Member Info for Tarmak

Hi!

Stupmy,
You have to allow my English and I´ll try to do my best.

The contents of GE will presents on AGM 12/5.
The decision of the GE business will be on the following voting meet who will be at least two weeks after.

I see it like formalia.
---------------------------
Chilt´s
Be proud of that you stand up what you think is the best.

My earlier thought of that Total would suits you was their plan about fuel cells.
(I have some myself)

That I´m not agree with you is that the numbers not lying so my advice to you is to take a small bit and see what happenings in a quarter from now.

Good luck.

Regards/Kamrat

Hi,

Therapist, L7, GKB etc
As the only mail I have from this forum is L3, and I just sent my easier prognos to him, you should ask him of it and i`ll be glad if he give it to you.

Otherwise you have to wait until I release it.
I have some help to look it over before

The way of the 60 is only to keep going but another business (not affair) should make it faster.

Regards/Kamrat

Conclusion:

Hi!

Therapist,
No matter to be sorry about anyone's decide to use the filter-bottom, its their loose.
I just want to use the solution to describe my calculations in a easy way.
That`s still left but i will soon start with it.
it`s for these who need it I `ll do the work.
------------------------
https://docs.google.com/spreadsheets/d/1rt7ViCd_yl96gcpBun1TB-38IVfn337M2fMRLCHJtvk/edit?usp=sharing

Regards/ Kamrat

Hi!

Therapist, L7,
Thanks for the answer but it didn't work.

I also tried a lot of things but I fouled out.
You can find the try-out in "show 1" there yours, "Malu"(Swed) and mine formels is in line 168.
https://drive.google.com/drive/folders/1h_a4jmSsXq2iypyHqoFXfo49pIZzmoid?usp=sharing

As a try I decided to contact my brother (engineer) and that was wise, cause it was his birthday.
A matter of chance or greed?

(His answer will be later)

Regards/ Kamrat

Hi!

Therapist, L7,
Thanks for the answer but it didn't work.

I also tried a lot of things but I fouled out.
You can find the try-out in "show 1" there yours, "Malu"(Swed) and mine formels is in line 168.
https://drive.google.com/drive/folders/1h_a4jmSsXq2iypyHqoFXfo49pIZzmoid?usp=sharing

As a try I decided to contact my brother (engineer) and that was wise, cause it was his birthday.
A matter of chance or greed?

Regards/ Kamrat

Hi!

The Forum,
I have a habit of posting calculations and have encountered problems.

A formula can look like this in an open relationship:
= "*" & round (K15) & "-" & B4 & "-" & round (B13)

And is displayed as follows:
* 1347996415 - 265000000 - 105841113

I want to get a thousand delimitation there, preferably with rounding to 0 decimal places, and do not know how to do when it is shared with text in the same box.

Can someone help me?
(I think I heard that L7 is an engineer and that sounds promising)

Thanks in advance.

Regards / Kamrat

Hi!

Fair trade is a good feeling and can also help other from these who don't care of the way to success.
L7 is a good example and he has helped me a couple of time with no more interest than a helping hand.

In the substances of boats and Kraken-premie had he already reach to point he wanted and he helped anyway.
He is not the only honourable person here so you who got the feeling of it, stretch and feel significant and appreciated.
-----------------------------
Chilting,
You saying what you feeling and that's good but you dont going to change the company in the chat (neither do I) so if the fuel cells is what you want (in a oil company) buy Total cause the go for it.
-------------------------
L3,

About The premie on Krak you have to know some things of the costs.
If the Sculptor have to be paid with 15% of its cashflow will it be a numbers of determination.
Kraken
Boepd 26 450
Sculptor 124 000 000
Op 48,5
Opex 6,0
Capex drill 50 000 000
Rev 42,50 360 305 625
Avbetalning 15,00% 54 045 844,
To reach the 54m that they paid last year, you got to have Revenue around 360m and therefore a rev /b at 42,5.
Of-course is The Capex in the calc.
Caused of the interest (6,3%) haven't got anything about it I excluded it.

About the Op and Opex you got the balance and if opex is higher than (my) 6 /b is also op higher by the same (to reach revenue of 42,5).
-----------------------

Is anyone know the Opex of Kraken?

Regards /Kamrat

Hi!
L7, Other`s

I know that this is untrue but it is the best my brain can do right know. (sorry, L3 I don`t go for Sculptor)

As you do i try to take the important parts in the message.
In the first part it is the numbers of M, N, P, Q, R (corrected)

M 779 865 000 Revenue from crude oil sales (note 5(a)) (M)
N 60 486 000 Revenue from gas and condensate sales (note 5(a)) (N) 60,486
P -6 059 000 Realised (losses)/gains on oil derivative contracts (note 5(a)) (P) (6,059)
Q 18 758 000 Sales of crude oil (Q) 18,758
R 22 229 000 Total sales (R) 22,229

The second part is the sales numbers and calculated price (look at the gas price).
I know that this can be depended on over/under-lift but i count on these numbers.
Gas Crude oil Losses Tot
Volume 3 471 000 18 758 000 22 229 000
Rev 60 486 000 779 865 000 -6 059 000 834 292 000
Price 17,43 41,58 37,53


In the third part I make a brake out of Kraken with discount for gas

Krak Boe 26450
Discount % 3,00%
Krak Boo 25 657 Year 9 390 279


In the fourth part I put back the gas from Kraken to Other´s and keep Other´s isolated from gas for further workover in the finish.

Krak 9 390 279 boo
Gas 3 471 000 boe
Other 9 367 721 boe (22229000 - 9390279 - 3471000 )
22 229 000


In the fifth step, who is the weakest, I use the calculated volume and the price of (M+N+P) / R.
The weak thing is that the price is with Krakenoil, so it should be smaller than this.

Other ex Krak
Volume 12 838 721 (22229000 - 9390279)
Price 37,53 (Tot price)
Rev 481 858 933 ( 12838721 * 38)


The sixth and last step and I use (M) revenue crude oil, there I first remove other * price. (see step four)
I take the answer and divide it with Krak Boo.

Krak
Rev 428 278 573 (779865000 - (9367721 * 38))
Volume 9 390 279 Krak Boo

Price of krak 45,61

As the price of (M/Q) would be lover without Krakenoil, should this price be higher with a correct calculation and i`m sorry to be unable for that in this moment.
I haven't change the gas price in my folders cause of that I don't know where to find the Course of Enquests gas.
I know that I can use discount from "the ice" or premie on Henry hub but I wonderer if any else have a tip.

Regards/Kamrat

Hi!

Ko (it means cow in swede but your meaning is better),
With statistics you can prove things but in this case is it better to look at the day of act.

These telling what`s ongoing and the day Europe open up will it fast be higher numbers.
First you got to know what you looking at and then decide if it is good or bad.

We beginning with the Commercial flights and they are Commercial passenger flights + cargo flights + charter flights + some business jet flights.
At the eight of April it was around 78 000 (112 000 -19) and that is around 70%.

Total flights is: Commercial flights above + rest of business jet flights + private flights + gliders + most helicopter flights + most ambulance flights + government flights + some military flights + drones.
At the eight of April it was around 171 000 (180 000 -19) and that is 95%.

In booth of this cases i use seven day`s average and it is numbers by season.

Then i look up in the Swede-Heaven its no much flights here and when i hear other talks of flights in Europe its the same.
When this resolves I can see bigger numbers than -19 and the total flights will be higher very soon and propobly before the summer (look at the numbers of the day and see that its higher someday`s already)

Source:
https://www.flightradar24.com/data/statistics

Take care everyone.

Regards/Kamrat

Hi!

L7,
It was a rookie mistake from me but if you haven't chare it I still would be in wonderer.

I`m ongoing and hope I can show when its ready.

Regards/Kamrat

Hi.

I did wake-up with a smile in my face this morning.

Yesterday I saw a notice and my conclusion is that demand is hard as a rock.
https://oilprice.com/Energy/Energy-General/Forget-OPEC-Production-Cuts-Its-Exports-That-Matter.html
Does someone other have another thoughts about it?

Sorry if someone else have shown it then it is a couple of days old but I haven't seen it before caused of time error (whould need some extra h/d)

Regards/Kamrat

Hi.

L7,
Hi L7, Your 7m is interest payment on the supplier loan and it is 7.5% of the loan amount. I had missed to include the sum so it was good that you raised it (80m * 7.5% = 6m).

Your deduction factor is interesting as I have previously considered introducing another deduction, and yours naturally applies more in percentage terms when it comes to costs that increase with production.

The basic idea of ??focusing on size and also having that order in line-ups also appeals to me as it is a form of logistics.
Regarding EGG, I think something good will come out of it in the end but until then, I see it as scrambled .

As for the Kraken and its premium, I understand your position, but you are wrong on one thing. The gas is not included in that calculation, but you can check (M + N) / R

Numbers of Enquest

M 779 865 000 Revenue from crude oil sales (note 5 (a)) (M)
N 60 486 Revenue from gas and condensate sales (note 5 (a))
P -6 059 Realized (losses) / gains on oil derivative contracts (note 5 (a)) (P)
Q 18 758 000 Sales of crude oil (Q)
R 22 229 000 Total sales (R)

Average OP, excluding hedging (M / Q) 41.6
Average OP, including hedging ((M + P) / Q) 41.3
Average blended price, excluding hedging ((M + N) / R) 37.8
Average blended price, including hedging ((M + N + P) / R) 37.5

My numbers are different when I do the calculation but I do not know why.
However, the company's figures should not differ so much after deducting the hedge loss.

My calculation
(M / Q) 41.58 779865000/18758000
((M + P) / Q) 41.57 (779865000 + -6059) / 18758000
((M + N) / R) 35.09 (779865000 + 60486) / 22229000
((M + N + P) / R) 35.09 (779865000 + 60486 + -6059) / 22229000

I think the premiums will play a bigger role in the future when they find their level.
Tapis (Malaysia) used too be around +10% and where VLSFO will find the level is Mr markets business.

Thank you for an excellent conversation and good luck

Regards /Kamrat

Hi!

HeavyMallard,
Thank you yourself, for the importance of feedback makes you happy and has the strength to push for a little extra.

My ambition is for others to see what I do and then decide how to do it.
The lowest price for day traders sets the price for the day and if it creates fear, there will be a drop in the price, which means buying mode.
As a long-term, it is good to take advantage of it.

If you save the link can you see my updating anytime.
----------------------------------
L7,
I don't think the loan is ready yet but I could not keep my fingers from it.
I have put in a Copy simply called "kopia av bas 2 original -21" and would be glad if you looked at it.

I`m ridiculously curious about the strange about Eagle.
They shall reopen Gadwall and Mallard so why...

As you see am I not the best of the hedging thing and I wonderer if you can describe it for me.
I don't know what to do about the last 1m.

Regards/Kamrat

Hi!

HeavyMallard,
Thank you yourself, for the importance of feedback makes you happy and has the strength to push for a little extra.

My ambition is for others to see what I do and then decide how to do it.
The lowest price for day traders sets the price for the day and if it creates fear, there will be a drop in the price, which means buying mode.
As a long-term, it is good to take advantage of it.

If you save the link can you see my updating anytime.
----------------------------------
L7,
I don't think the loan is ready yet but I could not keep my fingers from it.
I have put in a Copy simply called "kopia av bas 2 original -21" and would be glad if you looked at it.

I`m ridiculously curious about the strange about Eagle.
They shall reopen Gadwall and Mallard so why...

As you see am I not the best of the hedging thing and I wonderer if you can describe it for me.
I don't know what to do about the last 1m.

Regards/Kamrat

Hi!

L7,
You always surprise me with good feeling and a pen of sense.
Thanks for responding again.
It is so helpful for understanding.

About the PIK I always had wait to be corrected cause I haven't understand that earlier so now I know but I will let it be for a while and work over other parts (and that hopefully take what time it takes for E to set up the new loan so I don't have to do it).

Kraken premium is in place and I think it is the gas who pull down the price as it is a part of selling by 15,6% (-20).
as an smashing pillow is it good to have cut off the interest of bond`s twice.

When we look at GE and drilling, it is a matter of chance where I started from a cost / well of 35m.
The programme was 4 points and the part of interest is 26,69%.
I know that the price on a well is higher than 35 but this is a programme and that keeps it lower.
Its don't sure that E got to pay for the first two wells so I think it is on the safe side.

Regards/Kamrat

Hi!

I want to give Therapist a big Thank you for support in my calculation.
I think we almost reach the same numbers but in different way´s.
https://drive.google.com/drive/folders/1h_a4jmSsXq2iypyHqoFXfo49pIZzmoid?usp=sharing

One of the movement when I should update the oil prices and saw the numbers rises for the year caused bye my small forecast numbers was fascinated too see and in the same time hear people fear of this prices.
And they will rises during this mounth.

Take a look and decide if it is a reasonable forecast.

Regards/Kamrat

Hi!

romaron,
Its hard to get from energy to volume and I used 6,0 /mmbtu as the geological survey in USA do it for UK gas.
But that is useless as epiphany121 says caused on their low prices who don't show our pay.

I don't know if it is right but now I use prices from : https://www.theice.com/products/910/UK-Natural-Gas-Futures/data?marketId=5101977&span=2
They are more realistic.
--------------------
About Harbour am I not the one to compare but it is hard to see that they have what E got.
Anyhow a good business.

Regards/Kamrat

Hi!

mrc,
The turn looks to be 13,0 days so it is just over 38,5.
The waves just below 2m so it will not delay it.

Anyway, I have an excuse to say to you, because you seem to be a nice guy,
and I almost called you French before (actually daytrader).
so ..Jèamme excuse (lousy old school French).

It's hard to live up to its name but it's an attempt.

Now we look forward to "hyvää päive day" (reward, excuse Finns for lousy Finnish).

Good luck

Regards/Kamrat

Hi!

I looked at the API numbers.
19/3,
The crude stock increase 1,0m and the distillates 0,246m

In the same time Cushing decrease 2,282 and Gasoline 3,728m
Cause that the part of gasoline is 45% and distillates is 25% will it represent a larger number.

Crude stock 2,927
Cushing -2,282
= 0,645
Gasoline -3,728
Destillat 0,246
-4,974 = (-3,728 + 0,246) / (0,45 + 0,25)
Increase, decrease -4,329

It will be show`n later that numbers like that going to raise the price.

Regards /Kamrat

Hi!

Therapist, L3, other
Enquest import gas until 2023 in a long contract says the RIprospectus, s 169 (link in "uträkningar" row 260)

I haven't found out how much gas they import but it seams to be (including produced) around 17% in sales compared to 2019 and H1 2020.

I have a contact who have give me an calculation of the price but I have to check it before I show it (and try to make it my selves cause I have already started and want to solve it without help and in my own way).

Regards /Kamrat