Member Info for Pelle

Jan, I think this can break out earlier.
So if I wanted accumulate shares I would not have the guts wait until Sept. And OO only for shareholders anyway. Myself is building on these mini long.

Most facts are known, FCF, OO up to 50m etc.

But there many triggers
Even higher oil price or hold these
Market change in terms of oil equity
Moodys update
Broker update

Enquest outperform every other in terms of last 6 months performance in FCF and the GE deal timing.
But been treated like every other.

When OO up to 50m was mentioned in February, I think we are around 150m better of then projected between Feb-Sept. also a yearly projection is around 300m better with these oil prices.
They could easy hedge up and walk away from OO.

This makes me not so sure they will raise 50m, might be 25 or nothing even.

Enquest change over last 6 months are astonishing and not reflected in Mcap

Anyone thought about writing to those analysts that are listed on Enquest page?
Or maybe someone did already?

What I heard at work, it’s just one or few cases of covid.
But they very careful

Therapist, you ask what they will find?
Normally you look for elephants.
But they are in China now.

https://www.google.se/amp/s/www.bbc.com/news/world-asia-china-57398272.amp

The world is upside down.
And so many questions.
If oil price continue raise, will GE owner need pay Enquest to hand over the field?
Can dividend be bigger than Mcap?
Will the Reddit boys find Enquest one day?

All I know is that oil companies are up 2-3% in Hongkong this morning.

GKB, no. Actually it’s pumping air into the ball each day. Just hope it doesn’t explode. Lol

72,4 so yes must be another 4% down.
Switched my mini long to short now.
Hope get it right one day . Lol

It’s like keeping a beach ball under water.
How many days more with heavy FCF and ever increasing oil prices can market manage hold it down?

A year ago or so AB said in newspaper, FCF will be fantastic if oil go to 40-50 usd.
Now it’s 70.
And that was said before GE deal that will add another 0,7m usd per day FCF

Its completely insane valuations now at 70 oil.
In 18 months debt will only be around 300m

Options traders bet on strengthened oil price to 100 dollars by the end of 2022 (Finwire)
2021-06-08 07:44
Option traders have increased their exposure to WTI and Brent contracts linked to an oil price of $ 100 by the end of next year. Oil prices have not been at that level since 2014 when the market was flooded by US oil. It writes the Wall Street Journal.

Thus, option traders expect a continued rise in prices after this year's sharp rise of more than 40 percent. This year's price rally has been supported by eased coronary restrictions.

The popularity of $ 100 contracts is another example of traders converging on seemingly bizarre bets that they consider to be almost guaranteed ways to make money.

At the same time, analysts say that oil is unlikely to reach $ 100 in the near future as the world economy continues to recover from the shock of covid-19 and large producers are lifting production in response to growing demand.

The Wall Street Journal writes that the flow of activity of 100-dollar contracts has parallels with speculative investments that have been seen in other parts of the financial market and points here to the violent stock trading in Gamestop and AMC Entertainment.

Brent currently stands at $ 70.84, while the WTI listing is $ 68.63.

Lars Johansson
lars.johansson@finwire.se
News agency Finwire

https://youtu.be/e8ZedMCNgRM

GKB,
And some facts

1. Oil price up
2. FCF up
3. Debt down
4. GE transaction will add significant value and FCF.
5. AB is not deaf

https://www.google.se/amp/s/seekingalpha.com/amp/article/4414544-norways-oil-demand-data-is-cold-shower

Mrc, Lundin already electrified their platform and bought some wind mills . All good.

But it would be interesting hear others what potential cost for tax and or carbon neutral cost would be over next years.

Yes GKB, petrol tax in big income and now tax credits on electric. Imagine the future without petrol income for government

Mrc, I doubt you either see world increase production a lot and kill the price.
Or that demand will fall.
Over next couple of years.

So only unpredictable thing is governments on oil companies

And if everyone go electric tomorrow it will cost a lot charge your car also.

I think all options will get more expensive

Exactly Jan, no leader will call Saudi now and say pump more prices are too high.
Those days are gone for now at least

About prices at gas station a lot depends on tax.
We didn’t hurt too much when price 100+ several years.

Only thing that worries me if government start tax Enquest.

60k at 70 oil should give around 700m/year FCF.
Let’s see how many days or weeks more this is at 20p

Styvkuling 10:23

I do not think that Enquest's real potential emerges in the debate.
Today, the company repays on its loans with basically all free capital flow.
This is very healthy. In a year or so, the loans will be completely gone. The free flow of capital
can then be used for dividends and to put new production into operation. This is
a total scene change. The room for dividends with oil prices 60-80 USD
is in the interval 1-2 sec. A company like Enquest should then be valued at at least 15 times
the dividend, ie in the interval 15-30 SEK. Then there are the effects of increased
production in new wells and even higher oil prices. Surely the brilliant ones can
the signatures Kamrat and HMH develop further. I also have contact with a skilled
analysts who showed a scenario in a few years' time that landed on a target price of 71 sec.
The biggest risk with Enquest is sitting without shares.