Jadestone Energy Share Discussion Threads

[bamboo2] 17/2/2021 14:59

Kb, Same. My chart suggesting possible news imminent, although my record on JSE is not 100%. [tomorrow and/or 25/2/2021]

[king_baller] 17/2/2021 14:50

That’s not true pro_s2009. Saudi's extra cut was always for a 2 month period. I’ve topped up jadestone today. The share price hasn’t reflected the oil price rise. Also I’m expecting news imminently.

[pro_s2009] 17/2/2021 14:33

Oil might be going down - Saudi just announcing they are going to turn the taps on and increase production now.

[thommie] 17/2/2021 13:21

there are just too many opportunities around atm. no one knows where to add... jadestone soon will earn it's mcap in a year if it stays that static :)

[croasdalelfc] 17/2/2021 13:14

At $64.5 Brent . . Average realised price $71.15kbopd production inc MaariOperating cash flow $50 barrel or $22.5m a month or $270m a year

[gopbg] 17/2/2021 12:19

MT .....If your adding,,,,,Do you like Jade or Save better now ?

[fardels bear] 16/2/2021 18:07

I'm confident....

[thedudie] 16/2/2021 17:34

More big trades put through.
Seems most days there are big trades now - someone must be confident.

[nufc9] 15/2/2021 12:49

Appreciate the info. It certainly likes to consolidate! been the slowest mover of all my oil stocks... however i am patient and here for the long term. GLA

[bamboo2] 15/2/2021 12:36

SP is up approx 70% since November.

Consolidation is good.
Price can take a breather and gather strength for the next run.

Eod close above historical resistance at 77 confirms a target price at approx 100.6

[nufc9] 15/2/2021 12:07

Gotta admit I'm surprised at the slow progress of the share price considering the leaps and bounds made by oil price.

[mount teide] 15/2/2021 09:12

Brent up to $63.5 - that suggests with the current IMO 2020 premium the operating cash flow at both Montara and Stag has hit an astonishing circa $50/bbl.

[mount teide] 12/2/2021 18:18

Thommie....probably some II to II transactions at a pre-agreed price - trying to buy that volume in the open market would have seen the price race away from them.

[mount teide] 12/2/2021 17:29

Brent spikes to $62.75

[thommie] 11/2/2021 20:09

4mio shares buy reported afterhours... still share price just a little bit up today. wtf is going on here?

[thedudie] 11/2/2021 09:37

Yes I noticed that - still strong demand then

[c0lin1] 11/2/2021 09:29

those 73.1 are sells so someone must be mopping them up.

[mount teide] 10/2/2021 14:36

L2: moved from 3 v 3 / 70p v 73p ( then 4 x 74p and 4 x 75p)

To: 2 v 4 / 72p v 74p ( then 5 x 75p and 2 x 77p)

[thedudie] 10/2/2021 14:20

Looking strong today.

[bdroop] 10/2/2021 14:15

Seems to wake up a bit in the afternoons at the moment..

[croasdalelfc] 10/2/2021 14:15

Jan-Nov production was 11356 bopd (Dec 4 RNS): total 3798582 barrels
Jan-Dec prodcution was 11438 bopd (Jan RNS): total 4174870 barrels

Therefore Dec Production 376288 barrels : Exit Dec production : 12138 bopd

Maari current production Jan 2021 (from Horizon RNS) : 3657 bopd net to JSE

Total group production January 2021 : 15795 bopd

at circa $47/bbl operating cash flow : $742k per day/$5.2m per week/$22.3m a month

$268m a year

[mount teide] 10/2/2021 13:43

L2: 3 v 3 / 70p v 73p ( then 4 x 74p and 4 x 75p)

Actual spread: 71.1p v 73.0p

[mount teide] 10/2/2021 10:53

Marine Fuel Oil continues to strengthen ahead of the rate of increase of the Global Benchmark crude oil pricing:

Change compared to pricing on 9th December 2020 in brackets - (all prices rounded to nearest whole number)

$89 / (+14) - MGO - APAC Average
$77 / (+16) - VLSFO - APAC Average
$72 / (+16) - Jadestone / STAG - (est $11 / 18% Premium to Brent)
$65 / (+14) - Jadestone / Montara - ($4.0 / 8% Premium to Brent)
$63 / (+14) - Maari ($2.0 / 3% Premium to Brent)
$61 / (+13) - Brent
$59 / (+10) - HSFO - APAC Average
$58 / (+12) - WTI

$24/bbl - Est Stag OPEX
$18/bbl - Est Montara OPEX
$16.5/bbl - Maari OPEX

$5 - VLSFO/STAG Spread
$16 - VLSFO/Brent Spread
$18 - VLSFO/HSFO Spread

Jadestone should currently be generating circa $48/bbl of cash flow on the Stag production and $47/bbl on the unhedged Montara Production, inclusive of the IMO 2020 Premium.

Equivalent to over $200 million per annum of cash flow on an annualised basis inclusive of the Q1/2021 oil price hedge and, circa $265 million inclusive of Maari production;
based on an average of the current production for the year, which is likely to be highly conservative considering the in-fill drilling, well optimisation and pump replacement programme scheduled for 2021.

AIMHO/DYOR

[buffythebuffoon] 09/2/2021 08:51

Ah, that’s more like it thedudie.

English words and in recognisable combinations. 😂

Buffy