In 2022, Peru exported $509M in Crude Petroleum. The main destinations of Peru exports on Crude Petroleum were Brazil ($259M), United States ($250M), Netherlands ($255), Sweden ($170), and Ecuador ($10).
i think we will not have much problems with the us tariffs directly |
January will be a new production record. Nearly 23000 bopd offtake from Bretaña alone! |
Is there always one? |
Why not wait for double bottom? |
Seems oddly overlooked now. I'm with malcy on this one! Thinking of topping up at this level. |
I think PTAL has more depth than that. Country risk aside, it is not really a punt these days. |
Nice interview with some interesting insights, |
This share is a punt on the CEO. If he is as good as I think he is, shareholders will be richly rewarded. |
Seller back on the UK market? Seems odd that the share price is different between the two listings.
And why are PTAL (or their broker) buying back both on LSE and at a higher price on the TSX? Why not use all their budget on the cheaper LSE share instead (could even resell them on TSX for a profit!)
London 39.00p - 40.00p sell/buy
Toronto 40.70p - 41.27p sell/buy |
H7 not actually a bad way of putting it. |
New presentaion up today with some fixes. They kept the matrix as is, but added in text that it includes 55M in dividend and 2M in buybacks. |
He's a lucky Pflucker!
I'd be more unhappy if he just sold the freebie shares, or if cash was paid instead of shares. At least it aligns the board with us shareholders.
Huge finish in Canada. Closing spread of 42p / 43.75p equivalent. |
These PSU's do niggle me, over 5m issued, waste of time having buybacks.
This really is the only blot on a good company.
Also putting it out at 6.20pm on a Friday doesn't sit well. |
Fantastic update and guidance. I hold my hands up to trying to trade a few of these - sold about 1/4 of my position at 39.88 hoping to buy back at 3% - 5% cheaper in the near future.
Today's update has scuppered that, and I bought back at 39.94.
Looks like another little mistake picked up on this BB, following the incorrect ex-div date RNS. I wonder if it's the same person responsible for both? If so, definitely need to get them some extra training, double-check details before publishing something. |
H7 thanks for that, perhaps company could employ a proof reader. |
Will be a new pres out by Monday with correct matrix and some other minor fixes.
Atlest it will be correct for London week |
"Looks like an error, looks like they have included the dividend as in subtracted 55M from every post."
Yes, the guidance per RNS today is $60m of free 'funds flow' @ $75 Brent and 22k bopd. |
interesting detail
zeus uses long term 65 usd/bbl brent price
zeus 70 usd/bbl and the company 75 USD/bbl for their 2025 calcs
so much for the exact relevance of the numbers.
but combined give a clear picture |
Looks like an error, looks like they have included the dividend as in subtracted 55M from every post.
A mail have been sent, I will update |
S93 - I agree that there isnt much cash headroom but management is also being pretty conservative in their forecast over the dry season and potentially the oil price used.
Fingers crossed both are beaten as would like some extra divi ;-) |
S93 looking at that myself, is that correct I thought. |
Slide 37 is a wee bit concerning - appears there's not much wiggle room in rate achieved or oil price in their FCF delivery?
Also, I can't really see the point of the share buybacks, unless to try to create a stable market. The $0.2MM/month is only 420k shares at current price. I'm sure there are posters here with more than that |
MT good bit of trading, always keep a core holding myself as divi very appealling, trade a miniscule amount around the edges.
Upwego second that statement by you. |
January presentation |
I bought smore this morning; that is my second top up this year. |
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