Vel, om Bagdad går i retning PSC, så er det allerede den varianten oljeselskapene har hatt med KRG.

Transfer contracts and start pumping!!!

Plutselig kommer en dag, som vi har nevnt....

Gi aksjen rundt 70 øre til i oppgang, så har den i alle fall diskontert mye av det økende utbyttet.
4 års vekst fremover er da ikke diskontert...

Virker som den ikke skal over 12kr. Ligget lenge mellom 10-12 og ser ikke ut som den vil bryte dette. Er det nå den skal ned på 10tallet igjen?

Ja snakkes om i 3-Tia idag. Da kan du kjøpe og selge når utbyttet kommer. Smarting.

Bare kjøp nå du, SPXL, sitt et år, så har du i alle fall 10,6% i direkteavkastning. Det vil i så fall være en av ditt livs beste investeringer, målt i avkastning!
Eller så får du gå inn inn i Fondsfinans sitt high yield-fond og satse på at verden består neste året. Da har du ca 10% også der. Også bra.

https://m.ng.investing.com/news/stock-market-news/earnings-call-dno-doubles-net-profit-boosts-north-sea-focus-93CH-1497472?ampMode=1
Her snakker DNO om fortsatt økende utbytter. Også ekstraordinært utbytte hvis KRG betaler det de skylder oss. Hele beløpet tilsvarer ca 3,3 Nkr. : )

17/8/2024
19:40 From Lse

Iraqi government faces $15 billion loss due to suspension of KRG oil exports
He noted that the Iraqi government is losing over $900 million monthly due to the suspension, accumulating a total financial loss of about $15 billion. author_image Kurdistan 24 Digital Media
2024/08/13 13:58

Dr. Jagar Aziz Harki, an oil and gas expert. (Photo: Kurdistan24)
Dr. Jagar Aziz Harki, an oil and gas expert. (Photo: Kurdistan24)
Kurdistan Ceyhan port Resuming KRGs Oil Exports Dr Jagar Aziz Harki Oil and Gas
ERBIL (Kurdistan 24) – The Iraqi government has incurred a financial loss of approximately $15 billion due to the suspension of oil exports from the Kurdistan Region, according to Dr. Jagar Aziz Harki, an oil and gas expert.

On Tuesday, Dr. Harki revealed to Kurdistan24 that the halt in oil exports from the Kurdistan Region through the Turkish Ceyhan Port has severely impacted both the Iraqi and Kurdistan oil and gas industries.

He noted that the Iraqi government is losing over $900 million monthly due to the suspension, accumulating a total financial loss of about $15 billion.

Dr. Harki attributed the loss of trust from major global oil and gas companies to the Iraqi government's failure to resolve the issue surrounding Kurdistan's oil exports.

This has exacerbated Iraq's political and economic problems on the international stage, particularly as Turkey continues to pressure the federal government to resume Kurdistan's oil exports, which were a significant part of global production and exports before the suspension.............
.............

from adven

18/8/2024
08:26

Southern Iraq turning into a dried up polluted wasteland.

The Iraqi federal government has repeatedly urged neighboring countries to release more water, as the marshes continue to dry up, leaving vast areas barren and fishermen without work."

Erdogan will be keeping that particular card safe and close to his chest until next year when Baghdad ask if they can be included in the negotiations for the new pipeline agreement.

17/8/24.

Basnews - Iraq Faces Severe Environmental Crises due to Pollution and Geopolitics.

ERBIL — Iraq is grappling with severe environmental challenges as drought, water shortages, and pollution take a devastating toll on the country’s natural resources and public health.

In the southern marshlands, a mass die-off of fish has sparked warnings of an “environmental and economic disaster.” The Hawizeh Marshes, located between Maysan and Basra on the Iraq-Iran border, have witnessed the deaths of millions of fish due to reduced water releases and oxygen levels, according to Hussein al-Mariani, a member of the Maysan provincial council. This crisis has decimated fish populations by 60% in some areas and led to significant losses of livestock, threatening the livelihoods of thousands who depend on agriculture and fishing.

The marshlands, once the largest wetland ecosystem in Western Eurasia, have been severely impacted by declining water levels from the Euphrates and Tigris rivers, exacerbated by upstream dams in Turkey and Iran. The United Nations warns that Iraq is among the countries most vulnerable to climate change, facing severe water and food insecurity. The Iraqi federal government has repeatedly urged neighboring countries to release more water, as the marshes continue to dry up, leaving vast areas barren and fishermen without work...............................

Stort takk deling, meget god reklame, når kommer første utenlandske storinvestorn? Må vare mange high yield fonder mm som ser på DNO caset nå. Greit yield + tilvekst nye felt +mulig joker med pipe noengang eller sterkere NOK, noen av dem kan skje i fremtiden.

Intressant og se om kursen går min. 25%+ som utbytten før x-dag torsdag? 13,2 er neste rimelige motstand prøve etter 12 før x-dag alt annet lika.

Hva har dette med DNO å gjøre??

"Erdogan will be keeping that particular card safe and close to his chest until next year when Baghdad ask if they can be included in the negotiations for the new pipeline agreement."

Er avtalen sagt opp? I så fall har ikke Baghdad noe mer de skulle ha sagt når eksisterende avtale løper ut neste høst.
Dette er kjempeinteressant om det stemmer.

Tyrkia må si opp avtalen et år før den utløper, og om de har gjort det så blir det eksport om vel et år, senest.

Den gordiske knute....kan løses ved å ...hogge den av.
Hogges Badgad resolutt av her, så blir det nye forhandlinger. Vann og olje er de to viktigste varene i denne regionen...så lenge de deler atmosfæren med oss andre....😊

litt mer om ....

18/8/2024
11:06 2019 - "CNOOC Iraq Limited operates three oil fields in Missan Province in Iraq. They are all large onshore oilfields located 350 kilometers southeast of Baghdad.

In order to support reservoir pressure, plans are underway to implement a water injection scheme. The injection water comes from three different sources; produced water, aquifer water as well as river / agricultural water."

All of Iraq's southern fields rely on water injection to counter declining pressure and maintain production with massive amounts of water required for enhanced oil recovery."

That water is and has been coming from underground aquifers and river water which would otherwise be used for agriculture.

"Water injection volume depends on many factors like reservoir depth, crude viscosity, reservoir pressure, etc. However, at least twice to triple volume of oil production rate shall be considered."

So every barrel of oil produced needs 2-3 barrels of water and southern Iraq currently produces in the region of 5 million barrels of oil a day. So they're using 10-15 million barrels of fresh water a day.

Meanwhile Baghdad are crying their eyes out because Erdogan won't send them any more water and at the same time keeping his pipeline shut because they don't want Kurdistan to export their oil which doesn't need water injection and thus denying Turkey billions in revenues.

They're having to pay TOTAL $27 billion to build the new seawater project because they've used up all their fresh water to maintain and increase their oil production turning their country into a wasteland in the process and they're saying it's all Turkey's fault for not sending them enough water.

No wonder Erdogan said no.

You couldn't make it up.

Tenkte om det avtale og i det siste. Tror det er litt vanskelig å finne ut svar om Tyrkia sagt seg opp.
Tror har ikke så deg her i lenge.
Diamond hands for DNO fra din side oto1?

Kom igjen da, kan noen ta den posten på 12 og få noe fart i sakene her.

Lagget i 2 timer nå

12kr virker umulig å bryte, stanger i taket nå.

Kurs > 12 kommer inden torsdag, men hvor langt skal vi op. Min mand på DNO feltet, siger der ikke er en løsning ret forude, og Erdogan/Tyrkiet har intet med løsningen at gøre, det er alene DNO og Bagdad, der ikke kan blive enige om økonomien. Han har lige søgt om at blive overført til et nyt felt i Nordsøen.

Umulig nei?
Da hadde ikke 12 kr selgeren lugget stille i 2 timer.
Det plukkes, men er ingen større enn så lenge som plukker de.
Når selgeren er ferdig tror jeg vi kan få et godt rykk opp mot 12,1-12.2. VI får se, time will tell.

12 er ikke noe motstandsnivå, det tygges bare aksjer der som på hvilket som helst kursnivå.
Skal man snakke om noe tekniske kursnivå målmessig nå, ser det en OHS over siste året som gir target ca 13,40.
Videre er det en sekundær trend dannet siste 6 mnd med øvre trendlinje rundt 12,40 som kortsiktig er en mulighet. Stort utfallsrom i den med 10-nivå som nedre.
Ellers er det lite oljepris eller sentiment-driv som skal tilsi at aksjen drifter oppover i dag egentlig, så da står vi akkurat nå igjen med at trend er friend.
Og at en del setter seg i aksjen med visshet om vekst og grei direkteavkastning. Noe jeg også har gjort:)

Fått...ikke handla,

Skal vel handles i markede de også

Dette er syntetiske aksjer...og handles ikke i markedet.
Det er en del av incentivprogrammet for ansatte. Men det indikerer dog at CFO har tro på verdiheving i DNO de neste årene....