Member Info for WEny

He is not allowed now, right?

Ok thanks! :)
HMHn, Its very close to your calculation for FY2019, you have FCF at 601 and he has 630.

No its absolutly yours, in one of the cells you have written your name :)

No its yours, i downloaded it to my computer 2018-11-22 so it is a while ago. pity i cant past it to this BB.

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?

I got a good feeling its turning up now, oil up3% now.

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

https://english.alarabiya.net/en/News/gulf/2019/06/13/UK-maritime-safety-group-warns-of-unspecified-incident-in-Gulf-of-Oman.html

over-supplied Yes, But with oil that the market does not need in thoose quantities, Brent WTI Spread should be even more in the Q3-Q4-19.

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.

Yes i know, but i have missed it before. He will probably continue to buy at this level.
I picked up that he is a peak-oil beliver like me :)

Interesting article about AB.

https://www.theglobeandmail.com/report-on-business/careers/careers-leadership/amjad-bseisu-the-ultimate-outsider-in-from-the-cold/article4575930/

How would Enq do if the dollar collapses? Oilprice would go up, but we get paid in dollars.

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://twitter.com/JavierBlas/status/1128255724495233024

Yes i did, and i strongly agree with Anas Alhajii, even he seem to have a little diffrent view than Art and Pat.

https://www.bloomberg.com/news/articles/2019-05-07/oil-traders-see-little-in-real-world-to-justify-slump-in-crude