Member Info for Neversellshell22

Just thinking that Harbour would get a bargain at the moment.

Also must be quite a few saving…

Not long to go now until we get our results.

Any expectations ???

Would it be a good fit Harbour and Enquist.

With an improvement to the WFT due in November (albeit it may not start to 2030) and on the basis that big is beautiful, synergies etc would it make sense

Any thoughts ??

Very very cheap at moment and if WFT gets sorted??

Our realise oil price was 71 $ dollar in first half and gas is 13mscf which I don’t think has moved much ( not certain)

We have hedged half of our oil and Gas so at least some production.

So whilst I expect us to drop under £2 on Monday we are still well in the game……

You’ve got to love our Don and our hedging…..

You never know it might even help Mad Ed with the WFT…

Well let’s home that’s not going to happen as then we are all in the soup.

Looks like a pretty miserable end to an uninspiring week..

There’s always next week Rodney…..

Https://www.msn.com/en-us/money/companies/bp-wins-arbitration-case-against-venture-global-over-lng-cargoes/ar-AA1OaRFI

Is there a reason we couldn’t push on with a higher volume each day?

12 months to today…

Shell up 5%

BP up 2%

Enquist down 1%

Harbour down 26%

Just having a moan whilst it’s quiet….😂😂

Don’t like to be funny but have you been smoking something?

Oil over 100$ Before Christmas is very very unlikely unless a a Black swan turns up…..

I’d be very very happy if we made it to 70$ a barrel…

Have you got some science for your forecast.

Good luck Mucker…

Didn’t realise the difference in % was quite this big?….

These rules of thumb are approximate and based upon bp’s current portfolio of oil and gas businesses. The weighting of the rules of thumb for Brent and Henry Hub is an approximate split of 80% to oil production & operations and 20% to gas & low carbon energy.

I wonder why side the dice will roll in 2026???

“TotalEnergies said this week it would cut its capital spending by $1 billion annually over the next four years. Chevron and ConocoPhillips are cutting (https://oilprice.com/Energy/Crude-Oil/US-Oil-Majors-Slash-Jobs-Despite-Trumps-Fossil-Fuel-Push.html)jobs-as are many others in the industry. Shale majors are cutting spending, as well. It is not looking good for the oil industry right now-but it won't last forever.

That the oil industry has become more cautious lately is a fact - challenges from pro-transition energy government policies have been one reason, and the natural price fluctuation has been another. Now, pretty much every forecaster out there is predicting even lower international oil prices for next year.

So, drilling in the key non-OPEC oil producer is in fact shrinking, not expanding, and OPEC itself is falling short of its own production boost targets. The OPEC+ members have so far delivered three-quarters of the increases that began in April 2025. The rise could drop to half of the volumes promised later this year, according to traders and analysts, as some members are close to capacity while others are compensating for previous overproduction.”

I wonder how we got on?…

https://www.lse.co.uk/news/SHEL/shell-sees-stronger-3rd-quarter-gas-trading-and-higher-upstream-output-e3vgop2i5mfc7ko.html

Might this be a decent time to Hedge some gas or are we looking at over 100p..???

I remember the legendary “Landau” and made several 100% of percent with Range, pretty much same story with GKP but Greed and the stupidity of youth got the better of me and I ended up shirtless on each one.

One thing all of my early plays were destroyed with was debt……

Harbour on the other hand has investment credit grading and seem to be able to get away their financing very easily and I think are sorted till 2028.

Just need them to start pumping that money into Argentina and Mexico and even Andaman in the coming years.

One day we’ll be millionaires Rodney….

I was that soldier also. Discovered a brilliant field called Bentley and slowly strangled to bankruptcy.

Nearly 10 years ago.

I was also lucky with GKP, Genel and Max petroleum but to be fair I’ve run a good few winners as well..

You never know what you don’t know……..

Cheers ValueS.

Personally most of my and Linda’s excite is in the next 3 years in Argentina.

I mean you’re talking potentially well over a billion barrels with 1000 wells in just one field.

Not to mention our 15% stake in the LNG project which not only increases the price of our gas but keep profit off shore…

It’s just really hard being patient patient patient….

Any ideas why gas is on a bit of a tear today?

Https://www.reuters.com/business/energy/opec-poised-raise-oil-output-further-sources-say-2025-10-05/