Member Info for Pelle

Hello Jan
I get
2019 5 th Feb Tuesday
2020 4 th Feb Tuesday

Hope its good, bought some extra spices on the position

Anyone asked IR about the date?
Or have other guess then 2 Feb?

My estimates
Last update Nov 2020
Net debt end Oct 1388
RCF 385 end Nov

Update Feb 2021
Net debt end Jan 1278
RCF end Jan 310

Production Nov-Jan 55k and oil 50 average sold

Ian H Lundin
@Ian_H_Lundin
·
8h
Lundin Energy’s Board of Directors today resolved to recommend a dividend of USD 1.80 per share for 2020. That’s 80 percent higher than for 2019. We are very confident on strong cash flows going forward!

https://www.di.se/nyheter/en-elektrifieringsvag-vantar-usa-med-biden-vid-ratten/

Elitesky, why wait 2 years?
Hope AB set the timeline straight soon

Didn’t they ban car sales in UK?

In CMD one year ago they showed production can increase Magnus/Malaysia over next 4-5 year.
This in combination with more Kraken drilling should atleast keep production flat over next 5 years I would assume.
Then there more then enough money for debt, new field development and others

Welcome back E.
Think this was interesting article how demand will boost.

https://oilprice.com/Energy/Energy-General/US-Oil-Product-Demand-Is-Set-For-A-Biden-Boost-In-2021.html

The bird (Ammu) left him. lol

GKB, date? to pay down RCF october. With current oil prices and bit preminum on Kraken we spot on that date now.
So drilling can start H2 depending on how things look.

Think current price is very supportive but first close the RCF

Think catalyst for higher oil prices will be second wave US production declines

same same but different balance

https://twitter.com/aeberman12/status/1351592373755781122/photo/1

https://twitter.com/JavierBlas/status/1351455753224261633

GKB, hope it works out and they get approval.
How long time with phase III test take?

Yes, I know there SNG board but I might upset people asking for dividend. lol

GKB, why dont SNG roll out the magic stuff?

rewarded:-)

Hello Jan,
Think we got in around same time, there been some world events could have played out different during these years but we were bit early. Hope we get awarded for our LTH 21/22

Hello Jan and HMH
I am with you, just trying to get my head around the numbers and take temparature where we are.
Will be very interesting next 6-9 months.
Only showstopper is if they say everyone who got vaccine is not allowed travel for some reason:-)

Hello Jan
Demand around 94m , think 95-96m was other graf or Dec report. Seen many reports:-)
Opec spare capacity was 2-3m before corona.
Not sure how much of the 7m cut they can get back on, maybe something between 50-99%?
Maybe more then 100% if you add the spare capacity.

Guess we will see the declines this year.
Looking at Enq they very fast moving, and just finished drilling within 3 months and declines start to appear 6-9 months after March-2020. Other big companies probably commited for longer drilling horizon and you see declines further out.

file:///C:/Users/Per/Downloads/OPEC_MOMR_January_2021.pdf

https://momr.opec.org/pdf-download/