Member Info for Pelle

Aloj, you taking my job:-)
Let’s hope AB desperate enough release x,y,z

Hitman
Didnt find Shell article yet but this interesting also

https://www.bloomberg.com/news/articles/2021-01-26/russia-keeps-crude-at-home-to-tackle-domestic-fuel-price-surge

https://oilprice.com/Energy/Energy-General/Goldman-Expects-Oil-Demand-To-Rebound-To-100-Million-Bpd-By-August.html

Agree Spin,
Update tomorrow should be good.
The world still need energy to keep 9 billion survive!

Therapist,
Your right, it’s only year end numbers.
Debt end Dec 1314,5
Full year prod 59800

Q1 with 55 oil I get FCF/debt reduction 112m

I need a new younger English teacher. Lol.
Good night:-)

Think your close Therapist, i included January also.

L3Trader
Posted in: ENQ
Posts: 953
Price: 11.46
No Opinion
the Bet31 Dec 2020 12:05
Hi Pelle (cc gkb47),

With so many filtered posts (and I only filter and handful of posters, i.e., the disruptors, the ENQ's PR rep here, etc.), it is not easy to find your posts...

Our bet is on:
You pay me 1K SEK if BRENT averages up to $60 in 2021.
I pay you 15K SEK if BRENT averages above $60 in 2021.

Now let us agree on how to compute the average price. My suggestion is that we average the monthly averages, as per the
information reported by the EIA.
https://www.eia.gov/dnav/pet/hist/rbrteM.htm

May I suggest we invite gkb47 to be the "referee" of the bet, assuming he agrees.

Lol GKB, find a L3 post and you find it.
It’s rather simple deal compared to AB’s . Lol

Squif, watch this so you get in right mood next week.

https://youtu.be/J8tDQe9FE4M

Squif, Don’t worry, just joking with you:-)

Romaron Squif, yes AB didn’t deliver last update because poor panic hedge and a lot interest cost was taken July-Oct.
Now Nov-Jan should be Enq best period and I expect AB deliver 100m FCF.
Any other estimates?

GKB, Agree 45 won’t make it interesting.
But I oil can go to 65 in next months.
So let’s keep filling that Champagne kitty.
Indirectly L3 will pay for it if oil average more then 60:-)

Thanks GKB
Interesting hear how Squif will wriggle his way out.. calling me porky. Lol

2 maj 2020 — Enquest is steadying the ship in the North Sea amid 'yet another storm' ... to $50 or $40, which I do feel they will, we will have fantastic cashflows.

Squif, I can’t read full article so maybe you can copy out the line about cashflow

https://www.thetimes.co.uk/article/enquest-is-steadying-the-ship-in-the-north-sea-amid-yet-another-storm-v5tvfmw5n

Squif, he did that in newspapers.
Sunday times in spring if I remember correct

AB promised fantastic FCF at 40-50 oil if I remember correctly.
So I expect euphoria now!

Why care about Oct Nov after hurricane and restart? The test will come this year.

If AB cant get share price up.
I suggest change name to Oilstop and call Robinhood come back home.

If oil average below 65. Enq dont pay bond interest in cash. But instead capitalize it on the bond.
So it free up some cash flow for Enq.