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Lets hope there is some sense in it. Hit the majors harder, Give Uk small/independents more leeway, good deduction against capex maybe abex. Solid statement regarding the importance of Uk OG and financial tax stability Going forward. If Hunt goes ape**** Iam waiting for a bounce(1-6 months) and sell and run away…so crazy, enq has such possibility to easy be a 10-bagger from here within like 1-2 years if the bloody stars just would align abit for one times sake..
Hmm I disagree, of course we ”need” a Bond refinancing? And especially rather sooner then later. Oil is high, its a good window of oppurtunity to get a good rate, lower cost, better covenants? Its not and end in itself to be debt free, we want a reasonable debt level at better terms, we will then be ”safe”
Financially and at the same time have greater room for offense and get better ROE.
I think I have read every comment today. I really feel for all you long timers that have bin let down and feel like its an never ending chase for that elusive pot of gold. I my self am quite New to enquest and have only bin a stockholder since Jan this year so enq has bin good to me even though I think it should and will be a lot more.
I havent bin let down so maybe i will learn the hard Way. But I absolutely believe in good POO for 2022 and a good run from here for a couple of years.
You long timers, that have sorts of thrown in the towel, you dont believe ENQ , with a high probability will hit 60k net per day for 2022 with the current producing assets ? Do we still believe BE at around 35$?
7 million hedged so far(maybe more to Come before year end. Is it really such a fantasy for enq to produce 20-22 million for 2022 with a realised price of somwhere between 70-85 usd.
I think, with current stock price and debt and forward earnings for 2022 we are trading st like ev/fcf of 1.8.
Hoppfully I wont look back at this looking like a bafoon next year..
Hi , I know about the hedging, my post implies no further hedging and oil tanking in 2022. I just wanted to shed light on What I believe about L3 statement and that portraits like some sort of likely scenario aka enquest having trouble paying down 100musd per quarter.
L3 even in a ****ty scenario Where 2022 would end up Average 45 net kboepd / day and average oil price of 60$ dollars for entire 2022 production that would be around of 102 Musd fcf per quarter. Do you think oil 60 for entire production for 2022 with net 45k per day is case that is reasonable ? And even in such a scenario we would be able to pay debt considerably.