If you refer to post no.1348 above from Fidra, 8.46am on 14 December, you will see that Numis trimmed their previous target based on $45 oil to 600p from 620p. I am unsure whether this adjustment was after the 50k production update on the 13th, or whether this amendment followed the RNS of the 12th. Perhaps the 600p figure is based on old data (i.e. expectations of 45k boepd). Has anyone seen any other analyst comment since the production update of the 13th. Numis & KBC Peel Hunt followed the RNS of the 12th. I suppose we cannot expect them to continually tweak figures at every turn, but the production update was fairly dramatic, I think.
Incidently, on previous occasions, analyst figures have disappeared from the VPC link just before they are updated. Perhaps we can anticipate broker updates next week?