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Global Energy Advisory � 13th April 2018 Brent crude this week broke the $72 barrier for the first time since 2014 on the latest developments in Syria. President Donald Trump earlier this week threatened Russia with missile strikes after an alleged chemical attack that the U.S. and UK were quick to blame on the Syrian army following reports from rebel-held Douma. Despite some cooler heads noting that neither Washington nor Moscow really want to have a third world war on their hands, markets are more jittery than they have been for a long time, with the news from Syria overshadowing any other piece of news about the oil industry. In fact, as Commerzbank�s chief of commodities Eugen Weinberg noted, oil�s fundamentals do not justify such a price jump and yet prices are jumping as the world watches the Middle East yet again. But it would all be short-lived, as Trump appeared to back down on a Syria strike with a �maybe yes, maybe no� qualification that eased tensions and pushed equities markets back into rally mode. Meanwhile, U.S. crude oil production rose further last week, hitting 10.525 million bpd, up from 10.46 million bpd a week earlier. This should have had a marked negative effect on prices, but it hasn�t because of the events in Syria, where Washington is effectively supporting the Jaish al-Islam (the Army of Islam) � a Saudi-backed rebel group that controlled Douma � the town where the alleged chemical attack occurred. It seems that the heating-up in Syria is exactly what Saudi Arabia needs to get oil prices closer to its target level of $80 a barrel, so we expect more saber-rattling over Syria, even if only to raise the specter of tensions in appearance to help boost oil prices. This is the price that the Kingdom needs to break even and stimulate interest in the initial public offering of Aramco.

i am no adviser. but i think if you are investing in pfc it's still cheap. if your trying to average down or trade pfc i think it would be very prudent to hold of until we know for sure this is rising on it's own merits and not being propped up by oil. .as i have said before i no some of you think oil sp is blah blah i am not saying oil sp will come down but if it does it will drag pfc with it. unless pfc is the strong stock we perceive it to be.just my opinion but some of us have been caught here before. of course there was a crap rns thrown into the mix

Group to "equal-weight" from "overweight", saying a lack of organic growth means the market will maintain a discount through 2018 * Broker says co's guidance for modest EBITA growth in 2018 suggests zero organic EBITA growth once synergy benefits are factored in -- cuts PT by 22.2 pct to 7 pounds * MS says it doesn't expect multiple expansion in near term due to limited proof of progress on the AMFW integration and organic growth * Broker sees a negative evolution concerning the change to a restructuring/ diversified play that is proving a higher risk * "We think headwinds for WG in 2018 are temporary and therefore we see an opportunity to unlock value. However, we think it will take time for this value to be realized with few near-term catalysts," says MS * Broker says AMFW synergy target could be conservative, but does not expect upside risk until 2019

aspers good spot in return smci dyor

r-d-r i think the magic number will hold.because of divi people have more reason to keep there shares . but i think the main factor is the oil. i just think it will give up its strong gains some say oil is just blah blah when it comes to pfc but only a fool would not notice it weights on pfc. it's funny oil just shot up yet our sp is down. so it would appear it has no connection. but if it corrects it drags us down some shorts have added it just seems its setting up nicely for the big boys to play and this time i would rather not be part of the game. i am a paranoid sod anyway maybe it's just in my head

i see trump has softened he's stance i think our sp will be taken on a merry dance know

it's a known fact that people will buy a divi paying stock about 2 weeks before ex date. not might sort of game but they are out there

yes i would agree.but with pfc you cant escape oils influence over pfc's sp i am more than happy with my investment. but just don't want to get caught out by not taking notice of oil sp. it would of been better if oil was still low and we was were we are then i would have total faith that all of your post was the reason for strong rise

yes this is my concern to the contracts seem to be scrapping the edge of a barrel. no punt intended. and as in last post oil is at a high resistance point and i don't think contracts to date will hold us up if oil retraces . i am thinking of hedging against this i have a fair size holding and looking forward to divi but this looks to be setting up for a possible drop if oil gives way. i noticed some shorts have have added they maybe felling the same way

R-D-R in you opinion do you think oil is propping us up?

i am sure asafari will be at the top of bidding list when it comes to contracts but not a great situation i like to earn money but not with spilt blood

i done some research a while back. asafari and a group of other business leaders have set up some kind of fund to help rebuild Syria. this might not have much to do with pfc but it gives you a gauge of the man.back to sp are we back to tracking oil? if so we need to keep an eye on it as oil is at a point of resistance but i am going to stick my neck out and say the divi chasers are out and we could have a good run up to the 26/4

ifony i think this will be pushing on until divi now. get in two weeks before divi comes to mind. but �12 now that would be good but a tad over done

nice update watch sp come down big boys will fill there boots follow the money the cheek of aim

not my field but brexit coming up . recession cycle looming not saying it's going to happen but if it does cash is king, buy some cheap stocks and why other are handing there keys back you should be sitting pretty that's my way of thinking each to there own

my2p i would say this is a mistake. 25.3 cents was the proposed divi but does proposed mean not set in stone. In August 2017, the Board approved a sustainable dividend policy that targets a dividend cover of between 2.0x and 3.0x business performance net profit as the Group transitions back towards a low capital intensity business model. Going forward, it is proposed that the interim payment each year will be approximately 33% of the prior year total dividend.In line with this policy, the Board is proposing a final dividend of 25.3 cents per share (2016: 43.8 cents). The final dividend will be paid on 25 May

this is good stuff contracts flowing. need to keep it going write up to ex divi day. management are smart they will no this is what they need to do. seems to me since asafari been back there seems to be a bit more energy on keeping sp stable he says on a down day moment but on the positive side if it holds above 500p then i am happy markets are very choppy and M/B i an feeling your thoughts on recession have been doing some hedging

welcome back mark. i to have trouble switching off from the markets so maybe a good shout closing out .i tried setting limits but still could not stop myself from peaking

Petrofac Limited with EPIC/TICKER (LON:PFC) has had its stock rating noted as �Reiterates� with the recommendation being set at �BUY� this morning by analysts at Kepler Cheuvreux. Petrofac Limited are listed in the Oil & Gas sector within UK Main Market. Kepler Cheuvreux have set their target price at 660 GBX on its stock. This would indicate that the analyst believes there is a potential upside of 29.7%

done well today to stay blue, moody's is a great upgrade most don't make much difference to sp, but moody's can add 2% to a share price and it come in after market close so all positive