Member Info for Pelle

https://mobile.twitter.com/eri****tall/status/1372662009104334858

I hope they have hedged additional 5-8m barrels on top of the 4m they announced last time.
It will bring a nice safety base.

Chilting, have you bought back?

Wakey wakey Therapist.
Bring home the bacon

Hello L3,
If you can’t estimate FCF March, then I understand your lack of projections where Enquest will be 2022/23.

L3. 430m FCF add GE and 10 usd higher oil prices and you have another 200-250m.
Maybe AB will add something more?

L3, the PIK will be cleared with the new RBL loan.
Hope they could get 4-6% rate on it realistically.
Please share your first 3 months FCF estimate.

Will be interesting next week, guess a lot new info

L3,
My file says debt reduction 120m first 3 months and another 310 remaining 9 months at current price 68.
10 usd higher oil rest year will add another 100m.
This is not including GE deal but I have reduced numbers with BP part.
So I don’t know why you think dividend is not possible next year. You seem to think they need to be debt free?

There is now updated price target 0,63 usd = 45p.
Be happy !

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

Aloj,
Agree with you.
Anyway I put pension funds with main exposure towards US oil. There few choices of picking funds for oil. So far it’s been good.

Aloj, you mean the top 10 list in the fund?

https://www.ninepoint.com/funds/ninepoint-energy-fund/

https://ninepoint.zoom.us/rec/play/c3hUmtNrdLh-VYif4M0F-KSA8zjOAyxZVSWtE_Ltc1_9Xk60GzTSjpHth9XYX92DV2cBA4M8xkmbnuka.4pChMHliOiCy-fGN?continueMode=true&_x_zm_rtaid=gHT82Dj8RNqvm381U5RRTQ.1615390960351.581d9d5ab419f33db2303b3247f6ef9f&_x_zm_rhtaid=166

Welcome back MO:-)

Hello L3,
I can recommend Lundin Energy to you.
Do you have the TLW numbers in your head?

About the penalty.. it got boring and I overreacted and didn’t understood your joke at that evening time.
I apologise. I know your polite. Just need see more positive:-)

What is miles away? UK or Swedish ones?
If Enq can make 600-700m FCF this year and get debt/EBITDA below 1. I see no reason why they can’t start next year.

Hello Walter,
I mean for Tullow.
Enq numbers I know already:-)

Walter, What is total net debt and FCF from operations estimate at current oil?

Jesus, It could be around 30pcs for each 10k shares.
I will post one to AA:-)

Looks strong +0,36% after 4 min already:-)

Let’s finish week Bollinger style!
23p is still dirt cheap with oil at 69.
200m less debt then one year ago.
10-15 usd lower breakeven then one year ago.
This will go to 30-40p next months if oil holds.

Hitman, Enq went up most compared to the Swedish I follow. It will continue.
Doubt it’s stuck a few days because they hedged 35% volume H1. Maybe we already out of the hedge or it’s still running with 35% few months more.
But it’s limited impact in big picture.