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Yes, it was aimed at you.
Sorry then I misunderstood. Though you meant that SEYE had producded less that SEE.
I
How do you get to fewer? I get at least same for the last 12months.
1m mid 2022 and 1,5m may 2023.
Then there was the datapoint of incabin mid match of 1,3m which I do not know where it comes from. If true then 0,3m for thre monts is not that good, but they had an an really good increase in q2 which confirms roll out going good in Korea.
So if the incabin figure of 1,3m is correct then most of the increase has been q2 and SEYE seems to have bigger production/month currently at least.
Martin on twitter wrote that the passed 1,5million DMs in may.
SEE seems close but doubt they passed.
Which would mean 200k from march to may. So they probably had at least 300k production in Q2
Romaron good for you that you passed the 5 stages of depression and reached acceptence. LOL
But do not fool your self. UK is banans republic. For gods sake they introduced the previous EPL three months ago.
Will the tax be 125% in 6 months. LOL.
Yes, somebody asked IR and they have answered that the OU will probalbly be out 24/11
But who knows. I recommend you to email IR and ask.
I actually recommend every shareholder to email and ask. Maybe the point will even reach Enquest IR then.
Therapist,
It is the Enquest board.
I would have thought critique of Enquest IR actually is something to bring up on this board. Sorry for my misunderstanding.
In the future I will try to keep on subject and post about climate change. It seems that is what you think is appropiate discussion here.
Not sure, but I do recall some anger against other posters who liked to discuss climate change. Chilting comes to mind. But maybe you were not one of those and actually defending those the posters discussing climate.
Hi Therapist,
Do I understand it currently you want to have discussion on climate change? And you think that adds value to this board. Romaron does not discuss he just writes pages up and down and bashes ESG without any logic. Never seen him actually do a discussion, which in my book is called trolling.
Maybe we should discuss his genius thoughts on heat pumps again. LOL.
So a random person told you the Ops Update date instead of the brilliant Enquest IR team actually put a date in the calendar.
Missed that again. Of co**** they have so much to do so they have come up with this effecient way of communicating with share holders. Next year the might introduce jungle druma. LOL.
At it again romaron. Trolling as usual.
Here I think I am going to read something about Enquest. And instead I find page up and down you talking climate change.
Have you considered joining Greta for president forum instead?
I think you would be more on the subject there.
AB could just start with shareholders returns.
Do not see why the could have goal of 0.5 debt/EBITDA for end of 2023 and at same time do buybacks and/or dividends.
Maybe there is something else than the 0.5 debt/EBITDA goal stopping shareholder returns.
I did not say it is fair. But it is quite clear how it works IMO. I would also be surprised if there were any changes to it, but that is my own assessment though. Hopefully the sunset clause will be respected, buy have my doubts.
I guess it was made mainly to save Boris ass and the other reason that it is much simpler to add WFT on O&G producer compared to issuer of hedges.
@papegoja
I think the WFT is quite clear. Essentially if you are O&G company you will pay 25% extra in tax on profit.
If you have bad hedges then you profit will be less and you pay less WFT.
It is unfair since if you have bad hedges it is then counter party that made the "unexpected" profit. But to me it is quite clear that this is how it works.
BR,
/T
I really hope you are wrong Romaron. Could AB just start return money to shareholders I would be very happy. Really hope he does not do your build it and they will come BS.
Good news is that you are notmally wrong. Bad news is that AB has shown a preference for buying stuff.
Frac,
I just read all about problems with renewables from you. So what is your solution?
Regarding Africa you should check how much energy they use. They are not the problem. If developed countries manage to get to net zero this will also in the end make less developed countries be able to reach the goal.