Another avenue for BA making more money for shareholders although the 1st shipment from Bluestreak JV (JV formalization in Q4) will only begin in 3 years later after FID. Mr Market is however not excited at all. Moody and Muted.
Uncle, what Killer Whale and who are "they". Boleh share kah. Nevertheless, you will not get me to dump a dollar worth BA for 50 cents in view of some greenhorn newbies unable to endure the short term ups and downs of typical volatility of oil stocks
Mind boggling to see BA is in ultra deep discount of 0.5 P/B ratio where her peer Yinson is enjoying 1.6 times P/B. Nothing fancy on his P/L statement and BS, in fact Yinson is more debt laden now due to few FPSO under construction. Guess the execution and public eye perception of BA has tainted her image and reputation over the years. Gary has lots more to mend those gap
Haha, this dude from UOB IB couldn't even tell the difference between soft and hard constraints, critical spares and non critical spares let alone Process Safeguarding IPF system. Simply thrown out the so call ICOP jargon to show domimance. Any Laws and Regulations governing this so call ICOP. All diciplines COP must be governed and regulated and bound by law and regulations just like FMA and OSHA act. The so call ICOP study numbers more like a BDEP numbers for FEED or even for capacity debottleneck numbers. So so Gullible and Naive
All are bullish except UOB. SOP derived Target Price. However, price action says otherwise for now. With ASN and The Norges Bank who manages Norwegian Pension funds on board also not able to add limelight to BA. Sigh
Process redundancy is based on SIL studies on failure on demand and risk factors. That's pretty much taken care of during DE and HEMP and LOPA studies as well. The blunders to avoid was the one in OSV ventures during oil crashed in 2014. Took her near decades to turnaround to gearing ratio of 0.8 now
Baby hungry also know to cry for food let alone MNC. You think ada orang or any corporate firms sitting duck waiting doing nothing for contact expiry. Never heard of 5 years Master Plan and 10 years Master Plan.
Lu tengok la. BA valuations will surpass Yinson real soon. Btw, Yinson has been making Far lesser profits than BA. BA valuations won't be like niw today if not because of their Huge Blunders made in 2014 in OSV ventures. Took BA near decades to turnaround to where she is now. BA, just don't Deviate! Stay On Course. Cukup to make you Champion in FPSO