Member Info for Genghis15

Nobody knows what the weather will be in 14 days time, not me, you, the Met Office, etc.

Any forecast that far forward are more based on seasonal averages than predictive science., which can only start being taken seriously 5 to 7 days ahead in most locations/scenarios..

To expand on that, I would not be at all surprised to se a bid in the 100p to 200p range anytime in the next few months. Not saying it will happen, just that it is a distinct possibility, and no guarantee Kerogen wouldn't take it.

If we get past midsummer and the wells are performing, up that range to 150p to 250p.

But imho the highest likelihood is a farm in, or multiple ones, with mb a sale of HUR's remaining interest.

Who knows, many possibilities and all rely on a decent PoO. But there are always sharks in the water.

Good to see a sensible thread with no bickering!

I can agree with much of the musings of all.posts on here.

Not sure why the Halifax drill is cropping up again but ADUK is absolutely right ; heavy mud dictated by OGA for safety reasons on an exploration drill.

Can't remember where I saw/heard that but sure I have.

Forget the future capital requiremects.

No way will HUR even attempt to fund that alone, it's just far too big. Even a Jv would be, probably.

This is a project for Big oil, and probably more than one of them, rarely do even supermajors go it alone on things this size.

HUR will either farm out or sell out, probably in the next year, either in stages or all at once.

But FFD capital raises are for future operators, HUR will either be gone or will have moved on, imho.

$21/$22 on p12 here

https://www.hurricaneenergy.com/~/media/Files/H/Hurricane-Energy/documents/presentations/Hurricane%20Corporate%20Presentation%20-%204Q%202018%20SECURED.pdf

Not sure a white line would chill me out, more l8kely keep me up all night!

Agree otherwise tho.

"the United States has always acted in its own best interests"

Of course. All countries do, and it is easier to pursue those interests if a block of 27 line up behind than you if they oppose you.

Go figure.

"You sound like a typical remoaner, Genghis. Arrogant and superior."

Thanks.

As soon as you personalise a debate, you have lost it.

Mb, but I wouldn't bank on it.

Neil Platt was cautious at the AGM without, as far as I remember, putting a time on it .

I'm expecting a month after hookup, but that's only guessing, could be more or less.

Way, way, the daftest comment of the week.

The pressure will be diplomatic and economic, and in the end economics will win, just like at Suez.

johnpwh
"
Genghis:
Could you confirm that reservoir continuity confirmation is possible by monitoring post FOIL without drilling? Im not an oil man and hadnt heard that before"

I'm not an oil man either ; I am just repeating what I am sure I have seen from various presentations/interviews over the years!

If Ricfle was here I am sure he would quote a source at you but I'm afraid I can't without much going back over old ground, which would be overly time consuming atm.

Sorry!

Fwiw, there are quite a few here have had conversations with directors at past AGMs.

In particular I recall in 2017 NED David Jenkins saying 6 to 12 months of production and Big Oil would be queuing up, whether to FI or TO.

I think I have seen 3 to 6 months quoted elsewhere as proving reservoir connectivity, after which we would be very much in play.

As long as early data is good, I would expect something to happen by 3 months at the latest after FOIL, subject as always to the PoO staying $50+.

Whether that is a full TO, a partial or almost complete sale of the fields, or some variant thereon, who knows,; but to use the stock market parlance some sort of "liquidity event" must be extremely likely sometime in 2019.

"Could be a dog with a bone"

;-)

Best phrasing of the day, take a bow, yuyus.

"surely the silliest comment made so far,"

Absolutely, considering that Leave has eliminated that option.

Appreciate your humour, DH.

But put simply, as I said b4, I try to listen to people who matter. Who have experience, and hopefully wisdom.

The publication is less important than who is speaking, and their position, influence, and experience.

I do not rubbish experts if their views challenge or disagree with mine, but try to see where they are coming from.

That is why I feel "better positioned" to grasp things, I'm sorry to say ; I have quoted to you the relevant sources of my economic predictions and Rudey in particular has rubbished all of them .

Professional, economists, banks, CBI, EEf, Civil service, IMF, apparently don't know what they are talking about, because their views do not accord with someone who professes no economic education whatsoever.

That is not a rational way to process information.

I'm afraid neither of you grasp the way other member states view things .
I did not throw the Mail in to cause offence ; I mentioned it bcos everything said here is Uk centric and assumes we are the centre of everyone's attention, when in fact the EU27 have other matters weihjing on them as well.

Anyway, I'll leave it there for now, and wish you all a Happy New year ; and an early farm in!

"if we leave without a deal surely we can go back in later as wel"

Oh, the naivety.

Do you not remember how the French tried to keep ,us out, and we had a dozen years of grovelling to the Elysee b4 we got in? Do you not know that once out, we cannot expect to go back with all the special exceptions we have now, such as the rebate, exemptions from eventual Euro membership, Schengen, and various social chapter opt outs?

Given the collateral damage caused to Europe, most especially to Eire, do you think they will fall over themselves to give us special terms once again? The Irish, especially, will be soured against us for a generation by the damage to their economy.

Not only Europe will be turned against us by this, but Scotland (62% remain) and N Ireland (56% Remain) also.

It reduces the UK to Little England : it hands Spain the leverage it needs to regain Gibraltar ; and plays into the geopolitical objectives of the not-yet-quite-proven source of Leave funding, good old Vladimir.

So to those of you playing the patriotism card, just bear in mind that helping your nations adversary of the last 70 years to detach you from your allies and dismember your country, may not look so patriotic at all in a few years time.

I''ve no idea but I just wish she'd get on with it!

I know I shouldn't be impatient, but after 4 1/2 years I'm getting a bad case of the hurry ups!

Rather than perpetuate a thread with 91 posts, just where is she now?

Both vesselfinder and MarineTraffic data are well Out of date on my screen.