Member Info for Auson

epiphany121,

Thanks for your reply I did listen to it and will listen to it again. I thought the FPSO did achieve 50kbpd at notification of first oil and it was afterwards that issues have arisen.

Over 8 million (1.15m per day ) more barrels imported this week and only a 5.5m build. Also total production only up 100k barrels on last week which was down 3.6%
Todays report was NOT at all bearish

epiphany121, Pelle,

Are we sure the DC4 water cut was said to be lower to start with not higher and then improving ( as more water used at the begining phase )

Krakenoil,

I'm sure itsaponzi has taken a similar short due to his views or is he just talking sh ... again as usual.

Sorry Wassatt but
https://www.theguardian.com/politics/2018/oct/03/daily-telegraph-rehires-boris-johnson-on-275000-salary

Whiteace,

I didn't say how much I have made here. The reason I made the point was only to illustrate that PMO has not performed better from 79.3 to 105 as Enquest has in the same time frame. Good luck in Monte !
All the best

Whiteace,

You researched me and my character.. whats that supposed to mean ?

Whiteace,

I think that would be a step too far. But in the interests of balance I'm still in the red on CEY, I had losses on FLYB, DEB, SBRY, MTRO, LEK, RKH. I bought into PMO in the mid 80s and watched it fall over Christmas to the 50s.

CEY 9% up and still cheap back to the low 100s soon

Whiteace,

Not if you sold all of your PMO at 79.3 to buy more here in the 16s and 15s
Centamin having a good day today up 9%
This has been the best 2 days for my portfolio yet.

I can't help but notice Petropavlovsk AISC was $1117 in 2018 average realised gold price was $1263 and net debt $568 million and no divi.
Surely if gold falls much further world production will decline rapidly.

Falsified weekly API and EIA take a back seat to geopolitical and Macro concerns. I think its better if we don't see big draws this week as a POO spike is probably not the best thing for ENQ this week. A nice steady Brent in the $75 area will do us just fine.
I notice baron day trading has bought into CEY today, if he buys GMD as well then he is definitely following me.

Nickel_Investor,

Thats interesting he took a position in Enquest also, Thease two happen to be my largest holdings. My average is better than his on Enquest but worse here.

On another international forum. Not my words.

Dark_Knight2020,

I think Krakenoil has the answer they just don't bother

mysteryguy,

Its called no more Iran sanction waivers and military drills in the straights of Hormuz.
PMO back to the 140s again.

gregpeck7,

Thanks for posting that, but that has annoyed me somewhat, I know this is not aim but I think in light of Cairns write down a production update that Kraken now with DC4 is producing 40-45k would add some clarity. With regard to waiting until the May update don't they understand compound interest ? a 10% increase on an SP of 25p vs a 10% increase on an SP 33p

Pushmepullyou,

Wasn't the 2019 forecast based on $1250 gold and $.60 cents per litre of diesel ? In Q1 Gold has averaged approx $1295 and diesel under $.50 cents.

Mrd5432,

Its looking achievable. Would you take 119 if it was this week I think I would be tempted to sell half then leave the rest to ride for full value £2ish

spindok,

Sorry to hear about your health, I hope clean air and clean living could help you rejuvenate ?
Surely the best and quickest thing for climate change is a VERY HIGH OIL PRICE NOW !
To be honest the rest of the protesters don't seem to share my passion and don't approve of my oily placard.