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Share7 Veteran	24-Jun-2022 12:01        Share7 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you keemun for sharing your numbers. The numbers are still better than FY21 due to high oil price and Brage. Hopefully, the Lime acquition is earnings accretive for FY22 like Brage. blesskeemun      ( Date: 24-Jun-2022 11:29) Posted: EBITA Tracking of 2022               Yumna Field             Rex owns 91.81 of Masirah/Masirah 65% vs. Omani Gov 35% CONTRACT Actual     Prod Production Monthly Rex Owned (%) Daily Production Monthly Prod Rex Owned (%) MONTH AVE LOW HIGH bpd Days Prod Gorss Revenue Costs Costs Net Revenue JAN  91.21 77.04 91.70 7,518 31 233,058 12,685,565 80,000 2,480,000 10,205,565 FEB 100.99 87.72 105.79 2,237 28 62,636 3,774,902 80,000 2,240,000 1,534,902 MAR 105.47 96.95 133.09 4,637 31 143,747 9,047,552 80,000 2,480,000 6,567,552 APR 107.91 96.93 139.13 1,271 30 38,130 2,455,454 80,000 2,400,000 55,454 MAY 122.84 101.30 125.28 4,800 31 148,800 10,908,024 80,000 2,480,000 8,428,024 JUN 119.27 112.50 125.16 4,800 30 144,000 10,249,367 80,000 2,400,000 7,849,367 JUL 110.00     6,000 31 186,000 12,209,812 80,000 2,480,000 9,729,812 AUG 110.00     7,500 31 232,500 15,262,265 80,000 2,480,000 12,782,265 SEP 110.00     7,500 30 225,000 14,769,934 80,000 2,400,000 12,369,934 OCT 110.00     7,500 31 232,500 15,262,265 80,000 2,480,000 12,782,265 NOV 110.00     7,500 30 225,000 14,769,934 80,000 2,400,000 12,369,934 DEC 110.00     7,500 31 232,500 15,262,265 80,000 2,480,000 12,782,265 2022 AVE 108.97 95.41 120.03 61,245 365 2,103,871 136,657,339 80,000 29,200,000 107,457,339       AVE 5,730                                   Depletion Tracker of Yumna Field: As at Jan' 21 (Reserve 2P is 8,600,000mmboe)         2P  YTD Prod  Bal ROD (Mth) EXP             6,600,000 626,371 5,973,629 16.6 May' 23             New estimte by QPR                   Correction on the Total Gross Revenue
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Sharetrade8888 Veteran	24-Jun-2022 11:59        Sharetrade8888 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	👍 blesskeemun      ( Date: 24-Jun-2022 11:58) Posted: Suggestion to REXI Management: 1. Stop reporting the production result like s other peers RHP and Interra.... 2. Instead of providing quarterly profit guidance. 3. Organize town hall virtual meeting with shareholders to update the new drilling progress.....by the way does MOL/REX needs DOC again for operating a producing new field at Block 50?? (Afraid of waiting game again) 4. Internally to practice and implement preventive measures for all working equipment and maintain adequate MRO inventory.
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blesskeemun Master	24-Jun-2022 11:58        blesskeemun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Suggestion to REXI Management: 1. Stop reporting the production result like s other peers RHP and Interra.... 2. Instead of providing quarterly profit guidance. 3. Organize town hall virtual meeting with shareholders to update the new drilling progress.....by the way does MOL/REX needs DOC again for operating a producing new field at Block 50?? (Afraid of waiting game again) 4. Internally to practice and implement preventive measures for all working equipment and maintain adequate MRO inventory.
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chiachiawee Elite	24-Jun-2022 11:44        chiachiawee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thank you for your effort to put up the numbers. I like numbers as it is the best way to value a counter. I assume you have done your diligence and the numbers would be reliable. cheers.  blesskeemun      ( Date: 24-Jun-2022 11:16) Posted: Notes for Oman: 1. Jun' 22 production stopped since 11 Jun' 22. 2. Replacement of the parts could only be completed estimated by 10 Jul' 22. 3. Take note Oman monsson season from Mid Jun to Mid Sep. 4. New drilling can only be in Oct onwards.
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blesskeemun Master	24-Jun-2022 11:43        blesskeemun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Awaiting: 1. Norway new acquisition of producing field. 2. Oman drilling result by end of 2022 This time high chances to yield good oil field from " Khufai Area" as the onshore is the producting site......offshore of the extention of the Khufai plate underneath the sea base has better porosity of the stone structure study showed. Unlike the last Zahkera of Lower Aruma plate which yield no good result.
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blesskeemun Master	24-Jun-2022 11:29        blesskeemun About Contact  Quote this Post!
x 0   x 0  Alert Admin	EBITA Tracking of 2022               Yumna Field             Rex owns 91.81 of Masirah/Masirah 65% vs. Omani Gov 35% CONTRACT Actual     Prod Production Monthly Rex Owned (%) Daily Production Monthly Prod Rex Owned (%) MONTH AVE LOW HIGH bpd Days Prod Gorss Revenue Costs Costs Net Revenue JAN  91.21 77.04 91.70 7,518 31 233,058 12,685,565 80,000 2,480,000 10,205,565 FEB 100.99 87.72 105.79 2,237 28 62,636 3,774,902 80,000 2,240,000 1,534,902 MAR 105.47 96.95 133.09 4,637 31 143,747 9,047,552 80,000 2,480,000 6,567,552 APR 107.91 96.93 139.13 1,271 30 38,130 2,455,454 80,000 2,400,000 55,454 MAY 122.84 101.30 125.28 4,800 31 148,800 10,908,024 80,000 2,480,000 8,428,024 JUN 119.27 112.50 125.16 4,800 30 144,000 10,249,367 80,000 2,400,000 7,849,367 JUL 110.00     6,000 31 186,000 12,209,812 80,000 2,480,000 9,729,812 AUG 110.00     7,500 31 232,500 15,262,265 80,000 2,480,000 12,782,265 SEP 110.00     7,500 30 225,000 14,769,934 80,000 2,400,000 12,369,934 OCT 110.00     7,500 31 232,500 15,262,265 80,000 2,480,000 12,782,265 NOV 110.00     7,500 30 225,000 14,769,934 80,000 2,400,000 12,369,934 DEC 110.00     7,500 31 232,500 15,262,265 80,000 2,480,000 12,782,265 2022 AVE 108.97 95.41 120.03 61,245 365 2,103,871 136,657,339 80,000 29,200,000 107,457,339       AVE 5,730                                   Depletion Tracker of Yumna Field: As at Jan' 21 (Reserve 2P is 8,600,000mmboe)         2P  YTD Prod  Bal ROD (Mth) EXP             6,600,000 626,371 5,973,629 16.6 May' 23             New estimte by QPR                   Correction on the Total Gross Revenue
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blesskeemun Master	24-Jun-2022 11:16        blesskeemun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Notes for Oman: 1. Jun' 22 production stopped since 11 Jun' 22. 2. Replacement of the parts could only be completed estimated by 10 Jul' 22. 3. Take note Oman monsson season from Mid Jun to Mid Sep. 4. New drilling can only be in Oct onwards.
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Sharetrade8888 Veteran	24-Jun-2022 11:16        Sharetrade8888 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Thank u vm for the efforts last 2yrs sincerely appreciate it😞 😛 🙏 blesskeemun      ( Date: 24-Jun-2022 11:13) Posted: Brage Field                 Rex owns 91.65% of Lime CONTRACT Actual     Prod Production Monthly Gorss Revenue Monthly Prod Cost Rex Owned (%) Net revenue MONTH AVE LOW HIGH bpd Days Prod   (US$47/bpd) JAN  91.21 77.04 91.70 2,496 31 77,376 7,057,465 3,636,672 3,135,157 FEB 100.99 87.72 105.79 2,792 28 78,176 7,894,994 3,674,272 3,868,292 MAR 105.47 96.95 133.09 3,561 31 110,391 11,642,939 5,188,377 5,915,606 APR 107.91 96.93 139.13 2,960 30 88,800 9,582,408 4,173,600 4,957,173 MAY 122.84 101.30 125.28 2,695 31 83,545 10,262,668 3,926,615 5,806,992 JUN 119.27 112.50 125.16 3,000 30 90,000 10,734,300 4,230,000 5,961,191 JUL 110.00 0.00 0.00 3,000 31 93,000 10,230,000 4,371,000 5,369,774 AUG 110.00 0.00 0.00 3,000 31 93,000 10,230,000 4,371,000 5,369,774 SEP 110.00 0.00 0.00 3,000 30 90,000 9,900,000 4,230,000 5,196,555 OCT 110.00 0.00 0.00 3,000 31 93,000 10,230,000 4,371,000 5,369,774 NOV 110.00 0.00 0.00 3,000 30 90,000 9,900,000 4,230,000 5,196,555 DEC 110.00 0.00 0.00 3,000 31 93,000 10,230,000 4,371,000 5,369,774 2022 AVE 108.97 47.70 60.01 35,504 365 1,080,288 117,894,774 50,773,536 61,516,614       AVE 2,959                               Depletion Tracker of Brage Field: As at Jan' 21 (Reserve 2P is 7,300,000mmboe)       2P  YTD Prod Bal ROD (Mth) EXP           5,880,000 354,743 5,525,257 53.5 May-26
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blesskeemun Master	24-Jun-2022 11:13        blesskeemun About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brage Field                 Rex owns 91.65% of Lime CONTRACT Actual     Prod Production Monthly Gorss Revenue Monthly Prod Cost Rex Owned (%) Net revenue MONTH AVE LOW HIGH bpd Days Prod   (US$47/bpd) JAN  91.21 77.04 91.70 2,496 31 77,376 7,057,465 3,636,672 3,135,157 FEB 100.99 87.72 105.79 2,792 28 78,176 7,894,994 3,674,272 3,868,292 MAR 105.47 96.95 133.09 3,561 31 110,391 11,642,939 5,188,377 5,915,606 APR 107.91 96.93 139.13 2,960 30 88,800 9,582,408 4,173,600 4,957,173 MAY 122.84 101.30 125.28 2,695 31 83,545 10,262,668 3,926,615 5,806,992 JUN 119.27 112.50 125.16 3,000 30 90,000 10,734,300 4,230,000 5,961,191 JUL 110.00 0.00 0.00 3,000 31 93,000 10,230,000 4,371,000 5,369,774 AUG 110.00 0.00 0.00 3,000 31 93,000 10,230,000 4,371,000 5,369,774 SEP 110.00 0.00 0.00 3,000 30 90,000 9,900,000 4,230,000 5,196,555 OCT 110.00 0.00 0.00 3,000 31 93,000 10,230,000 4,371,000 5,369,774 NOV 110.00 0.00 0.00 3,000 30 90,000 9,900,000 4,230,000 5,196,555 DEC 110.00 0.00 0.00 3,000 31 93,000 10,230,000 4,371,000 5,369,774 2022 AVE 108.97 47.70 60.01 35,504 365 1,080,288 117,894,774 50,773,536 61,516,614       AVE 2,959                               Depletion Tracker of Brage Field: As at Jan' 21 (Reserve 2P is 7,300,000mmboe)       2P  YTD Prod Bal ROD (Mth) EXP           5,880,000 354,743 5,525,257 53.5 May-26
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ahberngh Master	24-Jun-2022 11:07        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	I did a review of all their production updates for Jan to April, 2022. Don' t have numbers for May and June. Average production for Yumna fields for 2022 (in barrels per day): January        :      7518 February      :      2237 March          :      4637 April            :        1271 Average production for Brage field for 2022 (in barrels per day) January        :      2496 February        :    2792 March            :    3561 April              :      2960
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Sharetrade8888 Veteran	24-Jun-2022 10:51        Sharetrade8888 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Bro i just started adding slowly its good that angmo americans still lurking in this penny stk meaning there must be some substance here. From here risk/reward downside limited upside hopefully above ipo px after full year results. Happy trading 🍻 kt3152      ( Date: 24-Jun-2022 10:34) Posted: Time to buy some...rex is like hit or hitting double bottom soon...anyone any views...??? TheMatrix      ( Date: 24-Jun-2022 09:49) Posted: 0.275, how low it wants to go?
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pc1234 Member	24-Jun-2022 10:37        pc1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	sharetrade8888, I appreciate that you started this thread with the aim of having constructive discussion for this stock.  I am also frustrated reading posts cheering up or bashing down a stock without basis. I apologise if my previous posts offended you as I didn&rsquo t present my thoughts and assumption clearly. Sharetrade8888      ( Date: 24-Jun-2022 10:12) Posted: Good that u are putting some numbers to ur post since u r a septic and dont thrust the mgtmt u shud spend ur time looking for better oppotunities. If u are vest and hv no patience to ride out the mkt condition u may wanna move on with ur money elsewhete. If u dont hv a position pls spend ur time wisely lije looking for money elsewhere but if u r shortie happy counting ur virtual gains now as the saying goes its good while it lasted. Cheers pc1234      ( Date: 24-Jun-2022 10:05) Posted: Sharetrade8888, thank you for sharing your estimates of 7500 bpd from July onward. I assume that this figure is based on the production rate taken from Jan 22.  However, I am a bit concern as the production rate of these mature wells are on a decreasing trend (from 11k bdp in Jan 21 to 7k bpd in Jan 22). Hence, my conservative estimate will be 4,000 bpd going forward for these three wells, as " suggested" by Rex' s 23th announcement. I do agree with ahberngh that that announcement was vague and unclear. May figure is a done deal, why Rex didn' t give the exact figure and beat around the brushes letting everyone guessing? was the figure really bad (Sharetrade8888: please excuse my skepticism
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kt3152 Elite	24-Jun-2022 10:34        kt3152 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Time to buy some...rex is like hit or hitting double bottom soon...anyone any views...??? TheMatrix      ( Date: 24-Jun-2022 09:49) Posted: 0.275, how low it wants to go?
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Sharetrade8888 Veteran	24-Jun-2022 10:12        Sharetrade8888 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Good that u are putting some numbers to ur post since u r a septic and dont thrust the mgtmt u shud spend ur time looking for better oppotunities. If u are vest and hv no patience to ride out the mkt condition u may wanna move on with ur money elsewhete. If u dont hv a position pls spend ur time wisely lije looking for money elsewhere but if u r shortie happy counting ur virtual gains now as the saying goes its good while it lasted. Cheers pc1234      ( Date: 24-Jun-2022 10:05) Posted: Sharetrade8888, thank you for sharing your estimates of 7500 bpd from July onward. I assume that this figure is based on the production rate taken from Jan 22.  However, I am a bit concern as the production rate of these mature wells are on a decreasing trend (from 11k bdp in Jan 21 to 7k bpd in Jan 22). Hence, my conservative estimate will be 4,000 bpd going forward for these three wells, as " suggested" by Rex' s 23th announcement. I do agree with ahberngh that that announcement was vague and unclear. May figure is a done deal, why Rex didn' t give the exact figure and beat around the brushes letting everyone guessing? was the figure really bad (Sharetrade8888: please excuse my skepticism) Sharetrade8888      ( Date: 24-Jun-2022 09:44) Posted: My estimate wats urs
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pc1234 Member	24-Jun-2022 10:05        pc1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sharetrade8888, thank you for sharing your estimates of 7500 bpd from July onward. I assume that this figure is based on the production rate taken from Jan 22.  However, I am a bit concern as the production rate of these mature wells are on a decreasing trend (from 11k bdp in Jan 21 to 7k bpd in Jan 22). Hence, my conservative estimate will be 4,000 bpd going forward for these three wells, as " suggested" by Rex' s 23th announcement. I do agree with ahberngh that that announcement was vague and unclear. May figure is a done deal, why Rex didn' t give the exact figure and beat around the brushes letting everyone guessing? was the figure really bad (Sharetrade8888: please excuse my skepticism) Sharetrade8888      ( Date: 24-Jun-2022 09:44) Posted: My estimate wats urs? Sharetrade8888      ( Date: 23-Jun-2022 20:34) Posted: Much of the uncertainty is clearing up now with may till june 10 production rate at 4800 bpd and july rate to be back to approx 7500 bpd from 2nd wk onwards. No more guessing 👌 all the naysayers can go back to hybernation liao😀
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Sharetrade8888 Veteran	24-Jun-2022 09:53        Sharetrade8888 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	How low u bring it i will pick this maoshawang TheMatrix      ( Date: 24-Jun-2022 09:49) Posted: 0.275, how low it wants to go?
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Sharetrade8888 Veteran	24-Jun-2022 09:51        Sharetrade8888 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	More importantly now is the company make back those lost production rate from 2nd half onwards. We still hv the dividends while riding out this mkt condition and stk px already drop to comfort zone imo if my full yr projection of 10-13cents nett is correct still good to me dunno about others to each his own.
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ahberngh Master	24-Jun-2022 09:51        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	So, production from May to June 10 was 4800 bpd, then stopped production from June 11 due to oil leakage, currently  production also stopped and production will only be restarted about 2 weeks after the date of announcement  (ie restart 2 weeks after 23 June) once they solved the oil leakage.   Sharetrade8888      ( Date: 24-Jun-2022 09:44) Posted: My estimate wats urs? Sharetrade8888      ( Date: 23-Jun-2022 20:34) Posted: Much of the uncertainty is clearing up now with may till june 10 production rate at 4800 bpd and july rate to be back to approx 7500 bpd from 2nd wk onwards. No more guessing 👌 all the naysayers can go back to hybernation liao😀
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TheMatrix Elite	24-Jun-2022 09:49        TheMatrix About Contact  Quote this Post!
x 0   x 0  Alert Admin	0.275, how low it wants to go?
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Sharetrade8888 Veteran	24-Jun-2022 09:47        Sharetrade8888 About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	From july 2nd wk onwards back to jan or before levels i reckon 7500 or higher approximately thats all we can derive at now
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