Member Info for Pelle

They will increase supply 2m until year end while demand expect to increase 4m.
Sounds like good support for higher prices.

https://www.reuters.com/business/energy/opec-meets-agree-oil-supply-boost-prices-rise-2021-07-18/

https://mobile.twitter.com/aeberman12

Seriously L3, I think AB is ready once net debt around 700m. And it’s not too far away if these oil prices hold.
Take up your lot of shares.
Think AB keep a lid on everything during last half year to load up as many shares as possible.
We already now see the change, banks updates SP targets and even S&P upgrade credit rating.

You mention some hedge % requirements year 1,2,3 from prospect. Do we know once this needs to ready?

https://www.economywatch.com/news/enquest-share-price-forecast-july-2021-time-to-buy-enq

Thanks GKB and BananaJoe,
Called it day now and got out.
Will see what next week brings

GKB, did Avacta get any orders?

No time for vacation yet. Some shares moving 1300% this year. Been trading in out several times last weeks.
And holding some now
Easy saliva corona test with high accuracy.
Mcap 500 m usd now and got 2x50m usd orders during last weeks. Waiting approval US since 8 months.

Any opinions about this investment case?

https://www.avanza.se/aktier/om-aktien.html/1108920/aegirbio

L3, If its not 180m its AB WHO accountable.
I remember your 120m
Let’s see who closest, will it be 3-0 to me?

Lol L3,
Seems very logical, TLW didn’t perform good and posters got it wrong. Same must be valid for Enq and their posters.
Hope you can come with something better

U.K.-Based Oil And Gas Producer EnQuest Rating Raised To "B-" From "CCC+" On Refinancing Progress; Outlook Stable

Text on Avanza

KO,
EP was probably scrap value 1 year ago.
But I imagine price and likeliness of a deal increase exponentially with oil prices.
It’s perfect now for a shorter lead time start project.

Anyone use Barclays and can find out more about this upgrade?

Tigar, it looks very doable in Oct next year.
I hope for some news on EP also that might speed up the timeline

Mrc, do you know if intention is to flat 60k production over next 5 years or grow to 80-100k?

Mrc, you say
Enquest are not keeping anything from you.

Think you need ask yourself why we have different views and discussing this if everything clear

They said they want 500m bond + 500m bank loan.
If adding cash on hand 300m net debt equal 700m.
This we should reach in 12 months from now with 75 oil

Haha HM:-)

Barclays höjer Enquest till övervikt (jämvikt), riktkurs 0,33 brittiska pund - BN
2021-07-13 07:53

Lets remember tanker 100 and SP around 20p.
FCF equal around 10% of the Mcap so should equal 2p per month if EV stay same.
Kraken is doing 2 loads per month.
So each load should equal 1p SP.

Let’s see where we are end year.
I think we will do better, slicing top debt/risk.

Tigar, 1p/day sounds too much.
But around 10% of the Mcap per month

Just shaping up security and being precaution before dividend hail in. Lol
Good night