Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Regarding Kraken, the company(IR) has said that if the production halt at Kraken would of such importance that it would have to disclose this to the market. A question for u more seasoned oil investors. Iam guessing the disruption would have to be of importance to the totalt guides production of enquest, not just Kraken, so if the Kraken operational issues are mitigated by production at the other producing assets they dont have to RNS it if they still think it Will be fixed in time and together with the other assets we still be within guidance.
I got an answer from IR today that the OU will be held as usual ”later this month” But that an exact date wasnt set.
Could it be Corona jitters spooking again? With fear of more shutdowns coming year? More news surging again about ”full” hospitals in Belgium and Austria maybe causing fear of future Big surges in larger countries taking demand down again? I personally see this as a good buying oppurtunity.
Squif and Ammu, I Do then wonder Why you are here? The stuff you are spinning, even If believed just 10% of it I would run 4999 miles away from enquest as an investment. Having a critical side is always good But u guys come across like a hybrid between a screaming pain in the ass i know it all 15 year old and a tin foil loony..
Of course Romaron those things move sp, and it is interesting to talk about aswell and macro happenings have bearing on oil price which in turn have bearing on SP. I just feel that macro is really good now and Will be Going forward aswell But we will have oily bumps in the road ahead and that i believe(duha) that enquest performance as a company Going forward 1-2 years is What will decide Sp.
Sorry guys, english is not my first language. What I wanted to say is that Oil will go up and oil will go down and I have of course my belief with regards to macro, But more than that, Iam invested in a company first(enq) and its important they deliver. enq cant Do anything about oil price(they can Heehe of course But u get the Gist of it) Dire was not a good Word to use :)
Dont worry. Already seen one the biggest producers of shale commiting to not increasing production. Think more of the Big ones will follow. Some mid/smaller Will increase. But i think its also hard, takes time and difficult to find enough qualified people. Also I think shale and Opec have learned from their misstakes.