Member Info for Therapist

Hi,

I have no idea how this works in HoC but was mildly surprised that question wasn't answered when due. Maybe that's the way they roll.

I wonder if the question is to do with "why are you sanctioning fossil fuel developments", or "Is this the way forward for all in terms of low emissions". Interesting, will keep looking.

GLAXXX

Hi Romaron,

In recent post the graph was boepd and then oga stats for Oil and gas seperate.

I see critical analysis where some see arrogance, some see words of wisdom where I see a scum sucking ramping/deramping self serving short term ill purposed bull****ting troll. Just sayin'.

Each to their own and, in my opinion you have a massive amount of information to offer, and do so regularly, and I am grateful.

But I might have those Cuban Heels dancin' for money before you could say "we've got a blow-out" to JR Ewing.

Statements / Suggestions of happy Magnus in audiocasts Q and A's 2021

GLAXXX

Hi,

https://www.dropbox.com/s/k5w6gbmczbv2ka0/TROLL.jpg?dl=0

GLAXXX

Hi,

Well, as I have often been at pains to point out, Magnus has a lot of gas. Working with OGA data L3 would be correct to state that 6 months post Feb (i.e. August) is under 13k bopd. If using Mar-Aug average then actually closer to 12k bopd . Add the gas and it's a different story. But that was not the case.

With regards AB statement then I can't recall or find it but there were a whole bunch of promises H1 21 that Magnus was fixable/fixed/wired/coiled and expected back up to speed H2. Sorry as per August it ain't.

As stated earlier, I predict it will be, but my opinion is about as believable as Greta Thunberg turning up at the Ürümqi 2022 climate conference without a donkey.

GLAXXX

Hi L3,

I'm sure you will receive unwarranted flak for your opinions.

I already have Magnus improving to 17k last 4 months 21. So hopeful on the half year promise.

My question is: Is it fortuitous that GEAD comes onboard late 21 to enable annual guidance within limits as part of the expected package at that point in time, or is that, as you suggest, a bit of a naughty?

Regardless, if all fields as reported do bit of recovery with GEAD then we are at 60k plus ongoing and with current oil prices . . . my maths works.

GLAXXX

Hi,

A pretty graph with a bit of a Kraken dip October /November and the Golden Eagle effect from November. Knowing my luck it will turn into the Eddie the Eagle effect and stove it face first at 90mph.

Some recent Oil and Gas numbers also for those who like to crunch.

https://www.dropbox.com/s/28ubgsfcuzayf8a/Enq%2021%20Graph%20and%20May%20to%20Aug%20data.pdf?dl=0

GLAXXX

Hi,

Caroline Lucas due an answer tomorrow:

https://questions-statements.parliament.uk/written-questions/detail/2021-11-03/69046/#

GLAXXX

Hi,

I'm a critic of the Enquest publicity machine but I have just had another thought having seen a reported 100,000 march through Glasgow today and may have seen the error of my ways. Maybe a certain uk based petroleum exploration and production company doesn't actually want to raise it's head above the parapet and wave a flag right now for fear of persecution. "Yaaay, we've got some more oil from Golden Eagle and we're soon going to drill the arse out of Bentley / Bressay. Come on down and glue yourselves to our forecourt. Ian Wood has the Irn Brew on ice. Everyone welcome"

Softly, softly, drilly oily.

GLAXXX

Hi,

I thought I would see what the mouth that owns this money had to say.

https://www.gurufocus.com/news/1564480/cobas-asset-managements-3rdquarter-commentary

A really clear and uncomplicated opinion of the current value af oil and gas related businesses.

GLAXXX

Hi,

I'm no longer tieing my colours to the mast but Altera Wave and Petroatlantic (should change its name - Energyatlantic) have recently gone into the no gps zone north of north norfolk and neither were heading to the alloted destination Aberdeen. No evidence of other emergency vessel Kraken bound non supply runs so I assume problem solved and business as normal from next confirmed shuttle tanker and price the delay in as you see fit.

Confirmation not coming from Enquest so this is about the best prediction you'll get . . . . .

GLAXXX

Hi Savemore and Zippy.

If I take out two weeks of Kraken Oct/Nov on a post August prediction of around 20k/month then they still sit over target low range by about 600boepd. Shrinkage margin to minus from that but looks ok above the low end.

I think response from IR is reasonable, close lipped and expected as such. **** happens and you don't need to pander to every (self referential) frikkin idiot that thinks the Kraken has it's snergelly hose caught up in it's swivel with no lubrication to release the undoubted nine line bind.

Interesting to see how it pans out but production is without doubt an important metric and Armada K is a big percentage of that as we know.

GLAXXX

Jan,

That's not a phew, that's just a supply ship. Bulk order of Ritalin and adult eco nappies for the crew i should think.

GLAXXX

Hi,

I already have Malaysia in at a reduced 5k and before any PSC jiggery pokery to make it similar to how Enquest report.

To be clear - GEAD figures not included in Enquest total as we didn't have our portion in August. Maybe you are including that?

Anyhow has been around the 45k mark most of year.

GLAXXX

August OGA

Enq total = 44,382boepd.

Kraken a little down, Magnus a little up.

Crathes down due to compressor outage but Scolty apparently unaffected.

Goosander producing so good sign for GKA

GEAD - 11749 boepd for August which gives me 8 months at 10529 boepd and predicted 10 months at 10882 boepd. I still think the 75million off sale price for GEAD is based on the initial 10kboepd and there is a balance to follow.

GLAXXX

Hi,

Better now.

FRIKKKKK!! She's going to Frikkkin Alvfrikkenheim.

Sell frikkin everything, sell your frikkin wives, your frikkin kids, your frikken neighbours kids, your frikkin kidneys. Sell frikkin oil buy frikkin peat farms. Sell frikkin FPSO's buy frikkin Kontikis.

GFRIKKINLAXXX

Hi

Tide Spirit is out of Stavanger pointing straight at Armada K and traveling at high speed. That must have our name on . . .the problem being . . . . it hasn't got our name on yet! fingers crossed.

GLAXXX

Hi Krak,

Agreed but no harm being aware of the predicted downside or unpredicted upside. At least it is not busses that would be sad as frik . . . but National Express are one of my winners.

GLAXXX

Hi Jan et al,

I am afraid to say no tanker signs on my semi active radar. They usually get a get go in the morning so a few options but nothing obvious that has been a past receiver and not within a day. We know poop happens and there is a slim possibility that something snuck in under the radar. Am keeping a watchful eye but have to temper activity in case "she" finds out. She doesn't know she now has enquest shares in her ISA!! Altera Wind from Schevingen at a guess.

I've also got the mob at OGA to worry about as they have failed on the August update thus far. Will it be McL7 or me who cracks firt and demands the data?

GLAXXX

Hi Romaron,

Just google it again select translate this page then save that as a bookmark and should stay in English.

I am watching Orcadian also and have had a high risk flutter a while ago. Spotted earlier that their chief of Geo Science is ex Enquest. Looks a good match. Proposed emissions extremely low which would do any partner a favour in achieving targets.

GLAXXX