Harbour Energy Share Discussion Threads

[the guardian] 17/1/2019 15:38

First time I have seen Goldman Sucks do anything beneficial to any of my shares.

[bmnsa] 17/1/2019 14:33

DATAIT
How's it going here with your TIP for everyone to pile in???
Was this ANOTHER duff piece of advice.

[markymar] 17/1/2019 13:06

Sea lion just the start over in the FalklandsIts a huge province with huge amounts of oil prospects over there.This will turn PMO in to a major

[sirrux] 17/1/2019 11:28

I'm a buyer, no a seller, no a buyer, no a seller - jeez I wish I could make my mind up! The oil's still flowing, right?

[manics] 17/1/2019 11:06

It's a "ja, bitte" from Goldman.

[mercer95] 17/1/2019 09:47

Thanks for all the info you post Steve & for starting/running this thread, much appreciated.

[whiskeyinthejar] 17/1/2019 07:24

The Catcher slide says theyre going to "Evaluate options to increase production". Limiting factor is obviously FPSO. The Sea Lion FPSO capacity will be 80k bopd of liquids. I think if they could get Catcher FPSO upgraded from 66k bopd to 80k or more it'd certainly be a big deal .

[hmgouda] 17/1/2019 03:07

Thanks Steve, it looks great, i am very optimistic about PMO. GLA

[steve73] 17/1/2019 02:21

Investor Presentation 16th Jan....



Catcher currently has over 100kbopd of well capacity. This means we should be capable of maintaining our peak flows for a long while... and still plenty of other near-field potential (Slides 8/9).

Pity they didn't give a production forecast for Catcher like they have for Sea Lion showing an expected peak flow of close to 140kbopd once phase 2 is on-line (slide 13).

[onedb1] 16/1/2019 23:52

I enjoy reading SeekingAlpha . Look up HFI Research . Many thanks for the link . Am bullish Pmo . Probably should post my chart view to show what am seeing. Had a long day .

[leoneobull] 16/1/2019 21:34

Onedb a highly convincing read https://seekingalpha.com/article/4233508-oil-headed-80

[onedb1] 16/1/2019 20:42

I could add to the list of positives

[notimpressed] 16/1/2019 20:18

opex below forecast
covenants at 60% of limit
shorts only 3%
cash positive
driven down by supposition and malfeasance

[colebrooke] 16/1/2019 18:31

HOUSTON, Jan. 16, 2019 /PRNewswire/ -- Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) today announced full year 2019 operating and financial guidance ("2019 Plan") and provided an update on recent events and well results.Zama 2 appraisal well: drilling of the first appraisal well of the Talos-operated Zama discovery is currently ongoing. This is the first of three penetrations expected in the Zama reservoir and progress will be reported shortly. The goals of the first appraisal penetration are to (i) look for a full section of Zama sand in a downdip location, (ii) find the oil water contact within our expected subsea depth range, (iii) understand the rock properties of the aquifer and its potential impact on recovery, and (iv) deepen the well approximately 500 meters to test the Marte exploration prospect.https://www.talosenergy.com/news/press-release-details/2019/Talos-Energy-Announces-Full-Year-2019-Operating-And-Financial-Guidance/default.aspx

[stansmith3] 16/1/2019 17:34

1. Comparing someone to Marvin without any basis is aggressive2. Telling someone "maybe shares are not for you" is condescending 3. Trying to take the high ground after that is sleazy4. Thanking someone for defending you after your conduct is delusionalBut carry on thinking swearing is worse than all of that.

[whiskeyinthejar] 16/1/2019 17:05

Steve, Ive been busy all day, I guess your asleep now. I appreciate your comment, but I wouldnt bother complaining.

All I'd add, is Im used to swearing, but I also have been surprised by the amount of aggression here recently. If advfn was a pub, well I think most people wouldn't walk out if there's swearing, but I don't think most people want to socialise where it's aggressive.

Anyway, no worries.

[fitton] 16/1/2019 16:56

Taking Faroe petroleum as an example I would have a rough guess that PMO should be worth at least £1.85.With 902m barrels of reserves and debt of about £1.8m, producing 90k day.Another good Zama result is the key.

[rbonnier] 16/1/2019 16:53

As oil goes up and the share price here goes down the company gets cheaper and cheaper by the day .Something has to give at some point otherwise it will just get taken out Durrant and the board will all lose their jobs not ideal as Durrant is very unlikely to receive a renumeration package he enjoys here any where else.Oil back to $65 with stability back in the market Durrant will need to start delivering shareholder value quickly or he is out simple as that .

[lodgeview] 16/1/2019 16:30

It's not even tracking POO anymore. Oil shot up whilst this goes down. Why?

[manics] 16/1/2019 16:20

The time to short was circ. 125p imo.

[markymar] 16/1/2019 16:06

Would you short this with Zama news any time?

[lodgeview] 16/1/2019 15:56

Is this worth shorting? If you can't beat that them...