Member Info for Tarmak

Hi!

L7,
Nice to hear from you.

In my way too make things easier I dont talk about names cause they only will take me for a trip round the tree.
The one, 211/12 B I think it was (the one east southeast of Magnus), that they don't want to call Tiger.
It was with Jon (Edwards) I mailed about it.
I think that it will be a target of three this year.

Regards/Kamrat

Hi!

Sorry for writing freehandle!
I DONT see anything that should bring the oilprice below $70 /b.
That what it should be wroted (I think...)

Kamrat

Hi!

January2,
Its not Shure that the shareholder look at the forecast but the analyst will.
H2 -21 will not be so good as the production did go down when the price were there.

For -22 is it another side of the dime.
The production will be there for some years as their 2 well programme is ongoing with a 7 well in the beginning.
I don't see anything who will stop the op to go below 70 either in the near future.
I have 1 250 in net debt ye for -21.

For these who use to mail Jonathan Edwards, he is quit 11/2, and you better write to ian.wood@enquest.com or craig.baxter@enquest.com (I have never wrote to Ian but Craig is a great guy).

Regards/Kamrat

Hi!
L7,
In the end, it was about watching the movie!
"The Bloody Long Friday" but it was not my cup of tea, but the series Sharpe (with Sean Bean) is a highlight for many hours.
If you have not seen it, I recommend it and in the meantime, Enquest will have time to rise significantly.

I myself have time to "play the game" (Thank's for the words, Romaron)

Regards /Kamrat

Hi!

My counted numbers (sorry for use translate again but it give me spare time).
Its with no changes and probably better than a wet (or stiff) finger.

I'm pretty tired of the speculation on production that seems to have been taken with a wet finger in the air, so I answer like this. Production ends up around 46,000k / d for -21 (and then GE is included for about 68 days, which gives about 1,900k / d for the year).
For -22 we have to start by adding 365-68 = 297 days for GE to have fair calculations.
If we calculate GE's production at about 9,500k / d for -22 and subtract 1,900k / d, we have 7,600k / d left.
46,000 + 7,600 = 52,600k which is a basis to start from and does not include either (below) performance or measures taken to increase performance below -21.
Guaranteed, the 7 new wells will be drilled with the intention of being commercially profitable and increase production.
Subtract c.4,500k for decline (with 9,500k / d on GE, its decline is included).
Where does the production guide end up?
I think the average value will be over 52,600k / d while production can actually land over 60,000k / d a year. Good evening!

I hope that it gives something to someone's

Regards/Kamrat

Hi!

Pelle,
I'd better lay out the numbers, but I'm late, and do it tomorrow.

Regards/Kamrat

Hi!

Does anyone know what the infrastructure looks like in Malaysia?
The question is asked considering that Enquest can have the opportunity to extract the gas on Seligi (it would be fun to avoid bothering the entire information channel with lots of mail =,)

Are there local buyers?
If not, where does it need to be shipped?

Regards / Kamrat

Hi!

The update will be in February...and what will the guidance tell us?
One thing that I can tell anyhow is that I never, NEVER should put money in this if I thought that decline should be as large as 7 (seven) brand new wells.
I think that theirs 2-well programme (from cmd-19) is just for holding the production.

I hope that they will tell us about Eagle (not GE) and if it goes back to us.
That discovery is a single well with enough planned barrels to take out 1 year of decline.

The H2 will not make people happy as the production was low when the price was right and I have 107m in FCF there.
One thing can you be clear of: The analysts looking on -23 and so do I!
One analysts is missing (Johan Spetz, Pareto) as he have gone further so that cover do we not have but I think that the other will be one their toes.

In my calculations can the production go over 60 and my ground, 52600, does not take care about what the new wells will give.
A guidance from the company will imo be between 52600 and 58600, with possible to get over guidance (and give some cash to the board).

For these who have the Swedish discord is my counting there, Have a nice evening!

Regards/Kamrat

Hi!

Spinn,
It leaved 8/1 so I expect next to leave c. 24/1.
I dont know what ship it will be but Petro Atlantic is in position outside Aberdeen.
I hope that its not late cause the waves at 24 is nearly 4m.

Regards/Kamrat

Hi!

Hitman1a,
Its right that Barclays count lower than some but you cant use that as a fact.

They did not show than number before I sent my files...but I count on poo at 85 and you can be sure that they not.

I hope everyone have a great year (and also belive in that).

Regards/Kamrat

Hi!

As the sexiest in this competition (that's true but only Romaron is coalifying to investigate about it and if he want I can show at kamrattarmak@gmail.com) Ithought It should be nice with my calculated number (66,15p) until mr Aloj took it.

Well, I know what I am so with other part of divi (lower) and higher yield I found a new, 0,4410065114, So 44,1p will be my number in this competition.

I must say its a god idea with this and thanks to Romaron who make it happened and congratulations to Therapist of the Winning number last year.

God luck to everyone (even if I think that Aloj will take it, "numberthief"), and as other time is the precede the same as earlier: sorry about my English.

Regards/Kamrat

Hi!

Romaron,
My way is included with that eweryone should have the counting numbers.

But my shown numbers are not exactly what I think as I think the op will be higher and its a big upside on that.
When I count the gasprice is the 3rd part gas included and if Malaysia want to get the gas of Seligi is it maybe bigger than the whole company!
Before they have a agreement I just see it as a upside.

It is exciting who will score the increases from the 7 new wells for the year, but we are all winners in the long run.

If you want my real numbers for the year please mail me: kamrattarmak@gmail.com and please let me know what numbers who is wanted.

I am convinced that we will have a happy new year.

Regards/Kamrat

Hi!

My memory could be better (as my English) but i remember that I read about invitation to speculate in something in -22 (was it you, Roman?)

If it was the fcf I´ll say 603 629 000 (OP 75)!
otherwise let me know or take it from the link: https://drive.google.com/drive/folders/1h_a4jmSsXq2iypyHqoFXfo49pIZzmoid?usp=sharing

It have take some time so I haven`t beeing here for a while.

I have done them easier, I hope, and want to know if you like it or if something is wrong.
As before is it one compilation, one finance and one gas&oil /y except -23 who is one file.

Enjoy, Marry Christmas and a god end of the year.

Regards/Kamrat

Hi!

In a try to catch the numbers did I seek after why some numbers didn`t fit (the debt of year).
I found that I havent catched the loss of third party gas but it is still a hole.

The hole is 80m (its not Vendor!) and I named it "Adjustment" and I wonderer if its about the part of BP (as they will have whole fcf in Q1.

I do this cause I want to show the right numbers, not poured with sugar!

I think it should be easier for me if some of you shared your numbers ( and maybe there is something who gives me inspire to do my work easier to understand).

Its updated and I hope for a nice weekend.
https://drive.google.com/drive/folders/1h_a4jmSsXq2iypyHqoFXfo49pIZzmoid?usp=sharing

Regards/Kamrat

Hi!

L3,
c. 5 600 must the production have been.

But that is past and its time to buy cheep...
My files are updated now!

Regards/Kamrat

Hi!

Romaron,
Now we are two.

That Magnus is a Disappointment is a understatement but GE is on and Kraken still have the guide of 30-35k.
Technical errors will get solved.

Regards/Kamrat

Hi!

What I expect is Higher hedges, not losses!

/Kamrat

Hi!

Pelle,
It never get easier than that.

But sometime you got to see it before you catch it, and so i did.
In my numbers will the hedginglosses be 59k in H1 (change from 40k) but now its automatic in the files and following the input, Thanks.

You can see it in the bottom of "Finance-22"
Look at H2 (as I changed to hedge 80) and that losses went to 31k, and that or higher is what I expect in H2.

Regards/Kamrat

Regards/Kamrat

Hi!

L(00)7 (with licence to...), therapist,
Thanks for responding and it always make something easier.

The most mazy about "the run around" was that it was different 2c in the cases.
2C resources of c.35 MMboe is the estimates from the report of -20 but in the Offshore magazine it was 90m, i think.

Mvh/Kamrat

Hi!

Pelle,
Thanks.
At least I have a place to sleep (Eslöv) but i am from Salem (stockholm).

Krakenoil,
You must know anything that I not.

They have talked about amitions on 500+500 in loans and that will not take that time.
I think that they have to pay down the interest of PIK but we have a great EBITDA and DEBT/EBITDA will be low.

As I sucks on the hedging part I countoff 80m in hedging losses for -22 with a obtained price of 85,64.
That includes the gas part as I count as 65,41% of crude and the premium of oil wich is quite small right now.

Thanks for the answer and please show your numbers.

Regards/Kamrat