Member Info for oiluser

What's your opinion on the convertible bonds maturing in 2021 July?

they mean if the sell order is at a multiple of the current price, and most would be willing to sell if they managed to get a big sell on their shares.

Basically, if place a sell order at 55p, 2 x my buy price those shares cant be loaned as their on market! its not day trading, just reducing the amount of PI shares available for short selling.

I'd be a tad concerned about the convertible bond which I thought was maturing in 2021, or am I wrong?

I sold pmo at 127p and 136p a few years ago

Your right,

Your right,

I think were getting a feel for what the convertible bond renogiation will come in at. Dont like it when funds in obscure locations like Madrid start increasing stakes

Is it decline or planned maintenance

I'm struggling to understand the FCF statement if anyone can help

Previously guided at $35, with a realised oil price of $52 how did net debt increase, regardless of loading. Now their talking about neutral based on forward curve. Sounds like jumbo jumbo to me.

What's your estimate of cashflow for 1st half of 2020 please

So US lower 48 production up 0.5mbod, that's what stuffed oil I guess

Yes, that's my opinion.

It's simple, too much debt. Low poo, beggars cant be chooses and they cant afford to develop this high cost high risk stuff in dodgy Africa. Yes, it's cheap. But its cash in bank 3rd qtr. 500million off debt reduces interest cost by 35million a year. If they can dump Kenya too it will be brilliant, have already taken the write downs so let's get on with it.

I think volume is too low to generate momentum upwards, maybe looking for more firm direction in poo. Concerns about CV and Demand

Is there not some heavy dilution to come on PMO?

Oh stop it, smallest fiddle saddest tune

Some few hospitals were busy, most weren't. How could they be. Every fkn hospital in country turned into covid treatment. Absolutely bloody ridiculous and the CFR is .26 and falling. Sweet baby jesus, were going to look back on this in a year and want some heads on a block

Good post happyinvestor, thankfully theres a few decent posters here making decent anf fair assessments. Keep it up, I wonder where baysilhope is?

Need to know how much was imported, exported and produced

We believe yuri

:)