Member Info for Boyobach

Yes Hawkey - agree with your comments about TH. He made no secret of the fact that G would be sold if the right offer came along but that was pre-ISIS, pre-Taq Taq write downs, pre Erbil-Baghdad budget issues and pre the Referendum debacle. Since then I get the impression that Kurdish companies might not even be touched with the proverbial barge-pole.

Duff link in previous post - pesky full stop in url. This should work:
https://invst.ly/pkxcd

Fair enough Leem - but G actually best of this bunch over the last 5 days. GKP perked up today because of their Update RNS but G has strengthened v OP considerably in the last week. Sometimes it's not obvious when OP is a bit soft or falling.
https://invst.ly/pkxcd.
Let's see what happens when the EIA numbers come out (I guess they may be a day later this week
because of the US public holiday for MLKjr yesterday)

The ‘Comparison from peak OP $86’ has become a busy picture over time but you only need to glance at the right hand side in order to check out where G is relative to the rest currently. If you’ve got more time and inclination, the green Brent trace is effectively rebased to about 2.9x - so it’s easy to look back over the chart and see roughly when, in the last 15 months, G was performing averagely (3x OP) or above, ie when G’s red was above Brent’s green trace:
https://invst.ly/pkx5r

I use this chart interactively, so I can see that on this day last year G closed at 207 at an OP of less than $63. When the sp goes backwards like that it is not much fun, even if the other companies are doing much the same.

Chevron - only recently added to the chart in place of BP - has been the most consistent and best performer. RDS is presently drifting back down towards its lowest price of the period. Despite having a golden period last year and leading the smaller companies until last autumn, DNO is currently the worst performer to date, although PMO held that honour until quite recently. G and GKP have tended to remain close - G above GKP for maybe 40% of the time in this comparison (on a subjective glance).

Don't forget to mention all those who've mentored and encouraged you including Hawkey, Ocelot, Hasiba, Klassic, Hydrogen, Leem, mum and dad etc.
The EIA could throw a big spanner in all our hopes tomorrow, of course. There's also Libya and maybe something devilish from Davos....

OP not helping today - most oil co's seem to be down except for GKP which had an update today. I'm increasingly suspicious about the payments too, starting to suspect that it'll turn out to be a 2 month 'hole' in continuity rather than a straightforward delay affecting only two specific payments. Hope I'll be proved totally wrong about that.

G doing well today, even if it didn’t seem to be spectacular. I grabbed the photos at 194 before the auction could ruin them. Hopefully bunks will now see the FC trophy slip away from his grasp as the week and sp progresses.
The gap between G and 3xBrent has narrowed massively over the last week and G is near enough to 3x to be hardly worth mentioning.
https://invst.ly/pkeui
On the five day view G has performed well against GKP - around 10% better in relative terms - and respectably better than the majors and DNO.
https://invst.ly/pkeu9

Yes, Foodforthought, that was flagged up in the RNS of the 8th - I think it's September's invoice (due for payment in December) that Callanzane was querying.

I'm not aware of any further payment news and, indeed, I didn't see any in last week's T&O Update. In fact I believe they referred to overdue payments expected in Q1 rather than January. Neither G nor DNO were routinely reporting payments on a monthly basis - unlike GKP. So I think it's worth checking GKP's RNS from time to time and I also keep an eye on DNO : https://www.globenewswire.com/Search?organization=DNO%20ASA

Last week broke some of G’s recent weakness but, let’s be blunt about it, whatever the collective wisdom of the FC entrants, G could have a tough job getting past 194 this week - a shrewd entry by Mayor Bunks if I may say so. If it succeeds in breaking above the combined resistance and trends (pink and blue) that happen to be present around its current level then just maybe it’ll start to make more progress. So here's my most optimistic view:
https://invst.ly/pkabp

Over a period of time, it’s evident that when G does rally it often climbs within a characteristic path which is typically limited by parallels of the two orange lines here (November’s rally demonstrates a previous example). Even during the meteoric rise of Spring ‘18, G only managed to rise more steeply in the last couple of weeks. So these lines simply provide an estimate of the best that might be expected if G continues positively - once it has conquered the 'bunks barrier' at 194.

This does seem to be supporting OP, which continues to be in the generally positive trend that has limited its lows since the end of September.
https://invst.ly/pk7e-
The conference doesn't seem to have produced anything conclusive so I guess the ports controlled by Haftar will continue to be closed as far as oil exports are concerned

Wolfbag 196
Withoutt 198
Hawkey 200
Boyo 202
mark88man 204
broadland 206
ocelot 210

Swimming against the tide today. Full marks for effort though.
Top performer in the usual group since last Friday's close:
https://invst.ly/pjdj8

I guess the red line here is what they are on about - blipping amateurs if you ask me.
https://invst.ly/pjco8
Pink's the one to watch (no smut intended). Kiss the line (drop back to it like it is just now) and then smartly away is a good sign.

Ha! Couldn't resist Hawkey.

Bina obviously - 'cos of what Hydrogen said (and it unlocks Miran).

I don't reckon so mesel Hawkey, but I'll take any crumb of enthusiasm at the mo.
There's a faded pink line on this chart that G did break through last November before it crawled back under it. It's havin' a go for the second time ...
https://invst.ly/pjc90
At the moment 194 is a stretch - ask bunks!
When it hits 200+ you can crack open the Prosecco. The Bolly when it's over 220.

When our long term prospects look better than theirs.

Don't forget there are about 25% more shares issued in G - so I think G's mar cap is slightly higher (dyor - I may be wrong).

Miran.

you should be a touch low by OP, bunks.....
But I think it'll be between Callanzane and Broadland as things stand.
May change when the US market opens, of course.

Genel struggling a bit to get over the minor trend line (pale blue) today at around 192.
https://invst.ly/pj89n
This last presented a problem in the lead up to ex-div and the unfortunately timed RNS announcing the payment issue. So we are effectively back to the same place. Last time G looked set to continue through towards 200 and beyond but market confidence seems to have been badly dented - not just in G but oil co's generally. Yesterday's numbers were fine, it's market sentiment that seems to be holding G down now. 195p at the current OP is very mediocre for G with 227 achievable historically.