Blencowe Resources: Aspiring to become one of the largest graphite producers in the world. Watch the video here.
Hi,
Check out the top right of the graphic.
https://www.shetlandtimes.co.uk/2021/11/23/calls-for-more-orion-communication-amid-claim-huge-swathe-of-community-still-in-dark-over-project
Is it Space Exploration, new Sullom Voe defence installation or a fast track decommissioning programme?
Anyhow green hydrogen it is. Better do some research. Chilting . . . . . . . .
GLAXXX
Hi Pelle,
This caught my eye on the Placera translation. Looks like it comes from your neck of the woods (locality where you live).
https://watchingtheswedes.com/2018/07/05/swedish-expressions-bang-on-the-beetroot/
All helpful in my Swedish education.
"När man talar om trollen, så står de i farstun…"
GLAXXX
Hi,
Don't forget the gas!! Like Rosencrantz and Blitzkrieg said:
https://cdn.discordapp.com/attachments/856965450038902784/911355217881227314/2021.Q3_GR_Market_Commentary.pdf
There's a lack of sunspots and everything, gas is at a premium to oil. Magnus is gassier than a Belgian at a beanfeast.
GLAXXX
Hi,
So "Cargo Liftings" is a term used for refinery loadings. S&P Global Platts Specification Guide refers to a loading being around 600k barrels. With GE producing around 40.7k bod and 43 days from OU to year end then there would indeed be two cargo liftings by end of year, almost three but not quite.
Every day is a school day with Enquest.
GLAXXX
Hi,
Really good question.
Another example of exceptionally bad copy but the "cargo offloads" is clearly under the Golden Eagle section of the OU. If it relates to GE and a cargo is 500k then someone explain the math. If it relates to Kraken, where cargo offloads do happen then that is not good for an asset that is back to full production.
????XXX
Hi
From OU "Revenue in the ten months to end October 2021 of c.$950 million, including c.$110 million related to Magnus crossover gas"
From 2020 figures you can prove they can make a profit from "not needed" , "crossover" imported gas, I see $8.5 million 2020.
The OU revenue reported of $110 milliion of crossover revenue. If accounting for same ratio of cost of sales against revenue as 2020 that would be about $25.5 million profit
Lots of variables but the gas price is mental and rose quickly. I deduce that they can make a profit and that might be considerable especially towards year end.
On other matters, staying on the straight and narrow for now, but seriously considering a private audition for a certain oily rag. Showing extreme potential and more annoying and persistent than herpetic boils on the guiche of a bull elephant.
The filter button is, of course, located towards the top of the screen.
GLAXXX
Hi,
To brighten the week:
I've got this programmed as lift music at Enquest Towers from Monday morning, Sung to the tune of Elton John - Sorry seems to be the hardest word:
What have I gotta do to make some money?
What do I do with Enquest shares?
What do I do when updates strike me?
And I wake up and find no value there
What've I gotta do to make you inform me?
Mmm hmm, what've I gotta do to be heard?
What do I say when there's no tanker?
And sorry seems to be a hardest word
It's sad, Amjad
It's an Amjad situation
And it's gettin' more and more absurd
It's sad, Amjad
Why can't we talk it over?
Ohh, it seems to me
That "shareholder return" seems to be the hardest word
Why do I have to contact Swinney?
How do I know we got the right bird (GoldenEagle!!)?
What do I do when outage frights me?
What have I got to do?
What are you gonna do?
When sorry seems to be the hardest word
Ooh yeah, sorry seems to be the hardest word
GLAXXX
Hi Acchi,
I have just revised my 2022 predictions. I have taken out almost all expectation of increased production from drilling and taken a view that it generally maintains production (little boost allowed in Malaysia). I have factored in maintenance for all assets except GKA . I have, in my opinion been very conservative with predictions. comparative to well performing assets of the past. I come out at 55,350 boepd I reckon that will be high end of guidance. They tend to give themselves a 6k range so let's go 50-56 as guidance.
As a disclaimer I am fully aware that without any question of a frikkin doubt **** does happen, even when the lovely Aaron is willing to miss his frikkin Supper.
GLAXXX
Hi
Tarmak has found out it was a Magnus compressor gearbox and this might be the urgency of the repair.
https://www.linkedin.com/posts/daranjames_recentlya-relativelyroutineenquiryfrom-activity-6864609197833625602-CWb4
Doesn't seem that incompetent to me. I'd like to thank Aaron personally for missing his Supper.
Got to dash queue forming at the food bank.
GLAXXX
Hi,
Let's have a positive.
OU states that for ten days late October GEAD produced 328 boepd averaged Jan to Oct and that proforma Jan to Oct they were getting 10556 boepd. That means for that period GEAD was doing just under 11kboepd a day Jan to Oct . With the very low April GEAD figure this implies GEAD is going good guns Sep and Oct and potentially maintaining through Nov and Dec to acheive around 11.1kboepd. Yaaay us. Night.
GLAXXX
Hi L3,
Not on holiday. Need to take some time to compute.
Can't say I'm not in the disappointed camp. Holding this is like being an optimistic eunuch at a high class gangbang. I've convinced myself it is all going to work at last but it always let's me down and I'm forever left mopping up the pieces.
Back to the drawing board
GLAXXX
Hi Mclondoner,
You don't need a free slot at Magnus.
The drilling supervisor advert I found said the below would take place before end '22
"The slot recovery, drilling and completion of a minimum of 3 sidetracks
A production casing cement repair
A well conductor reinstatement"
I discovered "slot recovery" is abandoning the well bore at a certain point and then drilling out the side of it towards a new location.
Comrade Tarmak - I have never been able to find any info on Malaysian production outside of Enquest reporting.
GLAXXX
second link is
https://www.energyvoice.com/oilandgas/north-sea/363345/hibiscus-expects-anasuria-fpso-production-woes-to-roll-into-2022/
GLAXXX
HI McLondoner,
I can see no more on Eagle Field Licence and Hibiscus/Ping/AOG.
This predates me but is educational and offers some interesting parallels
https://www.youtube.com/watch?v=RKcV5ZlEpeA
If Enquest have just come out of an engineer hit it bang bang fix then Anusaria is the opposite right now.
https://www.youtube.com/watch?v=RKcV5ZlEpeA
Imagine the soiled gussets here if that was us??
GLAXX
Hi,
It is not only the share price that is lagging:
https://ce0358li.webitrent.com/ce0358li_webrecruitment/wrd/run/ETREC107GF.open?VACANCY_ID=688582E7pU&WVID=362100DRzz&LANG=USA
Sorry, couldn't help it. Green stars all round though. I reckon the energy saving will cover todays share price reduction.
As ever all good in the world for us long suffering, persistently hopeful, oft disappointed, horney toed sons of sloth.
GLAXXX
Hi.
I imagine that the auditors or competent persons on various corporate actions would have previously flagged up any back pocket deviancy. Think AB is likely in the clear. Charities are highly scrutinised also so let's assume the charitable foundation is in good standing too . . . if a little short on investment income . . . right now.
It's 1000 posts to 60p so I might have to shut the **** up quite soon!!
GLAXXX