Member Info for Pelle

He also put EV/EBITDA 3.6-3.7 while Bloomberg says 2.6-2.7

Good morning
I got reply from Alex,
He attached the Bloomberg print screen he used for numbers.
EBITDA dropping 2021 to 22.
My numbers says
2021 900m
2022 1200m

Need dig deeper later

http://www.bilddump.se/bilder/20210628082254-185.205.224.229.jpeg

https://am.jpmorgan.com/au/en/asset-management/adv/insights/portfolio-insights/weekly-strategy-report/

You already have a 65p Target price newly updated.
So not everyone is waiting for 2 Sept.
And there a prospect on the way hopefully before also.
Adding GE will increase FCF 250-300m usd/year for a price of 200-250m.

And running it 2 years at 75 oil we should be talking 100p
I hope they continue increase hedging

https://www.marketscreener.com/quote/stock/ENQUEST-PLC-6098532/consensus/

Hello Romaron,
Maybe I am stupid or bit slow after midsummer. Lol.
But valuation 10 usd per barrel June 2020 with oil price 40 usd.
Seems fair with breakeven 30.

Now oil price is 75.
Shouldn’t valuations be 45 usd instead of 10 then?
Maybe extreme but something in that direction

Whiteace,
I thought this was from England?

https://youtu.be/SJUhlRoBL8M

And Goldman don’t only predict oil prices
Looks like you have double chance compared to Sweden winning euro football

Lista: Goldman Sachs modellbedömning av segerchans:

• Belgien (27,5%)
• England (12%)
• Frankrike (12%)
• Spanien (10,6%)
• Nederländerna (8,9%)
• Danmark (8,9%)
• Italien (5,9%)
• Sverige (5,2%)
• Portugal (3,8%)
• Tyskland (3,1%)

Wish all friends here happy midsummer:-)

AB already said he prefers divi vs share buybacks.
Some do both:-)
12-18 months with these oil prices will certainly open all doors

Kraken. 30 usd price lift equal 600m per year additional FCF!
It’s bizarre it’s noticed anywhere yet

I have emailed both Alex and Enquest IR now

May I Ask someone also send this analyse to Enquest so they can push from their side also

Good morning Therapist
Its same report I put out here some days ago but extended version.
Exhibit 1 numbers are completely missleading for Enquest.
They have EV/EBITDA 2022 at 3,7 basically keeping it flat through 21/22
I get roughly around 0,6 for 2022
Using a multiple 3 for Enquest next year then SP should up 5 times.
I can update Alex Goh ( think everyone here bough enough shares right)

Good post E.
while we wait for answer there certainly no restrictions on upgrading the SP.

https://m.thefly.com/new-landing/3324717

2,72 cleared

Another 1m for sale at 2,72. Let’s see

At 2.7, 1.1 million shares were out. Slafs said that Morgan Stanley had cut these in a calm and nice transaction. Now we can travel upwards to SEK 3 in peace and quiet =)

And it’s still not confirmed it will be OO.
Of course they will say so until change or confirmed.
Every shareholder asking would get same answer, that been communicated officially at last update

peasant, learned a new word today:-)
Well SP have go a lot higher before any hedge fund or ii’s get any of my shares and I put it at the bank with zero rate.

Hello Osaka,
Yeah, let’s hope for proper rerate.
I said before last 6 months FCF projections improved 600m. EV basically flat with debt down 150-200m.

Chilting, Enquest will outperform HBR.
See now chat talked about 100m per month FCF H2.
I expect Enq do 70m ones GE finalised.
That a whole lot more given size difference