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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (108666)	12/3/2025 10:43:50 AM
From: Cyrus	5 Recommendations Recommended By DinoNavarre Hugh Bett isopatch roguedolphin TreKewl Respond to of 108968

Here is an AI analysis of the news release. Net Reservoir: ~85 metres (~280 feet) of net reservoir identified by wireline logs. Net Hydrocarbon Pay: 64 metres (210 feet) of confirmed hydrocarbon pay within that reservoir interval. Gross Interval: ~400 metres (~1,300 feet) of hydrocarbon-bearing section in the Otavi carbonate formation. Natural Fractures: Interpreted fractures in deeper limestone units — these could enhance permeability and deliverability. Shows: Additional 61 metres (200 feet) of hydrocarbon shows in deeper sections, suggesting multiple reservoir units. ?? What This Means Thickness: An 85 m net reservoir is significant — it indicates multiple stacked limestone units with potential flow capacity. Pay vs. Reservoir: Out of the 85 m reservoir, 64 m is hydrocarbon-saturated, which is a strong ratio. Fracture Enhancement: Natural fractures could improve flow rates, especially in carbonate reservoirs where porosity can be variable. Uncertainty: No core samples were taken, so porosity and permeability data will rely on logs and mud/gas analysis until production testing. ? Bottom Line: Reservoir quality at KW1X looks promising — thick net reservoir, substantial hydrocarbon pay, and fracture-enhanced zones. The upcoming production test in Q1 2026 will be the critical step to confirm whether this reservoir can deliver commercial flow rates.