Member Info for Pelle

Probably yes, I dont know Kosmos tax. But Enq is 0 for next 6 years or something.
At some point re-valuation must come, anyway once they start dividend it doesnt matter.
Quarterly dividend will be fine:-)

Enq have 3 billion tax free position Estimated to be used up by around 2025 according to info in RI prospect

If it’s correct what I posted this morning that deal was scrapped and Chinese are on the way home. Then I don’t see any solution in days or weeks. Let’s hope it’s wrong info and it’s still possible make a deal in near future

Hi Itza, Interesting this Kosmos energy, Very similar size and debt. I am checking marketscreener page EV value 4,5 billion double Enq Marketcap 2,7 billion Debt 1,8 billion Dividend 0,18 usd = 70 million usd I think Enq should also do 50-100 million dividend next year if things continue like this That will make share a lot more interesting

Hello Mytton, Yes I know he is deal maker but with news this morning I doubt this will be solved in next weeks. Some thought before that tomorrow maybe deal could be ready, guess not now. They already worked on this 9 months and now stakes will increase. Buffet and others are worried this will hurt world economy

Doesnt look good for deal

The Chinese delegation is at the airport and will take off soon. Some ask why bother to go to the US for talks given what had happened?This is also a question for the US side, why still bother to invite the Chinese delegation? I want to emphasize 'invitation'.

Yeah, but feelt pitty for Ajax. they were better in 3 periods over 2 matches.
Well done for England!

Hi Hitman

Yeah, and that Rump placing was about 6 months ago.
With this massive cash flow this share must fly at some point given we hold prod and oil around these levels

Lol, :-) Hitman Jan

I heard he started walk at age 3 weeks and once did 18 holes of golf all hole in one.

I read somewhere that AB comes from very wealthy banker family. So he didn’t start with empty hands

Hi Hitman Yeah same effect if AB would buy and also cancel shares. But he didn’t cancel them

Is it not strange they allowed to buy two weeks before update? I think it must have been well know among directors for 5-6 months that they will be able bring Kraken prod to 40k. Why would otherswise AB start buying additional shares right after RI.

Hi KO, Is it just speculations that Saudi will bend over? Or you read it?

https://www.axios.com/israel-warned-trump-of-possible-iran-plot-bolton-34f25563-c3f3-41ee-a653-9d96b4541984.html

http://ravarumarknaden.se/a-man-with-a-moustache-is-pushing-iran-into-the-corner/

Morning E, Yeah, that would great:-) And a spike in oil would be dream scenario. Funny you invest for parents too, I done that for 20 year and collected 350k Enq for them too. They don’t care about daily movements but bit worried about my large holding. Anyway, go fishing salmon now so need go See you

Hi Yhyh

Great, yeah it what I also see. RCF will de done by end 2020.
At some point this share must rocket in next 12 months if oil stay on these levels.
I also wish I could buy more now

Hi L3

Yes, I agree around 1500 million end debt this year, might be a bit lower.
What about next year? if reduce capex to 150 million.

Its strange Maduro not fallen yet, looks like it was more preassure some months ago.
Maybe he wont fall in near term?

So you think oil wont go much higher this year ?
I think there a lot upside left this year.
And longterm it looks even better once USA production flatten or decline.

Hi KO

Monday closed in UK?
Can watch stockholm then:-)

Have you been to the AGM before?