Member Info for Ammu123

Pessimist forecasting fcf to be around 450m for 2022
Optimist forecastin fcf to be around 650m for 2022

The real number would be something in the middle! i.e 500m fcf++

500m Mcap at $100/b REALLY?

Why is TLW given such high valuation?
Other than assets being in Africa...I can't see why the massive premium!!!

With Kraken premium....we must be looking at $100/b for this shipment. Not too bad....

think about the fcf if Brent reaches $100.......
Enquest 30% up day is coming up soon...maybe next week!

This will rise when least expected.
30p incoming..

Check out tullows FCF projection:

At $75/bbl, underlying operating cash flow1 is expected to be c.$750 million with free cash flow2 of c.$100 million.

· Debt reduction remains a key priority and the Group remains on track to materially reduce net debt and achieve gearing of less than 1.5x net debt to EBITDAX by 2025.

Shows how undervalued Enquest is......

There is a good chance that Brent would average $90 this year...
All calcs should be based on Brent at 90 and check out the FCF generated for 2022.....Also all the major maintenance work/new drills would ensure 2023 production would be above 50k++....
Sentiments could change really fast on ENQ....don't be left behind hoping this will go sub 20..its NOT

I would get worried when Chilting start ramping this when SP is 30p++.......that would be the time to sell....
Currently a massive BUY

I wouldn't worry too much about Barclays.
They had Enquest at 7p at one time I remember when sp was 18p.....
400m fcf in 2021
500m++ fcf in 2022....
What an opportunity market is presenting currently.

That's good chilting so I am assuming we won't be seeing you again like the last time you promised "it was your last post"
LMAO

reckon 2023 guidance will be 50 - 55k ......Not bad from AB

High uptime at Kraken, the contribution from Golden Eagle and the accelerated recovery of wells at PM8/Seligi was offset by underperformance at Magnus. Magnus compression and water injection plants are now online and performing on target. Other assets, including Kraken and Golden Eagle are performing well and Malaysia is off to a strong start with the PM8/Seligi riser replacement now in place ahead of schedule, with all wells online. With an active programme of nine wells and seven workovers in 2022, our largest sanctioned program since 2014 and our first new wells in over two years, I am confident we will deliver a good performance this year. Our production to the end of January 2022 was 50,810 Boepd.

AB also put in statement to keep chilting happy...
c.46% reduction in UK emissions, ahead of North Sea targets

I think it's a decent update considering the history of RNS's....
Almost 400m fcf for 2021.....Tullow generated 100m
2022 will be 500m fcf ++ easy

How can Tullow be valued double to ENQ mcap
MENTAL!!!

Doesn't change the facts that ENQ is better value compare to TLW....

Net Asset value =150p + another 100p for BUsiness/Growth potential etc....
250p fair value?

how low will this go?

97p?

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