RE: RE: Pathetic1 Jul 2019 20:38
Jan to April Kraken was approx. 20k bpd, total enq production 69k, add cairn update that's circa 100k total per day for H2. $6.5m per day at $65pb. Over $2billion a year and that doesn't interest traders/market, don't buy it I'm afraid, who would not want to position themselves now? All the peers have a risk/debt element, more so TLW as Africa is not the most stable environment but everyone loves them with their $3.2bil debt pile.