Member Info for Auson

Squif,

Did you listen to the conference call ? There were a lot of analyst questions about water cut, FPSO performance. One of the analysts tried to get Amjad to tell him how much the FPSO was producing whilst it was only running on 1 train ! Then questions about the oil water contact and reservoir modeling, did they have wire line logs or just computer modeling ? After a bit of a too and fro Jock said they do have logs, details would be made available. Uncertainty FPSO, performance problems, Water cut, Cairn saying one thing Enquest saying different. The market doesn't like uncertainty I think that all there is too it. But it also has quite a short memory. INMHO

johnson36, KINGLEK,

I think they are valuing the debt at par ( 100% ) when it is currently trading at around 35-40%
Then there are the store leases and the 500m impairment right down. A CVA will sort out the leases and as I said before, the debt will never be worth 100% again. So these 700m figures paint the a worse picture. Something can be done here it just depends how big Mike ( and friends ) want to play it and how much it is going to cost them.

That news story was at 3pm and has nothing new in it. Looks like from the strong buying here and SPD SP fall today could actually be a bid. I'm out but wish you all good luck here.

Mrd5432,

I was able to get some in the 15s but only after previously buying much higher. Averaging mid 17s there now.

KaiSharp,

Oh why don't you just ._._. _ _ _ _ Only joking.
Well done everyone especially Mrd the mind boggles how much profit you must be in, wish I hadn't bailed too early and moved to Enquest.

epiphany121,

There is a General who is marching some troops on Tripoli right now.. its probably just symbolic but even so I'm calling $71 Brent later this evening.

Love_You,

Are you implying the EROEI is close to zero for shale ? I think thats going just a little bit far.

epiphany121,

You've not been looking on those websites I mentioned now have you ?
But seriously I think the trade talk optimism/ Libya unrest will move it on a a $ or so later this evening. Just a hunch.

ragnarlothbrok,

I don't think he meant SPD but accumulating on behalf of. Then he buys off that party for a small accumulators fee.

People still playing Russian Roulete on DEBs. Game someone has been loading up last few days.
Enquest up 4.8%

epiphany121,

Are you saying the real time prices are completely erroneous ? I have been using oil price.com and livecharts .co.uk for live prices.

Itsaponzi,

Your like our very own Denis Gartman.

How about 200DMA + 30%

Oh well on the plus side Oil and Gold are looking strong right now.

itsaponzi,

Brent is currently $70.40

itsaponzi,

Ok if you say so, are you trying to go for a record of how many times you can be wrong in one day ?

I think it would be wise to buy some Enquest tomorrow theres a tanker on its
way to Kraken.

Thanks epiphany121,
So hook up early Saturday am. Those with pay for AIS data might
have had this info yesterday hence us not being able to get a quote to buy.
Rerate coming !

themuir01,

I have some that I managed to get approx 2 years ago for 19.9 something pence. I should have sold them in the 40s so yes I guess I am locked in ! A bit like the Foot ones I got for 49p, Superdry ones at £3.59 Petrofac ones at 3.90ish or the Rockhopper ones I got last week at 22p
All the best

They are offering more to sell than to buy on GMD at the moment if anyone is interested.