Share Name Share Symbol Market Type Share ISIN Share Description
Enquest LSE:ENQ London Ordinary Share GB00B635TG28 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -3.65p -9.84% 33.45p 33.50p 33.65p 37.50p 33.40p 37.50p 28,923,780 16:35:15
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 464.6 -180.5 -4.0 - 396.75

Enquest Share Discussion Threads

Showing 9001 to 9023 of 9025 messages
Chat Pages: 361  360  359  358  357  356  355  354  353  352  351  350  Older
DateSubjectAuthorDiscuss
27/5/2018
19:46
Heather Knutsen currently engaged in sts with Triathlon.
steelwatch
27/5/2018
12:43
Leoneobull, thanks for the pointer. The discussion on iii from the AGM is what I was looking for.I wish I had gone but was too busy! Cheers.
svenice7
27/5/2018
12:32
Will look on iii , thanks
svenice7
26/5/2018
10:34
Thanks to romaron on iiihanks to MHB and hitman for the comprehensive posts on the AGM. I was part of the gang of four and took notes too. They are probably still on the table in Brasserie Zédel along with the glossy Enquest brochure so these comments are from memory.Last year I felt that AB was disingenuous when I suggested legacy fields production was poor he claimed that declines were in a typical range. They were not imo and I suppose he couldn't tell the truth because money was tight and all bets and money from behind the sofa were on Kraken and not on servicing and working old wells. It meant I was suspicious this year and only had one question and wasn't expecting a straight answer. AB can be sphinx like so I asked the question during the meeting and ambushed him after the official part of the meeting closed. I suggested that the market didn't like the delay in the signing off and could that affect the farm out and guidance for 2018 production? He said that it wouldn't affect the farm out the farm out would not take place quick enough for it to affect 2018 production although the deal could be closed in 2018 the impact would be 2019.I nabbed him later and asked why this couldn't be in the RNS and he said that they have to consider Bumi's position. In front of others he said the sign off was IMMINENT. Now I know it is possible to wriggle out of statements but I am a simple minded individual and expect that to mean with a couple of months! Richard Hall was not at the AGM and I take that as a good sign. That all makes sense to me.Bits I can remember:Kraken is Low Sulphur.Each tanker load is c.$30mioThere is c.$25mio (underlift I think it's called) that isn't in the figures.KA needs enormous amounts of HEAT. There are 3 stages and the incredible cold in March caught them out (I think). They need to reduce water content to a half percent. Kraken has very good water qualities (whatever that means).AB was asked (either MHB or hitmanI think) about when the bulk of debt would be paid off. He replied (depending on poo) in a couple of years.I usually come away from an AGM more optimistic than when I went in and this year was no different. I do believe we are currently not on Institutions BUY lists but that will eventually change. As always it's about timing but for a change not about finance. We are over the worst (depending on poo of course) and patience will eventually be rewarded.*talk of hedging production is pointless. All prudent companies hedge and we were glad that Enquest hedged when oil was in free fall. It is also puerile to imagine that CEO's can predict oil prices. Bob Dudley couldn't and he runs a much bigger company than Enquest.*recommend Brasserie Zédel if you are ever in theatre land ever. The upstairs bar is atmospheric whilst the restaurant is good value and fun. Steaks, frites and oysters - what more could you want? Feels very authentic.
leoneobull
26/5/2018
09:36
33.50p bargain in a 75 to 80 usd environment
leoneobull
26/5/2018
01:20
Like the District line, bull markets do not like passengers.On that basis I expect this will bottom above 30... [this is of course ill-informed speculation].
xxx
25/5/2018
21:17
All the mid cap oilers hit the same way guys. Got to look at 30p before this stabilizes. All eyes on POO though. Pretty brutal few days.
mreasygoing
25/5/2018
19:10
Heather Knutsen hooked up to the fpso earlier. Provisional eta Scapa Flow 06:00 hrs Sunday.
steelwatch
25/5/2018
17:45
From lse Today 16:20Price: 106.80ZenMerlin37 postsWe've been a victim of a predictable vulnerabilities to manipulate a stock that is tied to oil price that has shot up significantly in recent weeks. Tree shakers have used rumours of Russian OPEC production rise with background of lower than expected drawdown stateside to shake the tree. Fundamentals remain that Iranian production wil be lost to market over coming months... Venezuela is not a quick fix...US production is limited to not stepping up above 11 million barrels per day due to infrastructure bottlenecks...so even if OPEC adds a million it will only compensated for Iran and they'll keep an eye on Aramco needing $80 oil. All we need is Iran to tell the EU to go take a long walk and restart their nuclear program and we'll be at $100 oil overnight DYOR.
leoneobull
25/5/2018
16:09
Agree with the comment on the bonds. If this was looking fragile the bonds would have dropped more than 1/2%. The shares have now dropped almost a third from their recent high.. definitely overdone IMO.
steve73
25/5/2018
15:52
Two 50k trades for me today. Both bought at 33.66p and sold @ 34.63p and 33.85p. Hard to hold onto a long position for long when it keeps falling. Seems to be good buying at around the 33.7p level
american idiot
25/5/2018
15:45
I've topped up significantly today.
leoneobull
25/5/2018
14:00
Seems a bit odd , I hold the bonds which are pretty much unchanged at the recent highs, so I sold a very small part of my holdings and bought a small clip of the equity... however big picture I think pmg equity will be a bigger winner than enq and maybe people are rotating into that, however I have had a great run on the bonds and the difference between the bonds and equity seems crazy !
catsick
25/5/2018
13:34
Parking some solid cash here from Tern
abbotslynn
25/5/2018
13:27
You two are braver than me...…… I nearly doubled my position but falling knife and all that. GL Though.
exile
25/5/2018
12:54
AI - you may have timed that just right, just piled in at 34.50 GL el Don
donsan
25/5/2018
11:54
We're doomed, we're all doomed
leoneobull
25/5/2018
11:17
Just taken another 50k @ 33.66p. Must be mad...or maybe a shrewd move. From 42p - 33.5p on a $3 fall in Brent.
american idiot
24/5/2018
16:51
Gobsmacked at todays poor reaction to a solid trade statement. The initial reaction sent the shareprice from 42.05p upto 43.65p. Up 1.6p only to fall back pretty quickly and then begin the descent south. Feel a bit peed right now as I bought 41.39p and 40.28p (50k each time) and am currently £3737.45 down :/ Swings and roundabouts I guess.
american idiot
24/5/2018
16:46
Anyone know if there is a video or transcript of the AGM?
svenice7
24/5/2018
16:28
Oh well that's my theory out of the window..... doh ! I put my money where my mouth is though and bought some more double Doh !
exile
24/5/2018
13:28
I think that a lot of "Stop Losses" may have been triggered here and short positions taken on the way down. Maybe and it is only maybe we could see a rebound start at about 15.00 hrs.
exile
24/5/2018
12:27
Find it quite comical to see people sell after a great RNS and spot prices not seen since 2015 .Each to their own but I do hate it when I see people envious of others wealth .. they were the sellers . Brent spot at 79 and Enquest should be way above year highs . 1 day where we get a 1% Oil move and people go into melt down. Despite the hundreds of quotes a la Buffet they just don't listen
onedb1
Chat Pages: 361  360  359  358  357  356  355  354  353  352  351  350  Older
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