Hvis du vil slippe å dra deg gjennom 619 innlegg på en annen tråd her, så kan jeg avsløre at det er ganske delte meninger om det temaet. Jeg tror ja..

Husk å være ydmyk da!

Tipper opp til 4.3 så ned til 3,6 så gradvis opp til 5 og 6.5 neste uke. Men det er nok mer ønske enn tro

Nei, Flax lodd har ubestemt utfall for kjøper.

Ganske sikker på at du tok et uflakslodd med viten og vilje.

Mye å strekke seg etter for PGS, Polarcus og Shearwater. En ting er sikkert, kineserne vinner ikke kontrakten:)

Shell has submitted plans to resume oil and gas exploration in waters offshore Alaska's northern coast. The 5-year plan suggests seismic acquisition in 2021-2022 with drilling in 2023-2024.

Exploration would be conducted in the West Harrison Bay license in the Beaufort Sea, just offshore the National Petroleum Reserve in Alaska.

The operator had an unsuccessful campaign in Alaska during 2012-2015, during which time the semisub Kulluk ran aground during severe sea conditions and was later scrapped.

Hehe ;) Ja, er klar over at dette er bingo på utfallet imorgen. Regner med bankene gir utsettelse, selv om jeg synes det var negativt at løsningen ble utsatt 1 uke

Haha ;) Jeg har ikke så mye tro på flax i aksjemarkedet, så dette går sannsynligvis dritt. Men lite penger jeg gikk inn med

25.09.2020 08:00:00: PGS ASA: Agreement in Principle with Lenders on Main Terms

September 25, 2020: Oslo, Norway, PGS ASA (the Company or PGS) has reached an important milestone in the previously reported discussions with its lenders. The Company has come to an agreement in principle on main terms with the negotiation teams of the finance parties under its ~$300 million export credit facilities (ECF), and a majority of the lenders under its $350 million revolving credit facility (RCF) and ~$520 million term loan B facility (TLB).


The agreement in principle remains subject to lenders internal approvals and agreement on final documentation. Subject to the successful completion of these processes in the next few weeks, it is anticipated that the Company will initiate an amendment request to all TLB lenders not yet engaged in the negotiations to approve and implement final agreements. To date, the Company has reached agreement in principle on main terms with; an Ad Hoc Group of TLB lenders representing 62% of its ~$520 million TLB facility; lenders representing 81% of its $350 million RCF; and all of the ECF financing parties. The Board of directors of PGS has approved the transaction conditional only upon the lenders internal approvals and agreement on final documentation.

The main terms agreed include:

No debt maturities and no scheduled debt amortization until September 2022 which will be the new maturity of an amount of $135 million equivalent to the RCF amount maturing today
The $215 million RCF due 2023 will be combined on equivalent terms with the TLB due 2024, with the combined TLB having a $200 million amortization in September 2023 in lieu of the current 2023 RCF maturity
An excess liquidity sweep that will apply for any liquidity reserve in excess of $200 million at any quarter-end
An amendment of the financial maintenance covenants, with the net leverage ratio at 4.5x through 30 June 2021 and a gradual step down thereafter
Customary fees to be paid partly in cash and partly in kind
The issuance of a NOK 116.2M 3-year 5% unsecured convertible bond (CB) which can be converted into new shares at NOK 3 per share up to a maximum of 38,720,699 shares (equalling 10% of the currently outstanding PGS shares). Lenders under the RCF and TLB facilities will have a pro rata preferential right to subscribe for the CB against conversion of a corresponding amount of existing loans. To the extent the CB is not fully subscribed, a subset of the lenders under the TLB will subscribe for the unallocated amount for cash. PGS will be able to require that bondholders convert the CB into shares if the PGS share price exceeds NOK 6 during 30 consecutive trading days
The majority of lenders under the $135 million tranche of the Companys RCF, which is due later today, have agreed to the main terms. As part of the agreement with the majority of the lenders under the Companys RCF and TLB, the Company will not repay any part of the $135 million due today. The non-payment of principal of such facility today is an event of default under the RCF and TLB. A required majority of lenders under the RCF and TLB facilities have entered into a forbearance agreement undertaking not to take any enforcement action in connection with this on-going default. The Company is in dialogue with the ECF financing parties to obtain the same forbearance prior to any cross-default arising under the ECF agreement.

The Company will continue working to achieve support from the required lenders under the RCF and TLB. However, if such support is not ultimately achieved, the Company has agreed with the supporting lenders under the RCF and TLB to seek implementation by use of available alternative legal restructuring procedures.

The Company will continue to operate its business as usual by performing other obligations, including payment of interest, as they fall due.

The Company will provide updates as further milestones are reached.

Det er desverre ingenting som tilsier noe som helst oppgang i seismikk bransjen.

Desverre så stemmer det ialfall på kort sikt. Det er da håp om at det blir bedre neste år dersom oljeprisen stiger til over 50.
Det eneste jeg ser kan gi snarlig kurs oppgang er en omfattende konsolidering i bransjen.
Så har jeg også tro på at SBX kan få en kraftig opptur hvis det blir noe av fornybar prosjektet, men det har jo egentlig ikke noe med seismikk å gjøre.
På lengre sikt, kanskje 3 - 5 år tror jeg oljeprisen kan doble seg og da blir det full fart for seismikken.
Men dette er en helsikes tålmodighets test.

Kjempeaksje, selg ut..i morgen blir det minst like gale.

Og nå har det slått til!