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Bullboard Post History

by Suppe11

T.VLE

RE:Offshore serivices prices up 27%

Thailand is shallow water. World wide there are so many jack-ups cold+warm...

January 15, 2024

T.AOI

RE:Loneguardian

Malpeque2 wrote: Good to know at least Firstword and Suppe11 have an...

January 13, 2024

T.AOI

RE:RE:RE:venus deal: from 6 to 3% reduced but carried till production

Malpeque2 wrote: What is "Impact mm".   Your abbreviation...

January 11, 2024

T.AOI

RE:venus deal: from 6 to 3% reduced but carried till production

Looks my thesis was spot on in May (and before): "To me, the main...

January 10, 2024

V.NKL

RE:RE:RE:RE:RE:RE:Nickel 28 Files Fiscal Q3 Financial Statements

microcaptt wrote: I would not use a  P/E as the proxy for valuation of a...

December 30, 2023

V.NKL

RE:RE:RE:RE:Nickel 28 Files Fiscal Q3 Financial Statements

ICNick wrote: I agree with your analysis. I also do not believe nickel...

December 29, 2023

T.VLE

RE:RE:Oil price 2024

AucontraireII wrote: All well and good, but neither they nor anyone else has...

December 26, 2023

T.AOI

RE:Another Twitter post

Ferryboy wrote: https://twitter.com/kashyap286/status/1732253550711865753 ...

December 12, 2023

T.VLE

RE:RE:If you are selling, give your head a shake....

You want the sp to go down. Look what other companies did, which made an...

December 2, 2023

T.SOIL

RE:hedged.

Seems more like you're missing, that they hedged (some) below these lower...

November 22, 2023

T.AOI

RE:RE:RE:Odd dividend policy

Seems like the flow test ist meh/neutral since the sp has done nothing. Total...

November 22, 2023

T.VLE

RE:RE:RE:RE:RE:RE:RE:RE:RE:Wassana

Overertune wrote: Will capex increase a lot with additional rigs? Just a...

November 20, 2023

T.VLE

RE:DEEP = FUTURE

cyber37 wrote: As I said before; the deeper potential encountered in Wassana...

November 20, 2023

T.AOI

RE:RE:RE:Quarter and beyond

Yeah, to be more on point...they said, that they wanted only near term...

November 20, 2023

T.VLE

RE:RE:RE:RE:RE:RE:RE:Wassana

goldwatch69 wrote: One of us is right. We will see what the next 3 quarters...

November 19, 2023

T.VLE

RE:RE:RE:RE:RE:Wassana

Carbonbull wrote: Welcome your thoughts , they are certainly worthy of...

November 19, 2023

T.VLE

RE:RE:RE:RE:RE:Wassana

I did my homework and you a) got no clue b) didn't read my post carefully...

November 19, 2023

T.VLE

RE:RE:RE:Wassana

goldwatch69 wrote: Q1 or Q2.  More like 27,000 bopd.  Wassana could...

November 18, 2023

T.AOI

RE:Quarter and beyond

I noticed, that they changed the strategy (without saying it) from...

November 18, 2023

T.VLE

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:A fine quarter , a little timing difference in cash flow

BERationale wrote: Per Eight Capital note below... Free cash flow looks...

November 16, 2023

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