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Hi Tarmak,
Great post because what you say and calculate makes sense. If correct (and it looks spot on to me) then the update will give guidance for 2022 production substantially above that achieved in 2021. The market will really like that !
For once I am expecting a very positive response from the market to our trading update and 2022 outlook, when it is released !
As the old boy from Barnet would say, We have been building it , and now they will come !
Not sure they will comment on fcf for 2022 E121.
From memory they did not mention fcf in previous Feb updates !
Should be given enough info though to complete and tighten-up on our forecast expectations for 2022. I'm a strong believer in 700m fcf for 2022 though ! oh and -
Spurs Forever
Should be a good one KO.
As some of the lads on here have said, the TU should say production 2022 up circa +20%.
POO will take care of itself. Costs control in ENQ is very good with many savings made over the last couple of years.
Assets fixed . FCF flying - Spurs Forever.
I think NorthernMonkey is a Spurs supporter ! I
8.03am price 11.24 +3.24%
It's a good sign. Showing the directors do not like the fall in the SP and believe the valuation is wrong (to low).
As for the amount - a small buy , buy hey we do not know his personal finances. Would like to see Dan the Man buy now.
Then I will !
Gurun,
2021 saw exceptional outages/issues at 3 fields. An unlucky year for production problems.
All 3 could or should be fixed by end qtr1. Thèn you have GE on top.
Pelle is spot on with his numbers. You are not factoring improvements that come with the "fixes".
Interesting video L3. While I was watching ,it reminded me of that song "who let the dogs out".
I think you will find that this makes better viewing L3.
https://oilprice.com/Energy/Oil-Prices/90-Oil-Is-Only-The-Beginning.html
Roll on 700m fcf !
Never mind regular updates Bushy !
Why won't just one board member buy some stock ?
Lets assume HUM is fantastic value going forward. They know more than us about the business and the future. Are their salaries so huge working as a director of HUM that they don't need to make any more cash by holding stock ?
I was taught 2 importent tips when I started investing -
1) follow the money (well it seems to be leaving at the moment)
2) follow the directors buys ( there ain't any )
So it stays on my watchlist and the money stays in my pocket, for now !
The Directors need to show some confidence in the future by "buying some shares".
Surely, if what the likes of Bonker says is true then the directors would also see an easy way to make some cash and buy shares ?
That's the signal to buyfor me !
Falling Knife -
Why have so many of you experienced guys been trying to catch it ?
Someone here posted 8p and I thought they were mad ! It wellnever go that low. .
Looks like they could be right!
I think it's now sensible to wait and see the true "bottom " form and hear truely positive news before diving in here to buy !
"Nice and steady this morning. Should see a climb come afternoon."
A large dollop of "egg on the face" there BloodyRedBaron !
Always happens when you say things like that. Lesson learnt ! Should come back Monday as I think the -6.17% seems overdone.