Member Info for OilMan1984

This should be £5 a share based on the knowns, add an Africa deal into the equation we could be £7.5 by year end. KER-CHING!

Https://find-and-update.company-information.service.gov.uk/company/02850057/filing-history

Https://find-and-update.company-information.service.gov.uk/company/17072750/filing-history

Deals & Buybacks.

I.e Ineos, Kistos, Viaro (Rockrose)

Could any of the existing partners of the GLA do similar to Neo Next and put a stop to the SGP deal?

It makes more sense for EQ to take SGP of Totals hands now the prax deal has fell through. Total might throw alwyn into the deal similar to what BP did with SVT & Magnus.

Https://news.sky.com/story/north-sea-rivals-weigh-bids-for-exploration-assets-of-ailing-prax-group-13401328

Https://www.ft.com/content/d103eb1b-bb8e-4370-a6af-8dc29c6d3af7

Hopefully they'll be some buybacks soon...

So Basically the Morons that run Serica will be emptied out? The EQ BOD will be the ones left to run the ship…

Anyone else thinking this could be EnQuest planning leaving the North Sea?

UK Assets offloaded elsewhere?

100%. Hopefully another deal isn’t to far away and ideally in geographical location where WFT isn’t in place.

EnQuest recently announced an acquisition of an asset from Harbour Energy in Vietnam that dated back to January 2024. Something similar would be a huge bonus.

I’m hopeful this issues at Balder might warrant AA to dig deep and get us a larger holding than 10%. Not sure what it would cost for a further 10 or even 15% from Vär.

Harbour Energy

From colleagues i know in the industry that are working on the project, they’ve stated the FPSO will go on station as planned due to flotels, barges etc being booked but the FPSO is well behind schedule. Can only go of the info i’ve been passed and at present they’ve stated 12 months till hydrocarbon live which is around Q3/4 2025.

Https://www.energyvoice.com/oilandgas/middle-east/537125/dana-gas-names-enquest-exec-as-new-ceo/?

Wait & See.

At least 12 months behind.

A very long time ago. Nobody listened.