Discussion about this post

User's avatar
Rodger Delehanty's avatar

The presentation from 28th Feb mentioned that Dussafu YTD production was 16,200 bbld net which seems to suggest the ESP issues were far from resolved at that point. I saw you mention in one of the posts last year that guidance then didnt include Hibiscus South coming online. Do you think the 5-6k bbl/d that came online 8th March is included in the most recent 2024 10-12m production guide ? If so, then isn't the guidance really conservative (or the ESP issues are permanent)? Has the management any history in terms of over/underpromising wrt production? Thanks for the post, good to look at this name again.

Expand full comment
CIGSAM's avatar

Thank you for good article! Always, I have been wondering what is the incentives that BW Group keeps BWE tradable in stock market. What could be such incentives?

Expand full comment
15 more comments...

No posts