Member Info for Plebleens

Next Zama drill update apparently end of the month.

Production looks good currently,, but doubt they will change guidance, as have summer maintainance to contend with.

Catcher reserves upgrade will be most welcome.

Shock on loan number is an average for Feb, and should be a touch lower now, with oil price recovery. Agree with one dB on the other channel, that plenty being lent out to the tracker funds. Need crude back near 70 to get rid of a chunk. Iranian waivers deadline in May. US thaad missile systems deployed in Israel yesterday.

See ST in the apache article, quoting chrysaor as the front runner for the chevvie assets. Didn’t bring Danny Fortson back from covering tech in California to write it either....

Plenty of cheap assets to scavenge.....where’s the mike Ashley of oil?

6mmb is small change (released over a month or so) . Ti/br narrowed today so market didn’t seem too concerned.....

SPR release is a red herring, it’s being sold to pay for modernisation and repairs to the cavern infrastructure, which by law has to be paid for by proceeds from asset sales.

MrD, Goldman’s first CFD trade was on 23rd October. PMO price the day before was 120ish. They bought the rest in tranches all the way down, and sold bits as the share price recovered. Option floor price? Or are they underwriting something?

From the school of JFT, with uncanny similarities, the paid to post pessimism has got his days quota in....

Useless fact of the day. Riverstone Holdings used to JV their early energy focussed funds with Carlyle group.

Remember the share price got punished on update showing lower end of production in the last major update. With Catcher at plateau or maybe a touch more, should see some good guidance going forward. We were high 80s before that November update. Brent was just above 66 bucks at the time....plenty of catch up to be done.

Apart from the Asian Gas sold against a sing 380 fuel price. With IMO 2020 , fuel oil price is pricing a lot closer to Brent than you think.

Whatever the apx number, the cash generation is stellar at 67 dollar Brent, and current production rates.

Sino/us thaw. Pakistan /India. Houthi attacks in Saudi. Iran threatening to close straits of Hormuz again. Stocks drawing. Lower Saudi production. Refinery turnaround season close to finishing. Libyan outages. Nigerian production slow down. Crude looks alright? Still working on that inverse head and shoulders target. Can anybody guess the predictable scripted moans tomorrow from the planted posters?

Would be nice if Riverstone fundraise VII moved away from Permian assets and back into NSea acquisitions....

It’s INTERNATIONAL petroleum week next week in London, probably disappointing a few of the Russians this year, as not clashing with London Fashion week for once. Very prestigious event, anybody who Is anybody in oil will be in town next week. Plenty of face to face meetings, restaurant meetings in Mayfair, cocktail parties and plenty of deals behind closed doors. Slight speculation but would surprise me if the heads of Chevron , Talos, Apollo and Riverstone were not in town. Will ask. Tony will then go to the Scottish oil club dinner on Thursday....Sunday Times will be snooping for gossip?

Another 2 frustrated posts. Agreed says it all! Look forward to next week.

Enjoy the weekend.

Surely certain vocal posters supposedly selling out and the million ensuing frustrated messages about what a dog this share is, is the last ditched attempt and signal for change in dtrategy...;) comedy week

News next week as Apollo, Talos and Chevron bosses should all be in London. Need a camera on PMO HQ

Enjoy the sunshine

IP week next week. Plenty of face to face deal time.

This is his day job....one of the paid end of the world is nigh, I’m so frustrated bb posters.

On more positive matters, that inverse head and shoulders on Brent, where the neckline broke st 63.60, is developing nicely. $77 target. Allow Venezuelan oil back. Sanction Iran properly. And Saudis not held over the Khashoggi barrel this time.

Next Zama results must be due soon

The key message from MOLs q4 results today, was that Catcher at plateau production 66kbd. In their q3 presentation they put catcher at 55kbd. Debt reduction solid in q1

Also take a LinkedIn / google check on where their employees cut their teeth and specialist subjects. Starter for 10...

Apollo Energy and Riverstone put in the starting capital for Talos. Very prominent links with Goldman. Can you see where this is going....?

GS reduce as we go up and increase as PMO share price drops. Hedging around, as if they own a superficial put, or an agreed strike price. Unknown for who or why.

Beautiful candlestick on the PMO chart today, should indicate an up day tomorrow.

I see THEY’ve pressed the nuclear button and retired agent members! Comedy thread. Hopefully nobody fell for the moaning over the years. cardigan and werthers ...unlikely.

Hopefully a sign that we can regain the recent upward momentum. Crude looks good.

Tomorrow should be good?

The disclosure came in Dec but the position started mid to late Oct as seen from the CFD expiry dates, which is my main issue with that argument. Blackrock position was different and like BOA and DB were pimping shares out for cash during last years dark days.

Am trying to dig behind the scenes so will know more in due course.

Techs and fundamentals both great, just the outliers similar to the financing to contend with. Frustrated long once more.

Thoughts oiluser?

bullish RSI divergence not deviation....