Member Info for Pelle

Haha Squif, I think his point was that toilet roll is equal empty for all today

Hi Auson So if next time we could hit EV 2,5 billion we should be close to 60 p party. Should not be to hard if oil can climb above 70.

Hi Auson, What was enterprise value last autumn? Around 2,4 billion? Do we have any site with graph of enterprise value? So after reducing debt 200 milj and added Magnus we lost enterprise value

Hi Profit, Yes i agree, but I hope AB this year speaks bit more and arrange capital market presentation. That would give some more insight in 3-5 year plan and avoid analyst from writing that we will break conviants for example.

Hi Squif, don’t give up now. Enq did 90 milj FCF Nov Dec without Magnus and Kraken was not at its best either. Just need oil at 75 range again and put hedges. By the way, anyone will watch football tonight? Malmö - Chelsea

Hi MO, Thanks It would be interesting job, would feel a direct connection to hedge strategies and personal economic returns. Did other guy got fired for sleeping at work in autumn? We will see, if Enq post the job here on this board I might take the hint but I would need E121 also for technical financial part of the hedging

Hi MO, So nothing on the first drill Magnus this year?

Hi MO, Its great news! Is it possible see any drilling status at Magnus?

Yeah, I have filled the car and put 10 barrels in garage. These cuts will go deep and shortage at gas stations in spring

Its great but let’s go lower!

January, wow:-) You have any link?

If they raise it 1p/week steps I dont mind !

Tanker left now

Thanks Jan, yeah I just saw it

Jan, was it any text or link with it?

Hi Jan Yeah, Trump advisor said to tv that deal is getting closer! Think they realize Enq owners getting impatient

Hello, With 75 usd H2 2019 and 2020 we will do about 1 billion FCF. That will do it!

https://www.di.se/live/trumpradgivare-uttrycker-optimism-om-handelsavtal-med-kina/

Hi January, I also think it will come and will be good rally in shares and oil. Add some opec cuts that start to bite on inventories, driving season and Iran sanctions on top of this. All this and 80 usd should come easy

Hello Squif, If I just make some rough calculations with Magnus 21,5k and Kraken 31-32k we must be slightly above 70k today for February. Average might get lower due to maintenance and adding wells. But for next year I think 70k will be easy if Kraken hold above 30k. Aim for 75k and reduce capex to 150milj Then FCF should be around 500 milj next year with oil at 65.