Member Info for Pelle

Dividends will float the boat

Something fishy is going on here I think.
Guess it will re-rate fast once the fishy thing is gone

If AB saves the FCF next year we can buy this PMO company

https://www.***************************/enquest-plc-30-4-potential-upside-indicated-by-rbc-capital-markets/412800007/amp

11,5 mill shares

Translated from swedish

Trading in small items ("sole")
This behavior is sometimes referred to as a "monopoly" and is the collective term for the type of trade in which someone with small items tries to influence the price picture or the price of a particular security. This behavior means that on one or more occasions, one buys or sells a single share to “pee” or “pee” the payment price. It does not necessarily have to apply only to the purchase of a single share, but to all types of trading where small means try to influence the price picture.

Good morning Jan
Better change to hering for christmas :-)

Does these recommendations never come with some text?
Not even RBC customers get it?

Haha , one share sold

Is London closed today?

GKB, much better wait for the 24p dividend

Yeah, this can be the starting point for recovery. 24p and each month we reduce debt 2p.

RBC Capital Markets höjer sin rekommendation för Enquest till sector perform från underperform. Riktkursen höjs till 24 pence från 20 pence. Det framgår av en analys. Aktien stängde på 17:90 pence på onsdagen och på 2:22 kronor i Stockholm.

Dont give up yet Squif, this will Swing around. AB just decides the pace

RBC Capital Markets höjer sin rekommendation för Enquest till sector perform från underperform. Riktkursen höjs till 24 pence från 20 pence. Det framgår av en analys. Aktien stängde på 17:90 pence på onsdagen och på 2:22 kronor i Stockholm.

Thats something I wanted to hear at CMD,
Aim to grow production 10% / year over next 3 years with x amount capex.
To bad we could not even zoom in on final two months of 2019.

Analyst still have these avarage estimates sales numbers
2019: 1495
2020: 1441
2021: 1268

Guess we will hit 1600 minimum this year and just staying flat projection next 2 years makes a 600 mill difference

Thanks Hitman for nice post:-)
Guess 200 mill is fine but need 2 usd higher oil price average then next year to meet my budget:-)
My guess is that asking such question at AGM, thats the only answer they can say.
We will see!
Imposible project oil price so long. But feels like 60 is some floor if there no melt down in world economy.

Hi Hitman,
AB will have quite some margin on the 1,5b target. That alone tells me 40-50 mill range per month.

I have 150 mill capex next year
Think next set up numbers will take analysts my surprise and they finally need update everything

Hitman,
What is your capex estimate H1/2 next year?

Whatever manipulation holding this, once it cant hold it more we will go up 50-100% in a month

https://www.offshoreenergytoday.com/exxonmobil-enquest-hire-stena-drillship-and-semi-sub/

https://www.energyvoice.com/oilandgas/north-sea/213359/bp-to-make-decision-next-year-on-sullom-voe-terminal/