Member Info for amin0406

i'd be interested how many people actually do cook turkey and not something else

that's interesting, looks like that area is a wash with oil

is it still in situ? skandi went off to darwin will that be for parts etc?
I am still not sure if it is in its exact drill position
any update greatly appreciated

hope its not another flop tomorrow, totally perplexed if i am honest. was expecting 5p by tomorrow

Everyone's risk appetite is different and at the end of the day a profit is a profit, as long as you are content its nobody's business pal

I'm not sure kevin, I was expecting the fomo to kick in today and yesterday !!

let's see, nothing stranger than the markets!!

https://www.youtube.com/watch?v=S3q8Wu-Sg5A&t=7s

just in case anyone needs it

spike pal, I know what you are trying to get but I was just trying to create a distinction of a delay due to rig shenanigans and the cos of the well.
Agreed about HMS though!!

spike, I think there is an inherent difference to the drill being risky and delayed, ie a broken drill bit etc and the cos. The two are separate and distinct. Issues with the rig only slow down the drill, they don't affect the cos. The cos remains the same. yes there is a small chance of it being a duffer so to speak but in that respect, I would refer you to Peterkins last lse interview "it doesn't get much better than this"
Just my view. GLA

they don't want exposure to a drill that has 95% cos, smart

not all those trades are sells, looks like mm carried quite a bit of stock this am so are punting out cheaply but a few sellers have come in and pushed price down a bit

Thanks jezz. I've got access to the real time data too and couldn't work out they are at the drill point or a few km off
Skandi is off back to darwin

Does anyone know if valaris is actually at the drill site or is it a few km off ?

it was a broker roll not a buy

I hate making my own predictions asxthey are usually wront.

17.5p is the nav tennyson securities have stated this am

Still very very cheap for a company with NAV of 17.5p potentially by the end of JAN

There is of course a pinch point here where buyers will come in, historically it was the 4p area, lets see , should be a bit more now with the rig moving

well 12p is out of the window anyway

Nav sorry

Saying 17.5p on a successful drill at 70 dollars oil this am

Share investments i think