Member Info for Pelle

Banana, without ESG SP would probably be 5 times higher now.

Hello Banana

Whats your comment on this?
And since a couple of years there basically no funds to put your money into oil companies in Europe.

https://amp.theguardian.com/environment/2022/may/30/g7-countries-to-stop-funding-fossil-fuel-development-overseas

Chilting, you need share your climate.
Last week was only 13 degree in south Sweden, about 10 degree below normal.
Luckily I am not there

Looks like Tapis list price around 10-15 usd above brent. And premiums on top.
There was a comment about IPCO that they don’t sell frequently so maybe got bit lucky with a sale towards end Q1.

Anyway, think we get surprised in H1 results

There are 9176 shareholders only at Avanza Sweden and that’s probably the biggest number of retail holders. Maybe with all other banks in Sweden 15k retail shareholders in Sweden.

Debt /EBITDA clearly pointing towards 0,5 end year so I don’t see any reason wait with buybacks or dividend after early next year

https://www.avanza.se/aktier/om-aktien.html/221108/enquest-plc

Probably not updated, should be below 1 now

That’s how I…got mugged by….

I would been happy if nothing happened to valuations SP over last 5-6 years.
But now we need to apply to Guinness world record book 2023 as world’s cheapest company all categories EV/EBITDA =1.

Holy moly what a fat Kraken premium now

https://shipandbunker.com/prices/av/global/av-g20-global-20-ports-average

Wish you nice holidays Jan.
Also going this week and several friends will visit me in France doing road trip from Sweden.
I am with you on your analyse
Wish you nice summer

https://www.reuters.com/business/energy/opec-must-produce-more-oil-says-uk-pm-johnson-2022-07-04/

Zero tax for Sunak, good job AB

Strike,
Only approx 50% production hedged.
And first 4 months sold around 60-70% for that period.
So the hedged production H2 is around 40%

How long you waited?

Net debt around 550-600m year end.
Think they should hedge more volumes to secure net debt/EBITDA 0,5 and some additional hundreds of millions

And happy Midsummer!

Good luck tomorrow
We will be of and celebrate midsummer.
It’s like a 3 day black out . Lol

Thanks Ukbb
Makes sense

It’s still strange because the last two updates have not indicated these 2 year hedge volumes

Romaron, you can use discord both at mobile and computer. I use mobile.
You can also have private conversations.
Turn of sound for every message or you get crazy.