Invictus Energy


  Our Initial Entry

Portfolio Initiation

5 Day VWAP
After Initiation

Current Price

Our Current Returns

Sep 18 2020

Our Current Returns


Invictus Energy Limited's (ASX:IVZ) Cabora Bassa Project in northern Zimbabwe comprises 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.

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 $ Title
Email 10-Jul-2021 $ 0.155 What Happened This Week? July-10th-2021
Email 26-Jun-2021 $ 0.160 What Happened This Week? July-26-2021
Email 05-Jun-2021 $ 0.175 So What Happened this Week?
Email 27-Apr-2021 $ 0.185 Our Portfolio Performance from January 1st to March 31st 2021
Email 16-Apr-2021 $ 0.185 IVZ Price Runs on Positive Result in Same Petroleum System?
Email 26-Mar-2021 $ 0.180 We just invested - Extra Exposure to Elephant Energy Explorer
Email 11-Mar-2021 $ 0.089 Up 2,150% - Will IVZ Repeat this Run?
Email 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

Market Data

Latest Article

What Happened This Week? July-10th-2021

What Happened This Week? July-10th-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.

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