Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
Hello Pelle.
I look at your excel sometimes, it seems to have followed your calculations very good up to now, if AB had paid down debt with FCF we should have a debt of 1 297 491 800 up to SEPT. More likely follow paymentplan and money in the bank. Have you done any big changes to it or is it still accurate?
Nothing new in this BB anyway.
https://www.desmogblog.com/2019/06/23/former-shale-gas-ceo-says-shale-revolution-has-been-disaster-drillers-investors
Things happening.
https://www.bbc.com/news/world-middle-east-48700965
I think Anas is spot on about that, and IMO2020 will help even more.
He wrote about a new attac this morning.
https://twitter.com/anasalhajji/status/1141227983878967297
Here is some interesting charts.
https://srsroccoreport.com/the-coming-collapse-of-u-s-shale-oil-production/
Yes, if you think about it, were have we been today without the massive shaleproduction, energy crisis.
And why are the U.S. doing it with almost no financial gain?
I belive the time for chep energy is over, but U.S. has found a way to postpone an energy crisis a couple of years.
Interesting article about AB.
https://www.theglobeandmail.com/report-on-business/careers/careers-leadership/amjad-bseisu-the-ultimate-outsider-in-from-the-cold/article4575930/
The ducks are lined up.
https://www.bloomberg.com/news/articles/2019-05-17/physical-oil-traders-are-clamoring-for-barrels-as-risks-multiply
https://seekingalpha.com/article/4257779-enquest-deleveraging-essential
Some get premiumprices already?
https://www.reuters.com/article/us-usa-sanctions-oil/u-s-sanctions-on-iran-venezuela-set-up-crunch-for-heavier-oil-idUSKCN1S40U8