Invictus Energy 公布截至 2025 年 6 月 30 日的季度报告

来源:www.gulfoilandgas.com 2025年7月25日,地点:非洲

季度要点

运营情况
——Musuma-1 被确认为在 Mukuyu 凝析气发现区以外钻探的第一口高影响力勘探井,该井是根据所发现的强直接碳氢化合物指标 (DHI) 选定的
——正在准备开钻该井,包括获取未完成的长周期项目

公司
——已收到合并石油产品分成协议 (PPSA) 和石油
勘探开发与生产协议 (PEDPA) 的更新草案,随后将进行讨论以确定协议条款
——财政部已同意为 Cabora Bassa 项目提供国家项目地位
——正在与潜在战略合作伙伴进行积极的讨论

Musuma-1 高影响力勘探井被选定
在本季度,Invictus 宣布 Musuma-1 已被确认为在 Mukuyu 凝析气发现区以外钻探的第一口高影响力勘探井,目标是 Cabora Bassa 盆地的一种新储层类型(请参阅 ASX 公告 4 月 14 日) 2025 年)。Musuma

具有技术上令人瞩目的前景,地震数据中发现的强烈直接碳氢化合物指标 (DHI) 为其提供了支持,其中包括一致的“平坦点”,表明存在气水接触。


该远景区蕴藏着巨大的资源潜力,目标储量为1.2万亿立方英尺天然气和7300万桶凝析油(参见澳大利亚证券交易所2024年9月3日的公告)。该井设计为低成本、低风险的垂直井,计划总深度为1500米,目标是丹德组浅层储层。

穆苏马是CB23地震勘探中确定的八个高潜力远景区之一(参见澳大利亚证券交易所2024年5月6日的公告)。

穆苏马气田的成功开采将为已探明的穆库尤气田以外的大量新资源基础带来新的机遇,从而显著增强Invictus的开发战略,并加速从勘探到商业化的转型。


这一发现还将有助于加快 Eureka 金矿试点气电项目的推进。

该公司目前正在推进长周期项目和关键服务的承包和采购活动,为 2025 年下半年开钻做准备。公司

最新动态
收到合并石油协议草案

2025 年 6 月,Invictus 收到了 Cabora Bassa 项目的石油产品分成协议 (PPSA) 和石油勘探开发和生产协议 (PEDPA) 的更新草案(参见 ASX 2025 年 6 月 27 日公告)。

此前,Invictus 董事会于 3 月对津巴布韦进行了富有成效的访问。PPSA

和 PEDPA 的合并旨在简化行政流程、加强治理,因为 Cabora Bassa 项目正在推进开发,使其能够带来巨大的长期利益。

本季度结束后,Invictus 和津巴布韦共和国相关职能部委以及外部顾问举行了一系列利益相关者会议,以最终确定 PPSA 条款,并将在未来几周内完成。


Cabora Bassa 项目将获得国家项目地位
6 月,津巴布韦财政部长确定 Cabora Bassa 项目有望获得国家项目地位 (NPS),这对公司而言是一个重要里程碑。NPS

正式获得认可后,将承认该项目在创造广泛经济效益、吸引外商投资和创造就业机会方面的潜力。Invictus

目前正在完成正式授予 NPS 所需的手续,这将带来一系列财政和非财政激励措施,包括免税、加快许可审批以及简化关键基础设施和服务的获取途径。

正在进行战略合作伙伴洽谈
本季度,Invictus Energy 继续与多家潜在的投资入股和战略合作伙伴就参与 Cabora Bassa 项目未来开发进行洽谈。

这些合作伙伴包括知名的行业运营商和投资集团,能够提供战略资本以及强大的技术和运营能力。他们的专业知识与公司的未来计划相一致,该计划旨在通过高效勘探释放新的资源基础,同时推进 Mukuyu 气田的评估和潜在商业化。Invictus

仍然专注于寻找合作伙伴,以增强公司现有的能力,加快已发现资源的评估和商业化,并支持更广泛的发展道路。

本季度出席在伦敦举行的非洲能源峰会为公司提供了与许多潜在合作伙伴进行高层讨论的机会,并推进了公司正在评估的一系列新风险投资机会,以拓宽资产组合。

ASX 上市规则要求的信息

1. ASX LR 5.3.5
本季度,公司向关联方支付了 283,213 澳元,涉及执行董事薪酬、非执行董事费用、公司秘书费和费用报销。

2. ASX LR 5.3.1
本季度的勘探和评估活动支出总计 104 万澳元。

3. ASX LR 5.3.3
根据 ASX 上市规则 5.3.3,截至 2025 年 6 月 30 日,公司的物业为:

本公告已获董事会批准发布。

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原文链接/GulfOilandGas

Invictus Energy Announces Quarterly Report For period ending 30 June 2025

Source: www.gulfoilandgas.com 7/25/2025, Location: Africa

QUARTERLY HIGHLIGHTS

Operational
• Musuma-1 confirmed as first high-impact exploration well to be drilled outside the Mukuyu gascondensate discovery area, selected based on strong direct hydrocarbon indicators (DHIs) identified
• Preparation underway to spud the well, including obtaining outstanding long lead items

Corporate
• Updated draft of consolidated Petroleum Production Sharing Agreement (PPSA) and Petroleum
Exploration Development and Production Agreement (PEDPA) received with subsequent discussions held to finalise the terms of the agreement
• Ministry of Finance has agreed to provide National Project Status to the Cabora Bassa Project
• Ongoing positive discussions with potential strategic partners

Musuma-1 high-impact exploration well selected
During the quarter, Invictus announced that Musuma-1 has been confirmed as the first high-impact exploration well to be drilled outside the Mukuyu gas-condensate discovery area, targeting a new play type in the Cabora Bassa Basin (refer to ASX Announcement 14 April 2025).

Musuma is a technically compelling prospect, supported by strong direct hydrocarbon indicators (DHIs) identified in seismic data, including consistent “flat spots”, which are indicative of gas-water contact.


The prospect hosts significant resource potential, targeting 1.2 Tcf of gas and 73 million barrels of condensate (refer to ASX announcement 3 September 2024). The well is designed as a low-cost, lowrisk vertical well with a planned total depth of 1,500m, targeting a shallow reservoir in the Dande Formation.

Musuma is one of eight high potential prospects identified in the CB23 Seismic Survey (refer to ASX announcement 6 May 2024).

A successful outcome at Musuma could unlock a substantial new resource base beyond the proven Mukuyu Gas Field, significantly enhancing Invictus’ development strategy and accelerating the transition from exploration to commercialisation.


A discovery would also support fast-tracking the pilot gas-to-power project at Eureka Gold Mine.

The company is currently advancing contracting and procurement activities for long lead items and critical services, in preparation to spud the well in H2 2025.

CORPORATE UPDATE
Draft consolidated Petroleum Agreements received

In June 2025, Invictus received an updated draft of the amalgamated Petroleum Production Sharing Agreement (PPSA) and Petroleum Exploration Development and Production Agreement (PEDPA) for the Cabora Bassa Project (refer to ASX Announcement 27 June 2025).

This followed a productive in-country visit by the Invictus Board of Directors to Zimbabwe in March.

Amalgamation of the PPSA and PEDPA is intended to streamline administrative processes and strengthen governance as the Cabora Bassa Project advances toward development, positioning it to deliver substantial long-term benefits.

Subsequent to the end of the quarter, Invictus and the relevant line ministries of the Republic of Zimbabwe and external advisors have held a series of stakeholder meetings to finalise the PPSA terms, with completion on track in the coming weeks.


Cabora Bassa Project to be awarded National Project Status
In June the Zimbabwe Minister of Finance identified the Cabora Bassa Project as one in line for receiving National Project Status (NPS) - a significant milestone for the company.

Once formalised, the NPS would recognise the project’s potential to generate broad-based economic benefits, attract foreign investment, and create employment opportunities.

Invictus is currently finalising formalities required for the official granting of NPS, which will unlock a range of fiscal and non-fiscal incentives, including duty exemptions, expedited permitting, and streamlined access to critical infrastructure and services.

Strategic partner discussions ongoing
During the quarter, Invictus Energy continued to progress discussions with a number of prospective farm-in and strategic partners for participation in the future development of the Cabora Bassa Project.

These parties include established industry operators and investment groups with the capacity to provide both strategic capital and substantial technical and operational capabilities. Their expertise aligns with the Company’s forward program, which aims to unlock a new resource base through high-impact exploration while advancing the appraisal and potential commercialisation of the Mukuyu gas field.

Invictus remains focused on securing partners that will enhance the Company’s existing capabilities, accelerate the appraisal and commercialisation of discovered resources, and support the broader pathway to development.

Attendance at the Africa Energies Summit in London during the quarter presented the opportunity to progress high level discussions with a number of potential partners and advance a number of new venture opportunities that the Company is evaluating in order to broaden the asset portfolio.

INFORMATION REQUIRED UNDER ASX LISTING RULES

1. ASX LR 5.3.5
During the quarter AUD$283,213 was paid to related parties of the Company relating to executive director salary, non-executive director fees, company secretary fee and reimbursements of expenses incurred.

2. ASX LR 5.3.1
The exploration and evaluation activity spend for the quarter totalled AUD$1.04million.

3. ASX LR 5.3.3
In accordance with ASX Listing Rule 5.3.3 the Company’s tenements as at 30 June 2025 are:

This announcement was approved for release by the Board.

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