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Haha. You might have to be quick.
Momentarily touching 42c (24.7p) at present.
Consensus objective over there is Can$1.
Nice holding you have there.

https://twitter.com/Fredrikp87/status/1445767473739960324/photo/1

Purloined from ADVFN with thanks.
Good reminder in para for us to pay attention to presentations' content.
As stated some months ago my own working history prevents me from joining the hysteria.
This will blow over provided PetroPeru clean up their backyard.
In the meantime the Houston office must try to contract more Novum barges and crew.
Vasbyt!

https://money.tmx.com/en/quote/TAL

Starting to recover.
Could be smiling tomorrow.

Ex-div opportunism or something stirring in the wind?

Situation seems to be improving for the moment, i.e. until Toronto arrives on the scene in 20 mins. Will Manolo calm nerves by reiterating his supply route alternatives? Some folk apparently do not understand his earlier statements.

Correction: I found a few pennies and added.

@ 11:50 - It could be Saramuro is accepting all deliveries from Bretana until its storage tanks are full (760k ?). Petroperu made it pretty clear last night that Station #5 throughput is suspended.

I prefer to look farther down the track such as -

Novum carriers
Water depths at Manaus and at Amazon (tidal) mouth
Ucayali barge availability
Margin comparisons FOB Manaus and ONP/Stacion #1

OilInve(s)tor is entitled to heap scorn but it would be better for his reputation to provide balance.
(I very much regret to have run out of spare funds.)

Now's the time to top up.
88.8p to buy.
No spare cash though.
Still waiting for the divi.

With Toronto @ 44.5c [4pm ET] and Brent temporarily @ $82.85 [earlier $83.13] chances are fair for a small % increase tomorrow. But then there was a temporary nudge @ 15:45 today . . . soon abandoned with profit-taking.

Yep, there it is. Can we now have 26p, please.

Was starting to have doubts but there may yet be a small tick up at 4pm.

https://money.tmx.com/en/quote/TAL

". . . The OPEC+ group - which has included Russia since 2016 - said on Monday it would stick with a plan formulated this summer of only gradually increasing oil production by 400,000 barrels a day each month, despite warnings of a growing deficit between supply and demand".

All good depending which camp you're in.

Possibly some misunderstanding has arisen with ONP pipeline aggro. Station 5 should not be confused with Saramuro (station 1). Collecting station #1 remains clear of trouble and throughput for the first three days of October is -

https://www.perupetro.com.pe/wps/wcm/connect/corporativo/7318e1ef-aaa2-4c91-8313-7d2090cba5fa/Producci%C3%B3n+l%C3%ADquidos.pdf?MOD=AJPERES&liquidos

unless it, of course, is being stored in the depot's tanks. Location of station #5 is at -

https://www.google.com/maps/place/Estacion+5/@-4.6493249,-77.5062809,465m/data=!3m1!1e3!4m5!3m4!1s0x0:0x86f4fab87ae57b2c!8m2!3d-4.6525499!4d-77.5061584?hl=en
(See satellite view using all coordinates)

@ 12:36 - Agreed, I could well be wrong on assumptions: logic suggested that if daily lift is ~15k the other wells combined were being scaled down with their higher WCs in order to cope with the more efficient H8 production. On the other hand I don't know what is in the storage tanks or being loaded onto barges berthed alongside.

MT. I always find your updates informative and appreciate the calcs take up time.

Observations
I was out of line bringing JSE into the equation.
Most current production will come from H8 with its lower water cut.
Please choke it to preserve integrity.
Reinjection wells probably running at full capacity. Another needed shortly.
#95 is getting bigger.

TAL-TSX faded last night.
Next push possibly after 2:30pm.

As feared, and mentioned last week, it's the devil trying to get stock unless one has a listed broker. Hal don't cut it. JSE could quite easily reach 94p today. Even private investors are mostly hanging in which makes a pleasant change.

Funds and IIs will want to consolidate in the next few weeks. Bring it on.

A fair day on PTAL but it should have been better. Tomorrow will see improvement based on the assumption of TAL-TSX maintaining Can$0.455 or above. A catalyst will be Brent - with luck - circa $82/barrel.

As several of us are in both PTAL and JSE a good day can be expected as finding stock there was so damned hard all day.

All being well, reasonable percentage increases for both with the other one perhaps having the edge.

sic. Brent
Going to NT. No stock. Should have bought a few more first thing today.

I should of course be getting on with some real work . . .
but it looks as though the arbitrage pattern is being adhered to, i.e. if TAL can reach nearly 46c we should theoretically close @ ~£0.2575. Who knows!!

Fast surpassing its high of $80.75/barrel.
Having again examined the Asian scene I fully expect an announcement revising the September Q4 exit advisory.
Oops. Just reached $80.85 and rising.