Month: March 2014

Oil price, Ithaca, IGas, Sundry and finally…

WTI $101.67 +39c, Brent $108.07 +24c, Diff $6.40 -15c, NG $4.49 -5c Oil price And still we stay range bound with few influences on the oil price and traders telling me that for choice they are bearish at the moment with refiners

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Oil price, Eni/Galp, Hurricane Energy, Nighthawk, Lamprell and finally…

WTI $ 101.28 +$1.02, Brent $107.83 +80c, Diff $6.55 -20c, NG $4.58 +18c Oil price WTI is still the go-to marker at the moment and news from the US is still reasonably good on the economic front although a Fed

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Oil price, Afren, Mediterranean Oil & Gas, Sundry and finally…

WTI $100.26, +$1.07, Brent $107.03 +4c, Diff $6.77 -$1.03, NG $4.40 -1c Oil price Once again I have not much to report, WTI rose yesterday on the back of Barry in the Maison Blanc saying that he was considering tougher

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Malcolm Graham-Wood on Tip TV, 26 March 2014

Malcolm Graham-Wood – MalcysBlog discusses: Hurricane Energy (HUR), Petrofac (PFC), Cairn Energy (CNE) and Xcite Energy (XEL).

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Flash blog, Lamprell and Caza

Lamprell At first glance the Lamprell figures for last year are in line with lower expectations but there is a profit warning in there. ‘Lower recent order intake means that revenues for 2013 and 2014 are expected to be lower’.

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Oil price, Faroe, Caza, Sundry and finally…

WTI $99.60 +14c, Brent $106.81 -11c, Diff $7.21 -25c, NG $4.28  -4c Oil price Still fairly subdued in the oil markets although the usual geopolitical ghosts are wailing quietly in the background. For choice my traders tell me that crude

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Chariot’s on fire: Malcolm Graham-Wood on Interactive Investor

Malcolm Graham-Wood of HydroCarbon Capital has been impressed at how chief executive Larry Bottomley has reinvented Chariot Oil and Gas and diversified their portfolio to include exposure to Brazil and Morocco, as well as Namibia.

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Premier Oil changes crucial to Falklands development: Malcolm Graham-Wood on Interactive Investor

Malcolm Graham-Wood sees management changes at Premier Oil as the event most likely to impact on exploration in the Falkland Islands, and forecasts that Sea Lion will produce by 2019.

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Gulf Keystone listing looms: Malcolm Graham-Wood on Interactive Investor

Malcolm Graham-Wood believes ‘longer term, Gulf Keystone is worth several times what it is at the moment’, but it is going to take time for the company’s “significant” value to be realised.

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Oil price, Kentz, Petrofac and finally…

WTI $99.46 +56c, Brent $106.92 +47c, Diff $7.46 +44c, NG $4.31 -6c Oil price A quick and dirty blog this morning, I am off to the Kentz meeting, will add more later if appropriate otherwise flesh out the bones for

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