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Hi pelle - any Idea when the ops update will come. My memory says mid december roughly 3 months after half yearlys. Given maintenance and so forth and understanding that Magnus is not performing as well (l3 posts) i would be extremely hopeful of average production around 69 - 70k. Still target net debt of 1.5 bn year end
Its great news with Kraken, estimated prod now net to Enq
Min/max/avarage since Sept.
Kraken 28/35/31,5
Magnus 15/20/17,5
Others 25/35/30
Total 68/90/79
We should be 75k+ since sept is my estimate and that generates a lot FCF even with higher opex/capex guidance for H2
Around 1 mill/day FCF I get on these production levels
Will be very interesting update in Nov!
NO is charging straight up the middle of the North Sea at a blistering 15 knots - her top speed is recorded at 14.5 knots so she must really be rattling her rivets.
ETA is early tommorow afternoon - weather is set fair.
Cant wait for my shares to be paying a dividend, at least triple my current investment and enjoying our 60p party at the Ritz London.
It's never been a 600k off load krak probably going to be 525k ??
But at least we have consistency with AK now.
Neil will be spitting feathers but I'm sure he can talk about the next off load being around 20 days and AK can't handle the cold weather.
I have him filtered now just got fed up with his drivel.
At least poo didn't react too bad to the build whether real or not, but one has to wonder as the US want poo down and they also produce the inventory reports. With rig count declining I wonder if the chit head HF's are smelling something and positioning themselves for reality.Good news NH is laid up then, hopefully terminal oil Gib.
That's 12 days, and if she takes on a larger load that's 50kbopd !
Neil won't be happy hearing that !!
NO is heading towards Kraken at over 14 knots - always a good sign for an early hook up - ETA is lunchtime tomorrow - weather is set fine.
Navion Hispanica is laid up according to Marine Traffic - in sea faring terms that means they don't need her at the moment.
Other shuttle tankers in the Teekay fleet are also idle at the moment - both Petroatlantic and Petronordic are both moored at Cromarty.
In fact all summer the whole fleet has been fairly slack maybe with winter coming and a dose of bad weather things will change but it looks to me that production in general must be down even with Lancaster coming on stream.
Hey one and only Therapist !!!
Yes did observe NH in Gibraltar, spotted when tanker-snatch game started early July, when Iranian tanker was still named Grace-1, lol, NH was moored next to it... Probably shouting obscenities at them, lol, only joking...
Is running very light draught at 8.6m, so no crude on-board.
Maybe is parked for decomm in future or on standby ??
Take care, MO
YoMO,
Hope all is good with you. Well spotted n'all.
I somehow have a marine traffic cookie which takes me straight to Navion Hispania when I clock on which is still moored off Gibraltar. A bit off piste but what is that about for any serious marine followers. She's been there for three months at least. Must cost Teekay a fortune in lost revenue unless someone else is paying. Just intrigued.
GLAXXX
NO has just left Rotterdam, could be at AK by 18th am for a 13 dayer...
As all know, could be tanker tease, or different tanker altogether !!
Then again, could all go to timetable...
Good luck all, MO
And there we have load #566 right on schedule and its a big load as usual.
Hello Pelle
The last load completed on 6th October.
NO is still offloading in Rotterdam so we don't have an ETA for Kraken yet but she is due at Scapa Flo for a STS on the 20th October.
I think the last load was probably closer to 600k so production could be the same but with slightly longer cycles???
Chilting, how many days cycle approx?
There you go, Kraken is firing on all cylinders.
Excellent - good spot YOY25.
Navion Oceania is still unloading her previous cargo in Rotterdam - she is due for a STS in Scapa Flo on the 20th October with the tanker Leyte Spirit.
The weather is set fine for the whole period.
NO is due at Kraken in a couple of days, then STS at SF
HMHn
Jasmine Knutsen is not part of the Teekay shuttle fleet that services Kraken and Alvheim.
The only two Knutsen vessels in the Teekay fleet are Heather and Grena Knutsen - both are on charter to Teekay.
Nothing definite yet but Amundsen Spirit is the most likely although she may be going to Alvheim
Jk. Where's #48?
Jasmine ****sen is not heading for Lerwick.
I'd suggest Kraken or Alvheim.