Member Info for Ammu123

Brent at all time high and we still in the 20's....
Imagine the SP when Brent falls again to 90's.................

https://www.retailgazette.co.uk/blog/2022/02/asos-seeks-discount-from-suppliers-to-offset-rising-inflation/

While I agree inflation is at all time high and there is an impact on margins and spending however a lot of it must be priced in at current SP. ASOS recently send out a memo to all it's supplier asking for 2% discount if I am correct + slight increase in prices so the net profit should be as per the last update. Russia situation hasn't helped things as 4% of the revenues comes from the region.
Even with the worst case scenarios a lot must be priced in already so hopefully this should start to rise soon......12th April not long now...

BIG DADDY says nooooooooooo
Brent about to go RED and ENQ loves to follow on the down....

All ramping this will be the first one to sell out LMAO..
Seen it too many times.....

why no info on FCF at current Brent?
Genl, GKP, HBR, TLW all provided info on fcf at various Brent level for 2022....AB doesn't want to commit on anything....
I can only assume Bond negotiation still ongoing and Banks want higher interest now....

Agreed.
Something doesn't feel right.....Why did he leave?
AB as usual is very quiet....

ENQ and AB update lol....
Why no projection on FCF at current brent?

"I am heavily invested here".....maybe you were but not now... LMAO.....

TLW hedged 75% of oil till 2024 in the 70's.....ouch...
ENQ better company with AB at the TOP of RAULLLLLLLLLLLLLLLLLLL

30's coming soon.......and then 40's...

Knowing AB I would based all my calculations around 45k just to be on the safe side in the event any outage work getting extended.....Even with low production figure the FCF generated will be higher than the current MCAP!....
I reckon market waiting confirmation on production guidance, hedging and bond updates.....As long as there are no surprises we should be getting in the 30's very soon....I hope AB hedges more for 2023 & 2024 taking advantage of the high brent price.
Just want swedish to stop fiddling with the SP on the daily basis...

Everything seems to be negative for ENQ.
Oil goes up ENQ goes down......Oil goes down ENQ goes pants....
I feel like Kraken owes an apology from myself....He's been right all along...

to be tested today or next week...

Things to look out for :
Cash position end of Feb, Update on hedging, update on Bond, Production guidance.....

BLUE...Almost Blue baby.....The swedish shorters won't be liking this

On the 24th we should get a decent upgrade!!
More like 50p

Why did you sell out Kraken?

Kraken loving this after selling out....
LOL

Kraken is happy this is going back to 20p./....