Member Info for Pelle

Is it this link?

https://www.spe-uk.org/aberdeen/wp-content/uploads/2014/07/

Something for MO to dig into:-)

Hi E,
Checking more on this opex increase it sounds bit strange
2018 470 million
2019 600 million
Increase 130 million for Magnus
From prospect we see approx 75 million P179 ( now confirmed as pure extraction cost)
Are these numbers for 100% Magnus or just 75% on P179?
So then its 55 million for Tariff and Transport.
basing it on lets say 6,5 million barrels/year (100%) approx 18k and if 75% 4,9 milion barrels/year
That gives
extraction cost based on 100%: 11,5 usd/barrel with 75% 15,3 usd/barrel
Tariff and Transport based on 100%: 8,5 usd/barrel with 75% 11,2 usd/barrel
So I would assume prospect numbers are for 75% only.

Looking at last half year report opex was 22,6 usd/barrel
Production cost 18,6 usd
Tariff and Transport 4 usd

I could not imagine Magnus had double Tariff and Transport cost then Enq average.
My guess would be below avarage

https://www.bloomberg.com/news/articles/2019-02-27/saudi-arabia-s-crude-supply-to-u-s-gulf-falling-fast-and-hard

Hi E,

Thanks for checking it.
Sounds like expensive pipeline and we even own our share in it.
So basically roughly these 30 usd/barrel are split 50/50 pure extraction cost/Tariff and Transport

Evening E,

Can you explain voidage issues in Swedish? :-)
Many swedish readers here

ProdOpt, this one you wanted to post?

A Study of Excitation Mechanisms and Resonances Inducing Bottomhole-Assembly Vibrations

https://www.onepetro.org/journal-paper/SPE-15560-PA

Auson

ok, well I am no expert on it.
I was just asking for more Kraken info from ProdOpt if he now works in oil business

Hi ProdOpt

Usually links works fine to post with just paste in but some other was also removed lately.

Do you have any more ideas about Kraken issues?
Are there problems normal year 1-2 and after that more stable prod?
Would be interesting hear your take on it

Hi L3

Maybe your right, but mine are not floating around.
What % is required to take them of the free float?

Nice KO,

More should follow example and decrease the free float of shares.

Hi L3 Your right, I might need go to Kraken myself. Maybe visit hedging department also:-) One friend ones told me shares are good because no maintenance. Guess it doesn’t apply all shares:-)

Hi Jan, The value of the rights and less value on original shares needs to be added to. I remember I had approx 3 million sek original value Added 0,8 million sek to take up rights And now total value 2,6 So it’s 1,2 down approx 30% So just to get back to 21p just decrease loss with 5% So need to get around 30p to get back where we were

Thanks E:-)

Hi E,

Another topic, Magnus opex?
The diffrence between prospect and latest update.
Did you get in contact with IR or had any thoughts?

Hi E,

Yeah, seems like the climate changed for them with less money injected.
Can't wait for the day US production peaks, its not possible add 1-2 million barrels/year year after year.

Hi Moffa

Thanks, yes I know. Avanza forum is what it is:-)

Thanks AHL, Yes, I saw few more asked for link. Let’s see, sounded like interesting info

Hello, Any of the Swedish here also have avanza forum log in? Can ask Smilla about link regarding the drilling in Malaysia ?

Hi A,

Thanks for info.
Can a "normal" exchange member choose to make one trade anonymously?

Hello A,

Welcome, more and more swedish here:-)
Any idea about the broker in Sweden "anonyma" ?
They been biggest net seller for months, can they even have that many shares?
Any teory whats behind this broker and their trading?