We would love to hear your thoughts about our site and services, please take our survey here.
Looks flat at best. Profit seems to be down significantly on last year.
Strange drop, could be MMs taking the opportunity to drop the SP after AA interview. However if AA is struggling to do O&G deals locally, perhaps he needs to look further afield and tell this chronic government to feck right off
Think the current SP tells you there will be no BO. Personally not really bothered as long as we get traction in Europe, thats the real prize
Any dips on news will get bought. I will add for sure
From what I could make out, they are looking for a cheaper engineering option, hence the delay
Must be an angle we are not seeing hence Slims interest. Perhaps he is going to make Pemex an offer for their 50%. Then with his stakes in Talos and HBR, will become Operator
Very interesting, if this plays out there will be a big upward price revision for crude and shorts will be in mass panic mode as all the stops get taken out.
As the article states, when will the breaking point come for shorts.......
Good to kick some numbers around. However, the reality is this
1. We are not doing the deal
2. We dont have access the detail within the deal
3. We dont even know what assumptions are being used to calculate values etc
In fact at this point we are probably seeing around 10% of what is involved and how figures are derived. The rest is pure guess work, simple as.
I will await the prospectus with interest