Har plukket mine siste aksjer for januar, men kjøper ny ladning NODL uti februar Kursen kan holde seg nede til da.

Skulle vi ikke have en afklaring på bytteforholdet i januar?

Q1 har selskapet sagt

OPEC eyes deeper cuts to head off impact of China virus: source

Dubai — OPEC members are considering deeper production cuts, or extending their existing deal, in response to a slump in prices caused by the outbreak of coronavirus in China, according to a source in the group.

"The next two weeks are very critical for not only the oil market but the global economy,” the OPEC source said Monday, speaking on condition of anonymity.
"There is right now discussion among the ministers of OPEC+ of watching the market closely and preparing to do anything if there is a need for it.”

The remarks followed a statement on Monday from Saudi Arabia's oil minister, Prince Abdulaziz bin Salman, aimed at calming the market after crude dropped below $59/b amid fears of a wider economic impact of the virus, which has killed at least 80 people in China and shut down the country.

Brent was trading 2.8% lower at $58.99/b at 1340 GMT.

The kingdom has "the capability and flexibility needed to respond to any developments, by taking the necessary actions to support oil market stability, if the situation so requires,” Prince Abdulaziz said in a statement carried by the Saudi Press Agency.

According to Prince Abdulaziz, the kingdom "is closely monitoring the developments in the global oil market resulting from the gloomy expectations about the impact of the coronavirus outbreak on the Chinese and the global economy and oil market fundamentals”.

He added that the impact on global markets, including oil and other commodities, is driven by "psychological factors and extremely negative expectations adopted by some market participants despite its very limited impact on global oil demand.”

China -- the world's second-largest economy -- imported an average 10.16 million b/d of crude in 2019, according to official data. Chinese authorities have continued to lock down cities to contain the virus, which has spread and reached countries including the US and Canada.

"For now we have put China's demand outlook under negative watch, which means we will almost certainly adjust it down in the coming weeks," S&P Global Platts Analytics said in a research note published last Thursday.

The OPEC-led alliance of oil producers, dubbed OPEC+, is in the midst of trimming 1.7 million b/d of oil from the market through to the end of March to help soak up excess supply. Saudi Arabia will keep its crude production at 9.744 million b/d in January and February, in line with its promise to produce 400,000 b/d below its official OPEC+ quota during the first quarter, the minister said earlier this month.

UAE, Algeria react
The UAE -- OPEC's third-largest oil producer -- also urged caution with regards to the projected impact on global oil demand from the virus.

"It is important that we do not exaggerate projections related to future decreases in oil demand due to events in China, and the market does not over-react based on psychological factors, driven by some traders in the market," the UAE energy minister Suhail al-Mazrouei said in a statement on Monday.

"The next OPEC ministerial meetings will be in March of this year. During these meetings, OPEC and OPEC+ member countries will discuss market conditions and, if required, all options to ensure continued market balance," said Mazrouei in the statement.

OPEC+ members will next meet in Vienna March 5-6 to discuss policy and output levels.

"We are confident that all member countries will continue to make wise decisions that preserve the excellent work of recent years to bring supply and demand into balance," the minister said.

"This is supported by the capabilities and flexibility all member countries have to respond to market conditions."

Mohamed Arkab, Algeria's energy minister and current OPEC President, also sought to allay market fears, saying the impact of the outbreak on global oil demand outlook was "small", given that early indications showed the virus "would be less virulent than the severe acute respiratory syndrome (SARS) in 2003".

"Algeria stands ready to take all necessary measures to ensure the stability of the oil market, in collaboration with OPEC member countries and non-OPEC countries that are signatories to the Declaration of Cooperation," Arkab said in a statement to state-run Algeria Press Service on Monday.

Separately, the UAE's compliance with OPEC cuts in December exceeded 100%, according to the energy minister's statement.

OPEC pared its crude oil production by 100,000 b/d in December, according to the latest S&P Global Platts OPEC survey, putting the bloc under its new, more-stringent quotas a month early.

The 10 members with quotas under the accord, which exempts Iran, Libya, and Venezuela, produced 25.06 million b/d in December, making good on their new collective ceiling of 25.15 million b/d.

Denne tok jeg gevinst i samme dag info om fisjon kom - klok av skade 🤓😇

Noget tyder på, at interessen er tilbage, stigende omsætning gennem dagen og stigene kurs.

Det ser ut som om Mira er på vei til Kristiansund! Skal den plukke opp den tapte livbåten kanskje?

Den må installere en ny en ja og dette må gjøres på land.
Ikke lov å gjøre dette på åpent hav. Selv om det ikke har innvirkning på arbeidet er det ikke lov å jobbe uten at den er på plass.

Noen lærer aldri.


Sus
Fru Blom

Bør jeg heller kjøpe seadrill ? Eller la være begge. Fru Blom ?

Sevan Drilling ble sammen med North Atlantic Drilling slukt av Seadrill før Seadrill nesten ble nullet første gang 🤓🧐

En vesentlig forskjell her for dere som blir skremt av Fru Blom og Abbos er at Sevan Drilling og North Atlantic Drilling hadde garantier og kryss finansiering med Seadrill. En suppe ut av en annen verden. Derfor gikk de inn i Seadrill boet.

Det er ingen koblinger mellom NODL og Seadrill. Kun en avtale om drift av rigger - thats it.

Jeg var selv i Sevan Drilling og kjenner historien veldig svært godt.

Ingen trenger å bli skremt av fakta - kom meg selv utav ovennevnte aksjer i tide .
Jeg har nå ikke Nodl - kun litt trading i Sdrl for moro skyld 😀

Hvis man kjøper NODL i dag. Er riggene skilt ut til Nodl? Er det kun flyteskipene som ikke er levert (eller finansiert) man betaler for? Det var som Sven Erik Larsen sa på Askjepodden. Det var 4 damer i lokalet, to meget pene, to meget stygge. De to stygge ble igjen (henviser til drillskipene som ikke er levert).

Hva betaler man egentlig for hvis det to pene damene har forlatt lokalet?

NODL eier fortsatt en stor del av NOL. Så her får du full bukett frem til aksjene blir skilt ut, fordelingen gjenstår det jo å se på. I utgangspunktet var det snakk om 100 NODL til 30 NODL og 70 NOL? Husker ikke helt. Spent på hva de sier ved fremleggelse av regnskap.

Kjøper du på 13kr får du de to fine damene betydelig billigere enn pimpen John samt de to stygge gratis!

Og de to stygge kan bli modeller i verdensklasse om noen gir dem en sjanse. Litt som den jenta på ungdomsskolen du aldri la merke til men som er den flotteste på 10års reunion. Da angrer du fort på at du var en idiot og lot henne gå.

Det er svært mange drillskip som ligger i kaldt opplag og de som har ligget en stund vil det koste enorme summer å få i drift igjen.
Tidligere estimat fra Rystad Energy var ca. 100 mill USD for en rigg som har vært kald ett år.
Mange av drillskipene har ligget mye lengre enn dette og vil trolig koste ca. 200-250 mill USD å få tilbake i operasjon.
Banker har pant i disse drillskipene så de kan ikke scrappes for da må lån betales tilbake.

Hvis coronaviruset ikke ødelegger oljeprisen helt frem til neste år bør NODL være i bra posisjon for å få kontrakter på sine drillskip.
Verdien av ett drillskip i dagens marked er relativt lav og det ligger fortsatt 7 i Korea som trolig er varme som trolig også innebærer mindre risiko enn å få i drift ett drillskip fra kaldt opplag. Semien West Bollsta ble holdt varm i hele nedturen på verftet i Korea.

UFF

Sus
Fru Blom

Før noen kunne lukte lunta var den allerede tent......