Member Info for Pelle

Hello Jan,
I think demand can easy go over 100m ones we out of this pandemi.
Increased vacation travelling.
100m more people in world.
Big infrastructure projects to stimulate economy.

But I think world production decline will be less. Maybe 10% over 12-18 months

Even a shortage of 10 m, I think then we talk about much more then 100usd

How many years 2P we got in world?
My bet after 5 years underinvestment and plus this corona year with capex put as close to zero as possible in world.
At some point oil price will go to the extreme high instead.

Cool like mr Bean:-)

Therapist, I just need to learn read before speak also:-)
I see now

So we inline Therapist.
Do you know more about the Malaysia money? I didn’t follow everything 100% during downturn

My estimate is FCF around 50m July-Oct.
It’s been mentioned also, this money from Malaysia was it 34 m more?
So total might be around 80m.

Better start save money then so you can buy 1-2 cars 2029.

Looks like he drank to much bleach.

https://www.aftonbladet.se/nyheter/a/oA6Rq0/reaktionerna-efter-trumps-tal-vad-har-hant-med-hans-har

AB need fill pockets first.
Then share buyback + DIVIDEND

Better lai back wait for dividend 2022

https://www.scmp.com/economy/global-economy/article/3105336/global-container-shortage-drives-spike-shipping-rates-brings

This is becoming a big problem, delays and unable find a empty container for sea or train shipment China to Europe.
Will need to airfreight most urgent goods instead and I am dealing with low value goods per m3/kg.
Can only imagine how much other business will need airfreight.
And we just in start of peakseason get goods out before Chinese New Year

Romaron, nah around 1,2-1,6% for 3 months to 5 years.
And you get 30% of cost back on tax.

Did internet meltdown? Not only this site problem?

How did property market develop in UK since this corona started?

Hello Jan,
See you spinning around today, doubt there many Swedish readers left.
I get feeling of Groundhog Day movie:-)
Where is Romaron, he escaped before lockdown?
And AB , is he cleaning debit card ?

Strange world, house prices increase 10% and stock markets also.

Green gold forest doing even better.

Interesting how all this will come out next years

Hello L3,
Lundin Energy and Africa oil
Lundin is paying divi and still increasing production on the gigantic field over next years.
Africa Oil, had hedges full 2020 at 65 and half 2021 at 60 oil 100% production.So they make good progress on the debt.
Many Swedish avanza posters moved to Africa oil.
Also bought Avance gas, LPG Gas shipping
Rates are good since summer so it’s some serious FCF there.
And many analysts have increased SP target.
Still SP lagging.
One of Norway’s richest also have a big holding and increasing.

https://www.energyandourfuture.org/2020/11/02/no-matter-who-wins/

Greta says Biden, bet it’s GKB favourites as well

https://mobile.twitter.com/aeberman12/status/1323286423349481472

US production down to 9,9.

Art Berman says WTI should be 44 at these inventory levels.

Sooner or later price will start go up

Therapist, please... you just give AB and others nightmares about hedging