4 Comments
Oct 22, 2023Liked by Another oil and gas tourist

I also own Panoro and had be energy on watch list. They are at an inflection point of more oil and less cap ex and many more lifting in q3 and q4. Ty for comment

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Oct 22, 2023Liked by Another oil and gas tourist

I’m long Kosmos that is a partner in some of these plays. Good update

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Thank you for the article. Actually the price of the stock has not increased since the beginning of the year if you put into consideration NOK/USD exchange rates. The stock is really cheap at the moment. How much free cash flow per barrel is expected in 2024 if we have a Brent price of 80 as an average.

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