STX 2.27% 21.5¢ strike energy limited

Analyst Update, page-223

  1. J L
    1,841 Posts.
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    Thank you for your response.

    I can't get reliable data on on-shore gas well unplanned shutdowns.

    Off-shore oil and gas sector organizations have on average has 27 days of unplanned downtime per year. Anecdotal evidence. Useless information in this instance.

    whilst I'm loathe to make an assumption, are you merely looking for an opportunity to further discount Walyering revenue, and amplify your CR concerns? Not prepared to await the next financials which, on the basis of such limited financial data to date, may help recalibrate things for us all?

    Spot on. It is vitally important. IMO, STX has to run consistently at or near Name Plate Capacity to achieve their objectives.

    And yes, I too eagerly await the next announcement, but it is satisfying to anticipate, no downward surprises wanted.


 
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