Member Info for Pelle

61,2 realised oil price was low based on 59,5 in H1. Surprised me Prod so far 2019 looks really good, more then we expected based on Kraken problems. Magnus and others must have improved even further

Hi L3, Will you call in and ask if you not get all answers?

Hi Michael,

Yes, I agree. Many negative things priced in that now over last week start look better already.

Bumi, yes, its bit worrying. If they go bust I see two options
1. Other party step in ( as you say)
2. Enq will need to buy out the fpso and take over the staff. Dont know the price tag if they need clear all leasing debt or they can get it cheaper. Guess tthat option can be both good and bad for Enq

ok:-) I just woke up early today.
2019 looks more promissing now beating mood's guidance both production and oil price

Hi Squif

You always up early:-)
You know what time it will come? 7 uk time?

Hi Jan

Your stand in at heavy weight division too:-)
I know you had good timing before at selling 100k.

My base plan is to hold still couple of years and see where we are, if it then pays a good dividend that I can live at I might never sell. Maybe just widen my portfolio with other dividend shares in other sector as its as slim at it can be now with pure Enq:-)

Good luck tomorrow and lets see what we get

Hi Hitman , Yes, but question is what AB and shareholders want. Pay down 1 bilj bonds or re-finance 500 million and pay dividend the other 500 million. Many different options how this can be played out and not sure AB plans to reduce debt to zero

Good luck Branson Maybe you even passed me then? Stand it at 1,035 million shares today. Will be exciting morning, bit like euromillion at tv:-)

Hi Hitman I also see RCF paid of end next year. Maybe they could even re-finance it somewhere half way and unlock limits to buyback shares or a small dividend depending how things look. Bonds I guess also re-finance of 500-1000 million over 5-10 years. Agree with you, next year they should cut capex down to 50-100 million and really come on top of debt repayments.

Slowly but surely we tried now for some years and doesnt work!
Lets go fast and furious now next years!

So total Enq production March then should be close to 80k
Kraken 30k net to Enq
Magnus 20k
Others 25-30k

Will gladly update excel file tomorrow:-)

Lol Therapist, yeah we all in same boat with overwhelming need of necessities

Hi MO

God hear prayer!
I still only see destination if pointing without click and open.
Maybe you have expert version?

Hi Whitace

Your right, 16,5 feels sad to hope for.
Maybe we need build it slowly with shoes, clothes so we dont get newly rich over night.

I see if I just point on Heather, destination says Kraken:-)
Experts need confirm!!

Evening E,

Yeah, feels more important then ever this report, dont know if its because I am holding more shares then ever:-)
Wish I could have bought in now instead, not only to get a slighly lower average but this share have effected life a bit with the ups and downs even if I am calm. On the other hand I learnt a lot about details, reports. And I would never invest this heavy in one "shot" good or bad.

Lets hold thumbs on Thursday!

I also feel that oil soon will push over 70
January/Feb there was consolidation at around 60+
Feb/March 65+

Agree with you on Kraken pricing, it must have improved a lot last months and I am sure AB will comment this

Maybe Itzaponzi and Mallorca at advfn is same person?
Now Mallorca also changed to go long instead with shortterm taget 25p and will add more at that level.

Yes, please keep the Kraken prod guidance at 30-35k for 2019. Thats important.
(This target is not easy with the low prod first 2-2,5 months and I think Cairn mention maitenance stop also later)
State that Kraken prod already up to 35-40k at the moment after connecting DC4 would be great.

and please no new bad surprises!

Hello Chilting

Very good, Tanker is welcome visit now soon
How many days do you have since last?

Hi Chilting

Looks like they all 3 pulling in different direction, that wont work:-)
And more expensive spectators then ever!