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  nikicheong This is a medium-sized gas FPSO that should be of strong interest to Bumi Armada. Might even drive cost synergies with their existing operations in Vietnam (i.e. TGT FPSO). 09/04/2024 12:09 PM Cockcroach The person bought such a big chunk. He wants to guarantee himself that hr got those 4+ mil lots before Raya 09/04/2024 6:48 PM Gabriel Khoo https://www.telegraph.co.uk/business/2024/04/09/biggest-north-sea-oil-find-in-decades-drilled-first-time/ 10/04/2024 2:16 PM daretocutandchange hibiscus same situation too,last minute buying ordered at 2.8 suddenly up from 2.73 10/04/2024 4:49 PM nikicheong Well it that case, might've been some last minute sector rotation in to O&G stocks, perhaps on a bet that crude price will continue rising over the Raya break. 10/04/2024 6:19 PM rohank71 Hold BA ... only cut loss at 58... upside can be very good.... it has been gradually moving which is very good vs a spike which most traders prefer. 10/04/2024 11:00 PM rohank71 true #cockroach... but that's what TA is all about. if bounce back to 59.5 buy back at 60. just like right now, the shorties need to cover the short positions as it has gone above long-term resistance of 58. 11/04/2024 10:57 AM nikicheong New Indonesian FPSO tender: https://www.upstreamonline.com/field-development/feed-tenders-launched-for-platform-and-floater-for-indonesian-oilfield-development/2-1-1624929 Bumi Armada's experience with the Kraken heavy oil field might give them an advantage here. But it's possible that this project might not be financially sound. 11/04/2024 2:09 PM steady31 UK EnQuest 's Bressay new oil discovery of up to 600m barrels of oil so near to Kraken that it is conceivable that Armada's kraken FPSO may be engaged to process and export its newfound oil 11/04/2024 5:16 PM steady31 https://www.telegraph.co.uk/business/2024/04/09/biggest-north-sea-oil-find-in-decades-drilled-first-time/ 11/04/2024 5:21 PM nikicheong Bressay gas tieback to Kraken FPSO will cost GBP60mil. Some of this will go to Bumi Armada as they will play a key role in the tieback to the FPSO. 11/04/2024 9:11 PM nikicheong Kraken diesel consumption to reduce by 80% with this measure. Currently, diesel spend at Kraken FPSO is around GBP30mil per annum. 11/04/2024 9:31 PM nikicheong Enquest will consider purchasing the Kraken FPSO - depending on the situation at the time. But negotiations / discussions on this are ongoing. 11/04/2024 9:37 PM nikicheong The Enquest's investor meet was very positive on the Kraken development, upcoming Bressay gas tieback, and future Bressay and Bently oil tie back to the Kraken production hub. 11/04/2024 10:16 PM Gabriel Khoo https://www.ogv.energy/news-item/enquest-to-drill-biggest-north-sea-oil-field-in-20-years 13/04/2024 12:31 PM bullrun168 If Iran attacks Israel, Middle East turmoil could lift oil past $100 a barrel Published: April 12, 2024 at 1:22 p.m. ET By Myra P. Saefong https://www.marketwatch.com/amp/story/if-iran-attacks-israel-middle-east-turmoil-could-lift-oil-past-100-a-barrel-fd76ea09 Oil prices could rise by $15 a barrel if all of Iran’s output is interrupted: analyst Oil traders know the all-too-familiar drill: Heightened tensions in the Middle East have led to a rally in prices — so far to the highest intraday levels in six months. If Iran, one of the world’s largest oil producers, gets directly involved, however, a return to prices of more than $100 a barrel may soon follow. “Nobody wants to be short heading into the weekend,” said Manish Raj, managing director at Velandera Energy Partners. “If the conflicts escalate over the weekend, short sellers will lose their shirts when they wake up on Monday.” What’s happened An April 1 airstrike on Iran’s consulate in Syria, which Tehran has attributed to Israel, killed seven Iranian military officers and prompted a vow of retaliation from Tehran. Since the start of the war in Gaza in early October, there has been a rise in clashes between Israel and Iran-backed Hezbollah militants based in Lebanon. Hamas, which governs Gaza and launched the Oct. 7 attack on southern Israel, is also backed by Iran. News reports have said that an Iranian attack on Israel is believed to be imminent, with the Wall Street Journal reporting the possibility of an attack as soon as Friday or Saturday. The U.S. Embassy in Jerusalem issued a travel advisory on Thursday, warning U.S. citizens in Israel against travel outside of major cities such as Tel Aviv. John Kirby, the Biden White House’s adviser for national-security communications, told reporters Friday that the administration is “certainly mindful of a very public, and what we consider to be a very credible, threat made by Iran in terms of potential attacks on Israel,” and that it was watching developments “very, very, very closely.” Oil rally Prices for oil have climbed so far this month alongside the rising tensions in the Middle East, with U.S. benchmark crude futures trading 5% higher and global benchmark Brent crude gaining closer to 6%. In Friday dealings, May West Texas Intermediate crude CL.1 CLK24 was up 76 cents, or 0.9%, to trade at $85.78 a barrel on the New York Mercantile Exchange after trading as high as $87.67, while June Brent crude BRN00 BRNM24 climbed 90 cents, or 1%, to $90.64 on ICE Futures Europe following a high at $92.18. Both touched their highest intraday levels since October. 14/04/2024 9:56 AM nikicheong Might be good time to exit if Bumi Armada's share price spikes up in the coming week due to macro factors, namely MidEast tension and the ensuing spike in crude oil prices. Note: This applies for those who've lost faith in the company's future potential. However, this might also be a pivotal moment as a contract award / extension or other key announcement (such as debt refinancing) might just be around the corner. 14/04/2024 2:32 PM marlboroman2 TASI Tadawul Saudi market index which reopened today on Sunday after the long Eid holidays was rather muted (dived down at the opening hour but had clawed back almost all points towards the closing) 14/04/2024 9:10 PM nikicheong Potentially negative news: https://www.upstreamonline.com/finance/uk-north-sea-producer-waldorf-facing-liquidity-concerns/2-1-1626872 15/04/2024 5:38 PM Gabriel Khoo Nik. I think its still managable given that the JV only 1/4 even if the field is to be liquidated 15/04/2024 6:43 PM Gabriel Khoo https://www.energyvoice.com/oilandgas/551730/waldorf-prodution-no-comment-on-liquidity-woes/ 16/04/2024 12:20 AM Gabriel Khoo https://www.energyvoice.com/oilandgas/551730/waldorf-prodution-no-comment-on-liquidity-woes/ 16/04/2024 12:20 AM zonefinder Looks like its mostly the retail sellers. Large and institutionals are buying ie inflows. Wonder if its reaction to Iran lobbing drones and missiles into Israel and possible reaction from latter. 16/04/2024 11:27 AM Ninja _07 Other O&G counters rebounded. Armada's drop could be a mixture of: (Geopolitical + Waldorf) = then must watch closely the price movement as most likely price will be shaken a bit; (Geopolitical Only) = then the price will rebound back to 0.62 16/04/2024 2:06 PM steady31 There is not going to be a problem from 29.5% owner Waldorf..EnQuest which holds 70,5% can easily pick up any shortfall as it has just struck 2 huge oilfields in Bressay and Bentley .Just buy low now and sell at 0.68 16/04/2024 5:12 PM ITreeinvestor Is there any news regarding the final acceptance of Sterling V? It is expected to be completed this month. 17/04/2024 10:36 AM nikicheong Sterling V acceptance is not happening this month. Still 3 to 6 months away, at minimum. 17/04/2024 10:56 AM rohank71 back to 58... must NOT break or else the uptrend is over...wait for next one. 18/04/2024 9:23 AM Ninja _07 Guys, I am off-loading for now... I think the Waldorf issue is a concern for now... See you all in the next round yeah. Will be back soon! 18/04/2024 11:30 AM rohank71 #TimCoke.. the same here... looking forward for a good QR and also some notes in Annual Report and AGM presentation before end of May. 18/04/2024 11:41 AM Ninja _07 Misc, dayang, hibiscus, perdana, dialog all went up .. but armada going down 🤔🤔 19/04/2024 3:44 PM marc9enterprise Ooops.... mouse pointer on the X .....accidently click and delete my own comments ... .hahaha 19/04/2024 4:40 PM  | |
