Harbour Energy Share Discussion Threads

[whiskeyinthejar] 18/3/2019 08:31

Opec / non-Opec partners are holding their first JJMMC meeting of the year today in Baku



Russia says it will be in full compliance with its commitment by end-March or early-April.

[johnwise] 18/3/2019 08:03

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CFTC Commitments of Traders – Bets for Higher Crude Oil Price Increased as Shorts Trimmed Sharply

[steve73] 18/3/2019 01:27

I prefer to check the total stock-on-loan, but that only updates on c. 5th of each month for the previous months averages. Not sure if it would be upto date if you were a fully paid up member though.

[seangwhite] 17/3/2019 20:31

Thanks db let's hope the shorts are to be proved correct in reducing their positions. Zama news could help them accelerate the downward move in their positions.

[onedb1] 17/3/2019 20:27

Yes here Https://www.shorttracker.co.uk/company/GB00B43G0577/

[seangwhite] 17/3/2019 17:58

Any published numbers on the current short position db

[onedb1] 17/3/2019 15:13

Shorts reducing by the way . Noticed nobody was posting about it .

[undervalued companies] 16/3/2019 21:17

Nice bowl moving upwards on chart of Pmo more thoughts on @chrisoil Twitter

[ggm5d] 15/3/2019 21:33

Sold. back to 80-ish before it heads north again?

[s34icknote] 15/3/2019 16:22

Brent starting to rise again Sicknote

[gordo58] 15/3/2019 13:54

did the 80's really last this long ? - stuck in the 80's - could be worse ...I suppose

[stansmith3] 15/3/2019 12:58

exports in us very high this week, bodes well for draws continuing

[rbonnier] 15/3/2019 12:15

Looks like poo is going to send us red pity as good momentum was building .Shoukd have known though !

[onedb1] 15/3/2019 11:31

Not really . Escalating conflict in that region is not good at all . India's economy would inevitably take a hit . Plus on a human level I'd rather no conflicts anywhere . It's always the innocent that suffer. On both sides .

[lbrokes] 15/3/2019 10:54

Roses and The Monday's - Madchester Rave on

[s34icknote] 15/3/2019 10:24

430 k buy at 10.16Sicknote

[manics] 15/3/2019 10:13

We've had Goldmans' RNS's every 5 minutes for a few months, so why is is not reflected on IR?

[drattuts] 15/3/2019 10:07

RNS - Goldmans increase holding

[marmar80] 15/3/2019 10:07

Rockhopper should move up too imo. Just looking at the charts similarities.

[whiskeyinthejar] 15/3/2019 10:03

Transcript from Talos earnings call is maybe worth a glance for Zama bits:

Booking reserves:
"We're currently active in our second appraisal of the Zama-2 sidetrack, which is a straight hole north of the original Zama-1 location. We've recently completed coring operations there and we expect to start our flow testing in the coming weeks. We will announce more details when those operations are complete. We will then move to the Zama-3 location, which is south of the dispersed discovery well, where we will repeat those coring operations. The appraisal program should be completed by mid-year, at which point the resource range will be narrowed when we get close to the FID and book these reserves and approved and probable. And again as a reminder, it's currently booked as a contingent resource. Concurrent with these activities, we'll continue to work diligently on our pre-feed efforts with the goal of pushing this project toward FID in the first half of 2020, which could allow us to have production online in the second half of 2022. Again, that -- what makes these economics that this project so unique is the size of this resource in shallow water depths. We have around 550 feet of water here, which allows for fixed structures, dry trees and maximum flexibility in fully developing the assets."

Question on timing of the Zama-3:
"I think it's all fairly well laid out in the guidance. We've got -- we are in the middle of the coring operation, I think we've mentioned we successfully completed that. That's -- those are tricky operations. Those are things we don't always do in the US Gulf of Mexico side, but with this type of discovery, that's something we wanted to do here. Then we get into these drill stem test and we have several spots we want to go try to perforate and flow back to the surface and look at deliverability, we may add one. So there's some things you might have to adjust on the fly and all that needs to be completed and then we go down to the Zama-3 location, which again is south of the first location. So there's a lot to go -- that goes on there. And we think the most appropriate thing to do is, kind of complete each operation and then let you guys know how things are going. I would suspect again, everything done by mid-year is still a very reasonable goal. And so I think you're going to see a couple announcements between now and then."

First oil in H1 2022?
"Do we have delays with the change in administration? We have not had any. And so we anticipate that everyone's working in the best interests of the goal, which is to achieve production as fast as possible. And can all that come together and what we hope will be the first half of the year 2020? It certainly could. Could some of those things outside of our control create a small delay? Again, it might as well. That's balanced by the fact though that we are in shallow water. And what we're going to be doing on a development scheme isn't as complicated as maybe some other water depth. So all of that's kind of out there as you think about that distance the first production."

[ny boy] 15/3/2019 09:55

Leaving the 80’s put the vinyl away, bring out the CD’s, rave parties ,All Saints, drugs Royal family divorces, the 90’s are coming

Great time with (MTRO) & (PFC) cranking up, plenty of opportunities in this market, make hay whilst the sun shines.

[eodfire] 15/3/2019 09:48

Looking a lot better here. Could be back to 100 quicker than expected imv.