This Wednesday is the last day to get the 1.2c Cap return ... AGM votes 100% for the CAPThursday should open around 8c one would think...
will be interesting to see the SEPT Qty numbers ...my est. production down 10% .... sale price for Oil up 10%++ ... AUD much weaker against the USD & CAD over the SEPT Qty so more AUDs from O&G sales and sale .
.wcs differential really tight NOV23 future 6-7...So IMHO could well be a better SEPT Qty report than many expect...lower production but solid AUD EPS
.. so EPS for a lower ex Cap return SP could be impressive and add to the undervalued look of the new MD in charge of CE1 going forward ..DEC Qty should be much better 4-4.5kboe/d higher sale prices ..tight WCS diff
... if the middle east really kicks off could see Wti smash past $100bbl
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