Member Info for Auson

NeilHannon,

' you should sell all your ENQ shares' 'HMHn you should do the same'
...and there we have it, that wasn't so hard now was it Neil.

Neil,

Whats the API of shale ?

lemmink,
Tell me to mind my own business by all means but if your holding here is more than say 30% of your portfolio. I would want to reduce before the results day. You might miss out on some gain but would also protect yourself against any unforeseen nasties, or the market not reacting like it should. All the best

HMHn,

Hilarious straight off Google search also a 0.5% sulphur content does not make Kraken's crude sour ! Which was clearly the insinuation, as was the mention of $40 (oil)
Brent premium to WTI has been over $10 a few times already whats the big deal if I see it happening again.
Anyway enough of this 'nonsense'

NeilHannon,
You ask how long would Enquest survive with $40 oil
I quote Vitol predicting WTI average $50 for next year.
You quote WoodMac who are predicting average $68 Brent next year
You quote WoodMac prediction re heavy sour crude discount. What has sour crude got to do with Enquest ?

NeilHannon,

Is that the same WoodMac who are predicting average $68 Brent for 2020 ?

NeilHannon,

A similar reason why $40 oil isn't reflected in the bonds.

Vitol, the worlds largest oil trader is predicting $50 WTI for next year. From recent history and the interviews I've read he seems to be somewhat bearish.
IMO 2020 should see a $10 premium Brent to WTI so thats average $60 Brent for next year.

NielHannon,
When did we last have $40 Brent ?
Your motives here are obvious to all. So give it a rest.

Last chance to get in below 20p me thinks ! The mothership PMO at 84p and rising

Yup nice draw accross all products. $63 to $65 Brent back on the table.
I did say yesterday about JCPOA andthe tanker off loading in Syria too

Its not too clear is it but if net debt is approx 1.8X EBITDA and reducing and net debt is $1.66b then full year EBITDA has to be more than the $525m quoted so its 6 months. Amazing that means we have just broken the $1b EBITDA level.

members,

You forget we have had this convo before. in Dec when Brent crashed to $50 briefly Enq was 18 and I was able to buy some PMO at 55.9 just as shame I was already holding some from 80p range. I agree PMO are very undervalued.

members,

Because they no doubt already left CNE at 210ish and TLW at 240ish

members,
Yes your right Enquest has Kraken and thats all 32kbpd average. So where do they get the other 35kbpd from. No wonder its only at 19.7p !

MaverickD,

Traders aren't even in yet INMHO.
Say hi to Goose

BlueDefender,

Not selling and not beingpi**ed off is fine, but posting many times a day about it ? For 7 years ? Is that what your saying is completely understandable ?

Beerbull,

Whats the Enterprise value of HUR at the moment ?

romaron,

Well thats an unfortunate surname, what happened to them then ?

I think the Market Makers might be taking us for a ride, I mean who would sell 290k shares for a mere 19.5p after that update with Brent back over $60 ?