OllieRowe

Some of todays moves in O&G name's are surely part of an April fools joke 🤣

#KIST Oman deal still ongoing 👍

@bounceUk89 It does actually say it on the January update.

@RoweOliver Deadline? I don’t see any deadline on the rns

#KIST uncertainty around OMAN deal currently holding it back. Deadline for closure today so would expect update shortly and any confirmation of closure or at least that still going ahead should enable it to start moving higher. Holding 10WMA/50DMA and good relative strength.

@bounceUk89 Yes sorry this is not mentioned in the RNS's but is mentioned in both the recent PANMURE notes so id imagine its the date that has been guided to brokers, II's & HNWIs etc, but you are correct not a deadline which has been publicly stated. Likely more an internal target

#AET the kind of chart you dream of when you close your eyes at night. Phenomenal move and still a hell of a lot of near term catalysts to propel it further.

Excellent news this morning from #AET

@otemple79 @Riccardino999 @Spread_Bet Think your price parameters are spot on 🙏

@Riccardino999 @Spread_Bet I don't think your SOP valuation is far off, just don't expect AET to achieve that unless there is a competitive element AET have kicked this off so I'm applying a discount. I think worst case 90p best case £1.20 with the key variable being their alternative funding options

#aet #afentra This is major !!!!! Recent transactions suggest 30k$ per flowing barrel and 8-10$ per barrel of reserves Considering the upcoming growth in production what could be a fair sale price ? Production 15k bopd 2029 20k in 2030 2P reserves 36m barrels 2C 80m barrels

Bought back into #MTEC. Holding up very well in a poor market is telling IMO. Chart curving up and above 42p its blue skies. Could have a big move.

Apply multiples and you get 15,000 x30,000 = 450m$ = 335m£=148p per share 34m x 8$ (2P)+ 80m x 3$ (2C) = 510m$ = 382m£ = 170p per share And you still get onshore for free..... Curious to see what happens I m massively long and happy As you can imagine.......

Got to start with £1 at least you would think. #AET

Having O&G focused PF has been a real drag last 2 years or so but finally paying dividends. Cracking start to the year. #AET #KIST

@flaberghastedUK @baroninvestment @shareGBP Even 'if' days its still hard to foresee average 2026 prices <$80 for the year. Significant scope for O&G producers to re-rate even in that best case ceasefire scenario IMO. The damage is done.

@baroninvestment @shareGBP Allies putting lots of pressure on the US, Trump either has to double down and get it done or capitulate and try to take a win somewhere. Also don’t see it lasting much longer.

Price obviously comes down to duration and when things get solved. We are now in the 18th day of this Middle East war and the IEAs 400m barrels is equivalent to just 20 days of usual Hormuz supply. If there's no improvement within months I am struggling to see how OIL isn't $120-$130 as base-case. Do you see a resolution within days, weeks, months or beyond?

@baroninvestment Kistos looking at Acquisition’s in Africa perhaps? If so West Africa / Angola one would assume.

@zanmantate @OilinvestorAl @FriesNiklas @shareGBP Everyone has been asleep at the wheel far too long on oil. Peak demand, space capacity narrative been driven by mainstream in push to green initiatives. Then 1 week of supply disruption and the market cannot cope. Dangerous situation for world economy.

@OilinvestorAl @FriesNiklas @shareGBP True the market will always dump on headlines. But the fundamental picture has now changed. The most publicised oil glut in recent history is gone - fields are being shut in, storage being bombed, tankers blown up, shadow fleet drama etc. O&G investment landscape just flipped.

#oil 👀

#AET come on Afentra you should be at least up 8% based on Brent up 4.5% to $89.22. That means Palanca which Afentra sells, is trending around $91! Easy hedges at $85 but why hedge it here as the trend is up! finance.yahoo.com/quote/BZ=F/

Brent coiling for a move. With conflict not showing signs of abating probability would suggest up towards $90 over coming days. #AET #KIST need to be getting those hedges in even if expensive.

@HaraldHadrada2 @Space_Robot1 Depends what your playing, if your playing producers who have been able to hedge in the $80s then maybe not. Personally see oil higher. this conflict isn't ending in days.

@RoweOliver @Space_Robot1 By the time its calm will be the time to short oil and gas imo

Feels like a couple of 5-10% sell days may be coming up.

@Space_Robot1 @HaraldHadrada2 O&G performing relatively well but getting caught in the panic of liquidation/margin calls. When it settles will need to be repriced higher (assuming oil still high)

@HaraldHadrada2 Yes indeed mate. I’m very surprised O&G hasn’t done better. I’m seriously considering going 100% cash for a moment.

@MBdaytrading Bought a starter, hard to ignore that relative strength and looking firm.

#GWMO flat ! Decent in this market !!!