@energyrealist Not sure why he said in the conf call, that we need to wait until 2027 to see other than prewar prices. They got like 5 more unsold cargos this year, were 3 should be dated brent
@Peter_Lukacs_R Thank you! Also please take a look on Norwegian $DNO. Before a play on Kurdistan. Now with a huge Norwegian production around 90k. MCAP 17B NOK. Not much being said about it.
@Henrik115@cactusmaac Enq has been around forever and whenever debt situation look good they add on another billion. Invested too much into UK? No significant buybacks even though cheap on paper. Now with oil high things look good again but I’m sceptical about mngmt, what are your opinion on them?
@Henrik115 They said they want minimum of 60 MUSD liquidity. Now its sits at 112 unrestricted. With current oil prices, they should be able to finance all this and still pay a dividend?