Member Info for MatrixObserver

as per OGA and ENQ's WI (working interest) ALBA 899 ALMA 876 BROOM 1735 CONRIE 98 CRATHES 1732 DEVERON 2667 DON SOUTH WEST 1837 GADWALL 473 GALIA 227 GOOSANDER 698 GROUSE 690 HEATHER 1853 KITTIWAKE 0 KRAKEN 20630 KRAKEN NORTH 7561 MAGNUS 3698 MAGNUS SOUTH 0 MALLARD 832 SCOLTY 0 THISTLE 4310 WEST DON 1311 YTHAN 842 Total BOEPD = 54,492 (all oil, with gas account for 17.2MMscf or approx 1.5k boepd) Can add 8-9k for Malaysia for approx 63k boepd for Feb Good luck all MO

Jan... Have had UK figures for Jan... approx 53k boepd... Can add approx 8-9k for Malaysia for well over 60k in Jan... Think will be approx 65k for Feb... Will know in a couple of days from UK OGA... Is currently better than forecast 50-58k and lots of drilling and development to come in H2... Is no brainer for MO... But cannot advise... MO

Man... You lot are mean... Suppose is order of the day... Is silly though... Squif has totally lost it... Beaten wife, ffs... Indy wishes he weren't here... Geija at least honest.. What do you want Squif ??? MO has already danced naked around the totem pole and done some chants.... What can we do.... MO

Cheers Jan MO has his moments... Is also a hedge on price as getting at cost, and if no longer need it can revert to standard selling/revenue model... OK... Enough good ideas... Soon will end when MO + Rose' LOL MO

You know who might be interested... Maybe a US refinery or blender, could just take the oil rather than proceeds... Can make light shale oil have some fizz and girth... Is just a thought... MO

Squif $2.3b is Gross CAPEX, so 20% = $460m What is fair price now de-risked and delivering ??? Also 100m+ barrels of potential development upside to field for later addition... MO previously calculated 20% will generate FCF of approx $115m per annum, was 45k bpd at $60 sale price, is nearer $70 now... Costs $15 OPEX and $10 Lease (will slowly increase after 2020, depends on future development and production recovery) About $200m gross spend left for DC4 Think a free carry for 70.5% DC4 = approx $150m and maybe $350-400m cash... Can be pretty confident, if deal is unsuitable, AB will walk away... MO

Good morning gents (and ladies)... If you look at the larger shorters, i.e. Investec, Blackrock etc.. They are probably in the 0.4% range, can see them in the movements, could be less as not obliged to report... but off the 0.5% radar... Is why MO tries to see through smoke and mirrors... Production > 60k in Jan, should increase a little in Feb, March will be down on AK due to maintenance, but April onwards should start feeling the benefits of new drilling and Alma workover... Still have plenty ENQ, but will add if timing and price is right... Good luck all... MO

Hey DD Stock on loan since June 2017... as per Euroclear (in %)... Jun: 5.59 - Jul: 5.33 - Aug: 5.47 - Sep: 6.04 - Oct: 5.81 - Nov: 5.16 - Dec: 4.94 - Jan: 4.38 - Feb: 4.33 - Mar: 4.63 April's figure out in a week or so... Can get here (login/ access as guest, select March 2018) https://my.euroclear.com/apps/en/monthly-stock-loan-data.html#month=eq:4&year=eq:2018&limit=0&search=1 Good luck MO

Will probably be a lot darker for next few days/weeks... Might only get intermittent AIS updates... Is due to real-time ship Esvagt Don completing stint and heading back to Aberdeen... Replacement safety ship Esvagt Sigma has no AIS relay.... Good luck all Hope have nice weekend... MO

If MO had shorts (MO don't short), would have exited at < 30p (or tried to) With > $70 Poo and current production, was silly not to... Is obvious to MO, shorters need to watch-out for big-game value hunters,,, Can skew... MO

Is OK Chilts... Some like to self-punish... Maybe enjoy some sado, no other reason... Good luck MO

Agreed KO, Short on what... Brains ??? Was gunna do a joke... (in tribute to Verne Troyer RIP) ... Shorter than Mini-Me... MO

19p... Is ******ed... OO at 23p Would never of got there unless Poo $40 So their 34p = 42p real world... Soz MO is Rose'ed

Hey Squif and KO (which site ?? lol) Hope doing well... MO

Have done tour of duty... Seen AK to 50k bpd, think is there again... #14 stats... Offload #14 (Heather Knutsen) - Started: 23/4 07:30, left 24/4 22:00 (38.5 hours) - Draught change: 2.8m - Estimated Offload: 550k-600k barrels Will predict #15 for 4/5th May... Guess is morning of 5th... If 4th then amazing... MO

LOL Jan... Only week for Feb UK figures... Think will be further into 60k's than in Jan with Malaysia included... Gunna be flooding in in H2... PM8/Seligi - 2 wells Magnus - 3 wells Alma/Galia - 3 wells fixed Oh, can't be bothered... oh nearly forgot... Kraken, DC4 Will let you imagine how many barrels... MO

Hey Jan Knowing ENQ's potential, do you really need to ask... Is called... BREAKOUT... was a good old arcade game :-) MO

LOL GB... MO didn't and gunna have 200% profit ;-} Can hope MO

Hey GD... HK suffers from same mis-positioning of AIS transmitter as AK... Both incorrectly in mid-ship, where should be 70-80m further a-stern... Is why HK did not look like mounting AK... and not lining-up with Seasprite Is a minutia observation nevertheless... MO

Navion Oslo completed fourth offload earlier today and is now en-route to Gdansk, Poland (3 day journey) with approx 511k Catcher crude... Can see: https://www.marinetraffic.com/en/ais/details/ships/shipid:3013160/mmsi:311092000/imo:9209130/vessel:NAVION_OSLO #5 will show how well ramp-up is going... hopefully #5 tanker by 5th May for approx 50k per day, sooner for more... Can hope... Good luck all MO