Member Info for Pelle

Bumi have approx 5 times higher Debt/EBITDA ratio then Enq.
And it’s not going down as fast as Enq.
See marketscreener

Typo, 20 GBP

Let the algo’s put in this new target price of 20 GBP:-)

https://www.privataaffarer.se/analyser-detail?AnalysisId=1269764

http://ravarumarknaden.se/more-for-longer-and-highly-vulnerable-75-85-bl/

Donald Trump on the other hand has pulled away from “Locked and loaded” and stated that what he meant was that the US is loaded with oil and with no need for Middle East oil. What a great twist!!

BT, you probably right again:-)
Good luck tomorrow

BT, today we also made a quid for once:-)

Pareto Securities Traded 4,5 mill shares 2 hours ago in Sweden.
Could be something coing on?
Maybe same buyer who taken the shares that Swedbank sold yday

I doubt, they never did in the past.
Think next update early Dec, so the only RNS we will get probably is AB buying shares

Plethorus, fully agree.
They need to bite and make hedges on such oppertunities.
If nothing was done I will be sad
Even if oil continues to 80, I would been good call take some hedges last days

KO, I think your wrong.
Maybe E and L3 can explain details
There was good moments to hedge Monday/Tuesday

To add to this H1 numbers was great but H2 guidance ?
Take the Debt / EBITDA guidance
May update: Target below 2 full year
Sept H1 report hit 1,8 in June
And reconfirm full year target below 2.
Same with production guidance

Guess analysts are confused how much production and debt reduction Enq estimate for H2.

Somewhere in spring after amortisation 1 April Enq can have more cash on hand then marketcap

Haha Auson,
So Swinney needs to do it?

Looking at this Hargreaves Lansdown page. Comparing Broker Forecast Enq,PMO and Cairn.

PMO and Cairn I see, overweight,sector performer, buy, Top pick.
And multiple updates

At least we winning on Director deals page.

Maybe AB needs to take the Banker boys out for lunch

Good post GKB!

GKB,
Q4 - 2021?
So where do you want to put about 1-1,5b FCF over next 25 months?

Would be interesting hear your vision.

GKB, thanks for liking my post.
Think you agree now something else is more important for SP

20 GBP fine for false promises:-)

Cheap:-)

Mavrick, I gave up sentiment.
Just get that debt down another 9 months
and start give something like 100-200 mill back to us yearly. Maybe a slow start in H2 next year.
Even in bad sentiment people will jump on this with that yield.
But AB keeping careful guidance still and loading up.
Complete difference to Lundin who said something like with 60 oil we start pay dividends in approx 2 years .

AB and other director buying keeps me calm and I know we will get there sooner or later

Mavrick, with Enq I would invest today.
Its so cheap and such a massive cashflow even at 60 usd.
Its just matter of time here.
6-12 months more with 60+ oil this must look good.

And I would invest in some others too, good dividend even at these oil prices.
And I do believe oil price can look a lot different in few years

Let’s hope hedges are locked and loaded!
If they didn’t do anything I think it’s poor.

Can be fake news also to keep market calm.