Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
You are a sick sick person. What's it in for you? How does it benefit Enquest seeing Tullow shares sell lower? You are most probably a shorter, if so you are soooo fuuccked.
No it won't go to 30, quit daydreamming, next year production will be higher and oil prices will be higher, and very little hedges or decommissioning costs will be holding Tullow back. You are screeewed! But keep the deramping up, maybe the board will get to buy back shares in accordance to the resolution approved by shareholders (no there is no limitation from bondholders).
If the board wants to repurchase shares then the lower the price, the more shares we can get out of circulation, the better.
Maybe letting derampers be all loud in here it's not that bad of an idea. Could boost the value of our shares on the long term.
What an oxymoron.
You are not an investor you are an speculator and I wouldn't say a successful one.
You wouldn't have been able to hold Amazon for 20 years would you?
And you think you are smarter than the average Amazon shareholder? Try again.
Who cares about Jefferies's recommendation.
I prefer Goldman Sachs, they are bigger, more successful and own Tullow shares, unlike Jefferies.
How many Enquest shares hold Goldman Sachs? Want me to look up their recommendation on Enquest?
Add 200 millions more to FCF next year from decomissioning expenditures that we won't have to pay. And the hedges (puts boughts and calls sold) will be better. Again go to Enquest board, mind your own business or we will start asking Slift to go there :D
OPEX is between 10 to 13$ per barrel (depending on the field)
Do your own research. I know the number I don't gain anything from xplaining them to you.
You don't happen to be who decides whether I am or I am not an investor. I don't stand arrogant people. I have been posting for quite a time and I haven't seen you here beforem so be more humble because I have done my diligence and just are just some opinionated dumb as.
Will keep restictions until September 2022, after that they might just as well cut another deal. This dip is just purely oil market speculation. We are currently under supplied and oil prices are more than likely to go up in long term. 100$ per barrel is now commonly accepted as a possible future oil price benchmark in main street.
10% interest rates is nothing. In the 90s interest rates were much higher, if interestrates go up, the value of bonds will go down. And we will have secured debt at relatively low interest rates until 2025 or 2026, and we will by then, have paid down most of our debt, if not all (depending on oil prices). You can't see the forrest from the trees. And we make enough revenue and enough profits (oil cost oil producer, low opex, rings a bell?) to not have to worry anout interest expenses, 1% over the libor doesn't kill the deal, we have enough margins and revenues, and we have even reduced net debt. You are clueless and you clearly don't know what you are talking. Mind your own business.
1 broker agrees with you... out of how many?
Jefferies is a tiny institution and has it's own agenda it's not like it's unbiased, they are under no obligation to tell you when their position in Enquest will change, you are better off doing your own research instead of following a mid-range company with average results. If that's your whole pitch it's a very poor one. Do yourself a favour and go to Enquest board.