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Tullow Oil Share Discussion Threads
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|A recent interesting article by Paul Hodges. Very much orth a read. The 'post fact' economy, where details of supply/demand no longer seem to matter.http//www.oilvoice.com/n/Oil
Just to wet your appetite-
Once upon a time, oil markets were based on facts. Producers and consumers focused on trying to understand what "would" happen, whilst the speculators placed bets what "could" happen. "Here are first of all, the facts from the latest IEA report.
.OPEC production hit a record high in September, of 33.64m bbl/day. Iraq produced more oil than ever, while Libya reopened its oil ports.|
|I doubt that the majority of the debit is in sterling but I suspect many of the bonds are|
|look at the balance sheet|
|Justa thought. Is tullow debt in gbp?|
|The real game changer here will be the November 30th meeting. If that's positive the will easily pass the £3.50 mark. If it's negative this could drop to around £2.30. All the signs are positive so far.|
|Oil Voice reports some interesting observations by commentators concerning OPEC members agreement( which has to be ratified in November) to cut production by 700,000 bpd.
It reports that Iran will be permitted to increase its production. A further issue is how will non OPEC members especially Canada and the USA respond to the cuts. In the final analysis will the net cuts in global oil production have any significant effect on oil prices?|
|Suffersnofools provided a link (and the copied and pasted first paragraph of my post) above.|
|Agree with "Kev"What does short exactly mean?Many types of shorting evil/clever skill. Is there any reference website where I can find out in details??|
PI perception of shorts is mostly b0llox. All this loads of shorts ready to drive the price higher is just nonsense, in the same category as tree shakes and evil market-makers. Going short is expensive - much more so than being long, even if the share price is flat, you have the cost of carry, dividend to pay (if there is a divi natch) and you often have to wait for the market to turn."
Absolutely. There are also different types of shorting of which I have very little knowledge. Suffice to say the percentages we see does not necessarily mean the 'shorter' wants the share price to drop. I'm not sure how it works.
I like to know what the percentage of shorters are but this obsession with 'burning' them etc is nonsense.|
|eipgam - the fees are good, it aids liquidity and a fund has a long time horizon.
PI perception of shorts is mostly b0llox. All this loads of shorts ready to drive the price higher is just nonsense, in the same category as tree shakes and evil market-makers. Going short is expensive - much more so than being long, even if the share price is flat, you have the cost of carry, dividend to pay (if there is a divi natch) and you often have to wait for the market to turn.
I'm long TLW and think Odey and his mates are wrong, but this is a very geared investment on POO - a simple race between Tullow's bopd multiplied by poo versus debt interest and ability to cover. They need execute on their strategy with little margin for error. I'm here because I believe that when this is de-risked it's a £20 stock, and as has been pointed put by others, the majors will need to replenish their reserves later in the cycle.
|Good to be back MB. US API down 3.9m. Looking good.|
|Phillis... I can never understand why a holder would loan shares to a company that is trying it's damnedest to destroy the value/price of the asset. The loan fee can't be that high?|
|Welcome back obmuj , On this goodly afternoon
From one posh blue name to another.......
alexgc...........Yup, But turn them ever so slowly for a nice roasting
Brent hit 53 dollars in the past hour|
|best we turn the shorters, they are starting to look a bit burnt on this side|
|Well, haven't posted for ages as been in the doldrums for past few years (well since 2008 actually) but I am so excited that my first BUY oil trade in 2 years is TLW and.....wait for it.......I'm actually £10 up in my SIPP. Still can't sell though as it would cost me £12.50 in dealer charges. lol.
I am "so" excited............nearly!
Is this the beginning of back to £15.....well, in next 10 years anyway.|
my theory is that DB are major stocklemders|
|To be honest, I would much prefer it if you shorters would not close your positions until it get's to 3 pounds ++ !!!!!
Regards , MoneyRubbingItInBags|
|Please could someone enlighten me on DB?|
|And another from DB... and their beneficial ownership appears to have risen. Suffernofools and anyone else: what do you make of that?|
|Deutsche Bank AG filling up size 10 boots
4. Full name of shareholder(s)
(if different from 3.):iv
Deutsche Bank AG, London Branch
5. Date of the transaction and date on
which the threshold is crossed or
6. Date on which issuer notified:
7. Threshold(s) that is/are crossed or
reached: vi, vii
Above 6%, 7%|
|Happiest days of our lives chaps :-)|
|one day some one will bid in the morning.
|Tullow Chiefs getting in bed with the Kenyan President - looks very promising.... for a good deal that is !!