Member Info for Pelle

Elitesky, who dont make sense?

AB already got some grey hair after last 6-7 years so doubt he will continue until he is 100 years old

I thinks it’s AB’s way of telling us it’s unbelievable cheap and time to load up.
It’s no point increase holding 0,5% to make some more money

And I think it’s more likely AB will sell the complete company in 1-2 years debt free and cash in.

Let’s just hope Boris didn’t read any of the Swedish books as young.

https://en.m.wikipedia.org/wiki/Pomperipossa_in_Monismania

Spinbike, it’s 122 usd now .

EV lower now then spring summer 2020.
Back then estimated FCF zero and now 700-800m after tax . It’s like last man standing, one chip on the table and you can have it all. Lol

MRC, I don’t care if they can afford or not.
With current valuations and situations they need to do what is best to get most money out if this investment.
The tax is 25% but only reduce FCF 10-15%.
And this valuation is not about if they make 1b next year or now only 850m.
It’s trading at PE 1 still with tax.

The small fast food joint down the road maybe you need pay PE 5 for and commit working 7 days a week.

If they choose keep bonds and invest billions in new developments I am out.
There better options

And in Enquest case it’s probably best buying back shares and heavy dividend as I doubt they can buy 50k production for 1,5b.
They bought GE 10k production for 400m + at 50 oil

Depends on what investment, develop new field I am not sure because you can probably buy existing fields a lot cheaper.
Look at Romaron post below. We had an EV of 2,5b back then with I guess half oil price and 1/3 of FCF.
Now we at 1,5b EV.

Think AB need think twice how to get most money out this.

Frac, still don’t find anything interesting.
But I viewed without logging in

Yes :-)

Send it to J hoe

Gozzy, give it a couple of days and he will be back ramping

Frac, whats interesting?

Remember 1 year ago AB said, we feel confident at 60 oil. Wonder how the feeling is now ?

Barclays now second biggest buyer 400k shares net

Barclays third biggest net buyer today in Stockholm with 340k net so far today

Some tips for James

Make a poodle

To make a poodle stands to apologize (publicly) in an extremely humble way or to make a complete reversal for previously shown arrogance. If the excuses are not quite as humble, you can make three-quarters and a half poodle, respectively.

Hope Enquest give him a big kick in the ass and remove him from Enq page

Sipp , I think AB should make a package deal with BP.
They get EP + The 825m HYB for free.
Both are ready for delivery!

Ammu, we are Campers and been through worse times then 120 oil