Member Info for Auson

Just a hunch I have but from watching the sells on PMO yesterday and Enquest yesterday and today I think we have some shorters who might be using us as a hedge against long Brent positioning.

My thoughts are with you at this difficult time January. Be strong...Strong people cry sometimes.

The numbers are good if you ask me. Brent will be over $72 soon

Hi Pelle,

Thanks for that I've got some scribblings of 16.8k net Kraken up until DC4 was completed from the OGA. I will have to look into the other 29 as its quite critical here.
If these figures are right and as we know they are recorded and out there for anyone with the time and inclination to work out why is the market not pricing us accordingly ?

Pelle,

It was £131k in GBP off book but put through at 11.00hrs not a huge percentage of £330million market cap.
Can I ask what production figs you have down for Q1 by field Kraken, Northern, Central and Malaysia.
Cheers

Krakenoil,

It was off book so could be a buy or a sell. I'm wondering why you would sell at 19.4p with a tanker on the way and Brent above $70

From Twitter but thought I would share.
'Wonder if there will ever be a US metric for net imports of beer to compete with net imports of oil?

US imports Guinness (beer with alcohol)
US exports Bud Light (beer without alcohol)

Sorry to change the subject but has anyone got any tanker ideas ?

But not until June, no doubt Trump will now double down but not to come into effect for a few weeks so he can back peddle out of it.

PFC don't operate in Iran
Oil price looking strong so far.

epiphany121,

Are those retaliatory tariffs going to be seen as weak was the market expecting worse ? Tariffs on $65Billion vs $800Billion. Also new tariffs not to take effect until June 1st.

downbutnotout,

WTI is not so important to PMO Brent is the one to watch.

MatrixObserver,

What are the names of the vessels used by the Houthi rebels so we can track there movements in the straits ?

epiphany121,

I disagree, he is an accomplished con man. The Fed will lower rates and more QE then he will do a deal DOW goes whoosh to 30,000 and he will claim all the credit.

Tomcorvid,

Yeah they are already on to that one according to their top man chief negotiator on tariffs Sum Ting Wong.

The interesting point about the 25% tariffs is it is not in effect today but from the time the goods left China, this is not how customs works. So there is at least 2 weeks more before they come into effect. Apparently Donald has told 10,000 un-truths since he got in is this just 1 more ?

Razors Edge,

We lost the 2.3p on the ex-divi day in April, reason you might have missed it was because we recovered so strongly during the day ! I expect a modest boost on the 13th May as divis are re invested into CEY.

Synycom,

HSE have given PMO a telling off re safety at Balmoral no conspiracy.

Foxykiwi,

Will you go long here after the R I ?

hitman1a,

Sorry I don't agree 2H US growth stalling would see a steep Brent decline. MAGA Baseball hats or not.

romaron,

There was a good interview on BBC World service with one of the US officials re JCPOA. The US guy accused the BBC presenter as being pro Iranian ! There seems to be a growing anti- Iran sentiment between Bibi/ Saudi and the Trump administration. In my view if their oil exports get constrained they will block the straights.