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littlejohn

04/05/23 2:17 PM

#12064 RE: spec machine #12059

Peon analogy, Opec could reduce inflation trend

in drilling costs with production cuts...

Complicated analogy that will develop

over many months...

Very, very needed to get back to

a lower oil pricing structure over

the longer term...


So we watch...LJ
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littlejohn

04/06/23 11:38 PM

#12072 RE: spec machine #12059

EGY closed the week down versus the

previous Friday close...

It was not in line with how most

other oil companies performed...

Delayed 10K filling hurt even though

lower 4th quarter numbers were

expected by close holders, perhaps...

question #1, is the Gabon production

guidance for 1st quarter, 2023 in line

with your expectations?...

#2. is there any potential drag from

TGA in 1st quarter, 2023 to beware

of other than production fluctuations

that can't be predicted?...

#3. anything to help guess on how

they do in 1st quarter and rest of 2023?...

Please feel free to pm if that makes

you more comfortable...

So we watch...LJ