February Bucket list update…

It's Bucket List time and the February update is out today, cue trauma.....

Oil price, DGO, Far, Ascent, SDX – And finally…

The oil price will have done well to increase on the week in the face of the inscrutable Chinese virus as well as the 1H oversupply situation but Opec+ production cuts will help that. Today DGO announce a buy-back, on an 11% yield punters should follow, Far suffer at the hands of the Court of Arbitration but are set fair in West Africa. Ascent Resources, where shareholders have been crying out for restructuring have now got just that and SDX spud at South Disouq.

2020-02-14T13:12:02+00:0014 February 2020|Categories: Daily Blog|Tags: , , , |2 Comments

Oil price, Rockhopper, Chariot, SDX, Europa – And finally…

Oil came back sharply yesterday as the Saudis said that production would be back to normal by the end of this month, way sooner than expected. Rockhopper results are fine but its all about Sea Lion which is progressing waiting for senior debt and of course the Ombrina Mare arbitration. At Chariot they have a CPR over additional prospects in the Lixus licence which takes the number to over TCF. SDX has had a find in Egypt and adds 315 b/d to production and EOG has been awarded an offshore licence in Morocco, the current hot post code internationally.

2019-09-18T12:19:09+01:0018 September 2019|Categories: Daily Blog|Tags: , , , |4 Comments

Bucket list 6 month update.

Today is the interim Bucket List with a look at performance since February, the good the bad and the ugly and with two stocks dropping out to be replaced in the list.

Oil price, JOG, Premier, SDX, Getech, Falcon – And finally…

Oil is quiet ahead of the statement from Jackson Hole where Fed Chair Jerome Powell speaks later. Jersey Oil & Gas has announced another licence award with the gain of 21/2a containing the Glenn oil discovery in the Greater Buchan Area. Yesterday Premier announced results proving consistent operational success, specifically from Catcher, selling Zama and expecting Tolmount to deliver next. After that Sea Lion is the biggest growth area and elsewhere in the portfolio things are good. SDX in line with expectations, Getech continue to restructure and Falcon get the all clear to drill in the Beetaloo.

2019-08-23T12:16:54+01:0023 August 2019|Categories: Daily Blog|Tags: , , , , |2 Comments

Oil price, Predator, VOG, SDX, Gulf Keystone – And finally…

Oil is quiet and after a modest fall last week traders are uncertain which way to go, with production cuts or GDP cuts? Predator has announced that Ram Head, its Celtic Sea gas discovery will now look more interesting after the Irish govt decided not to proceed with the Climate Emergency Bill. VOG updated by just a few days and are also getting paid, GKP are buying shares back and SDX are sort-of on time with South Disouq...

Oil price, Savannah, IGas, Rose, Union Jack, Gulfsands, SDX, President And finally…

Oil prices are quiet ahead of G20 and the ensuing Opec+ meeting. I talk about Savannah Petroleum this morning as the completion of the Seven Energy deal nears, I also discuss IGas and their appeal being called in, Rose with a strengthening of management and Union Jack on the raise. I talk about the SDX well in Egypt and give links to an interview with Peter Levine and my Podcast with Doc Holliday of TMS.

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