Member Info for zebbo

$14 = around €40 per megawatt-hour (MWh) - current price is €36.60 EUR/Mwh

This must be government focus now. Cannot see any NS oilers making ANY profit at these levels. The world has changed and world wide recession is more or less nailed on. Gov needs to act now and we (NS oilers) should be turning up the heat

Yes. Based on current action I would say its 50/50

Like most, the magnitude of the tariffs caught me flat footed and with a large portfolio I'm down a good 10%. GLEN being worst performer. All that said I am holding tight as I have no time constraints. I will be putting my full 20k ISA allowance to work tomorrow but not in GLEN. My personal view is that this will wash through and trump will be looking for an off ramp. I see congress getting involved as the tariff plan starts to unravel

Thats what they need to do short term

Still needs to be Ok'd at the AGM, regardless of going ex divi ;-)

How long before some plum says its going to £1 then 50p

Lol. Trump thinks it's going well, so we should all sleep soundly tonight

Gas is still way to high. Would need to drop by more than 50%

Has anyone goth any thoughts on the affordability of future divis with @ $60 oil

Thanks to trump / OPEC collusion yesterday I fear we may be heading to $60 WTI

Noted that we have some hedging and that a $5 per barrel change in Brent oil prices impacts free cash flow by approximately $115 million

Bongo, where have you been......

I see tariffs having an impact here as new planes become more expensive. Lets for now, say 10-20% price increases. This is sure to push up 2nd hand values

Underlying results look weak overall rev down, costs up, although we do get a divi

Correct Onedb, most shorts are hedges against other long positions, most people dont seem to understand that this is common practice

Buybacks at these levels will pay dividends in years to come. We need to accelerate and increase when possible IMO

Also need to get stateside, bye bye UK

I'm a long termer, so not to concerned and have taken a few this AM

Extension is easily achieved, all you need is both parties to agree the extension. Possible extension with SQZs results being so close. Im sure ENQ will want to see the latest market numbers. Triton may need to play out, as that feels like a fair risk at the moment. We will know soon enough.

Picked up another 25k.....no justification required

From ENQ results posted the other day

2025 outlook

§ 2025 is a pivotal year, with EnQuest focused on delivering a transformational UK deal and accelerating its growth in South East Asia

Language used, sounds like the UK is a done deal

I still say it will be £1.50, maybe big divi on top etc

So I dont have to read Tarmak's justification posts.

I'm sure he thinks hes a trusted advisor to the ENQ board ...lol

Strong rise today, the clock is ticking. Not long now.I expect possible move towards £1.50

Correct