Member Info for Neversellshell22

Love it botbot.

Got to be a brave man to short Carnival now. Wind in her sails..lol..

All looking good except Isreal and Russia but there world is a big place even excluding those 2 big hitters…

New ship coming and I believe exciting times. Be good to hear today on track for investment grade in 2026, then lending cost go down and even more debt paid off or more ships….

Does someone have what the analysis are predicting?

I’m calling it…..

No big surprises today just a steady march onwards. Maybe a couple of percent either way.

Remember where you heard it first. Buy buy sell sell.

But most of all have a good day all and be nice..

NSS live from Azura.. last day.. Boo

Don’t open your computer all day which was from dear Bhants a couple of days go.

Tomorrow is just one day.

Ships are sailing.

Capacity is increasing.

Prices are rising.

More services being sold.

Advanced booking record breaking.

Debts being reduced.

Economies improving.

Election Year.

I’m sure there is more but that is enough to hold long term for now……

Blimey,

Never thought I’d agree with a word you said Jackabe but think your right on this one. I take back everything I’ve said. Just a quick insult please and you can slither off…lol.

Every day we get closer to our 500k capacity and the exciting times ahead.

Never thought I’d flag wave for Argentina but looks like a great place for us to “Drill Baby Drill”.. as Uncle Donald would say…

Sorry apologies. I meant Wednesday…

Wishing my life away.

2 more days of a brilliant cruise and on way home…

Laughing or crying…. who knows…..

Very true sitting duck but my understanding is we get all the profits from June last year so happy days.

Oil around 90 dollars and gas around 90p works magically for me….

Considering oil is in a roll I think we are going great guns.

Must be some fireworks expected on Thursday.

The question is sell a few before results or will will rise in the day?

Our track record on results day isn’t great?

Good to have you with us… Now throw a few insults and slither off, there’s a good fellow…lol

Meanwhile Harbour continues moving bigger, drills keep drilling and we march quietly towards our new future….

Hoping that the silence is a positive sign and documents are being agreed and signed.

It was encouraging that Harbour have sent all the documents to various countries and done are already completed.

Drills going on in numerous countries and new projects coming on line.

The “Calm before the storm” but hopefully in a positive way.

One thing is for certain, the till are rolling and we are producing 500k BOPD equivalent… Onwards and upwards….

Https://www.carnival.com/celebration-key

Https://www.breakingtravelnews.com/news/article/carnival-cruise-line-kicks-off-celebration/

Norway is a great area for us. Production around 160k BOOD equivalent currently and we are 3rd biggest producer (excluding state).

We have Maria phase 2 under development and also the recent Adriana Discovery which pushes up from 19-31 to 28-43 recoverable and it’s close to other fields so easy to tie back.

We also have the deeper Sabina which we might go after in late 2024-25.

Not the greatest tax regime for stable and we seem to have a good strike rate..

Seems like an area we can tick away in for decades to come….

https://wintershalldea.no/en/where-we-are/maria

https://wintershalldea.com/en/newsroom/pi-24-04

Https://wintershalldea.com/sites/default/files/media/files/Wintershall%20Dea%20Annual%20Report%202023.pdf

Like Pip I have great expectations… Worth a read from page 15 onwards….

Hi sittingduck, Don’t be put off by “Village”, he pops up every now and then, insults everyone and slithers off again.

Personally I’m very very confident the deal will go through and we will have multiple area to spend our dosh. The thing is which ones bring us our best bucks.

Re Zama, Thank you Alextrader. Still think it’s going to be a while and would love to know Slims plan. Get hold of Zama, buy the company, who knows…..

Love a positive post but we need to be aware that Zama is now delayed and our major partner Pemex don’t have a “pot to miss” in and they own over 50%.

As always time will tell and the tie up with Talos and Dlim is a huge bonus?..

Also we are currently making hard work of getting to £2.80.

With oil and gas where it is and the feeling that we’ll get the deal over the line I would hope for close to £3 or just above.

Is it fear of the deal going pear shaped?..personally given the due diligence done I’d be very surprised if it didn’t go through.

More importantly I still don’t understand how we best much bigger companies to the spoils? Have we had our collars felt?. I hope not….

I get the logic that’s been laid out but in reality speaking from my experience… It’s nonsense.

When we were in the FT 100 last time and the share price more than halved.

Will this time be different… Let’s hope so…..

I saw that as well. Just wondering if Talos is selling as it just doesn’t add up, If Total is buying just to please the Greenies or is it something else.

Linda was clear in the presentation that it wouldn’t earn us money like oil and Gas but would be a consistent and reliable income….

Perhaps she’s just thinking long term….

https://s201.q4cdn.com/120347489/files/doc_presentations/2024/Mar/2024-03-18-Talos-Energy-March-Investor-Presentation-v8_FINAL.pdf

Https://seekingalpha.com/article/4678753-carnival-strong-profitability-expected-in-2024