Search found 541 matches

by PeterGray
August 17th, 2019, 12:21 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 682
Views: 105773

Re: Hurricane Energy (HUR)

I believe pressure data in such a fractured reservoir (assuming good aquifer support) will be meaningless. The important piece of info for determining reserves is water cut. That is not the company's view. There is a lot of discussion of pressure date in the recent Capital Markets Day presentation,...
by PeterGray
July 30th, 2019, 11:43 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 682
Views: 105773

Re: Hurricane Energy (HUR)

It's clearly based on HUR's recent CMD, and presentations. And nothing new in there for anyone who watched the CMD video. However, as Nen says, it does give a good overview. And not everyone has watched the CMD. It's not completely without value, though it's important, as you flag, that readers are ...
by PeterGray
July 16th, 2019, 6:59 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 682
Views: 105773

Re: Hurricane Energy (HUR)

Therefore CA can be tweeting up with one hand whilst selling down with the other. Whether this is allowable, legal, or good practice I do not know. No idea on legality, but I think we all know it would not be "good practice"!. However, I'd also doubt this is happening. Someone has placed ...
by PeterGray
July 11th, 2019, 1:44 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 682
Views: 105773

Re: Hurricane Energy (HUR)

If this is to be taken at face value, then the WD conclusions are: 1. Previously they have described Lancaster oil as being (my notes) "Lancaster: Light oil with fairly low GOR approx. 405 scf/bbl. 38 API no H2S or CO2 Little biodegradation" which we now know (per EPS) is 360 scf/bbl. My ...
by PeterGray
June 20th, 2019, 9:46 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

So a new model that the Audi lovers want is selling, but how many Audi lovers are there? Quite a few. Probably more than the demographic who lust after Teslas. We can have endless, nearly pointless, arguments along these lines. But if you seriously deny that Tesla faces immense headwinds against th...
by PeterGray
June 20th, 2019, 8:54 am
Forum: Brokers and Share Dealing
Topic: Online access with Power of Attorney
Replies: 7
Views: 2253

Re: Online access with Power of Attorney

You can set up 3rd party authorisations with some online brokers. I have one with Selftrade, and used to have another with Barclays, till their new systems stopped it. Could you set up a 3rd party authorisation, using the PoA and then use that?
by PeterGray
June 18th, 2019, 9:20 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

The engineering constraints that the 3 has been designed to are that the car must be leading in its class safety and as light as possible. To do this Tesla have used a number of special alloys which have directional strength and can not be repaired by conventional techniques such as being pulled ba...
by PeterGray
June 16th, 2019, 10:21 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Tanker attacks!
Replies: 32
Views: 2974

Re: Tanker attacks!

Your viewpoint clearly puts you on the side of the Mullahs. That's clearly nonsense! People are urging caution, and saying that jumping to conclusions is not in our, or many people's, interests. "Taking sides" in the Iraq war didn't help anyone, it didn't stop it being a disaster. The UK ...
by PeterGray
June 15th, 2019, 7:05 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Tanker attacks!
Replies: 32
Views: 2974

Re: Tanker attacks!

I don't understand the desire to defend the Iranians by some people here. You should certainly not read my post as a "defense" of Iran (or I'd think any others). There's plenty wrong with Iran, but other nations are not blameless either, and it is essential that any response is cautious a...
by PeterGray
June 15th, 2019, 8:47 am
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Tanker attacks!
Replies: 32
Views: 2974

Re: Tanker attacks!

The Saudis are certainly quite capable of doing something like this if they thought they would benefit. They have clear form. And they would see clear potential benefits - higher PoO, possible regime change in Iran - their worst enemy and largest power block in the region. I hesitate to jump from th...
by PeterGray
June 15th, 2019, 8:40 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

If I had a choice between exciting but not yet fully smoothed & polished and a reverse situation of boring yet smooth & polished I would choose the former I'm sure you would, and many others too. However, the really big markets for cars are reliable shopping trolleys - get you to the superm...
by PeterGray
June 14th, 2019, 9:04 am
Forum: Macro and Global Topics
Topic: Peak Coal in China: the tipping point is reached.
Replies: 24
Views: 1373

Re: Peak Coal in China: the tipping point is reached.

An ICE is a physical originator of mechanical power - extracting mechanical power from thermal energy. An electric motor is simply a power converter, converting already existing (electrical) power into mechanical power. But the energy behind the electrical power being converted has to come from som...
by PeterGray
June 12th, 2019, 8:26 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

Imho the transition to electric is now inevitable and the only questions are the time scale and how to make money out of it.

Well I don't really disagree with that - though I think we might disagree on timescales!
by PeterGray
June 12th, 2019, 3:32 pm
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

Sure it will be expensive but there is £39 billion that might be waved in front of voters faces. Yes but the £39bn is payable over something like 60 years, a significant part is pension liabilities, so there is no £39bn to wave around, and no sane Tory leader will end up refusing to pay our obligat...
by PeterGray
June 12th, 2019, 11:47 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

The costs of providing induction charging in all car parking spaces, or on motorways would be massive. There are enough problems, both costwise and in practical terms of providing basic at home charging for the very large numbers of car owning households who live in houses with no off road parking, ...
by PeterGray
June 11th, 2019, 11:43 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

Most of this article shows that a small economy vehicle can go further than a large luxury vehicle

Not sure that Jaguar would be entirely happy with a description of "small economy vehicle!"
by PeterGray
June 8th, 2019, 10:20 pm
Forum: Oil & Gas & Energy (Sector & Companies)
Topic: Hurricane Energy (HUR)
Replies: 682
Views: 105773

Re: Hurricane Energy (HUR)

Great post dspp, My main disappointment from the AGM was that the timescale they are suggesting to full listing is slower than I had expected/hoped. I can understand why and I think my, and others expectations in that respect were too optimistic on timing. But, as you suggest, being AIM listed does ...
by PeterGray
June 4th, 2019, 9:53 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

Modern design is about quality, not quantity At present it's far from clear that Tesla can produce at the quality that's going to be needed to be a sustainable business while at the same time producing in sufficient quantity to be profitable. Those boring European and Far Eastern "old auto&quo...
by PeterGray
May 29th, 2019, 9:35 am
Forum: Macro and Global Topics
Topic: Musk endeavours
Replies: 2928
Views: 93195

Re: Musk endeavours

I'd agree, dspp, that battery shortages are likely to be a key issue for those expanding EV production, Tesla included, and there Tesla appear to have an advantage. However, I find it hard to disagree with the final para of Bobby's original quote: Tesla’s worst enemy is Elon Musk. The serial entrepr...

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