPA] Unexpected Positive Announcement
[NEW] New Milestone Added
Why we have invested...
High potential of large resource size
Giant scale potential identified within SG 4571 in Cabora Bassa with multiple play types providing running room on success – first mover advantage.
Burgeoning Southern African market for gas
Strategically positioned to supply energy starved domestic and regional markets – particularly large South Africa market.
Zimbabwe: Strategic Location
Government and legislation is supportive of mining and foreign investment. Gas to Power can be generated locally and excess exported to neighbouring countries through the SAPP.
Gas Sale MOI secured
Gas Sale MOI secured with Tatanga Energy underpinning development and monetisation of even a modest discovery. This follows an earlier MoU with Sable Chemicals to supply gas to its fertiliser plant for a team of 20 years.
Onshore cheap entry cost
Low cost onshore exploration with proximity to infrastructure enables monetisation of discoveries – mitigates risk vs. reward.
Our Past Commentary on Invictus Energy
|Type||Date||Share Price $||New||Title|
|10-Jul-2021||$ 0.155||What Happened This Week? July-10th-2021|
|26-Jun-2021||$ 0.160||What Happened This Week? June-26th-2021|
|05-Jun-2021||$ 0.175||What Happened This Week? June-5th-2021|
|27-Apr-2021||$ 0.185||Our Portfolio Performance from January 1st to March 31st 2021|
|16-Apr-2021||$ 0.185||IVZ Price Runs on Positive Result in Same Petroleum System?|
|26-Mar-2021||$ 0.180||We just invested - Extra Exposure to Elephant Energy Explorer|
|11-Mar-2021||$ 0.089||Up 2,150% - Will IVZ Repeat this Run?|
|12-Feb-2021||$ 0.078||What are the best returns in our portfolio?|
|Article||07-Jan-2021||$ 0.053||Our Stock Picks for 2021|
|Article||18-Sep-2020||$ 0.051||Introducing Our Top Energy Pick of 2020: Eying Elephant Scale Potential|
What Happened This Week? July-10th-2021
Jul 10, 2021
It’s been a very busy week for us as we followed key events that positively impacted some of our investments in VUL, EMN and PRL - and today we provide a few extra comments on what happened with some of our other portfolio companies.
What Happened This Week? June-26th-2021
Jun 26, 2021
What Happened This Week? June-5th-2021
Jun 5, 2021
Up 2,150% - Will IVZ Repeat this Run?
Mar 11, 2021
What are the best returns in our portfolio?
Feb 12, 2021
Our Stock Picks for 2021
Jan 7, 2021