Member Info for 1509

Balance
dnl 56 57 1 0.017857143 1.785714286
polx 66.5 57.69 -8.81 -0.132481203 -13.2481203
uog 4.33 2.8 -1.53 -0.35334873 -35.33487298
prim 4.05 3.62 -0.43 -0.10617284 -10.61728395
gwmo 0.24 0.13 -0.11 -0.458333333 -45.83333333

Bojo
ECR 3.325 1.15 -2.175 -0.654135338 -65.41353383
agl 77.5 119 41.5 0.535483871 53.5483871
sclp 21.75 20 -1.75 -0.08045977 -8.045977011
bzt 0.2 0.15 -0.05 -0.25 -25
etxp 22.35 44.25 * 21.9 0.979865772 97.98657718

Brazil
rgp 2.85 2.4 -0.45 -0.157894737 -15.78947368
mhc 5 2.35 -2.65 -0.53 -53
opp 0.25 0.125 -0.125 -0.5 -50
inx 5.875 5.5 -0.375 -0.063829787 -6.382978723
vacq 12.5 11.57 -0.93 -0.0744 -7.44

D Gee
avct 199 126.4 -72.6 -0.364824121 -36.48241206
eve 6.04 2.75 -3.29 -0.544701987 -54.47019868
sgn 167 208 41 0.245508982 24.5508982
tils 104 -104 -1 -100
ika 185 181.5 -3.5 -0.018918919 -1.891891892

Eva
sng 167 208 41 0.245508982 24.5508982
arb 220 97.8 -122.2 -0.555454545 -55.54545455
virgin galactics 27.29 12.92 -14.37 -0.526566508 -52.65665079
mro 174.1 158.09 -16.01 -0.091958644 -9.195864446
blnk 30.13 26.74 -3.39 -0.112512446 -11.25124461

Fek
bmn 19 10.1 -8.9 -0.468421053 -46.84210526
atm 4.52 5.85 1.33 0.294247788 29.42477876
dmtr 2.3 0.45 -1.85 -0.804347826 -80.43478261
algw 2.4 2.95 0.55 0.229166667 22.91666667
avct 199 126.4 -72.6 -0.364824121 -36.48241206

ihowells
sng 167 208 41 0.245508982 24.5508982
hzm 7.6 6.47 -1.13 -0.148684211 -14.86842105
arcm 6.65 2.4 -4.25 -0.639097744 -63.90977444
agl 77.5 119 41.5 0.535483871 53.5483871
tern 8.4 12.4 4 0.476190476 47.61904762

John
amc can 1.79 6.15 4.36 2.43575419 243.575419
ros can 0.39 0.32 -0.07 -0.179487179 -17.94871795
copl 343 16.25 -326.75 -0.952623907 -95.26239067
dev 24 30 6 0.25 25
spfr nyse 10.25 8.37 -1.88 -0.183414634 -18.34146341

Nolupus
Evg 8.09 5.15 -2.94 -0.363411619 -36.34116193
tils 104 -104 -1 -100
iqai 8.75 6 -2.75 -0.314285714 -31.42857143
dbv tech 8.43 3.05 -5.38 -0.638196916 -63.81969158
ab science 15.14 12.34 -2.8 -0.184940555 -18.49405548

Riseup
nclh 28.85 21.63 -7.22 -0.250259965 -25.02599653
mrvi 35.59 40.29 4.7 0.132059567 13.20595673
nmbl 61.65 12.49 -49.16 -0.797404704 -79.7404704
sng 167 208 41 0.245508982 24.5508982
i p group 117 123.8 6.8 0.058119658 5.811965812

sunshin
bzt 0.22 0.15 -0.07 -0.318181818 -31.81818182
iag 203.9 142.8 -61.1 -0.299656694 -29.96566945
arb 220 97.8 -122.2 -0.555454545 -55.54545455
imm 9.2 6.6 -2.6 -0.282608696 -28.26086957


Willibo
rms nnn 1.95 1.17 -0.78 -0.4 -40
arb 220 97.8 -122.2 -0.555454545 -55.54545455
sng 167 208 41 0.245508982 24.5508982
imo 0.55 -0.55 -1 -100
eqt 1.53 1.21 -0.32 -0.209150327 -20.91503268

xv
ecr 3.325 1.15 -2.175 -0.654135338 -65.41353383
sng 167 208

Forgot to say happy new year to everyone
Well done everyone the general results show hoe tricky it is to pick the winners.
I have tried to check for consolidation but subject to things I have missed. The top 7 (needed to include sng as a few members picked this) percentages are :-
John amc canada 243.57
bojo etx 97.98
bojo agl 53.54
fek atm 29.43
Xv anic 26.76
John dev 25
Dgee Eva ihowells Rise Xv sng 24.55
Full results to follow

Willibo
Struggling to find imo - it was down on the initial pick @ .55.
Has it stopped trading?
Subject to imo I should be able to give the results later this evening

My picks
copl production growth possibly buy out of Cuda at a low value
arb hoping btc will increase increase considerably in value over the year
oex gas field production to come online

Remember this one.
Cant remember any of the picks. Hopefully I can find the file and post the results either today or tomorrow.
If you are up for it I can start another for the coming year.
One of my picks will definitely be copl. Not sure about the others.

Ok new year ahead lets see if I can make some good choices.
copl - either this month or next the recovery has got to start. Get cuda out of the way the watch this space.
odx - They had a understanding with the government to manufacture any lft they government asked to to make. I think the government will ask odx to start production.
Qbt - news coming out soon.

BoJo
revb 115 122 7 0.060869565 6.086956522
sclp 21 20 -1 -0.047619048 -4.761904762
redx 62.5 86 23.5 0.376 37.6

Brazil
mila 2.9 2.3 -0.6 -0.206896552 -20.68965517
coin 6.75 4.85 -1.9 -0.281481481 -28.14814815

Ihowells
sng 193.8 208 14.2 0.073271414 7.327141383
sav 5.8 4.9 -0.9 -0.155172414 -15.51724138
gdr 40.5 43 2.5 0.061728395 6.172839506

Nolupus
brh 37.5 34 -3.5 -0.093333333 -9.333333333
lys 1.77 1.91 0.14 0.079096045 7.90960452
iqai 6.25 6 -0.25 -0.04 -4

sun
sng 193.8 208 14.2 0.073271414 7.327141383
stx 32 44.5 12.5 0.390625 39.0625
brh 37.5 34 -3.5 -0.093333333 -9.333333333

syn
odx 26.5 27.25 0.75 0.028301887 2.830188679
thg 178 229.2 51.2 0.287640449 28.76404494
sng 193.8 208 14.2 0.073271414 7.327141383

xv
sar 5.8 4.9 -0.9 -0.155172414 -15.51724138
eisb 13.25 10.5 -2.75 -0.20754717 -20.75471698
sng 193.8 208 14.2 0.073271414 7.327141383

1509
omi 11.62 14.55 2.93 0.252151463 25.2151463
copl 19.8 16.25 -3.55 -0.179292929 -17.92929293
qbt 3.2 3.1 -0.1 -0.03125 -3.125

Well done everyone
1st Sun - Stx - 39.06%
2nd Bojo - Redx - 37.6%
3rd Syn Thg - 28.9%

Special mention to Syn who also got 3 positives
Full results to follow

Ist
Thanks for the link

Happy new year
I am going for mid feb for when thing start to move
Q4 results
Hopefully a cracking forward statement from AM
And one way or another a decision on Cuda
All the best

last i saw was Feb 4th. But Cathy has suggested copl to tie things up by tomorrow.
I think as the receivers are accountable they will do things by the book so I think it will be 4th Feb
https://www.hartenergy.com/exclusives/marketed-cuda-energy-conventional-powder-river-basin-nonop-oil-opportunity-198014

Anyone know roughly how far we are into the number of hedged barrels

I think AM sees cuda as the near term prize he has set his eyes on and unfortunately the drop in sp is collateral damage which he finds acceptable albeit this position will be relatively short term.
The team around him will have instructions as to how he sees the production increasing and he will let them get on with it.
He will control comms so he has the best confidential information to bid for cuda.
Once cuda is out of the way I hope we will see a different side to AM's comms and the sp will recover.
Checked out the weather in Wyoming and it does not look good. Not sure when this weather front arrived but I cant see any improvement work being carried out at the moment.

Tiburn
Thanks for your post

Sorry my calcs I see cc 3059 for November
Say 98bbl/day
http://pipeline.wyo.gov/CurrentOpcoProd.cfm?oops=ID76919&RequestTimeOut=6500&nFc=2195&nOpco=1769
Total 2798bbl/day gross

I hope someone can comment on the data
The only thing I can comment on is
The Rns dated 22 november said the Shannon unit had increased production by 700bbls representing a 35% increase .
For it to be 700bbls the pre increase rate per day must have been 2000.
So if Shannon is producing 2700 and cc 1364
We have a total at some point late November of 4064bbl/day
Or have I got it completely wrong ?

From the swp updated table is see 53756 bbls for November

Something I have been pondering about.
If If Essar thinks opl226 is going ahead then ShoreCan maybe looking at say 6000bbl/d.
With our current mcap would Essar be looking at Copl as a bargain even at a buy at say £150m?

All the best fellow Coplers
Interesting year ahead.

Came across this site which has details of the cuda sale, you may have to register for access which is straight forward.
https://www.hartenergy.com/exclusives/marketed-cuda-energy-conventional-powder-river-basin-nonop-oil-opportunity-198014

At the bottom of the page it mentions this
Process Summary:

Evaluation materials available via the Virtual Data Room on Jan. 5
Proposals due on Feb. 4