Member Info for Pelle

Hello L3 or (anyone else)
Have you been able calculate calculate the gas?
Extra FCF H2 vs H1?

Thanks Therapist.
13k is great!

Yes, looking at season should build around 40m barrels over 9 weeks.
So I agree , less then that is great

https://www.eia.gov/petroleum/weekly/crude.php

Lol Therapist.
You didn’t have 14k July alone?

I think they bet on the slightly poor H1 results and scored.

My Therapist says GE running 14k, I say that’s 1m FCF per day at these prices.
Barclays says 30p with 60 oil and 50p with 70 oil.
80 oil gives xxx.

Thanks Therapist.
With GE and additional fix Malaysia should be around 60k or slightly more?

Savemore, Looking forward to it !

Anyone know a Therapist with good OGA contacts?

KO
You didn’t read the news?

Pelle orders top banks to secure shares at all costs

Hej Therapist,
Did you manage get some July figures?
Would be interested in your Enq total estimate and GE separate.

Hitman, probably just the start this.
Your container price seems similar ours and we buy thousands per year. Now cutting supplier production 20% due to electricity but ideally we needed double production to build inventory before Chinese New Year.
Even IKEA face shortage and they have own ships.
Think I read Tesla had to stop production in China.
So the PE 300 companies need stop production while the PE 1 companies likely to make the big profits next years.
And my beer is probably 6 GBP, didn’t ask. But probably the only normal finding this week. Lol

"We are actually much more concerned about the energy crisis than Evergrande. The energy crisis can have really severe consequences, "he said in an interview with CNBC.

Rajiv Jain believes that a China where factories may be set aside, something that has already happened in their places, risks spreading like wildfire around the world, disrupting the supply of consumer goods and heating up inflation.

China's shortage of electricity has stemmed from a number of factors, including heightened climate ambitions and thus price increases for coal, which now paradoxically has led to one of the most climate - dangerous types of energy becoming a scarce commodity.

KO, yday I watched program about meteorites.
What if GE platform takes a direct hit, is it better or worse if the deal is completed I don’t know.
Please tell me this can’t happen, I am worried now

Chilting, i dont see any upside for suncor delay it.
Since 1 Jan FCF minus tax will de deducted from final price.
Would be better for suncor get the 250m cash in hand

Heard today China factory got schedule how many days they can run per week and how many days cut electricity.
They looking into run on diesel generator the days they cut electricity.
Will be interesting winter.
Unbelievable oil shares so cheap still and didn’t really move

Yes, need the net sales/export gas.

How’s with gas at GE?

Hello Therapist,
Yes I was just looking the numbers and no expert on it.
Sales 10m/ month H1 and now price around 4 times higher so that’s 30m/month extra sales.
If that’s the case it’s very significant.
Will wait for expert input :-)

Hello E,
How much extra sales would this gas bring on these prices per month vs H1?

SaveMore, can you please ask about dividend also. Lol

SaveMore, my bet is 30 Sept so Enq owner from 1 October
Oil prices are 10-15 higher then Aug now so hedging 15m barrels now toghere with the deal is much more favourable. So happy with delay if they got the hedge timing better