Member Info for Pelle

Hello Therapist,
Looks like file not updated with Aug or?

KO, its not easy for analyst if AB says look at numbers and give vague guidance.
SP is all about future.

Let’s see if we see a change from AB over next 6 months or it’s Big Bang change on 21 th Nov

Says Glen Lyon now?

Hello Therapist,
If Floella Weller is not back at work after the wild weekend games.
Ask for Divina Allbright, she is reliable

Still no numbers?

Thanks HMH and Romaron for great posts!

Hello HMH,

Agree with you, I also like take advantage of those opportunities that comes only in few years.

How about general stock market, up 20% this year. Can it continue another couple of years or time to get more careful?

Hello HMH
I am with you!
Just using bit lower prod and oil price.

I was just trying to give a view how over pessimistic market is.

For sure future looks good!
Excited about November: CMD, US/China, IMO 2020 gets closer

Hello HMH

Market is way to pessimistic!

H1 EBITDA was 526 mill and market view is a big drop H2.
Market Full year 878-889 witch only leaves around 350 mill H2
Even a pessimistic outcome shout give EBITDA 450 H2
Market also only see very limited FCF H2 around 50 mill.

So even if making 150 mill FCF H2 market will be taken by surprise and SP and anlysts should react positive.
Market also said early this year that Enq wont be able make ends meet if oil below 60 and guess they used end lowest prod estimate.
This they cant say that for 2020, cost is going down around 200 mill and wont be much left of the next scheduled amortisation in April soon. Then there not more scheduled amortisation for about 18 months.
If we hit FCF something between 150-300 mill H2 surely SP must go up 50-100%+ in short time

https://www.marketscreener.com/ENQUEST-PLC-6098532/financials/
https://www.investorschronicle.co.uk/tips-ideas/2019/09/05/enquest-buoyed-by-higher-prices-and-volumes/

Anyone can paste in full text?

https://www.upstreamonline.com/safety-and-environment/enquest-mulling-removal-of-damaged-thistle-tank/2-1-698701

Thanks Dol
Yeah, it doesnt increase the appetite to poor in more money to shale or get more financing

Hello Dol

Is it possible copy in text here?

Thanks E
Seems complicated and I dont have excel here.

Yeah, I will watch:-) Will hurry back home after badminton in morning.
Good luck to all of you

Is it dashboard you use? And date should chnage to 15 th Aug?

How can total graph look like a saw? :-)

https://data-ogauthority.opendata.arcgis.com/pages/production

Hows is going with OGA numbers?

Leif Östling ex CEO Scania
For those of you who could not listen the swedish intervju, here is an article with some of his thoughts.
Still need translate

https://www.bytbil.com/nyheter/svenske-industritoppen-barn-utnyttjas-for-elbilsbatterier-21182

Yeah Weny, Leif doesnt wrap it in:-)

Nice Ajes, maybe take a day of and listen

Yeah, and 90% of people think soon we don’t need oil.