Member Info for Therapist

Tide Spirit is currently showing Kraken as a destination for the 22nd. Would be a new visitor and have been false alarms before . . .

GLAXXX

My estimate is around $54 million for same period.

SFRSC termination - $50 million over a period of three quarters, with the first repayment due in June 2020.

GLAXXX

GKB,

Don't be all upset, it's how you come across: "Anyway in my books Gretna Green is just another hypocritical attention seeking half-wit and her carbon footprint is way to high, she's probaly suffering from flygskam by now." "Maybe they are frightened of the half wit kid Gretna Green?". I will now keep a keen eye on your eco warrior credentials.

"Time for Bed" said Zebedee. Boing.

GLAXXX

GKB,

Thanks for the suggestion but "Enquest Undressed" engagement usually requires an Enquest based misdemeanour and I think it is all favours with a statesmanlike smile thus far from Bijo. I honestly think that the political shift to the green agenda, which nobody who wants this planet to exist for more than 50 years can disagree with (but you will), only works in the favour of smaller oil players. We're not ready and the world will still need the black stuff. That's why I'm here.

You are right about lockdown however, the sooner we can get the doors open at Enquest Seducer with a free glass of Xmas Nigg Nogg I can guarantee more warm stacking than a circus troupe in a sauna.

GLAXXX

Jan,

Ah yes. I geddit.

Good Luck All Kiss Kiss Kiss.

Hi Romaron,

I was happy to build it until they came, and I believe they finally might now on the way, but give me a clue, I may have missed it: MEGA? Is it a street thing? It didn't google. My Enquest Gains Accelerate? Or is it that you are now a post jabs MEGARomaron, which sounds like it would have been a great dinosaur.

Ever curious

GLAXXX

Jan,

I help you:

https://www.youtube.com/embed/NBDLIGsTJDg

I think this is feelgood. They're going to do the last bit of raping the planet but in a socially conscious way and we're going to help them and they are all invited to the 60p party. I'm good with that.

In reality a genuine good piece of work and Amjad looking quite slinky I might add.

GLAXXX

Hej Tarmak,

I think cross posting is allowed during lockdown. Appreciate the information you share.

In my earlier post I stated that my income sheet uses what I call "Sales Volume" figures. Enquest have used this term previously also.

Referenced in Annual Reports (bottom page 25 AR19) Working interest in Malysia is not the headline figure. Enquest entitlement about 67% of that. This sort of proves my statement above.

I don't believe the other headline figures are sales volume. Look in the RI prospectus for "shrinkage" and there is a paragraph explaining.

Also BOEPD is an energy equivalent not a price equivalent. I split out the gas at a different sale price.

Both on the same team,

Regards,

GLAXXX

. . . and in Pelle's forest as well!! I hope Ammu had permission.

Glaxxx

Captain Chilting keeps the ship's log. I am merely the look out boy.

GLAXXX

N Oslo is our next visitor. ETA tomorrow midday.

GLAXXX

Hello L3 et al,

Link below, updated main fields graph, oil production 2020 to August and my income sheet. The latter works from what I call sales volume. These are my own predicted results and I do all the counting myself, if you disagree I don't want hissy fits and law suits

https://www.dropbox.com/s/1d0b04vqesuinpj/Enquest%20Production%20to%20Aug%2020.pdf?dl=0

Enjoy,

GLAXXX

. . .unless you have analysed that of course, in which case feel free . . .

GLAXXX

Soz - that should have been directed to Shammu who made predictions. Mea Culpa. Back to wine and porsches, not interested in politics here.

GLAXXX

Hi GKB

" I'm an analyst, it's what I do, I figure things out". So what happens if Trump wins, oil and enq? I assume you mean on declaration of result.

GLAXXX

Hiya Clever,

Weren't you on the shortlist for the Enquest Petroleum Production Malaysia Ltd. & the Amjad and Suma Bsieu Foundation Scholarship Awards 2020?

Nice chap called Swinney elaborates on debt position on latest audiocast available on enquest website. Q&A's

Of course the Bonds are distressed . . . .with Connery gone it's only a matter of time.

Touch and go is very much out of favour at present.

Definitely need to find more money. Back of sofa and seldom used coats and trousers recommended.

Sorry if it's a genuine first post but it was a gift and it's late and there's wine and 10p and Porsches and everything.

GLAXXX

I'm holding out for the Porsche 6000. Release date unconfirmed at present. Vrooom Vrooom

GLAXXX

Hi,

GKB's North Sea numbers are spot on and as ever a decimal point more precise than mine. 0.1 up this month so that's a positive!!. With the Gas and Malysia and minus a sales volume allowance (gas flared or used and all that lovely co-minling) and a bit for the fishes, I go 58815 boepd August. A bit of decline and a bit of assumed maintenance. Fact poorest figure since July 19, but where was the maintenance outage and how does it stack up year end is the important thing. Agree that Enquest info on maintenance is a bit smoke and daggers but they probably don't need to account for outsider headcases like me that try and follow it all with their own deluded brand of precision.

Anyhow lets take a moment together to congratulate Zulkifti zin Mydeen, Hazirah binti Mohd Khairi and Wan Mohamad Sharul Nizam bin Wan Rostan on winning the Enquest Petroleum Production Malaysia Ltd. & the Amjad and Suma Bsieu Foundation Scholarship Awards 2020. I'd like to say that they all studied under my tutelage but I fear they probably knew more about the oil business before they were born.

https://www.youtube.com/watch?v=EezpvlSdQE8

God, I hope they read this.

Not quite the carnage I predicted today but as ever . . .

GLAXXX

Hi All,

OGA is in but via the dashboard which only rounds to nearest 10 barrels. Spreadsheet option will update when they bring Excel Eddie back off furlough. Decline across the board apart from Don SW. I get just south of 59k boepd for August. Bit of maintenance in there I guess.

In analysis mode I have balanced modelled H1 income to within a whisker of H1 report, factored in hedging spread across the year and brought Scolty/Crathes down toward a current flatline. Now just under 64k boepd for year and about $894 million income.

More carnage for a few weeks . . . see you on the other side,

GLAXXX

All,

With regard potential of new Malysia developments with new board member. Thoughts and condolences of course for fatalities at recently terminated Baram http://www.namnewsnetwork.org/?p=98798 Shows what a perilous environment it can be.

Be safe all.