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Share Name Share Symbol Market Type Share ISIN Share Description
Jadestone Energy Plc LSE:JSE London Ordinary Share GB00BLR71299 ORD GBP0.001
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.30 -0.43% 70.20 70.00 72.00 71.10 70.50 70.50 2,633,972 16:35:07
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Oil & Gas Producers 159.4 -41.9 -9.5 - 327

Jadestone Energy Share Discussion Threads

Showing 11701 to 11720 of 11725 messages
Chat Pages: 469  468  467  466  465  464  463  462  461  460  459  458  Older
DateSubjectAuthorDiscuss
27/11/2022
12:10
Sogo - 'there are a number of moving parts that can cloud one's overall big picture view of what's going on, at least in the short term. And, in the commodity space, this is China, and India now too.'

I agree, that's why Jeff correctly described these shipping/commodity supercycles as a long series of spikes, with increasing high and lows. Like Jeff, I think we're currently making one of the lows, before bouncing back strongly early next year as China opens up and the full impact of the proposed EU price cap on Russian oil together with its ban on Russian crude and refined product exports into Europe extract their toll on oil and refined products pricing, and shipping transportation costs.

mount teide
27/11/2022
11:56
Cheers for those links.

I don't usually listen to GS commentary but I think this Jeff Currie is pretty much on the ball for this one.

I think, however, there are a number of moving parts that can cloud one's overall big picture view of what's going on, at least in the short term. And, in the commodity space, this is China, and India now too.

sogoesit
26/11/2022
18:33
Goldman's Jeff Currie (Global Head of Commodities) - "this commodity supercycle that started in 2020, is no different to the one's that we saw in the 70's and 2000's."

"What preceded each was the rise of the new economy. Last time it was the dotcom boom, this time it's the FANG boom....what we then saw and are seeing again is the REVENGE of the OLD ECONOMY(something I've been writing about for years on here).

"New economy takes all the capital from the old economy, starves it of the investment it needs to grow, then shifts the world into a commodity supercycle environment"

"A commodity supercycle is not a long upward trend in prices but spike, after spike, after spike, and this is going to go on until we have adequate investment in oil and other commodities like copper etc to be able to grow supply"

"In terms of solving the oil supply issue, its requires investment in terms of trillions and trillions of dollars, and we have not even scratched the surface yet in doing that"

"In 2022, oil equities are beginning to see the commodity supercycle(long term high oil price) story"

Goldman's Currie: 'Definitely' Bullish on Oil Come Next Spring
hTTps://www.youtube.com/watch?v=HKxmRKPa6bY

Europe still faces a structural energy problem, says Goldman Sachs' Jeff Currie
hTTps://www.youtube.com/watch?v=LEIOAATXJGM

mount teide
26/11/2022
16:54
Infact ... I'm going to find u anyway !
amaretto1
26/11/2022
15:26
If you are worried about a Suez blockage don't you think you should move on and invest in The Yorkshire Penny Bank or something lol
tom111
26/11/2022
15:08
Mild weather in the west. Record snowfalls in me USA and colder weather in the forecast for Western Europe next week. It is only November, you illiterate nonce.
fardels bear
26/11/2022
14:50
The Saudis are back in charge of the oil sector they will not hesitate to cut production as has been shown recently apart from which oil supplies from Russia will stop to the EU next month.In addition an extra 1mbls will be withdrawn also.In Feb more oil products will be stopped from Russia as well not forgetting the SPR shortage.We are in a different place from 2008
tom111
26/11/2022
14:23
Encouraging to see that we are far from alone in forecasting a big H2/2022 for the Oil and Product Tanker shipping sector and, and an even bigger 2023, courtesy of the EU's sanctions on Russian crude and refined oil exports.

Sanctions could lift already booming product tankers to new heights - TradeWinds 21 November 2022
hTTps://uk.advfn.com/cmn/fbb/thread.php3?id=50852503&from=46


Tankers Expected to Emerge as the “Winners” of 2023 - Hellenic Shipping 22 Nov
hTTps://uk.advfn.com/cmn/fbb/thread.php3?id=50852503&from=47

My forecast of the 'peak' years for the 4 main shipping sectors during this recovery/boom stage of the latest shipping market cycle:

2020-2022 - Container Sector
2021-2023 - LNG Sector
2022-2024 - Tanker Sector
2023/4 - 2025/6 - Dry Bulk Sector

Forecast in a post in 2017 that Clarkson's would peak during this latest shipping/commodity market cycle, at around £100 a share in 2025. Although, Covid was a serious hurdle to overcome, the forecast still looks achievable, with the best years for the big two spot market shipping sectors still ahead.

AIMHO/DYOR

mount teide
26/11/2022
11:58
Yesterday's trading volume was the highest for a while, with heavy buying in the morning and afternoon, and large sales in the morning that were not declared until after the close.
pughman
26/11/2022
11:49
What it's telling you ...It's totally uninvestable !!Far far too many possible outcomes Also add the mild weather in the west in to the mix .... Oh and USA lever pullers .....It's a absolute cake mix. i know your invested in a shipping company......Let's hope we don't have another stuck in the Suez.....
amaretto1
26/11/2022
10:45
H&H - Research will show the average daily volume in H2/22 is barely above H1/22, prior to the halt in production at Montara....and that Jadestone has an extremely 'sticky' Institutional shareholder base. So, I suspect it's mostly, impatient PI's putting the money to use elsewhere, in the hope of getting lucky and back in before recommencement of operations at Montara, or reasonably cheaply afterwards. Who knows?

What I do know is that many existing investors with 3-5 year investment outlooks, who know the Jadestone management's MO and peerless industry track record in generating exceptional shareholder returns as second phase O&G field operators, have been competing with Stifel for shares.

I have added to my position three times since June, as at the current valuation, when Montara recommences commercial operation, production will probably increase to around 20,000 boepd at an average OPEX of circa $22-23/bbl........with a further self funded near 10,000 boepd of new production due to commence in 13-18 months from onshore Indonesia(acquired for a pittance in a highly distressed sale), and a number of prospective acquisitions at a very advanced stage of negotiation...... after running the numbers, it strongly suggested to me that the risk / reward and downside protection at the current valuation, is as good as anything else I could find in the sector.....including my best performing O&G investment this year AXL.

AIMHO/DYOR

mount teide
26/11/2022
10:27
U think this Global recession will be any different ?
amaretto1
26/11/2022
10:26
It wasn't that long ago ....Hundreds of tankers were parked up full of oil ....Due to the fall off in demand for crude2008 ... approx
amaretto1
26/11/2022
09:57
Sure if cant understand what MT is saying which is surprising maybe you should Google "Shortage of oil tankers" which confirms what he has stated which is absolutely correct.
tom111
26/11/2022
09:43
Enlighten me ?
amaretto1
26/11/2022
09:07
A question for you Jadestone share holders.

About $15m of by backs so far, $10m left in the kitty. So far, it has supported the share price well. Hopefully, they will be back in production again but as yet, not time lines have been offered.

The question is , who is selling? Can't see any TR1s around

here and there
26/11/2022
08:16
Pretty obvious to me
tom111
25/11/2022
19:28
Where have all these oil tankers gone ? U telling us all, they are being used to ship Russian oil to India and China ?? What exactly are u saying ?
amaretto1
25/11/2022
19:22
We had a exact copy of yourself on the ARB thread Concerning Crypto....Myself and others raised serious points ....And regarded GOLD a far safer bet ..We were all berated....... They have all disappeared.... My short oil from 125 was ridiculed at the time .... My target oil for 2023 remains 50 to 60 !!!
amaretto1
25/11/2022
19:17
Trouble with you constantly knocking my posts ..... the fact stands !!I'm continuously right .... and you are continuously not !!My calls are right .....
amaretto1
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