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Share Name Share Symbol Market Type Share ISIN Share Description
Jadestone Energy Plc LSE:JSE London Ordinary Share GB00BLR71299 ORD GBP0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 78.00 77.00 79.00 78.00 78.00 78.00 343,198 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 159.4 -41.9 -9.5 - 362

Jadestone Energy Share Discussion Threads

Showing 6226 to 6248 of 6250 messages
Chat Pages: 250  249  248  247  246  245  244  243  242  241  240  239  Older
DateSubjectAuthorDiscuss
24/9/2021
20:42
The Baltic Dry Index (cost of shipping dry bulk commodities) is now up an incredible 1,047% from its pandemic May 2020 low - and is the principle driving force behind the very strong demand for marine fuel oil and, in particular the Australian low sulphur heavy sweet crudes that meet the IMO 2020 Shipping Fuel Oil Rules without the need to go through a hi-tech refinery. At today's $78/bbl Brent price, Jadestone's Stag production should be realising circa $88/bbl inclusive of the most recent IMO 2020 price premium to Brent. Marine Fuel Oil and Major Oil Benchmark pricing - Change compared to pricing on 9th December 2020 in brackets - (all prices rounded to nearest whole number) $106 / (+27) - Marine Gas Oil - APAC Average $90 / (+26) - VLSFO - APAC Average $88 / (+30) - Jadestone / STAG - $10.15/bbl latest premium to Brent) $80 / (+29) - Jadestone / Montara - $1.5/bbl latest premium to Brent $80 / (+29) - Jadestone / Peninsula Malaysia - est $1.5/bbl premium to Brent $80 / (+28) - Maari - est $1.5/bbl premium to Brent $78 / (+29) - Brent $75 / (+29) - High Sulphur Fuel Oil - APAC Average $74 / (+26) - WTI At today's Brent price, 2021 guidance OPEX and latest IMO 2020 premiums to Brent, Jadestone should be realising circa $55/bbl operating cash flow for its Stag and unhedged Montara production, and circa $62/bbl for its Peninsula Malaysian production. With a current total production of circa 16,500 bopd, Jadestone should be realising circa $350m/yr of gross operating cash flow per year, with the potential to increase to circa $418m /year assuming the Montara H6 Infill well flows at the expected 3,000 bopd. AIMHO/DYOR
mount teide
24/9/2021
16:55
Well I bought some more with my DEC div..
fardels bear
24/9/2021
12:57
RNS Monday ? ~ 10 days after H6 tied in. Stabilised rates should be known by then - well perhaps still cleaning up .
croasdalelfc
23/9/2021
20:53
Record LNG prices could see a major transition to oil in Q4/2021. Citi: Very Cold Winter Could Send LNG Prices To $100/MMBtu - Oilprice.com This is equivalent to a circa $600 Brent price 'The price of liquefied natural gas (LNG) could jump to as high as $100 per million British thermal units (MMBtu) if particularly frigid winter weather combines with the tight markets that have sent natural gas prices surging, Citigroup said on Thursday. “Global natural gas prices could continue to go parabolic in the coming weeks and months,” Citi analysts wrote in a note carried by Bloomberg. “Strong demand and a lack of supply response have sharply tightened the market. Any surprise demand surge or supply disruptions could propel price further upward,” the investment bank notes. LNG prices for November delivery to Asia are currently at around $25/MMBtu—a record high for this time of the year. In Europe, the surge in gas prices by 280 percent so far this year has also pushed the European benchmark at the TTF hub to some $25/MMBtu ($150 Brent). In its note, Citi more than doubled its base cases for the average prices for Asia’s JKM price of LNG and for the TTF European benchmark in the fourth quarter. The new base case for Asia’s gas price is now $28.80/MMBtu for the fourth quarter, up from the previous $13.90/MMBtu. Citi’s new base case for the European benchmark price is $27.70/MMBtu, up from $12.90/MMBtu. The U.S. natural gas benchmark, the Henry Hub, will average $6/MMBtu in the fourth quarter, according to Citi’s new base case, compared to $3.90/MMBtu in the previous base case. Citi’s new estimates for Q4 are slightly higher than the current prices of gas and LNG in all three regions. However, in case of a severely cold winter, prices could spike and LNG cargoes could trade for $100/MMBtu at times, according to the bank. Citi, like other analysts and OPEC, believes that the surge in natural gas prices will boost demand for other fuels as utilities would look to switch to alternatives. The ripple effect of this gas-to-other fuels-switch is likely to be wider than initial forecasts had it, according to Citi. '
mount teide
23/9/2021
15:59
We've never had natural resource company valuations relative to the S&P 500 lower than they are today since 1970. The only other times the stock market has got close to this relative valuation level before was in 1929 and 1999. Stock market history shows these three time periods were exceptional - once in a generation opportunities - to be natural resource investors. As sentiment changes, relative outperformance is all but assured over many years if the sector fundamentals and past performance in these long term highly cyclical markets is a reliable guide. What will be the trigger? Probably, it will come from the increasing realisation that current (and 2-3 year) oil and industrial metal market dynamics are very much tighter than most market participants want to believe. History has repeatedly shown that post recession recovery stages in these highly cyclical long term markets rarely respect wider global economic recessions/softening growth - often posting spectacular gains during global downturns as in 2000-2006, which saw many of the participants of the Goldman Sachs Commodity Index up circa 400%-800%, while the S&P 500 was still in correction territory some 20% down in 2006, after hitting 50% down in 2003. Currently, oil and industrial metal equity market dynamics are signalling a set up today similar to 2001/2 - which heralded a long period of very strong relative outperformance to the wider equity markets during the half decade ahead. Ignore the pricing power of long term, highly cyclical, covid recession ravaged oil and industrial metal markets at your investment return peril! AIMHO/DYOR
mount teide
23/9/2021
15:39
Wise words
fardels bear
23/9/2021
13:40
Chinese, SE Asian and Pacific Rim markets performed strongly in 2020 according to recently released data from the Global Container Port Industry. The World's 20 leading Container ports achieved a combined average growth of 2.1% despite the impact of the covid pandemic. China's Shanghai International Port retained its top position as the world's busiest container port for the eleventh consecutive year. The port recorded 43.5 million TEU throughput in 2020. Singapore retained it position as the world's largest ship bunkering port in 2020 with record fuel oil sales of 50.8 million tonnes. 7 Chinese Ports made the top ten global container ports by volume throughput - Rotterdam with 14.3 million TEU throughput was the only Port outside China/SE Asia to make the top ten at number 10 and saw volumes fall by 3.3%. Container Port Traffic(TEU) at the top 25 Nations: Ranked regionally: 220 million - China 180 million - SE Asia, India & Pacific Rim 87 million - Europe 55 million - USA and Canada 54 million - Rest of the world 12 of the Worlds top 15 container ports were in China and SE Asia. Singapore now handles 10 times more freight containers than Felixstowe, the UK's largest container port - a remarkable feat considering the Country is only 1.5 times the size of the Isle of Wight. Against this backdrop, it does not take a Phd in Applied Mathematics to work out why the 4.8 billion population of the fast growing Chinese, Indian, SE Asian and Pacific rim markets has been responsible for 95% of the 34 million bopd increase in global oil consumption since 1980 and, where the overwhelming majority of the future growth in energy demand is forecast to come from. Data Source - Mostly Lloyd's List
mount teide
23/9/2021
07:14
https://www.aip.com.au/pricing/international-prices/international-market-watchCheck the third graph
croasdalelfc
23/9/2021
07:13
Tapis benchmark starting to diverge from Brent towards its usual $4/5 premium .Currently up to $2.5 from $1.8-2.PM assets currently getting $79 a barrel and $60 operating cash flow a barrel! Add in Stag at $10 premium and JSE have 8500bopd currently getting more than $80.5/barrel on average
croasdalelfc
22/9/2021
20:03
Me too, now got a relatively large position (for me) as I just see the upside getting better here, even without Maari. There is a large and stable set of institutional holders so very little daily volume / volatility but at some point further buyers will realise the quality and the price will pop, I hope :-)
squareloss
22/9/2021
17:48
Added a few more this afternoon. fingers xxd ;-)
bamboo2
22/9/2021
16:28
Weeks not months
croasdalelfc
22/9/2021
12:44
How long do you think we'll have to wait after gets its royal assent?
fardels bear
22/9/2021
09:03
The NZ bill progressed through its first reading with unanimous support from all parties - it could easily go to the second and third reading before Xmas
croasdalelfc
21/9/2021
16:37
GAS MARKET: Asian LNG prices are now climbing above $27 per mBtu -- that's a seasonal record and fast approaching the all-time high above $30 per mBtu seen earlier this year during the cold weather in north-east Asia | #LNG #ONGT - Javier Blas
king_baller
21/9/2021
08:49
One doesn't mind being patient. I've been in Serica for 13 years, for instance. This is an odd one goes up a bit goes back down again goes up a bit goes back down again never seems to get anywhere as if somebody's got a plan for it perhaps
fardels bear
21/9/2021
08:46
It is the being patient bit that is difficult .....
thedudie
21/9/2021
07:32
Much of equity investing is about sorting through what's signal and what's noise. For the long-term investor in a global economy that has grown at an average of circa 2.5% a year for over 50 years, most macro 'Signals' have invariably turned out to be just short term noise! Long Stockmarket history has shown that buying high quality equities in highly cyclical sectors at/close to multi decade low valuations, has an enviable track record....for the patient.....of delivering exceptional capital gain outperformance. AIMHO/DYOR
mount teide
20/9/2021
16:05
Somebody really wants pis to sell, don't they.
fardels bear
20/9/2021
12:57
So much for the global fossil fuel run-off! "Gazprom CEO Miller sees....gas consumption in Asia-Pacific as a whole growing by 1.5 trillion cubic meters per year by 2040, 60%(600 billion cubic metres) of which will be imported." China’s Gas Consumption Growth Potential “Stunning” - Oilprice.com hTTps://oilprice.com/Latest-Energy-News/World-News/Chinas-Gas-Consumption-Growth-Potential-Stunning.html 'China’s natural gas consumption is growing faster than any other country in the Asia-Pacific (APAC), a Russian gas CEO said on Friday, according to TASS. Gazprom’s CEO Alexey Miller made that statement at the 24th annual general meeting of the International Business Congress. According to Miller, China’s energy market is the most dynamic in terms of growth. “Every year China simply stuns us with the growth rate of consumption and 2021 is no exception.” Miller added that in the first half of this year, China’s natural gas consumption increased by more than 15% and imports increased by more than 23%. “This means that by the end of 2021, the forecast estimates of consumption in China will amount to 360 billion cubic meters and the volume of imports will be 160 cubic meters.” Miller sees China’s natural gas imports climbing to 300 billion cubic meters per year by 2035, with gas consumption in Asia-Pacific as a whole growing by 1.5 trillion cubic meters by 2040—60% of which will be imported. China’s state-owned PipeChina sees China’s gas consumption increasing to 526 billion cubic meters by 2030, then slowing to 650 billion cubic meters by 2035, at which point it will peak. By 2050, PipeChina sees natural gas consumption in China slacking off to 550 billion cubic meters. Those forecasts have been adjusted downward to account for China’s promise to meet carbon neutrality by 2060; previous forecasts saw China’s natural gas consumption reaching 700 billion cubic meters by 2050. Natural gas demand for power generation is expected to account for most of the future natural gas consumption growth.'
mount teide
20/9/2021
09:58
... I will but only when it gets there!
thedudie
20/9/2021
09:35
Everybody sing Praise the Lord!
fardels bear
20/9/2021
09:07
The board is first class and have the addition of a first class management team Michael Horn exec Vice President, is the key transaction man (and doesn't sit on the board)Fauzi Abbas GM Malaysia who worked in marginal field development for Petronas. Plus country managers in Vietnam and Indonesia who worked for Talisman.The experience runs into a combined hundreds of years !
croasdalelfc
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