Oil & Gas Tracker
2.3K posts
Oil & Gas Tracker
@OilGasTracker
Sharing the latest analysis and data on the E&P sector.
Se unió Aralık 2017
308 Siguiendo3.3K Seguidores
Below is my excuse for not having passive income (ie I have a bad attitude). What's yours? And why's that?
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#EPP EnergyPathways has announced one of the most dilutive funding packages seen on AIM. £5m loan which is convertible into shares and £10m ATM facility.
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@blueprintsmb22 Are most plastic raw material prices up 100% since the war begun?
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I worked in public markets for almost 2 decades, and tell people the same. Spend less than you make and buy ETFs. That's what I do except when I see single stock dislocations or when my resin costs double and I sometimes debate using company cash to buy calls on energy stocks
Chris@StonkChris
Having traded markets for nearly a decade, I still get asked the same question over and over: “How do I become a trader?” And my answer never changes: Don’t. Seriously, just DCA into the S&P 500 $SPY every two weeks, close the app, and go live your life. Because what most people see on FinX isn’t the reality of this game. This isn’t a side hustle and it’s not a casual skill you pick up on weekends. It’s a full-blown obsession. But...if you want to become a trader...and if you want even a chance at surviving in this arena, you have to live it, breathe it, and eat it…Every. Single. Day. You’re constantly processing: • What’s the next trade • Which narratives are emerging • Who’s breaking out vs who’s lagging • How sentiment is shifting day to day • Macro, rates, geopolitics • What bonds are doing at 6am…or midnight • Indicators across multiple timeframes And that’s just scratching the surface. It never shuts off. Not when you wake up, not when you go to bed. Your brain never shuts off; it’s constantly running simulations. Hell, I’m dreaming in numbers at this point. And here’s the truth no one wants to hear: You have to be a little insane to choose this path. Years of pain, emotional swings, and getting humbled over and over and over again. You don’t come in and start winning. You survive first. You blow up ideas. You question yourself. You hit points where most people would quit. You’ll find yourself in some very dark mental places and you’ll have to claw your way out on your own, because at the end of the day, this path is a lonely one…get used to it. But that’s where real risk management is born. That’s where discipline is built. And if you’re not thinking about markets at a borderline obsessive level…If you’re not wired this way…You’re not making it. Not long term. It took me over 5 years to become consistently profitable, but I knew how obsessed I was. Quitting was never an option...not until I made it. FinX has turned into a highlight reel, with everything optimized for instant gratification and almost no real emotion or honest testimonials. So tonight, I’m sharing the raw truth…what my mind is actually processing every single day of an everyday trader. And one more thing, albeit I already mentioned it, get comfortable being alone. Don’t expect to explain your life to “normal” people…they won’t get it. Most will assume you’re never going to make it anyway.
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UK WILL TAKE INITIATIVE TO REOPEN STRAIT OF HORMUZ DURING US-IRAN TENSION.
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@baroninvestment Have the company confirmed if the Oman oil sales gets the premium price at the port or if there is some middle man taking a big cut?
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Every day that Brent and Gas trade at higher prices is a very good day for KISTOS.
No idea how long this messy situation drags out but I do know that cash from operations (optimistically or foolishly annualising $80 Brent) exceeds the market cap. I’m using that level as that’s the back end of curve even if the company doesn’t tap it. Should they? They don’t have a policy of doing so (unless to protect against capex or debt obligations) but I would favour maybe 25-35% of production being locked in - even on a rising front and back end.
If the group was net cash already the shares are more than double here so one question is when is that inflection or even close? I say that because holders have fond memories of Rockrose and there’s obviously the scope to do even bigger deals whilst the probabilities of buybacks soars. Of course, it’s not all about price but it’s crucially volume and it’s extremely pleasing to see a high guide into 2030 (the first message to the market). Of course, Andrew and Peter are rapidly growing this again now (with the distraction and shock of the uk levy behind) so a 30,000-40,000boepd range is maybe more of a priority.
Oman shortly completes shortly and we know prices in the region are now nearing $170 (a huge premium over the benchmark).
Norway economics significantly improve in 2026 so this oil move is really substantial for the firm.
These two geographies comprise >70% of production with the surplus coming from Netherlands and UK.
The shares have underperformed a little lately but the longer they stay down the more they are underpinned. Management delivered mouth watering returns before and I do think this is shaping up for something special again.
ZeroSpartanOne@Whodareswins77
Added more #KIST this morning. Must be throwing off some serious cash now..
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@RealPeterLinder European gas prices will take a big hit tomorrow.
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Three months ago, I started recommending $TNZ at $31. The stock has gone almost straight up since then as I must have posted on $TNZ dozens of times. Right now it is at $53.30.
On Wednesday, after they release their 2025 results, the stock will head to $60 and then $80 by July 1.
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@Big_Orrin The UK North Sea production has been in decline for 20 years before the EPL and stricter drilling licences was implemented. The North Sea wont fix the UK energy problem.
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The Gerald R. Ford aircraft carrier is now at Souda Bay, in northwest Crete, in what looks like a re-supply stopover (She was aided by tugboats into the bay, so she's stopping there). In recent days, aircrafts had been moving stuff between Naval Station Rota and Chania airport.
Javier Blas@JavierBlas
The Gerard R. Ford aircrarft carrier crossed the Strait of Gibralter on Friday (Feb 20th). From there, it's ~4 days to the Eastern Mediterranean. The carrier should be near Israel by the middle of this coming week (depending on any re-supply) and/or waiting for other vessels.
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@DeItaone The US spends $100m on defence per hour, every hour of the year. This means nothing.
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IRAN STRIKES €500M MISSILE DEAL WITH RUSSIA
Iran has agreed a secret €500M arms deal with Russia to acquire advanced shoulder-fired “Verba” missiles, aiming to rebuild air defenses damaged in last year’s war with Israel.
The deal includes 500 launchers and 2,500 missiles delivered through 2029, strengthening Iran’s ability to target drones, low-flying aircraft, and cruise missiles.
The agreement comes as Donald Trump increases military pressure on Tehran over its nuclear program.
While the systems won’t dramatically shift the balance in a major conflict, they could raise risks for low-altitude operations and signal deepening military ties between Iran and Russia.
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PetroTal #PTAL is finally delivering some good news. Petrotal has replaced the tubing in the five leaking wells, stabilizing production. Ending the year with $139m in cash, higher then expected. The next key development will be the restart of drilling.
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#ECO Atlantic announce strategic partnership with Navitas Petroleum over Orinduik Block and Block 1 CBK. With an initial payment of $2m and possible additional payment of $2.5+$4m and carry. The farm-out terms are probably not what the ECO shareholder has been holding out for.
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@JavierBlas Feels like what has happened from 30 Oct to 1 Dec could be a book in itself. Tornqvist on the verge of acquire a business making $2bn in profit for cents on the dollar to 1 month later being forced to sell his life work.
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BREAKING: Oil trading giant Gunvor announces a management buy-out, with co-founder Torbjörn Törnqvist selling its stake to a group of employees. The company has not announced any financial details.
The move comes days after the US Treasury called Gunvor the Kremlin's puppet.
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@BurggrabenH How do you expect the TLW refinancing/restructuring to play out?
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For both Tullow Oil & Kosmos Energy, the Jubilee field is the key to repaying debt. But the field is not cooperating anymore.
Here is an easy way to visualise this besides the clear production warnings: reserves are falling quicker than what has been produced for the period as well data disappoint, leading to reserve downgrades.
Avoid both bonds. A debt restructuring is likely for both companies (anavoidable for Tullow). The equity? Worthless into this oil bear market.
1/2 @Geology_James
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@Ronmarkets2 Just like all celeb would move if Trump won.....
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Diviersified Energy have some explaning to do. #DEC $DEC
ShareCounting@ShareCounting83
Diversified Energy $DEC #DEC raising 2025 EBITDA and FCF guidance in their Q3 report from last night. In reality they are reducing guidance if you adjust for one-off land sale. In H1 they sold land for $70m and in Q3 $74m. The high level of land sale is a result of the recent large acquisition which are being optimized, but its a one-off. Why DEC is including gains from land sale in EBITDA in the first place is mind boggling.
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Sky News reports that a possible deal between Tullow Oil and Meren Energy has fallen apart. #TLW
Mark Kleinman@MarkKleinmanSky
Exclusive: A combination of London-listed Tullow Oil and Toronto-listed (but Africa-focused) Meren Energy has been called off in recent days, according to people close to the talks. Tullow has a market capitalisation of roughly £275m, substantially less than Meren’s. More soon.
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#ZPHR Zephyr Energy reported Q1 production for the Williston assets at 756 boepd. The one year decline is now 34% which is rather high for the Williston basin.
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