Serica Energy Share Discussion Threads

[dunderheed] 30/4/2018 09:43

People probably know my opinion of Namibia potential prospectivity, sqz assets there and char in general, so enough said!
However that is not to say humankind do need to explore these frontier areas and if we can get a free carry brilliant.
I don't expect us to be able to and then I don't expect it to be discovery either.
We have way more than enough to keep us busy busy and well positioned for production cliff a coming around 2020!

[sawney] 30/4/2018 09:28

Can't be bothered to register...any mention of CHAR seeing as they've just had a duster?. Taken a small punt this morning on their Namibia well...

Meanwhile...both GRAMPIAN TALISKER alongside Albert Quay (from the BRUCE field) and KL BRISFJORD (back from the rig)

BP Explo looking for a PSV this morning... for start tomorrow...maybe the KL BRISFJORD ?

[chestnuts] 30/4/2018 08:44

Good write up about Namibia , the big boys are returning as stability as come to Namibia.


hxxp://www.petroleum-economist.com/articles/upstream/exploration-production/2018/namibias-revival

[fardels bear] 28/4/2018 11:15

You're mountain biking up to Edinburgh?

[pineapple1] 28/4/2018 11:09

Trumpton has to make the Iran sanctions news by the 12th may so that may/may not have an effect.

[chestnuts] 28/4/2018 10:22

I didnt say i was that old

[dunderheed] 28/4/2018 10:19

Oh ok so mountain biking (off road?).
That's pretty dangerous for an 'oldie'?

[chestnuts] 28/4/2018 10:11

Dunderheed
I am probably older than you but i mountain bike and could be coming up to Peebles for a week in May, And the Mrs loves Edinburgh

[dunderheed] 28/4/2018 09:46

It will be very interesting matey. I don't know why I thought the sponsored cycle ride was August? What was that date again?
Now then whilst we're not busy what was all that daily sports mullarky you were talking about b4? What's your sport then (young?) man?

[chestnuts] 28/4/2018 09:25

Dunderheed

10th May was for Namibia, it will be interesting if on this cycle it comes through

[dunderheed] 28/4/2018 08:54

Chesty I've got 10th may in my diary as well matey for something or other?!

[chestnuts] 28/4/2018 08:28

I have a cycle and pattern which shows that by Wednesday the share price should break above 93p lets see if the pattern works out.

[pineapple1] 27/4/2018 15:27

Looks like the backwardation has been cured by a couple of small sells.

[pineapple1] 27/4/2018 15:18

Yes i agree its certainly felt like there has been a softly/softly buyer around for a while now. Lots of PI's selling small batches but plenty of em who are going to miss the big gains in the months into late 2018 early 2019....
imho

[dunderheed] 27/4/2018 15:11

Yes I'd noticed that.
I know I keep on saying it (and theres no proof just a hunch?) But I think we are still seeing a buyer hoovering up?!
Maybe someone trying to get in pre spud r3?

Edit I've had backwardation quoted to me by telephone broker b4 verbally. I had to explain that the prices she quoted would not be honoured and to refresh her screen LOL!!

[pineapple1] 27/4/2018 15:07

Offered 83.33 to sell. Thats a tight spread with published prices of 82.4 v 83.4

edit: and 83.3 to buy. Not often it costs less to buy than sell.....weird..

[dunderheed] 27/4/2018 14:29

FB they normally have good food on board anyway matey which Im sure would include some pizzas etc!

[bountyhunter] 27/4/2018 13:58

The Herald (25/4)

[fardels bear] 27/4/2018 13:44

Or maybe everybody has ordered pizza?

[dunderheed] 27/4/2018 12:54

Ha i was just about to ask about latest psv movements so thanks!!
The optimist in me is hoping maybe this weekend or next week we 'may' start to see rig movement?!

[farmscan] 27/4/2018 12:52

Supply vessel KL Brisfjord at Dolphin now, looks like it's come from Aberdeen. Don't know if that is relevant.

[dunderheed] 27/4/2018 12:19

Chesty as mentioned b4 (perhaps many times) I've seem periods as short as 7 calendar days.

[chestnuts] 26/4/2018 15:18

Fanshaw

If i remember preemption rights were with in 30 days

[fardels bear] 26/4/2018 10:27

You mean preemption rights? We discussed this back and forth when the sale of BKR was announced and concluded that yes, if it's a third party then interested holders do have preemption rights...

[fanshaw] 26/4/2018 10:03

When selling a stake in a field isn't there a set prochdure that the other

participants have priority rights to match outside bidder, if so will outside

bidder want to get involved with a smaller part of the sale?