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Thanks bot,
All things being equal we should enjoy some better days…
Last month
Ccl down 17%
Norw down 10%
Royal Carb 5%
Last 6 months
Ccl duo 24%
Norw 31%
Royal Carb 59%
Why are we so completely out of kilter with the others.?
Better, if you can afford to retire before 40 you can afford some counselling for your dark thoughts.
Another thing… If your not old and retired like most of us you should be out making memories and money and not spend some time with us numpties….
How do now ships funding work,
Is it just added to debt or dealt with differently.
Thanks
Https://uk.finance.yahoo.com/news/harbour-energy-plcs-lon-hbr-084128444.html
So we know Slim has taken control over one of the Mexican deep water developments from Pemex.
I would imagine this is mainly due to the fact they are potless.
What if our Slim has a plan to take over the partnership or running of Zama?
Could that be why his company are buying into Harbour and Talos.
Stranger things have happened……
https://www.upstreamonline.com/field-development/mexican-billionaire-takes-control-of-deepwater-gas-field-from-pemex-report/2-1-1629541
Worth noting Pemex were due to finance Zama to the tune of 1.2$ Billion this year and then after a “Rethink” it was agreed they would only pay 74$ million into Zama this year.
Total capex in lifetime of project 45$ Billion.
Very interesting Kign.
Pemex don’t have pot to xxxx in which is one of the major reasons it’s been delayed.
Also Harbour don’t currently have any money to progress and don’t forget we will own over 30%.
We also won’t want to borrow any money that will damages our expected investment grade standing.
Where as Slim has major holding in many fields and the finance to progress these things.
Will we progress next year when we might have enough to finance, take the cash as Mexico is another case. We shall see…
Same decision for all of us better.
If this current fiasco stops all will be fantastic..
If not anything could happen……
Possibly the. I eat posting day ever and CCL in a good mood as well.
“Tgere is a purpose in life for everyone you meet.
Some come into your life to test you, some to teach you, some to use you and some bring out the very best of you.”
Morning all,
Yep been a grim few weeks but looks like some form of dodgy deal with the yanks will stop world war 3. Well let you go into Rafah if you don’t bomb Iran.
Meanwhile Carnival continue to keep the ships full and make the passengers dig deeper into their pockets for loads of extra goodies. Quite right to.
New ships, New major resort next year, debt reduction and cheaper debt…
All good… Nothing to see here…,,,
Better day today, at least a bit of Green.
Interesting that only 28% of shares are owned by the public.
We basically for things to simply stay as they are and medium and long term all will be wel.
Love the quiet RNS yesterday about debt reduction.
And if some banks are willing to risk lending CCL a few billion, that will do for me.
2026 cruises out this week with some decent deals…..Come on down….
https://simplywall.st/stocks/us/consumer-services/nyse-ccl/carnival-corporation/news/institutional-owners-may-ignore-carnival-corporation-plcs-ny
https://simplywall.st/stocks/us/consumer-services/nyse-ccl/carnival-corporation/news/institutional-owners-may-ignore-carnival-corporation-plcs-ny
All quiet which for me as positive as Harbour quietly get on with business. We know we wont make much money this year but next year will be a great year with less spend and new wells coming online.
Drill results soon from Tangkulo and then we start drilling Kan 2 so plenty going on. Not to mention the huger gas fiend in Argentina coming online and multiple drills happening with Wintershall.
Harbour tidying up the decks for a very exciting future. The most important for me is that multiple major banks are literally prepared to lend them 1000s of millions of dollars. You really don't do that lightly and Harbour state they will be investment grade which is as safe as it gets.
Plenty of twist and turn to come and Ia particularly don't like the fact that BASF will be on their toes very quickly. Plenty of buy backs coming our way unless a new institutional investor comes in.
May could be an exciting month with AGM and other news re the deal......
So for now SSSH.....
Good Luck all.
NSS
Its been a bloody horrible few days and we keep going down and down but we still have the fundamentals on our side.
Record bookings, Record revenue, Record Capacity and another host of records.
And today I was really surprised that no one mentions we plan to pay off 100s of millions of Dollars and apparently we are so risky that some fools will also lend us a few Billion dollars at lower interest rates...Complete Madmen...Or perhaps not....
Sad to see some sold today and if these numpties in mideast misbehave things could get worse...but if things calm down...Well who knows.....
Decent day when you consider the wider market.
No news which is great at this stage and gas now 78p so moving in the right direction…
Must admit I was expecting a grim day today even with 99 full ships sailing around.
Fingers crossed that things will calm down now although I doubt it.
Meanwhile back at the ranch the wheels keep turning....
https://www.carnivalcorp.com/news-releases/news-release-details/princess-cruises-rolls-out-fleetwide-dining-revolution
https://www.carnivalcorp.com/news-releases/news-release-details/aidamar-opens-2024-season-warnemunde-big-party-cruise-quay
What makes you think that Collingham?
So I think we have roughly
Gas: 38k of Gas per day hedged at 67p so roughly 52k of Gas at 72p.
Oil: 20k oil per day hedged at 84$ a barrel and 70k per day at 90$ a barrel.
I think that right and if so not to shabby. Shame about WFT….
Why is Gas up nearly 10% today?
Any ideas?
Not complaining….
Just a few bits about EIG and their plans. They were the mob behind Harbour when we started.
I wonder what they’re shareholding us now?
https://oilprice.com/Latest-Energy-News/World-News/EIG-Considering-20-Potential-Deals-in-Brazils-Energy-Sector.html
https://www.harbourenergy.com/about-us/our-history/
https://www.businesswire.com/news/home/20230206005667/en/EIG-Enters-Into-Harbour-Energy-plc-Trading-Plan